4,398 Cisco Systems, Inc. $CSCO Shares Sold by Moody National Bank Trust Division

Moody National Bank Trust Division reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 12.0% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 32,247 shares of the network equipment provider’s stock after selling 4,398 shares during the period. Moody National Bank Trust Division’s holdings in Cisco Systems were worth $3,471,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Financial Symmetry Inc boosted its holdings in Cisco Systems by 8.3% in the third quarter. Financial Symmetry Inc now owns 10,107 shares of the network equipment provider’s stock worth $1,088,000 after acquiring an additional 774 shares in the last quarter. Rosenberg Matthew Hamilton increased its holdings in shares of Cisco Systems by 9.3% during the third quarter. Rosenberg Matthew Hamilton now owns 7,313 shares of the network equipment provider’s stock valued at $787,000 after acquiring an additional 621 shares in the last quarter. Ferguson Wellman Capital Management Inc. raised its position in shares of Cisco Systems by 0.4% in the 3rd quarter. Ferguson Wellman Capital Management Inc. now owns 1,568,413 shares of the network equipment provider’s stock worth $168,808,000 after purchasing an additional 6,185 shares during the last quarter. Bright Rock Capital Management LLC purchased a new position in shares of Cisco Systems in the 3rd quarter worth about $6,458,000. Finally, Argent Capital Management LLC boosted its stake in Cisco Systems by 2,132.9% in the 3rd quarter. Argent Capital Management LLC now owns 91,750 shares of the network equipment provider’s stock worth $9,875,000 after purchasing an additional 87,641 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

Cisco Systems News Roundup

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

• Positive Sentiment: AI infrastructure demand is supporting networking stocks, including Cisco. Investors are increasingly focused on Cisco’s opportunity in sovereign AI deployments, where governments and enterprises build domestically controlled AI systems that require secure, high-performance networks. How to play CSCO stock as Cisco bets on sovereign AI
• Positive Sentiment: Broad demand for AI networking is lifting Cisco, Arista Networks and Ciena, as data-center operators expand switching, connectivity and optical infrastructure to support AI workloads. AI networking demand lifts Cisco and peers
• Positive Sentiment: Cisco’s Webex collaboration business is expanding into governed customer messaging. A LeapXpert integration lets enterprise users communicate with clients through WhatsApp while retaining compliance controls and conversation archiving, potentially increasing Webex’s value to regulated customers. Cisco Webex adds WhatsApp messaging
• Positive Sentiment: Quantum XChange joined Cisco’s networking marketplace with post-quantum cryptography technology, strengthening Cisco’s security ecosystem and its appeal to customers preparing for future encryption threats. Quantum XChange joins Cisco’s networking marketplace
• Neutral Sentiment: Industry forecasts point to rapid growth in hybrid IT management, including AIOps, cloud monitoring and automation—markets where Cisco competes alongside Dell, Oracle, ServiceNow and Datadog. Hybrid IT management market report
• Neutral Sentiment: Cisco highlighted how sustainability data is influencing enterprise purchasing decisions, supporting its corporate reputation but offering limited near-term earnings impact. Cisco sustainability data and customer decisions
• Negative Sentiment: Short Hills Capital’s Steve Weiss disclosed selling Cisco amid rising Treasury yields. Higher yields can pressure valuation multiples, particularly for large technology stocks. Analyst sells Cisco amid rising yields

Analyst Upgrades and Downgrades

A number of research firms have weighed in on CSCO. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Cisco Systems in a research note on Tuesday, September 1st. They set a “buy” rating and a $135.00 price objective for the company. Barclays upped their target price on shares of Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 13th. HSBC downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating and reduced their price target for the company from $137.00 to $120.00 in a research report on Friday, August 14th. Morgan Stanley boosted their price objective on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, August 13th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research report on Wednesday, August 26th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $128.52.

Insider Transactions 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 stock was sold at an average price of $111.57, for a total value of $799,956.90. Following the transaction, the insider directly owned 230,593 shares of the company’s stock, valued at approximately $25,727,261.01. This trade represents a 3.02% decrease in their ownership of the stock. The sale 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, CEO Charles Robbins sold 21,628 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the completion of the transaction, the chief executive officer directly owned 602,710 shares in the company, valued at approximately $67,226,273.40. The trade was a 3.46% 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. Over the last quarter, insiders sold 44,869 shares of company stock worth $5,005,620. Company insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

Shares of CSCO stock traded up $5.12 during trading hours on Tuesday, reaching $117.94. The company had a trading volume of 21,016,402 shares, compared to its average volume of 22,576,447. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. The business has a fifty day moving average price of $111.96 and a 200-day moving average price of $106.88. Cisco Systems, Inc. has a one year low of $66.81 and a one year high of $130.37. The firm has a market cap of $464.99 billion, a PE ratio of 35.31, a price-to-earnings-growth ratio of 2.35 and a beta of 0.99.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data 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 company had revenue of $17.25 billion for the quarter, compared to the consensus estimate of $16.84 billion. During the same quarter in the prior year, the firm earned $0.99 earnings per share. The firm’s revenue for the quarter 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. Sell-side analysts predict that Cisco Systems, Inc. will post 4.41 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio is presently 50.30%.

Cisco Systems Profile

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration, observability and data center solutions. Its products and services help businesses, governments, educational institutions and other organizations connect users and devices, manage infrastructure, protect digital environments and support cloud-based operations.

Cisco’s portfolio includes routers and switches, wireless networking equipment, network management software, firewalls, identity and access tools, endpoint security products, collaboration applications and observability platforms.