NorthRock Partners LLC Purchases 5,774 Shares of Cisco Systems, Inc. $CSCO

NorthRock Partners LLC boosted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 11.3% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 56,855 shares of the network equipment provider’s stock after purchasing an additional 5,774 shares during the period. NorthRock Partners LLC’s holdings in Cisco Systems were worth $6,678,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bridgewater Advisors Inc. bought a new position in shares of Cisco Systems in the 2nd quarter valued at about $6,442,000. World Investment Advisors lifted its holdings in Cisco Systems by 15.4% in the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock valued at $13,905,000 after buying an additional 26,455 shares during the period. WCG Wealth Advisors LLC boosted its stake in Cisco Systems by 101.8% in the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after acquiring an additional 54,141 shares during the last quarter. Beacon Pointe Advisors LLC acquired a new stake in Cisco Systems during the 2nd quarter worth $60,009,000. Finally, Vise Technologies Inc. lifted its stake in shares of Cisco Systems by 47.1% in the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after purchasing an additional 64,144 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Stock Performance

Shares of CSCO opened at $109.17 on Wednesday. The firm has a market cap of $430.29 billion, a P/E ratio of 32.69, a PEG ratio of 2.28 and a beta of 1.00. Cisco Systems, Inc. has a twelve month low of $66.13 and a twelve month high of $130.37. 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 firm’s 50 day moving average price is $113.93 and its two-hundred day moving average price is $102.82.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping 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 business had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. During the same period last year, the business posted $0.99 earnings per share. The firm’s quarterly revenue was up 17.6% on a year-over-year basis. 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, analysts forecast that Cisco Systems, Inc. will post 4.43 EPS 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. Shareholders of record on Friday, October 2nd will be paid 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 payout ratio is presently 50.30%.

More Cisco Systems News

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

• Positive Sentiment: AI-related networking demand remains a key potential catalyst. Commentary comparing today’s AI buildout with the internet boom argues that current spending is supported by real infrastructure investment, which could benefit Cisco’s data-center networking and software businesses. Why Today’s AI Boom Differs From the Internet Bubble
• Positive Sentiment: Industry data showed campus-switch average selling prices increased 19% in the second quarter of 2026, helping the market return to revenue growth. Higher pricing and continued demand could support Cisco’s sales and margins, although shortages also limited product availability. Market Prices Skyrocket, Driving Campus Switch Market to Growth in 2Q 2026
• Positive Sentiment: Cisco’s recent results provide a favorable fundamental backdrop: revenue rose 17.6% year over year to $17.25 billion, and adjusted earnings of $1.22 per share exceeded estimates. The company also issued fiscal 2027 earnings guidance of $5.05 to $5.11 per share.
• Neutral Sentiment: At the Goldman Sachs Communacopia + Technology Conference, Cisco presented its latest business and technology outlook. The transcript keeps attention on the company’s AI, networking and recurring-revenue strategy, but the supplied report does not identify a major new announcement likely to materially change estimates. Cisco Systems Presents at Goldman Sachs Communacopia + Technology Conference 2026
• Neutral Sentiment: Repeated “buy now” coverage from Zacks reflects increased investor interest, rather than a new corporate catalyst. Cisco’s roughly 33 forward-looking earnings multiple makes continued growth execution important for further upside. Is Trending Stock Cisco Systems a Buy Now?
• Negative Sentiment: Component shortages are limiting campus-switch supply even as prices rise. A similar decline in Ciena shares highlights investor concern that supply constraints could delay industry growth or pressure customer spending, creating a near-term risk for Cisco’s networking outlook. Ciena Stock Down 14% in the Past Month

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the company. Zacks Research downgraded Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Wells Fargo & Company raised their target price on Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a report on Thursday, August 13th. Barclays boosted their target price on Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 13th. BNP Paribas Exane increased their price target on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. Finally, Morgan Stanley lifted their price target on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $129.68.

Insider Activity

In other news, CEO Charles Robbins sold 21,628 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The shares were 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 of the company’s stock, valued at $67,226,273.40. This trade represents a 3.46% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of the business’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $112.46, for a total transaction of $310,389.60. Following the completion of the sale, the executive vice president directly owned 165,276 shares in the company, valued at approximately $18,586,938.96. This represents a 1.64% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 53,611 shares of company stock worth $6,066,680. 0.01% of the stock is currently owned by insiders.

Cisco Systems 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.