Cisco Systems, Inc. $CSCO Shares Sold by Green Alpha Advisors LLC

Green Alpha Advisors LLC cut its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 79.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,440 shares of the network equipment provider’s stock after selling 9,286 shares during the quarter. Green Alpha Advisors LLC’s holdings in Cisco Systems were worth $263,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new stake in shares of Cisco Systems during the 2nd quarter worth approximately $42,129,647,000. State Street Corp raised its stake in shares of Cisco Systems by 7.0% in the second quarter. State Street Corp now owns 207,106,569 shares of the network equipment provider’s stock valued at $25,278,492,000 after purchasing an additional 13,512,872 shares in the last quarter. Invesco Ltd. lifted its position in Cisco Systems by 11.6% in the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after purchasing an additional 6,224,062 shares during the period. Auto Owners Insurance Co boosted its stake in Cisco Systems by 8,718.3% during the fourth quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider’s stock worth $400,190,000 after buying an additional 51,363,281 shares in the last quarter. Finally, Bank of America Corp DE bought a new stake in Cisco Systems in the 2nd quarter valued at $5,892,379,000. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Price Performance

NASDAQ:CSCO traded down $2.50 on Thursday, reaching $114.89. The stock had a trading volume of 12,955,367 shares, compared to its average volume of 22,499,215. The company has a market capitalization of $452.96 billion, a P/E ratio of 34.40, a price-to-earnings-growth ratio of 2.47 and a beta of 0.99. Cisco Systems, Inc. has a 1-year low of $66.81 and a 1-year high of $130.37. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. The stock has a fifty day moving average price of $112.13 and a 200-day moving average price of $107.70.

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

Cisco Systems Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be issued a dividend of $0.42 per share. 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 dividend payout ratio (DPR) is currently 50.30%.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on CSCO. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 30th. HSBC cut shares of Cisco Systems from a “buy” rating to a “hold” rating and lowered their target price for the company from $137.00 to $120.00 in a research note on Friday, August 14th. Freedom Capital upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. KeyCorp lifted 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, Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a research note on Wednesday, August 26th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and an average target price of $128.52.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Deborah Stahlkopf sold 6,487 shares of the business’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 transaction, the executive vice president owned 167,116 shares of the company’s stock, valued at approximately $18,638,447.48. The trade was a 3.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya Subaiya sold 5,832 shares of the stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total value of $650,093.04. Following the sale, the executive vice president owned 128,382 shares in the company, valued at $14,310,741.54. The trade was a 4.35% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 44,869 shares of company stock worth $5,005,620. 0.01% of the stock is owned by company insiders.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: AI infrastructure demand remains a key catalyst. Cisco is reportedly seeing substantial AI infrastructure orders and has delivered its fifth consecutive earnings beat, supporting the view that networking demand could propel the company into a new growth phase. Cisco Could Be Entering a New Growth Phase
• Positive Sentiment: New agentic AI products expand Cisco’s growth story. At WebexOne 2026, Cisco introduced AI capabilities across Webex, workplace management and customer experience, including Claude-powered agents that can analyze data, create content and execute tasks using enterprise context. A Google Meet partnership for Cisco devices and RoomOS 27 are also intended to strengthen its collaboration business. Cisco Unveils New Agentic Collaboration Experiences
• Positive Sentiment: Channel and security developments add incremental support. Supermicro servers are entering Cisco’s AI Factory channel, potentially broadening the company’s AI infrastructure reach, while Cisco also added a FIPS-validated post-quantum security application. Cisco Stock and Supermicro AI Factory Channel
• Neutral Sentiment: Valuation is limiting enthusiasm. Analysts see further upside if AI orders translate into durable revenue and profit growth, but the recent rally may already reflect much of that opportunity, leaving less room for error. The Case for Waiting on Cisco Stock
• Negative Sentiment: Investors remain concerned about execution and competitive pressure. Cisco must demonstrate that AI demand can produce sustained growth without margin deterioration, while competition from networking specialists such as Arista adds uncertainty to the broader AI networking opportunity.

About Cisco Systems

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.