Western Financial Corp CA Buys New Shares in Cisco Systems, Inc. $CSCO

Western Financial Corp CA bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,831 shares of the network equipment provider’s stock, valued at approximately $735,000.

Other hedge funds have also recently made changes to their positions in the company. BlackRock Inc. purchased a new position in shares of Cisco Systems in the second quarter worth about $42,129,647,000. State Street Corp lifted its holdings in shares of Cisco Systems by 7.0% during the second quarter. State Street Corp now owns 207,106,569 shares of the network equipment provider’s stock worth $25,278,492,000 after purchasing an additional 13,512,872 shares during the period. Bank of America Corp DE acquired a new stake in shares of Cisco Systems during the second quarter worth about $5,892,379,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in Cisco Systems by 2.7% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 43,450,141 shares of the network equipment provider’s stock valued at $5,103,654,000 after buying an additional 1,143,106 shares during the last quarter. Finally, Bank of New York Mellon Corp purchased a new stake in Cisco Systems in the second quarter valued at approximately $4,714,574,000. 73.33% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Cisco Systems news, CEO Charles Robbins sold 21,628 shares of the business’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.54, for a total value of $2,412,387.12. Following the transaction, the chief executive officer directly owned 602,710 shares in the company, valued at $67,226,273.40. The trade was a 3.46% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 312 shares of the stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $110.18, for a total value of $34,376.16. Following the completion of the transaction, the executive vice president owned 127,661 shares of the company’s stock, valued at $14,065,688.98. The trade was a 0.24% 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 44,869 shares of company stock valued at $5,005,620. Insiders own 0.01% of the company’s stock.

Cisco Systems Stock Down 1.2%

Shares of CSCO opened at $113.64 on Thursday. The firm has a market cap of $448.04 billion, a P/E ratio of 34.02, a PEG ratio of 2.40 and a beta of 0.99. Cisco Systems, Inc. has a 12 month low of $68.57 and a 12 month high of $130.37. The stock’s 50 day moving average is $111.88 and its two-hundred day moving average is $108.67. The company has a current ratio of 0.93, a quick ratio of 0.79 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 (EPS) for the quarter, beating the consensus estimate 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 the consensus estimate of $16.84 billion. During the same period last year, the firm posted $0.99 earnings per share. The company’s revenue was up 17.6% compared to the same quarter last year. 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. Analysts predict that Cisco Systems, Inc. will post 4.42 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s payout ratio is currently 50.30%.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: AI infrastructure orders, network upgrades, and cybersecurity demand continue to support Cisco’s long-term growth outlook. The company’s latest reported quarter exceeded earnings and revenue expectations, with revenue up 17.6% year over year. Should You Buy, Sell, or Hold Cisco Stock After a 68% Rise in a Year?
• Positive Sentiment: Analysts and value-focused investors continue to view Cisco as a potentially durable business benefiting from networking, security, and AI infrastructure spending. Its dividend and cash-generation potential may also appeal to income-oriented investors. Cisco Stock And 2 Value Plays For an Overvalued Market
• Neutral Sentiment: Cisco’s earnings recovery is being tested by cash-flow conversion. Fiscal 2026 net income rose 30% to $13.3 billion, while operating cash flow remained around $14.2 billion; unrealized investment gains also boosted reported profit without producing operating cash. Investors will look for stronger recurring cash generation. Cisco Can Its Earnings Recovery Turn Into Lasting Cash Growth?
• Negative Sentiment: After a roughly 68% gain over the past year, valuation has become a headwind. Commentary citing Cisco as overvalued suggests investors may be taking profits because the stock’s elevated price-to-earnings multiple leaves less room for disappointment. Cisco Systems Shares Fall — GF Value Says Still Overvalued

Analyst Upgrades and Downgrades

A number of research firms have issued reports on CSCO. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research report on Wednesday, August 26th. Rosenblatt Securities increased their price objective on shares of Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Wells Fargo & Company increased their price objective on shares of Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. Morgan Stanley raised their target price 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. Finally, Truist Financial boosted their target price on shares of Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $128.52.

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.