10,734 Shares in Cisco Systems, Inc. $CSCO Bought by Machina Capital S.A.S.

Machina Capital S.A.S. bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 10,734 shares of the network equipment provider’s stock, valued at approximately $1,155,000.

A number of other large investors have also made changes to their positions in CSCO. Bridgewater Advisors Inc. purchased a new position in Cisco Systems in the second quarter worth approximately $6,442,000. Beacon Pointe Advisors LLC purchased a new stake in Cisco Systems in the second quarter valued at $60,009,000. Western Wealth Management LLC raised its position in Cisco Systems by 60.5% in the first quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock valued at $5,926,000 after purchasing an additional 28,792 shares during the period. ABN AMRO Bank N.V. acquired a new position in shares of Cisco Systems in the 2nd quarter valued at $19,114,000. Finally, Envestnet Portfolio Solutions Inc. lifted its stake in shares of Cisco Systems by 24.6% in the 2nd quarter. Envestnet Portfolio Solutions Inc. now owns 363,506 shares of the network equipment provider’s stock valued at $47,287,000 after purchasing an additional 71,774 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Cisco Systems

In related news, EVP Oliver Tuszik sold 680 shares of Cisco Systems stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $110.18, for a total value of $74,922.40. Following the completion of the transaction, the executive vice president owned 163,337 shares in the company, valued at approximately $17,996,470.66. The trade was a 0.41% 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, EVP Thimaya Subaiya sold 5,832 shares of the company’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total transaction of $650,093.04. Following the sale, the executive vice president directly owned 128,382 shares in the company, valued at approximately $14,310,741.54. The trade was a 4.35% 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. In the last three months, insiders sold 6,824 shares of company stock valued at $759,392. Insiders own 0.01% of the company’s stock.

Recent Cisco Systems Headlines

Here are a few of the latest headlines about CSCO:

• Positive Sentiment: Cisco raised its fiscal 2027 adjusted EPS forecast to $5.47–$5.53, above the $5.10 FactSet estimate, and its revenue outlook to $74.8–$75.8 billion, versus $73.2 billion expected. Its Q2 EPS and revenue guidance also exceeded consensus, supporting expectations for continued growth. Cisco raises annual revenue forecast on strong AI networking demand
• Positive Sentiment: Management pointed to robust AI-networking demand, including data-center growth, as a major tailwind. Investors may see Cisco as benefiting from increased spending on the networking infrastructure needed for AI. Cisco Earnings, Revenue Top Estimates On AI Data Center Growth
• Neutral Sentiment: Despite the strong report and higher guidance, investors will be watching whether AI-related demand can translate into sustained growth and healthy margins, particularly after a rally that had raised expectations. Cisco rally faces a margin-and-valuation test

Cisco Systems Price Performance

CSCO stock opened at $102.01 on Friday. The business’s fifty day moving average price is $108.02 and its 200 day moving average price is $102.13. Cisco Systems, Inc. has a 12-month low of $72.80 and a 12-month high of $130.37. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The company has a market capitalization of $402.18 billion, a PE ratio of 30.54, a P/E/G ratio of 2.07 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Thursday, November 12th. The network equipment provider reported $1.40 EPS for the quarter, beating analysts’ consensus estimates of $1.33 by $0.07. The company had revenue of $18.52 billion during the quarter, compared to analysts’ expectations of $18.12 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. During the same period last year, the business posted $1.00 EPS. Cisco Systems has set its Q2 2027 guidance at 1.340-1.360 EPS and its FY 2027 guidance at 5.470-5.530 EPS. On average, sell-side analysts anticipate that Cisco Systems, Inc. will post 4.48 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, January 20th. Stockholders of record on Monday, January 4th will be given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend is Monday, January 4th. Cisco Systems’s dividend payout ratio is currently 50.30%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on CSCO shares. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. Morgan Stanley cut shares of Cisco Systems from an “overweight” rating to an “equal weight” rating and decreased their target price for the company from $135.00 to $120.00 in a research report on Thursday, November 5th. Truist Financial increased their target price on shares of Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. HSBC cut shares of Cisco Systems from a “buy” rating to a “hold” rating and dropped their price target for the company from $137.00 to $120.00 in a research report on Friday, August 14th. Finally, Freedom Capital raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and an average price target of $129.14.

Cisco Systems Company Profile

Cisco Systems, Inc. develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks. The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.