Cisco Systems, Inc. $CSCO Holdings Lessened by Valley Wealth Managers Inc.

Valley Wealth Managers Inc. lowered its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 1.8% during the third quarter, HoldingsChannel reports. The institutional investor owned 367,942 shares of the network equipment provider’s stock after selling 6,695 shares during the quarter. Cisco Systems accounts for about 2.0% of Valley Wealth Managers Inc.’s investment portfolio, making the stock its 9th largest holding. Valley Wealth Managers Inc.’s holdings in Cisco Systems were worth $39,602,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in CSCO. Cozad Asset Management Inc. grew its holdings in shares of Cisco Systems by 0.3% during the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after purchasing an additional 87 shares in the last quarter. Dogwood Wealth Management LLC raised its stake in Cisco Systems by 3.9% during the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock worth $283,000 after acquiring an additional 90 shares in the last quarter. Green Ridge Wealth Planning LLC lifted its stake in Cisco Systems by 1.5% in the 3rd quarter. Green Ridge Wealth Planning LLC now owns 6,017 shares of the network equipment provider’s stock valued at $648,000 after purchasing an additional 90 shares during the last quarter. August Group Capital Ltd lifted its stake in Cisco Systems by 2.0% in the 2nd quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock valued at $555,000 after purchasing an additional 91 shares during the last quarter. Finally, Financial Insights Inc. boosted its position in Cisco Systems by 1.5% in the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock valued at $483,000 after buying an additional 92 shares in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems Trading Up 3.0%

CSCO opened at $118.39 on Friday. Cisco Systems, Inc. has a twelve month low of $66.81 and a twelve month high of $130.37. The company has a fifty day moving average of $112.18 and a 200-day moving average of $107.77. The stock has a market cap of $466.76 billion, a PE ratio of 35.45, a price-to-earnings-growth ratio of 2.39 and a beta of 0.99. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data 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. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. The firm had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. During the same period last year, the company posted $0.99 EPS. The business’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, sell-side analysts predict that Cisco Systems, Inc. will post 4.42 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently declared 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 of this dividend is Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.4%. Cisco Systems’s payout ratio is 50.30%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: AI networking growth is driving optimism: Cisco is being positioned as a potential leader in AI cloud networking, supported by rising hyperscaler orders, AI infrastructure demand and a solid fiscal 2027 outlook. Buy Cisco Systems as Leader of the AI Cloud Networking Space for 2027
• Positive Sentiment: New AI products expand Cisco’s growth story: The company introduced agentic AI tools for Webex, workplace automation and customer experience, along with Google Meet compatibility for Cisco devices and upcoming RoomOS updates. These initiatives could support longer-term software and collaboration growth. Cisco unveils agentic AI tools across Webex, workplace and CX
• Positive Sentiment: Analyst sentiment remains favorable: Coverage highlights Cisco’s recent momentum, fifth consecutive earnings beat and optimistic average brokerage recommendation, helping reinforce the bullish case for CSCO. Is Cisco a Buy as Wall Street Analysts Look Optimistic?
• Positive Sentiment: Board appointment adds technology expertise: Cisco appointed Girish Rishi to its board, bringing experience in data, AI, product development, supply chain and mergers and acquisitions. The appointment is strategically aligned with Cisco’s AI and networking priorities. Cisco Appoints Girish Rishi to its Board of Directors
• Neutral Sentiment: Revenue growth is concentrated in products: Recent quarterly product revenue rose sharply to $13.459 billion, while services revenue was nearly flat at $3.793 billion. Strong product demand is encouraging, but limited services growth may constrain recurring-revenue expansion. Cisco’s Product Sales Surged. Why Were Services Almost Flat?
• Negative Sentiment: Valuation and cooled momentum remain risks: After a substantial year-to-date advance, recent performance has weakened, while commentary questions whether Cisco’s valuation already reflects much of the AI opportunity. Cisco Could Be Entering a New Growth Phase

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on CSCO. KeyCorp upped their price target 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. Piper Sandler lowered their target price on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating for the company in a report on Tuesday, September 22nd. Rosenblatt Securities increased their target price on Cisco Systems from $150.00 to $165.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Morgan Stanley boosted their price target on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, August 13th. Finally, Freedom Capital upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Sunday, August 16th. Three 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 company. Based on data from MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and an average price target of $128.52.

Insider Activity

In other news, EVP Oliver Tuszik sold 2,760 shares of the firm’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 sale, 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 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, CEO Charles Robbins sold 21,628 shares of Cisco Systems stock in a transaction 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 sale, the chief executive officer owned 602,710 shares of the company’s stock, valued at $67,226,273.40. This represents 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. In the last three months, insiders sold 44,869 shares of company stock worth $5,005,620. Company insiders own 0.01% of the company’s stock.

Cisco Systems Company 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.