Paralel Advisors LLC Trims Position in Cisco Systems, Inc. $CSCO

Paralel Advisors LLC lowered its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 19.4% in the 2nd quarter, according to its most recent filing with the SEC. The fund owned 1,000,000 shares of the network equipment provider’s stock after selling 240,000 shares during the period. Cisco Systems accounts for approximately 4.5% of Paralel Advisors LLC’s holdings, making the stock its 4th biggest holding. Paralel Advisors LLC’s holdings in Cisco Systems were worth $117,460,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of CSCO. Greenspring Advisors LLC grew its stake in Cisco Systems by 1.9% in the second quarter. Greenspring Advisors LLC now owns 7,865 shares of the network equipment provider’s stock worth $924,000 after purchasing an additional 150 shares in the last quarter. LaSalle St. Investment Advisors LLC acquired a new position in shares of Cisco Systems in the 2nd quarter worth approximately $251,000. Ninepoint Partners LP acquired a new stake in shares of Cisco Systems during the 2nd quarter valued at approximately $483,000. PCM Encore LLC lifted its stake in Cisco Systems by 51.6% during the second quarter. PCM Encore LLC now owns 15,932 shares of the network equipment provider’s stock worth $1,871,000 after purchasing an additional 5,423 shares during the last quarter. Finally, Vise Technologies Inc. increased its stake in Cisco Systems by 86.8% during the second quarter. Vise Technologies Inc. now owns 374,283 shares of the network equipment provider’s stock valued at $43,963,000 after purchasing an additional 173,942 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the stock. HSBC lowered shares of Cisco Systems from a “buy” rating to a “hold” rating and decreased their price target for the company from $137.00 to $120.00 in a report on Friday, August 14th. UBS Group lifted their target price on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. CICC Research increased their price target on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. KeyCorp boosted 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. Finally, New Street Research upped their price objective on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus target price of $129.43.

More Cisco Systems News

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

• Positive Sentiment: AI infrastructure demand remains a major growth catalyst. Cisco reported $4 billion in AI infrastructure orders during the quarter, helping drive record fiscal-year results. Product revenue increased 24% year over year, while total quarterly revenue rose 18% to $17.25 billion and adjusted earnings exceeded consensus estimates. Cisco Q4 2026 Earnings Call Transcript
• Positive Sentiment: Analysts see additional upside potential. Bank of America reiterated a Buy rating and a $150 price target, indicating confidence in Cisco’s AI networking opportunity, although execution on a key business issue will remain important. BofA makes bold call on Cisco stock after earnings
• Positive Sentiment: Expansion into streaming infrastructure could broaden Cisco’s opportunity. Demand for low-latency live video, AI-enabled media workflows and expanded content-delivery capacity is highlighting Cisco’s networking equipment as a potential beneficiary. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: An executive sold 5,832 shares worth approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. Because the sale represented only 4.35% of the executive’s holdings and was scheduled in advance, it may have limited fundamental significance. Cisco executive SEC filing
• Negative Sentiment: The market is concerned that strong AI orders may not fully translate into near-term earnings growth. Analysts cited margin pressure, softer recurring revenue growth and Cisco’s premium valuation as reasons to remain cautious, producing a “hold” view from some commentators despite the revenue beat. Cisco Drops 10% Post Q4 Earnings

Cisco Systems Stock Down 0.9%

NASDAQ CSCO opened at $109.59 on Friday. Cisco Systems, Inc. has a 12 month low of $66.13 and a 12 month high of $130.37. The company has a market capitalization of $431.94 billion, a P/E ratio of 32.81, a PEG ratio of 2.35 and a beta of 1.02. The company’s 50 day simple moving average is $116.22 and its 200 day simple moving average is $100.16. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly 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 firm had revenue of $17.25 billion for the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the previous year, the business 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 research analysts expect that Cisco Systems, Inc. will post 4.09 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business 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 of this dividend 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%.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,170 shares of the firm’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 completion of the transaction, the insider directly owned 230,593 shares in the company, valued at $25,727,261.01. This trade represents a 3.02% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 5,832 shares of Cisco Systems 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 completion of the transaction, the executive vice president directly owned 128,382 shares in the company, valued at approximately $14,310,741.54. This trade represents a 4.35% 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 sold a total of 53,611 shares of company stock valued at $6,066,680 over the last 90 days. 0.01% of the stock is owned by insiders.

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.