SVB Wealth LLC Has $17.89 Million Stock Holdings in Cisco Systems, Inc. $CSCO

SVB Wealth LLC decreased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 8.7% in the second quarter, Holdings Channel reports. The firm owned 142,021 shares of the network equipment provider’s stock after selling 13,604 shares during the quarter. Cisco Systems comprises about 1.0% of SVB Wealth LLC’s portfolio, making the stock its 21st biggest holding. SVB Wealth LLC’s holdings in Cisco Systems were worth $17,886,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. California State Teachers Retirement System boosted its stake in Cisco Systems by 11,624.6% in the 2nd quarter. California State Teachers Retirement System now owns 706,130,053 shares of the network equipment provider’s stock valued at $82,942,036,000 after buying an additional 700,107,427 shares in the last quarter. BlackRock Inc. acquired a new position in Cisco Systems during the second quarter worth $42,129,647,000. State Street Corp raised its stake in Cisco Systems by 0.5% during the fourth quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock worth $15,060,995,000 after acquiring an additional 1,057,962 shares in the last quarter. Morgan Stanley lifted its holdings in shares of Cisco Systems by 0.3% during the fourth quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock valued at $5,802,382,000 after acquiring an additional 206,352 shares during the period. Finally, Invesco Ltd. lifted its holdings in shares of Cisco Systems by 11.6% during the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after acquiring an additional 6,224,062 shares during the period. 73.33% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. Citic Securities upped their target price on shares of Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. Wells Fargo & Company lifted their price target on shares of Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Piper Sandler boosted their target price on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. KeyCorp raised their price target on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Finally, Freedom Capital upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Sunday, August 16th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $129.68.

Insider Activity

In other Cisco Systems news, insider Jeetendra Patel sold 7,170 shares of the company’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.57, for a total transaction of $799,956.90. Following the transaction, the insider directly owned 230,593 shares in the company, valued at approximately $25,727,261.01. This represents a 3.02% decrease in their position. The transaction 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 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 sale, the executive vice president owned 128,382 shares of the company’s stock, valued at approximately $14,310,741.54. This represents a 4.35% decrease in their position. 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 53,611 shares of company stock worth $6,066,680. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems News Summary

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

• Positive Sentiment: Analysts collectively maintain a “Moderate Buy” rating on Cisco, suggesting that the consensus outlook remains favorable despite valuation concerns. Cisco Receives Moderate Buy Consensus Rating
• Positive Sentiment: Industry research showed campus-switching revenue growth in the second quarter of 2026, driven partly by a 19% increase in average selling prices. Higher pricing and continued demand for networking equipment could benefit Cisco’s revenue and margins. Campus Switch Market Growth Report
• Neutral Sentiment: Cisco’s presentation at the Goldman Sachs Communacopia + Technology Conference gives investors an updated look at management’s strategy and outlook, but the available report provides no specific new guidance or material announcement. Cisco Goldman Sachs Conference Transcript
• Neutral Sentiment: Zacks’ “buy now” discussion highlights Cisco’s strong investor attention and the need to weigh its fundamentals, growth prospects and valuation. Cisco previously exceeded quarterly earnings and revenue expectations, but its elevated P/E ratio leaves less room for execution disappointments. Is Cisco a Buy Now?
• Negative Sentiment: Component shortages are affecting switch availability, creating potential supply constraints for Cisco even as pricing and AI-related networking demand remain strong. The weaker performance of rival Ciena also underscores concerns about near-term execution and sector volatility. Ciena Stock Performance Analysis

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $109.17 on Wednesday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. The firm has a 50 day simple moving average of $113.93 and a 200 day simple moving average of $102.82. Cisco Systems, Inc. has a fifty-two week low of $66.13 and a fifty-two week high of $130.37. The firm has a market cap of $430.29 billion, a P/E ratio of 32.69, a P/E/G ratio of 2.28 and a beta of 1.00.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating analysts’ consensus estimates 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 return on equity of 30.16% and a net margin of 20.95%.The business’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period last year, the company earned $0.99 EPS. 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. Sell-side analysts predict that Cisco Systems, Inc. will post 4.43 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be issued a $0.42 dividend. The ex-dividend date is Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems’s dividend payout ratio (DPR) is currently 50.30%.

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.