First Nebraska Trust Co Reduces Position in Cisco Systems, Inc. $CSCO

First Nebraska Trust Co trimmed its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10.9% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 186,070 shares of the network equipment provider’s stock after selling 22,761 shares during the quarter. Cisco Systems makes up about 1.8% of First Nebraska Trust Co’s portfolio, making the stock its 12th biggest position. First Nebraska Trust Co’s holdings in Cisco Systems were worth $21,856,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in CSCO. Bridgewater Advisors Inc. bought a new stake in shares of Cisco Systems in the second quarter valued at about $6,442,000. World Investment Advisors grew its holdings in Cisco Systems by 15.4% during the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after acquiring an additional 26,455 shares in the last quarter. WCG Wealth Advisors LLC grew its holdings in Cisco Systems by 101.8% during the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after acquiring an additional 54,141 shares in the last quarter. Vise Technologies Inc. increased its position in Cisco Systems by 47.1% during the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after purchasing an additional 64,144 shares during the period. Finally, ABN AMRO Bank N.V. bought a new stake in shares of Cisco Systems in the 2nd quarter valued at about $19,114,000. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Price Performance

Shares of CSCO opened at $111.04 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. The company’s fifty day moving average price is $116.02 and its 200-day moving average price is $100.24. Cisco Systems, Inc. has a 1-year low of $66.13 and a 1-year high of $130.37. The firm has a market capitalization of $437.66 billion, a PE ratio of 33.25, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. The business had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The company’s revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the company earned $0.99 earnings per share. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. On average, equities research analysts predict that Cisco Systems, Inc. will post 4.51 EPS for the current year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be paid a $0.42 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. Cisco Systems’s dividend payout ratio (DPR) is currently 50.30%.

Key Headlines Impacting Cisco Systems

Here are the key news stories impacting Cisco Systems this week:

• Positive Sentiment: AI infrastructure orders are supporting Cisco’s growth outlook. Cisco reportedly received approximately $4 billion in AI infrastructure orders during the quarter. Product revenue rose 24% year over year, helping produce record fiscal 2026 results and reinforcing the company’s position as a supplier of networking equipment for AI data centers. Cisco Stock: Buy or Sell?
• Positive Sentiment: Analyst sentiment remains favorable. Recent research updates raised several price targets, including targets of $135 from Morgan Stanley, $140 from Truist Financial, $150 from Bank of America and $165 from Rosenblatt Securities. Cisco has a consensus rating of “Moderate Buy,” suggesting analysts see additional upside if AI-networking demand translates into sustained earnings growth. Cisco Systems Receives a Rating Update
• Positive Sentiment: Streaming infrastructure may provide another growth opportunity. Rising demand for low-latency live video, expanded content-delivery capacity and AI-enabled media workflows could increase demand for Cisco’s networking products among streaming platforms, enterprises and cloud providers. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: An executive sold 5,832 shares valued at approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced the executive’s holdings by 4.35%, but the scheduled nature of the sale and substantial remaining ownership lessen its significance as a bearish signal. Cisco Executive SEC Filing
• Negative Sentiment: Valuation and execution risks remain. With Cisco trading at more than 32 times earnings, investors may be concerned that margin pressure, slower recurring-revenue growth or delays in converting AI orders into profits could limit near-term upside.

Insider Buying and Selling

In other Cisco Systems news, CEO Charles Robbins sold 21,628 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.54, for a total value of $2,412,387.12. Following the completion of the sale, the chief executive officer owned 602,710 shares in the company, valued at approximately $67,226,273.40. This represents a 3.46% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of the firm’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the completion of the sale, the executive vice president directly owned 167,116 shares of the company’s stock, valued at $18,638,447.48. This trade represents a 3.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 53,611 shares of company stock worth $6,066,680 in the last 90 days. 0.01% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Zacks Research downgraded shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 4th. CICC Research lifted their price target on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. New Street Research boosted their price target on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Truist Financial upped their price objective on Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Finally, The Goldman Sachs Group raised their price objective on Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research report on Wednesday, June 3rd. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $129.43.

Cisco Systems Profile

Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.

In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.