Lotus Technology Management LP Invests $1.11 Million in Cisco Systems, Inc. $CSCO

Lotus Technology Management LP purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the second quarter, HoldingsChannel reports. The firm purchased 9,472 shares of the network equipment provider’s stock, valued at approximately $1,113,000. Cisco Systems accounts for approximately 1.4% of Lotus Technology Management LP’s investment portfolio, making the stock its 23rd biggest position.

Several other institutional investors have also recently bought and sold shares of CSCO. Brighton Jones LLC raised its position in shares of Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after acquiring an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after acquiring an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC increased its position in Cisco Systems by 7.5% in the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares during the period. Schnieders Capital Management LLC. increased its position in Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after purchasing an additional 519 shares during the period. Finally, Marshall Wace LLP raised its holdings in Cisco Systems by 118.1% during the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock worth $6,289,000 after purchasing an additional 590,650 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Insiders Place Their Bets

In related news, insider Jeetendra I. Patel sold 7,170 shares of the stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.57, for a total transaction of $799,956.90. Following the completion of the sale, the insider directly owned 230,593 shares of the company’s stock, 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 Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of the company’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $112.46, for a total transaction of $310,389.60. Following the completion of the transaction, the executive vice president owned 165,276 shares of the company’s stock, valued at $18,586,938.96. This trade represents a 1.64% 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. Insiders sold 53,611 shares of company stock worth $6,066,680 in the last three months. 0.01% of the stock is owned by corporate insiders.

Cisco Systems Stock Up 0.8%

Cisco Systems stock opened at $111.11 on Wednesday. The firm has a market capitalization of $437.93 billion, a price-to-earnings ratio of 33.27, a PEG ratio of 2.16 and a beta of 1.02. The company’s 50 day simple moving average is $115.65 and its 200 day simple moving average is $100.78. 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, Inc. has a fifty-two week low of $66.13 and a fifty-two week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.05. The company 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 business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period last 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. As a group, sell-side analysts anticipate that Cisco Systems, Inc. will post 4.44 EPS for the current year.

Cisco Systems Dividend Announcement

The firm also recently declared 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 dividend payout ratio (DPR) is currently 50.30%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Expanded NVIDIA and Supermicro partnership: Cisco is adding Supermicro (NASDAQ: SMCI) rack-scale AI servers to its NVIDIA-backed Secure AI Factory offering. The combined architecture pairs Cisco networking and security with high-performance computing, potentially helping Cisco capture more spending from hyperscalers, neoclouds, sovereign clouds and enterprise AI deployments. Cisco Expands Secure AI Factory with NVIDIA for the Rack-Scale Era
• Positive Sentiment: AI infrastructure demand is broadening: Cisco’s expanded offering is designed to address the power, cooling, security and data-control requirements of increasingly demanding AI workloads. The initiative may increase Cisco’s content per deployment and make its products more relevant as customers seek integrated, quickly deployable systems. Exclusive: Cisco expands Nvidia partnership for AI data center boom
• Positive Sentiment: Supportive analyst sentiment: Cisco’s average brokerage recommendation remains bullish, while recent coverage points to strong AI-related orders and upbeat fiscal 2027 infrastructure revenue guidance. This follows the company’s latest earnings beat and could reinforce confidence in its growth outlook. Wall Street Bulls Look Optimistic About Cisco
• Neutral Sentiment: New Canadian offering: Cisco launched sovereign critical-infrastructure solutions in Canada, giving governments and organizations more control over data and technology choices. The announcement supports Cisco’s public-sector and sovereign-cloud strategy, but near-term financial impact is unclear. Cisco Launches Sovereign Critical Infrastructure in Canada
• Negative Sentiment: Valuation and execution risks: Cisco trades at a relatively elevated earnings multiple after its recent rally, and investors previously sold the stock despite strong results and guidance. Cisco also faces competition from NVIDIA, Supermicro and other AI-connectivity suppliers, which could limit margins or market share.

Wall Street Analyst Weigh In

CSCO has been the subject of several analyst reports. Citigroup lifted their price target on shares of Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. The Goldman Sachs Group raised their price objective on shares of Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. Citic Securities lifted their target price on shares of Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. JPMorgan Chase & Co. upped their target price on shares of Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Finally, Bank of America increased their price target on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus target price of $129.43.

About Cisco Systems

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.