Silverlake Wealth Management LLC Purchases Shares of 8,562 Cisco Systems, Inc. $CSCO

Silverlake Wealth Management LLC acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 8,562 shares of the network equipment provider’s stock, valued at approximately $1,006,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. MidAtlantic Capital Management Inc. acquired a new position in Cisco Systems during the 4th quarter worth approximately $25,000. Intesa Sanpaolo Wealth Management acquired a new stake in shares of Cisco Systems in the 4th quarter valued at $25,000. Networth Advisors LLC raised its holdings in shares of Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after purchasing an additional 246 shares in the last quarter. Financial Life Planners purchased a new stake in shares of Cisco Systems during the 1st quarter worth $27,000. Finally, Manning & Napier Advisors LLC lifted its position in shares of Cisco Systems by 137.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after purchasing an additional 200 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems News Summary

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

• Positive Sentiment: AI demand is accelerating. Cisco reported fiscal Q4 revenue of approximately $17.3 billion, up 18% year over year, and adjusted EPS of $1.22 versus the $1.17 consensus estimate. AI infrastructure orders increased 4.5 times to $9.3 billion for fiscal 2026, while management expects approximately $7.5 billion of hyperscaler AI infrastructure revenue in fiscal 2027. Chuck Robbins Says AI Is Fueling a Networking Supercycle
• Positive Sentiment: Fiscal 2027 guidance exceeded expectations. Management forecast roughly 15% revenue growth, supported by hyperscaler spending, data-center switching and broader networking upgrades. Several firms—including UBS, Truist, Wells Fargo, KeyCorp, Morgan Stanley and Rosenblatt—raised their price targets and maintained bullish ratings, suggesting long-term upside if the AI networking cycle continues. Cisco Just Gave Investors Three Big Reasons to Be Bullish
• Neutral Sentiment: The market is demanding faster growth. Despite the earnings beat and upbeat outlook, Cisco’s shares have decreased because expectations were already elevated after a substantial rally. Investors are questioning whether the company’s AI momentum can remain strong beyond the current infrastructure buildout and whether Cisco’s premium valuation is justified. Cisco Shares Slide Despite Earnings Beat and Strong Guidance
• Negative Sentiment: Margin pressure is the primary concern. AI infrastructure growth is arriving mainly through lower-margin hardware, creating mix-related gross-margin compression and raising questions about how profitably Cisco can scale orders. HSBC downgraded CSCO to Hold from Buy and reduced its price target to $120 from $137, citing a lack of near-term catalysts even after the strong quarter. Cisco Beat on Every Line, Then Fell on What AI Costs to Ship

Analyst Ratings Changes

CSCO has been the subject of a number of analyst reports. Truist Financial boosted 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. Wall Street Zen raised Cisco Systems from a “hold” rating to a “buy” rating in a report on Saturday. BNP Paribas Exane upped their price objective on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Argus upped their price objective on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. Finally, Bank of America increased their price objective on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a report on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $129.43.

Insider Activity

In other news, EVP Thimaya K. Subaiya sold 7,127 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was 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 directly owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. The trade was a 4.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the company’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $121.12, for a total value of $315,759.84. Following the completion of the sale, the executive vice president directly owned 172,727 shares of the company’s stock, valued at approximately $20,920,694.24. This trade represents a 1.49% 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 31,134 shares of company stock valued at $3,739,000. Insiders own 0.01% of the company’s stock.

Cisco Systems Trading Down 1.6%

NASDAQ CSCO opened at $111.68 on Friday. The firm’s fifty day moving average price is $117.03 and its 200 day moving average price is $99.09. Cisco Systems, Inc. has a 12 month low of $65.75 and a 12 month high of $130.37. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.81. The company has a market capitalization of $440.18 billion, a price-to-earnings ratio of 33.44, a price-to-earnings-growth ratio of 2.52 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. During the same period in the previous year, the company earned $0.99 earnings per share. Cisco Systems’s quarterly revenue 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. On average, sell-side analysts expect that Cisco Systems, Inc. will post 4.09 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be given a dividend of $0.42 per share. The ex-dividend date is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s payout ratio is 50.30%.

Cisco Systems Company 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.