Cisco Systems, Inc. $CSCO Shares Sold by Dynamic Advisor Solutions LLC

Dynamic Advisor Solutions LLC lessened its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 17.9% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 80,402 shares of the network equipment provider’s stock after selling 17,561 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Cisco Systems were worth $9,444,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of the business. FOCUS Wealth Advisors LLC bought a new position in shares of Cisco Systems during the second quarter worth about $1,835,000. Graves Light Lenhart Wealth Inc. boosted its stake in Cisco Systems by 4.4% during the 2nd quarter. Graves Light Lenhart Wealth Inc. now owns 4,718 shares of the network equipment provider’s stock valued at $554,000 after purchasing an additional 200 shares during the period. Baron Wealth Management LLC boosted its stake in Cisco Systems by 7.2% during the 2nd quarter. Baron Wealth Management LLC now owns 12,651 shares of the network equipment provider’s stock valued at $1,486,000 after purchasing an additional 849 shares during the period. GAMMA Investing LLC grew its position in Cisco Systems by 8.1% in the 2nd quarter. GAMMA Investing LLC now owns 142,415 shares of the network equipment provider’s stock worth $16,728,000 after purchasing an additional 10,724 shares during the last quarter. Finally, Grant Private Wealth Management Inc increased its stake in shares of Cisco Systems by 39.4% in the second quarter. Grant Private Wealth Management Inc now owns 12,374 shares of the network equipment provider’s stock valued at $1,453,000 after purchasing an additional 3,496 shares during the period. Institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

CSCO has been the topic of a number of recent analyst reports. BNP Paribas Exane lifted their price target on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. Barclays lifted their target price on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. Weiss Ratings raised Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. Finally, New Street Research raised their price target on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $123.14.

Insiders Place Their Bets

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares of the company’s stock, valued at approximately $20,790,030.13. This represents a 3.58% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the firm’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $121.12, for a total transaction of $315,759.84. Following the transaction, the executive vice president owned 172,727 shares of the company’s stock, valued at approximately $20,920,694.24. This trade represents a 1.49% 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 90 days, insiders have sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is currently owned by insiders.

Cisco Systems Trading Down 0.2%

Cisco Systems stock opened at $121.50 on Thursday. Cisco Systems, Inc. has a 12-month low of $65.75 and a 12-month high of $130.37. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The stock has a market capitalization of $478.88 billion, a PE ratio of 39.45, a price-to-earnings-growth ratio of 2.74 and a beta of 1.02. The firm has a 50 day simple moving average of $117.68 and a 200-day simple moving average of $97.05.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping the consensus estimate of $1.03 by $0.03. The firm had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.96 earnings per share. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. As a group, equities research analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were paid a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Monday, July 6th. Cisco Systems’s payout ratio is currently 54.55%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: AI infrastructure demand is expected to support earnings upside. UBS expects Cisco to exceed consensus revenue and EPS estimates for the July quarter, citing stronger demand from hyperscale cloud and “neocloud” customers, rising networking product orders, and resilient campus-networking spending. Cisco Systems to report amid expectations of continued AI infrastructure strength
• Positive Sentiment: Analysts remain constructive on Cisco’s AI growth trajectory. Recent previews point to solid networking demand and expectations for another strong quarter, supporting the view that Cisco is benefiting from data-center and AI-related infrastructure investment. Cisco: Ahead of Earnings, We’re On Board With the AI Growth Trajectory
• Positive Sentiment: Cisco has scheduled its earnings announcement. The company will report fiscal fourth-quarter results after the market closes on Aug. 12, with a conference call at 4:30 p.m. ET. The event is a near-term catalyst, particularly because expectations for revenue and EPS upside are building. Cisco Schedules Conference Call for Q4 Fiscal Year 2026 Financial Results
• Neutral Sentiment: Cisco is participating in an aggregated renewable-energy purchase agreement tied to a 180-megawatt Texas solar facility. The initiative supports sustainability goals but is unlikely to materially affect near-term earnings. SR Inc Net Zero Consortium for Buyers
• Negative Sentiment: Valuation is limiting the upside. After gaining roughly 60% this year and about 140% over five years, valuation measures suggest CSCO is near estimated fair value rather than clearly undervalued. That leaves the shares vulnerable if earnings or forward guidance fail to justify the AI-driven optimism. Cisco Stock May Trade At A Cash Flow Premium While Earnings Look Fair

Cisco Systems Profile

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.