Cisco Systems, Inc. $CSCO Stock Holdings Increased by Vise Technologies Inc.

Vise Technologies Inc. grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 389,371 shares of the network equipment provider’s stock after buying an additional 15,088 shares during the period. Vise Technologies Inc.’s holdings in Cisco Systems were worth $41,908,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in CSCO. Investment Partners LTD. grew its stake in Cisco Systems by 61.3% during the third quarter. Investment Partners LTD. now owns 20,938 shares of the network equipment provider’s stock valued at $2,254,000 after acquiring an additional 7,960 shares in the last quarter. Summit Global Investments boosted its holdings in shares of Cisco Systems by 144.1% during the 3rd quarter. Summit Global Investments now owns 47,180 shares of the network equipment provider’s stock valued at $5,078,000 after purchasing an additional 27,850 shares during the last quarter. Coyle Financial Counsel LLC raised its holdings in shares of Cisco Systems by 15.2% in the third quarter. Coyle Financial Counsel LLC now owns 2,406 shares of the network equipment provider’s stock worth $259,000 after buying an additional 318 shares during the period. Americana Partners LLC lifted its holdings in shares of Cisco Systems by 20.3% during the 3rd quarter. Americana Partners LLC now owns 196,278 shares of the network equipment provider’s stock valued at $21,125,000 after purchasing an additional 33,088 shares during the last quarter. Finally, Aprio Wealth Management LLC boosted its stake in shares of Cisco Systems by 1.3% in the third quarter. Aprio Wealth Management LLC now owns 79,994 shares of the network equipment provider’s stock worth $8,610,000 after buying an additional 1,039 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems News Summary

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

• Positive Sentiment: AI infrastructure remains a key growth catalyst. Cisco is benefiting from rising hyperscaler demand for networking equipment, while AI workloads, 5G, Wi-Fi 7, and broader connectivity needs support the networking industry’s expansion. Cisco Gains From AI Networking Boom
• Positive Sentiment: Industry research projects the global virtualization-security market will grow from $1.7 billion in 2025 to $4.9 billion by 2032, creating potential demand for Cisco’s security, segmentation, and cloud-native offerings. Virtualization Security Market Report
• Positive Sentiment: Mobile virtualization is projected to reach $21 billion by 2032, with remote work, BYOD, 5G, and tighter data regulations supporting longer-term opportunities for Cisco’s networking and security businesses. Mobile Virtualization Market Report
• Positive Sentiment: Analysts maintain a favorable view ahead of earnings, with a reported consensus price target of $128.52, implying continued confidence in Cisco’s outlook. Cisco Consensus Price Target
• Positive Sentiment: Cisco is experimenting with an AI-assisted rewrite of approximately 98% of its code under a young engineering leader, potentially improving development speed and product productivity, although execution remains unproven. Cisco AI Code Rewrite
• Neutral Sentiment: Cisco’s upcoming report is receiving positive analyst attention after the stock outperformed the broader market, but the preview also raises the bar for results and forward guidance. Cisco Earnings Preview
• Neutral Sentiment: The company’s AI-security and quantum-safe initiatives could strengthen its long-term product portfolio, though the articles provide limited evidence of near-term financial impact. Cisco AI Security and Quantum-Safe Push
• Negative Sentiment: Competitive pressure is increasing: Dell is expanding its AI-security and cyber-resilience capabilities, potentially challenging Cisco in enterprise infrastructure and security markets. Dell Expands AI Security Capabilities
• Negative Sentiment: Recent weakness relative to the broader market suggests investors may be taking profits or demanding stronger earnings and guidance, particularly with CSCO trading at a relatively elevated earnings multiple.

Insider Activity at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 6,487 shares of the stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.53, for a total transaction of $723,495.11. Following the transaction, the executive vice president owned 167,116 shares of the company’s stock, valued at approximately $18,638,447.48. This represents a 3.74% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,170 shares of the business’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.57, for a total transaction of $799,956.90. Following the completion of the sale, the insider owned 230,593 shares in the company, valued at $25,727,261.01. This represents a 3.02% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 44,869 shares of company stock worth $5,005,620. 0.01% of the stock is currently owned by company insiders.

Cisco Systems Stock Down 3.8%

Shares of NASDAQ:CSCO opened at $104.51 on Friday. Cisco Systems, Inc. has a 12-month low of $70.54 and a 12-month high of $130.37. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The stock has a fifty day simple moving average of $110.00 and a two-hundred day simple moving average of $101.01. The stock has a market capitalization of $412.04 billion, a price-to-earnings ratio of 31.29, a PEG ratio of 2.18 and a beta of 0.99.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. The firm had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. Cisco Systems’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period last year, the firm posted $0.99 earnings per share. 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, research analysts anticipate that Cisco Systems, Inc. will post 4.42 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd were given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend was Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 50.30%.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on CSCO. Piper Sandler reduced their price target on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 22nd. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 30th. KeyCorp upped their price objective 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. Deutsche Bank Aktiengesellschaft began coverage on shares of Cisco Systems in a research report on Tuesday, September 1st. They set a “buy” rating and a $135.00 target price on the stock. Finally, UBS Group boosted their target price on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $128.52.

About Cisco Systems

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration and observability solutions for businesses, government organizations and service providers. Its offerings include routers, switches, wireless networking equipment, data-center infrastructure, security software and services, as well as technologies that support cloud and hybrid IT environments.

The company also provides collaboration tools through its Webex portfolio, cloud-managed networking through Cisco Meraki and security and observability capabilities that include technologies from Splunk, which Cisco acquired in 2024.