Jupiter Topco LLC Invests $228.48 Million in Cisco Systems, Inc. $CSCO

Jupiter Topco LLC purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 1,945,554 shares of the network equipment provider’s stock, valued at approximately $228,476,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. MidAtlantic Capital Management Inc. bought a new stake in Cisco Systems in the fourth quarter valued at approximately $25,000. Intesa Sanpaolo Wealth Management bought a new position in shares of Cisco Systems during the fourth quarter worth $25,000. Networth Advisors LLC grew its holdings in shares of Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after buying an additional 246 shares during the period. Financial Life Planners acquired a new position in shares of Cisco Systems in the 1st quarter valued at $27,000. Finally, Manning & Napier Advisors LLC increased its position in shares of Cisco Systems by 137.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after buying an additional 200 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently commented on the company. BNP Paribas Exane raised their price objective on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. Barclays increased their price target on Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a report on Thursday, August 13th. Piper Sandler raised their price target on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Argus lifted their price objective on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. Finally, Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, August 4th. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus price target of $129.43.

Insider Buying and Selling at Cisco Systems

In related news, insider Jeetendra I. Patel sold 7,170 shares of Cisco Systems stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.57, for a total value of $799,956.90. Following the sale, the insider owned 230,593 shares of the company’s stock, valued at approximately $25,727,261.01. This trade represents a 3.02% decrease in their position. The sale was disclosed in a 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, CEO Charles Robbins sold 21,628 shares of the business’s stock in a transaction that occurred on 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 completion of the sale, the chief executive officer owned 602,710 shares in the company, valued at $67,226,273.40. The trade was a 3.46% 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. Insiders sold 53,611 shares of company stock valued at $6,066,680 in the last 90 days. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco is partnering with Supermicro to add rack-scale AI servers to its NVIDIA-backed Secure AI Factory. The move allows Cisco to offer more complete, validated infrastructure—including networking, computing and security—to enterprises, neocloud providers and sovereign-cloud customers. This could increase Cisco’s share of rapidly growing AI data-center spending and create additional hardware and services revenue. Exclusive: Cisco expands Nvidia partnership for AI data center boom
• Positive Sentiment: The expanded Secure AI Factory incorporates NVIDIA technology and Supermicro systems into an end-to-end architecture designed to simplify large AI deployments, improve efficiency and protect sensitive data. Cisco’s management has also highlighted strong AI-related orders and upbeat fiscal 2027 AI-infrastructure revenue guidance, supporting expectations for faster growth. Cisco Expands Secure AI Factory with NVIDIA for the Rack-Scale Era
• Positive Sentiment: Analyst coverage remains broadly constructive, with Cisco’s average brokerage recommendation described as bullish. That optimism is supported by recent earnings that exceeded consensus estimates and by expectations that AI orders can bolster Cisco’s growth profile. Wall Street Bulls Look Optimistic About Cisco
• Neutral Sentiment: Cisco also announced sovereign critical-infrastructure offerings in Canada, potentially expanding demand from organizations seeking greater control over data and systems. The announcement is strategically supportive but provides limited near-term financial detail. Cisco Launches Sovereign Critical Infrastructure in Canada
• Negative Sentiment: A professional-services customer reportedly replaced its Cisco-based networking stack with open-source VyOS across 13 sites, highlighting the risk of customer migration and pricing pressure from flexible, lower-cost alternatives. VyOS Powers Spicer Group’s Cisco-to-Open-Source Network Transformation

Cisco Systems Trading Up 1.1%

CSCO opened at $112.36 on Thursday. The stock has a market capitalization of $442.86 billion, a P/E ratio of 33.64, a P/E/G ratio of 2.18 and a beta of 1.02. Cisco Systems, Inc. has a 12 month low of $66.13 and a 12 month high of $130.37. The firm’s fifty day simple moving average is $115.55 and its 200 day simple moving average is $100.99. 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 announced its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping 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%. The company’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period in the prior year, the business earned $0.99 EPS. 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. As a group, research analysts anticipate that Cisco Systems, Inc. will post 4.44 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be issued a dividend of $0.42 per share. The ex-dividend date is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio (DPR) is presently 50.30%.

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.