Sawyer & Company Inc Makes New Investment in Cisco Systems, Inc. $CSCO

Sawyer & Company Inc bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 49,392 shares of the network equipment provider’s stock, valued at approximately $5,316,000. Cisco Systems makes up 1.8% of Sawyer & Company Inc’s portfolio, making the stock its 17th largest holding.

Several other large investors have also recently made changes to their positions in the business. Cozad Asset Management Inc. grew its holdings in shares of Cisco Systems by 0.3% in the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after purchasing an additional 87 shares during the last quarter. Dogwood Wealth Management LLC lifted its position in Cisco Systems by 3.9% during 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 period. Green Ridge Wealth Planning LLC increased its stake in shares of Cisco Systems by 1.5% during the third quarter. Green Ridge Wealth Planning LLC now owns 6,017 shares of the network equipment provider’s stock valued at $648,000 after purchasing an additional 90 shares in the last quarter. August Group Capital Ltd raised its stake in Cisco Systems by 2.0% during the second quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock valued at $555,000 after buying an additional 91 shares during the last quarter. Finally, Financial Insights Inc. increased its holdings in shares of Cisco Systems by 1.5% during the first 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 in the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Stock Performance

Shares of CSCO traded up $0.43 during mid-day trading on Wednesday, hitting $107.14. 3,988,070 shares of the company traded hands, compared to its average volume of 22,093,438. The stock has a market cap of $422.40 billion, a price-to-earnings ratio of 32.05, a P/E/G ratio of 2.22 and a beta of 0.99. The stock has a 50-day moving average price of $110.78 and a two-hundred day moving average price of $109.50. Cisco Systems, Inc. has a 1 year low of $69.85 and a 1 year high of $130.37. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.05. The company 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 firm’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the company posted $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. Equities analysts anticipate that Cisco Systems, Inc. will post 4.42 earnings per share for the current year.

Cisco Systems Dividend Announcement

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. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 annualized dividend and a dividend yield of 1.6%. Cisco Systems’s payout ratio is presently 50.30%.

Analyst Ratings Changes

Several brokerages recently commented on CSCO. Wall Street Zen raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Sunday, October 11th. Deutsche Bank Aktiengesellschaft assumed coverage on shares of Cisco Systems in a report on Tuesday, September 1st. They set a “buy” rating and a $135.00 price target on the stock. Wells Fargo & Company raised their price target on shares of Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Wednesday, September 30th. Finally, KeyCorp upped their price objective on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus target price of $128.52.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco unveiled AI networking platforms based on its Silicon One P200, G300 and G302 chips, supporting up to 102.4 terabits per second, alongside 1.6T optical modules, liquid cooling and a planned optical-module collaboration with NVIDIA, TE Connectivity and Amphenol. The products strengthen Cisco’s position in high-density data-center infrastructure. Cisco Systems Unveiled 102.4T AI Networking Platforms
• Positive Sentiment: Analysts and strategists remain optimistic that the AI buildout has several years to run. Cisco is viewed as a “picks-and-shovels” beneficiary because AI spending also drives demand for networking, power, cooling and security equipment. Strategist Tom Lee says he’s buying the AI stock dip
• Positive Sentiment: Cisco’s Splunk observability business could benefit as companies seek to control unpredictable AI-agent usage, telemetry expenses and model bills. Monitoring and cost-management needs may support recurring software demand beyond hardware sales. Splunk State of Observability 2026
• Neutral Sentiment: Recent commentary describes Cisco as cash-rich and positioned to benefit from resilient networking demand, while the company approaches results with guidance for roughly 21% revenue growth and 33% EPS growth. Investors will look for confirmation that AI orders are translating into sustainable earnings. Cisco earnings preview
• Negative Sentiment: Arista Networks remains a formidable rival in modern AI data-center networking. Although both companies have reported strong AI-related results, investors are weighing whether Cisco’s broader, legacy enterprise exposure could produce slower growth or lower margins than Arista’s more focused business. Arista Networks vs. Cisco Systems

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,487 shares of the firm’s stock in a transaction dated 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 sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,170 shares of the business’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.57, for a total value of $799,956.90. Following the sale, the insider owned 230,593 shares of the company’s stock, valued at approximately $25,727,261.01. This represents a 3.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 44,869 shares of company stock valued at $5,005,620 in the last 90 days. 0.01% of the stock is owned by company insiders.

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration and observability solutions for businesses, government organizations and service providers. Its offerings include routers, switches, wireless networking equipment, data-center infrastructure, security software and services, as well as technologies that support cloud and hybrid IT environments.

The company also provides collaboration tools through its Webex portfolio, cloud-managed networking through Cisco Meraki and security and observability capabilities that include technologies from Splunk, which Cisco acquired in 2024.