Kintegral Advisory LLC Reduces Position in Cisco Systems, Inc. $CSCO

Kintegral Advisory LLC cut its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 0.2% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 139,053 shares of the network equipment provider’s stock after selling 210 shares during the period. Cisco Systems makes up 0.9% of Kintegral Advisory LLC’s portfolio, making the stock its 22nd largest holding. Kintegral Advisory LLC’s holdings in Cisco Systems were worth $9,647,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Oregon Public Employees Retirement Fund grew its position in Cisco Systems by 0.5% in the 2nd quarter. Oregon Public Employees Retirement Fund now owns 343,758 shares of the network equipment provider’s stock valued at $23,850,000 after acquiring an additional 1,647 shares during the last quarter. Astoria Portfolio Advisors LLC. grew its position in Cisco Systems by 6.8% in the 2nd quarter. Astoria Portfolio Advisors LLC. now owns 10,071 shares of the network equipment provider’s stock valued at $688,000 after acquiring an additional 637 shares during the last quarter. Concord Asset Management LLC VA grew its position in Cisco Systems by 25.8% in the 2nd quarter. Concord Asset Management LLC VA now owns 16,757 shares of the network equipment provider’s stock valued at $1,163,000 after acquiring an additional 3,432 shares during the last quarter. Sequoia Financial Advisors LLC grew its position in Cisco Systems by 15.4% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 173,333 shares of the network equipment provider’s stock valued at $12,026,000 after acquiring an additional 23,178 shares during the last quarter. Finally, M.E. Allison & CO. Inc. bought a new position in Cisco Systems in the 2nd quarter valued at $257,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Trading Down 2.9%

Cisco Systems stock opened at $67.94 on Monday. The stock has a 50-day moving average of $68.24 and a two-hundred day moving average of $64.90. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.91 and a current ratio of 1.00. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $72.55. The stock has a market cap of $268.58 billion, a PE ratio of 25.93, a price-to-earnings-growth ratio of 2.86 and a beta of 0.97.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, August 13th. The network equipment provider reported $0.99 EPS for the quarter, beating analysts’ consensus estimates of $0.98 by $0.01. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The company had revenue of $14.67 billion during the quarter, compared to analysts’ expectations of $14.63 billion. During the same period last year, the business posted $0.87 earnings per share. The firm’s revenue was up 7.6% compared to the same quarter last year. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. On average, research analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 22nd. Shareholders of record on Friday, October 3rd will be paid a $0.41 dividend. The ex-dividend date is Friday, October 3rd. This represents a $1.64 dividend on an annualized basis and a yield of 2.4%. Cisco Systems’s dividend payout ratio (DPR) is 62.60%.

Analyst Ratings Changes

Several equities analysts have commented on the company. Bank of America upped their price objective on Cisco Systems from $76.00 to $85.00 and gave the company a “buy” rating in a research report on Thursday, August 14th. JPMorgan Chase & Co. upped their target price on Cisco Systems from $73.00 to $78.00 and gave the stock an “overweight” rating in a report on Thursday, July 17th. Wells Fargo & Company upped their price objective on Cisco Systems from $75.00 to $83.00 and gave the stock an “overweight” rating in a research note on Thursday, August 14th. Morgan Stanley upped their price objective on Cisco Systems from $73.00 to $77.00 and gave the stock an “overweight” rating in a research note on Friday. Finally, CICC Research initiated coverage on Cisco Systems in a research note on Monday, July 14th. They set an “outperform” rating and a $78.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $74.89.

Insider Buying and Selling

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 1,744 shares of the stock in a transaction dated Friday, September 12th. The stock was sold at an average price of $66.78, for a total value of $116,464.32. Following the completion of the sale, the executive vice president directly owned 158,009 shares in the company, valued at approximately $10,551,841.02. This trade represents a 1.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Deborah L. Stahlkopf sold 2,718 shares of the stock in a transaction dated Thursday, September 11th. The shares were sold at an average price of $68.08, for a total value of $185,041.44. Following the completion of the sale, the executive vice president owned 157,184 shares of the company’s stock, valued at approximately $10,701,086.72. This trade represents a 1.70% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 82,965 shares of company stock valued at $5,559,996 in the last 90 days. 0.01% of the stock is owned by insiders.

Cisco Systems Profile

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.