Cisco Systems, Inc. $CSCO Stock Purchased by Diversified Trust Co

Diversified Trust Co lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 8.6% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 91,062 shares of the network equipment provider’s stock after purchasing an additional 7,185 shares during the quarter. Diversified Trust Co’s holdings in Cisco Systems were worth $9,801,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of CSCO. BlackRock Inc. acquired a new position in Cisco Systems in the 2nd quarter valued at about $42,129,647,000. State Street Corp grew its stake in shares of Cisco Systems by 7.0% in the 2nd quarter. State Street Corp now owns 207,106,569 shares of the network equipment provider’s stock valued at $25,278,492,000 after buying an additional 13,512,872 shares during the period. Bank of America Corp DE purchased a new stake in shares of Cisco Systems in the 2nd quarter valued at approximately $5,892,379,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of Cisco Systems by 2.7% during the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 43,450,141 shares of the network equipment provider’s stock worth $5,103,654,000 after buying an additional 1,143,106 shares during the last quarter. Finally, Fisher Asset Management LLC increased its holdings in shares of Cisco Systems by 21.7% during the 3rd quarter. Fisher Asset Management LLC now owns 40,646,597 shares of the network equipment provider’s stock worth $4,374,793,000 after buying an additional 7,233,872 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Top Cisco Systems Stories

These are some of the CSCO stories that stood out recently:

• Positive Sentiment: Cisco reported revenue of $18.5 billion and adjusted EPS of $1.40, beating estimates. It raised fiscal 2027 revenue guidance to $74.8–$75.8 billion and EPS guidance to $5.47–$5.53, and lifted its AI revenue target to $9 billion. Strong AI-infrastructure and networking demand underpin the outlook. Reuters: Cisco raises annual revenue forecast
• Positive Sentiment: Management characterized the sequential decline in its second-quarter revenue outlook as seasonal rather than a sign of weakening demand, and emphasized the company’s profitability. Cisco CEO comments on guidance and profitability
• Neutral Sentiment: Several analysts lowered price targets after the results, but kept positive or neutral ratings. Citigroup cut its target to $120 and Wells Fargo to $130, both retaining Buy or Overweight; other firms also trimmed targets. The revisions reflect caution about near-term execution, even as analysts see potential upside. Benzinga: Analyst cuts Cisco price target

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 312 shares of the company’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $110.18, for a total transaction of $34,376.16. Following the transaction, the executive vice president directly owned 127,661 shares in the company, valued at $14,065,688.98. This represents a 0.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 680 shares of the firm’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $110.18, for a total value of $74,922.40. Following the transaction, the executive vice president owned 163,337 shares of the company’s stock, valued at approximately $17,996,470.66. This represents a 0.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 6,824 shares of company stock valued at $759,392 in the last quarter. 0.01% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on CSCO. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, September 30th. Freedom Capital upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Sunday, August 16th. Wells Fargo & Company cut their target price on Cisco Systems from $150.00 to $130.00 and set an “overweight” rating for the company in a research note on Friday. Piper Sandler restated a “neutral” rating and issued a $112.00 target price (down from $125.00) on shares of Cisco Systems in a research report on Friday. Finally, HSBC lowered Cisco Systems from a “buy” rating to a “hold” rating and decreased their price target for the company from $137.00 to $120.00 in a research note on Friday, August 14th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $125.64.

Cisco Systems Trading Down 6.2%

Shares of CSCO stock opened at $95.64 on Friday. Cisco Systems, Inc. has a 1-year low of $72.80 and a 1-year high of $130.37. The firm has a market cap of $377.07 billion, a PE ratio of 25.44, a price-to-earnings-growth ratio of 2.09 and a beta of 1.01. The company has a 50-day moving average of $107.76 and a two-hundred day moving average of $102.21. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Thursday, November 12th. The network equipment provider reported $1.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.33 by $0.07. Cisco Systems had a net margin of 22.34% and a return on equity of 33.06%. The business had revenue of $18.52 billion for the quarter, compared to the consensus estimate of $18.12 billion. During the same period in the previous year, the firm earned $1.00 EPS. Cisco Systems has set its Q2 2027 guidance at 1.340-1.360 EPS and its FY 2027 guidance at 5.470-5.530 EPS. On average, analysts predict that Cisco Systems, Inc. will post 4.48 EPS for the current year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, January 20th. Investors of record on Monday, January 4th will be issued a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.8%. The ex-dividend date is Monday, January 4th. Cisco Systems’s dividend payout ratio (DPR) is 50.30%.

Cisco Systems Profile

Cisco Systems, Inc. develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks. The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.