Wealth Science Advisors LLC raised its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 3,354.5% during the second quarter, HoldingsChannel.com reports. The firm owned 8,360 shares of the network equipment provider’s stock after buying an additional 8,118 shares during the quarter. Wealth Science Advisors LLC’s holdings in Cisco Systems were worth $982,000 as of its most recent SEC filing.
A number of other hedge funds and other institutional investors also recently made changes to their positions in CSCO. Cozad Asset Management Inc. grew 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 buying an additional 87 shares in the last quarter. Dogwood Wealth Management LLC raised 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 acquiring an additional 90 shares in the last quarter. Financial Insights Inc. lifted its stake in Cisco Systems by 1.5% in 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 during the last quarter. Southern Financial Group LLC lifted its stake in Cisco Systems by 1.1% in the first quarter. Southern Financial Group LLC now owns 9,159 shares of the network equipment provider’s stock valued at $711,000 after acquiring an additional 102 shares during the last quarter. Finally, Signature Resources Capital Management LLC grew its position in Cisco Systems by 2.3% in the first quarter. Signature Resources Capital Management LLC now owns 5,061 shares of the network equipment provider’s stock worth $393,000 after acquiring an additional 116 shares in the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.
Cisco Systems News Roundup
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco raised its fiscal 2026 AI infrastructure order forecast from $5 billion to approximately $9 billion, reflecting stronger-than-expected demand from hyperscale customers. The company expects to recognize about $4 billion in related revenue, compared with total fiscal-year revenue guidance of $62.8 billion to $63.0 billion. Cisco Raised Its AI Order Target to $9 Billion
- Positive Sentiment: Recent coverage highlights Cisco’s positioning in the AI networking boom, alongside security partnerships and Webex emergency-calling integration. These developments reinforce the company’s push beyond traditional networking equipment. Can Cisco Lead the AI Networking Boom?
- Positive Sentiment: Cisco’s partner-focused skills initiative is designed to help solution providers find and retain qualified technical talent, potentially supporting ecosystem growth and customer implementation capacity over time. Cisco: Powering Partner Growth Through Skills-Based Talent Connections
- Neutral Sentiment: Analysts are focusing on Cisco’s fiscal fourth-quarter metrics beyond revenue and earnings, including indicators that may show whether AI-related demand is translating into sustainable growth. Cisco will report results and hold its conference call on August 12. Cisco Q4 Earnings Metrics
- Neutral Sentiment: Industry coverage describes a mixed networking outlook: AI demand is favorable, but cautious information-technology spending, deployment delays and rising costs remain risks for Cisco and peers.
- Negative Sentiment: Zacks Research downgraded CSCO from “strong buy” to “hold,” adding a more cautious analyst signal after the stock’s substantial run. Separate analysis also suggests Cisco may be roughly 9% overvalued, increasing sensitivity to any earnings disappointment. Cisco Security and Valuation Analysis
Cisco Systems Price Performance
Cisco Systems (NASDAQ:CSCO – Get Free Report) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. The firm had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company’s revenue was up 12.0% on a year-over-year basis. During the same quarter last year, the firm posted $0.96 EPS. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. Research analysts anticipate that Cisco Systems, Inc. will post 3.54 EPS for the current year.
Cisco Systems Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were paid a $0.42 dividend. The ex-dividend date was Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.
Wall Street Analysts Forecast Growth
Several research analysts have recently commented on CSCO shares. CICC Research increased their price target on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Tuesday, July 28th. UBS Group upped their price objective on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Zacks Research downgraded shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 4th. Finally, Citigroup raised their target price on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus target price of $123.14.
Check Out Our Latest Analysis on CSCO
Insider Buying and Selling at Cisco Systems
In related news, EVP Thimaya K. Subaiya sold 7,127 shares of the stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the sale, the executive vice president owned 140,857 shares in the company, valued at approximately $16,890,162.87. This trade represents a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the transaction, the chief executive officer owned 637,085 shares in the company, valued at $76,469,312.55. This represents a 3.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 47,650 shares of company stock valued at $5,668,823 in the last three months. 0.01% of the stock is owned by insiders.
Cisco Systems Profile
Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.
In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.
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