Cisco Systems, Inc. $CSCO Shares Purchased by Versant Capital Management Inc

Versant Capital Management Inc raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 43.7% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,365 shares of the network equipment provider’s stock after purchasing an additional 10,146 shares during the period. Versant Capital Management Inc’s holdings in Cisco Systems were worth $3,591,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CSCO. Networth Advisors LLC increased its holdings in Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after buying an additional 246 shares during the last quarter. Financial Life Planners purchased a new position in shares of Cisco Systems in the 1st quarter valued at about $27,000. Manning & Napier Advisors LLC increased its holdings in shares of Cisco Systems by 137.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after acquiring an additional 200 shares during the last quarter. Osbon Capital Management LLC acquired a new stake in shares of Cisco Systems during the 4th quarter worth about $32,000. Finally, RMG Wealth Management LLC boosted its holdings in Cisco Systems by 308.7% in the first quarter. RMG Wealth Management LLC now owns 425 shares of the network equipment provider’s stock valued at $33,000 after purchasing an additional 321 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco reported a fifth consecutive earnings beat, with AI infrastructure orders growing faster than expected. Product orders increased 35% year over year in fiscal Q4 2026, reinforcing investor optimism about demand for networking equipment supporting artificial intelligence. The Boring Tech Stock With an AI Tailwind Has 17% Upside
• Positive Sentiment: Cisco’s planned sovereign AI infrastructure platform with Bell Canada could expand its networking, security, observability, and critical-infrastructure businesses in regulated markets requiring data residency and control. Did Bell–Cisco Sovereign AI Pact Just Recast Cisco Systems’ Regulated-Market Strategy?
• Positive Sentiment: Cisco remains attractive to income-focused investors after announcing a quarterly dividend of $0.42 payable October 21. Its dividend growth and exposure to AI networking are supporting the case for the stock as a combination of income and technology exposure. Cisco Systems to Distribute Quarterly Dividend
• Neutral Sentiment: The industrial-control-system security market is forecast to grow at a 16.5% annual rate through 2031, offering a favorable long-term market backdrop for Cisco’s cybersecurity business, although the report does not provide a new company-specific forecast. Industrial Control System Security Market Forecasts Growth
• Neutral Sentiment: Bernstein initiated coverage with a “market perform” rating and a $110 price target, implying limited near-term upside from the referenced $108.76 level. Bernstein Initiates Coverage of Cisco Systems
• Negative Sentiment: Management described its fiscal 2027 AI revenue forecast as prudent, raising questions about how quickly AI-related sales can materially affect overall results. AI represented only about 6% of fiscal 2026 revenue, so Cisco still depends heavily on slower-growing enterprise and telecom businesses. Are There Signs Cisco Stock Is Going To Swing Big?
• Negative Sentiment: Piper Sandler lowered its price target to $125, while analysts and commentary have highlighted valuation risk after CSCO’s strong 12-month advance. At roughly 29 times earnings, investors may require sustained growth beyond current AI optimism to justify additional upside. Piper Sandler Cuts Target for Cisco Systems Stock

Cisco Systems Trading Up 1.0%

Shares of CSCO stock opened at $108.76 on Friday. The company has a market capitalization of $428.80 billion, a P/E ratio of 32.56, a price-to-earnings-growth ratio of 2.25 and a beta of 0.99. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a twelve month low of $66.81 and a twelve month high of $130.37. The business’s 50 day moving average is $112.04 and its two-hundred day moving average is $106.40.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The business had revenue of $17.25 billion for the quarter, compared to the consensus estimate of $16.84 billion. During the same quarter in the previous year, the firm earned $0.99 earnings per share. The business’s quarterly revenue was up 17.6% compared to the same quarter last year. 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. Equities analysts forecast that Cisco Systems, Inc. will post 4.41 EPS for the current year.

Cisco Systems Dividend Announcement

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

Wall Street Analysts Forecast Growth

CSCO has been the topic of a number of research analyst reports. Wall Street Zen upgraded Cisco Systems from a “hold” rating to a “buy” rating in a research report on Sunday, September 20th. Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 4th. UBS Group boosted their price objective on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. KeyCorp increased their price objective on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Finally, Piper Sandler cut their target price on shares of Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a report on Tuesday, September 22nd. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $128.52.

Insider Activity at Cisco Systems

In other Cisco Systems news, insider Jeetendra Patel sold 7,170 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.57, for a total transaction of $799,956.90. Following the transaction, the insider owned 230,593 shares in the company, valued at approximately $25,727,261.01. The trade was a 3.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah Stahlkopf sold 6,487 shares of the stock in a transaction that occurred 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 transaction, the executive vice president directly owned 167,116 shares of the company’s stock, valued at approximately $18,638,447.48. This trade represents a 3.74% 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 have sold a total of 44,869 shares of company stock worth $5,005,620 in the last three months. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration, observability and data center solutions. Its products and services help businesses, governments, educational institutions and other organizations connect users and devices, manage infrastructure, protect digital environments and support cloud-based operations.

Cisco’s portfolio includes routers and switches, wireless networking equipment, network management software, firewalls, identity and access tools, endpoint security products, collaboration applications and observability platforms.