10,053 Shares in Cisco Systems, Inc. $CSCO Bought by Sanders Morris Harris LLC

Sanders Morris Harris LLC purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO) in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 10,053 shares of the network equipment provider’s stock, valued at approximately $1,079,000.

Several other institutional investors have also recently added to or reduced their stakes in CSCO. Cozad Asset Management Inc. raised its stake in shares of Cisco Systems by 0.3% in the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock valued at $2,033,000 after purchasing an additional 87 shares in the last quarter. Dogwood Wealth Management LLC increased its holdings in Cisco Systems by 3.9% in the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock valued at $283,000 after buying an additional 90 shares during the last quarter. Green Ridge Wealth Planning LLC grew its position in shares of Cisco Systems by 1.5% in the 3rd quarter. Green Ridge Wealth Planning LLC now owns 6,017 shares of the network equipment provider’s stock worth $648,000 after acquiring an additional 90 shares in the last quarter. August Group Capital Ltd increased its holdings in shares of Cisco Systems by 2.0% in the 2nd quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock valued at $555,000 after acquiring an additional 91 shares during the last quarter. Finally, Financial Insights Inc. increased its holdings in shares of Cisco Systems by 1.5% in the 1st quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock valued at $483,000 after acquiring an additional 92 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,487 shares of the company’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.53, for a total value of $723,495.11. Following the completion of the transaction, the executive vice president owned 167,116 shares in the company, valued at approximately $18,638,447.48. This represents a 3.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 312 shares of the business’s stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $110.18, for a total value of $34,376.16. Following the transaction, the executive vice president owned 127,661 shares of the company’s stock, valued at approximately $14,065,688.98. This represents a 0.24% 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. Over the last 90 days, insiders have sold 44,869 shares of company stock worth $5,005,620. 0.01% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the company. Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 30th. 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 increased their target price on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, August 13th. Wells Fargo & Company raised their price target on shares of Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Finally, Deutsche Bank Aktiengesellschaft started coverage on shares of Cisco Systems in a research report on Tuesday, September 1st. They issued a “buy” rating and a $135.00 price target on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and an average price target of $128.52.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco’s AI infrastructure orders, networking upgrades and cybersecurity growth continue to support the company’s long-term expansion story. Analysts have highlighted these trends as reasons the stock has gained significantly over the past year. Should You Buy, Sell, or Hold Cisco Stock After a 68% Rise in a Year?
• Positive Sentiment: Fiscal 2026 net income increased 30% to $13.3 billion, while Cisco’s cybersecurity business and AI-related infrastructure opportunity could provide additional growth avenues. The company also recently reported quarterly earnings and revenue above consensus estimates, supporting the fundamental case. Cisco Earnings Recovery
• Neutral Sentiment: Some investors view Cisco as a relatively attractive value and income-oriented technology stock compared with more highly valued market segments. Its dividend and established business may appeal to long-term or retirement-focused investors, although the article is comparative rather than a new company-specific catalyst. Cisco Stock and Two Value Plays
• Negative Sentiment: Operating cash flow remained around $14.2 billion despite the 30% increase in net income. Higher unrealized investment gains boosted reported profit without producing operating cash, raising questions about how much earnings growth will translate into durable cash generation. Cisco Earnings Recovery and Cash Growth
• Negative Sentiment: Valuation remains a headwind after the stock’s sharp annual rally. Coverage cited Cisco as overvalued relative to an intrinsic-value estimate, while the latest session saw the shares underperform the broader market as investors appeared to take profits and reassess upside at elevated levels. Why Cisco Fell More Than the Broader Market

Cisco Systems Stock Performance

Shares of Cisco Systems stock traded down $1.43 on Wednesday, reaching $113.64. 16,699,680 shares of the company were exchanged, compared to its average volume of 22,321,357. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. The company’s 50-day moving average is $111.88 and its two-hundred day moving average is $108.67. The firm has a market cap of $448.04 billion, a price-to-earnings ratio of 34.02, a P/E/G ratio of 2.40 and a beta of 0.99. Cisco Systems, Inc. has a 1-year low of $68.57 and a 1-year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. The business had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. During the same quarter in the previous year, the firm posted $0.99 EPS. The business’s revenue for the quarter 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. As a group, research analysts expect that Cisco Systems, Inc. will post 4.42 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Investors 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 dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is 50.30%.

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.