4,649 Shares in Cisco Systems, Inc. $CSCO Acquired by Heck Capital Advisors LLC

Heck Capital Advisors LLC bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the second quarter, HoldingsChannel reports. The fund bought 4,649 shares of the network equipment provider’s stock, valued at approximately $546,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of CSCO. Vanguard Group Inc. boosted its holdings in shares of Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after purchasing an additional 4,049,893 shares during the last quarter. State Street Corp grew its stake in shares of Cisco Systems by 0.5% during the 4th quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock valued at $15,060,995,000 after buying an additional 1,057,962 shares during the period. Morgan Stanley increased its holdings in shares of Cisco Systems by 0.3% during the 4th quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock worth $5,802,382,000 after buying an additional 206,352 shares during the last quarter. Invesco Ltd. raised its position in shares of Cisco Systems by 11.6% in the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after buying an additional 6,224,062 shares during the period. Finally, Norges Bank purchased a new position in shares of Cisco Systems in the 4th quarter worth $4,473,272,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Investor expectations remain strong ahead of earnings. Consensus estimates call for approximately $1.17 in adjusted EPS and $16.85 billion in revenue, implying mid-to-high-teen growth in both measures. Analysts have also been raising price targets, reflecting optimism about demand for AI infrastructure and networking equipment. Cisco earnings preview
• Positive Sentiment: Cisco is rolling out personalized AI agents across its approximately 90,000-person workforce, supported by infrastructure investment and specific AI-related revenue targets. The initiative could improve productivity and create new monetization opportunities, although financial benefits will take time to materialize. Cisco AI agents and revenue targets
• Neutral Sentiment: Options activity suggests traders expect a sizable post-earnings move, but Cisco has recently remained in a relatively narrow trading range. This indicates that investors are waiting for clearer guidance on AI demand, margins and the pace of growth before committing to a directional view. Expected Cisco earnings move
• Neutral Sentiment: Market coverage is focused heavily on the upcoming earnings announcement, with comparisons to other AI-networking companies such as Coherent. Cisco’s prior quarter featured earnings and revenue beats, but investors now need evidence that the momentum can continue. Cisco Q4 earnings preview
• Negative Sentiment: Potential headwinds include higher memory costs, competition in networking, and the ongoing cloud transition at Splunk. With CSCO trading near its 52-week high and at a relatively rich earnings multiple, any cautious guidance or evidence of slowing AI-related demand could trigger profit-taking. Cisco buy, sell or hold analysis

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on CSCO shares. Morgan Stanley boosted their price target on Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. New Street Research raised their price objective on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. JPMorgan Chase & Co. lifted their price objective on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. BNP Paribas Exane boosted their target price on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Finally, Citic Securities increased their target price on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $123.14.

Insider Buying and Selling at Cisco Systems

In related news, EVP Oliver Tuszik sold 2,607 shares of the firm’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $121.12, for a total transaction of $315,759.84. Following the sale, the executive vice president directly owned 172,727 shares in the company, valued at approximately $20,920,694.24. This trade represents a 1.49% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the transaction, the insider directly owned 246,737 shares in the company, valued at $28,937,315.36. This trade represents a 2.82% 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. In the last quarter, insiders sold 47,650 shares of company stock worth $5,668,823. Insiders own 0.01% of the company’s stock.

Cisco Systems Stock Down 1.7%

Shares of NASDAQ CSCO opened at $120.46 on Wednesday. The stock has a fifty day moving average price of $117.61 and a 200 day moving average price of $98.38. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 12-month low of $65.75 and a 12-month high of $130.37. The company has a market cap of $474.79 billion, a P/E ratio of 39.11, a P/E/G ratio of 2.76 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data 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 analysts’ expectations of $15.56 billion. During the same quarter in the previous year, the firm posted $0.96 earnings per share. The firm’s quarterly revenue was up 12.0% on a year-over-year basis. Research analysts anticipate that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

About Cisco Systems

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.