FOCUS Wealth Advisors LLC Makes New $1.83 Million Investment in Cisco Systems, Inc. $CSCO

FOCUS Wealth Advisors LLC bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 15,626 shares of the network equipment provider’s stock, valued at approximately $1,835,000.

Several other hedge funds have also made changes to their positions in the business. Cozad Asset Management Inc. lifted its position in 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 acquiring an additional 87 shares during the period. Dogwood Wealth Management LLC increased its holdings in shares of Cisco Systems by 3.9% in the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock valued at $283,000 after purchasing an additional 90 shares during the period. Financial Insights Inc. raised its stake in shares of Cisco Systems by 1.5% during the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock worth $483,000 after purchasing an additional 92 shares during the last quarter. Southern Financial Group LLC raised its stake in shares of Cisco Systems by 1.1% during the first quarter. Southern Financial Group LLC now owns 9,159 shares of the network equipment provider’s stock worth $711,000 after purchasing an additional 102 shares during the last quarter. Finally, Signature Resources Capital Management LLC lifted its holdings in shares of Cisco Systems by 2.3% during the first quarter. Signature Resources Capital Management LLC now owns 5,061 shares of the network equipment provider’s stock worth $393,000 after purchasing an additional 116 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Wall Street Analysts Forecast Growth

CSCO has been the topic of several recent research reports. Evercore boosted their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Tuesday, June 30th. UBS Group boosted their price target on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. JPMorgan Chase & Co. increased their price target on shares of Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Finally, Weiss Ratings raised Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $123.14.

Cisco Systems News Summary

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

Insiders Place Their Bets

In other news, CEO Charles Robbins sold 21,400 shares of the stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the sale, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. This represents a 3.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed 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 Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the transaction, the executive vice president owned 177,223 shares of the company’s stock, valued at $20,790,030.13. This represents a 3.58% decrease in their ownership of the stock. 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 ninety days, insiders sold 47,650 shares of company stock valued at $5,668,823. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $121.50 on Thursday. The business has a 50 day moving average price of $117.68 and a 200 day moving average price of $97.05. The company has a market capitalization of $478.88 billion, a P/E ratio of 39.45, a PEG ratio of 2.74 and a beta of 1.02. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year 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.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same period in the previous year, the business earned $0.96 earnings per share. Cisco Systems’s quarterly revenue was up 12.0% compared to the same quarter last year. 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. Sell-side analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Announces Dividend

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

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.