Cisco Systems, Inc. $CSCO Position Lessened by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company decreased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,413,026 shares of the network equipment provider’s stock after selling 149,111 shares during the period. The Manufacturers Life Insurance Company owned 0.09% of Cisco Systems worth $410,979,000 at the end of the most recent reporting period.

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

Analyst Ratings Changes

CSCO has been the subject of several analyst reports. Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, August 4th. New Street Research boosted their price target on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Morgan Stanley upped their price target on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. Truist Financial increased their price objective on Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on Cisco Systems in a research report on Tuesday, September 1st. They set a “buy” rating and a $135.00 target price for the company. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $129.68.

Cisco Systems Stock Down 1.8%

NASDAQ CSCO opened at $107.44 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. The firm has a market cap of $423.59 billion, a PE ratio of 32.17, a price-to-earnings-growth ratio of 2.28 and a beta of 1.00. The stock’s 50 day simple moving average is $113.67 and its 200 day simple moving average is $103.24. Cisco Systems, Inc. has a one year low of $66.13 and a one year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The business had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. During the same period in the previous year, the business posted $0.99 earnings per share. The firm’s revenue for the quarter 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. As a group, sell-side analysts forecast that Cisco Systems, Inc. will post 4.43 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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

Insider Buying and Selling

In other news, EVP Oliver Tuszik sold 2,760 shares of Cisco Systems stock in a transaction on Friday, August 14th. The stock was sold at an average price of $112.46, for a total value of $310,389.60. Following the completion of the sale, the executive vice president directly owned 165,276 shares of the company’s stock, valued at approximately $18,586,938.96. This trade represents a 1.64% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah Stahlkopf sold 6,487 shares of the business’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the sale, the executive vice president owned 167,116 shares of the company’s stock, valued at approximately $18,638,447.48. The trade was a 3.74% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 51,004 shares of company stock worth $5,750,920. 0.01% of the stock is currently owned by company insiders.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco and Infleqtion announced a research-and-development collaboration focused on networking and scaling quantum-computing systems. Although the opportunity is long term and not yet tied to material revenue, it strengthens Cisco’s positioning in emerging network architectures. Infleqtion and Cisco Announce Collaboration to Advance Networked Quantum Technology
• Positive Sentiment: Cisco’s AI infrastructure momentum remains a key support for the stock. Its reported $9.3 billion AI order book, a 14-fold increase in token activity, and the live AMD-Humain deployment in Saudi Arabia highlight demand for high-speed networking and potential growth in hyperscale and Middle Eastern AI infrastructure. Cisco Says AI Agents Now Consume 60% of Global Inference
• Neutral Sentiment: Cisco is promoting its October WebexOne event, where customers and industry leaders will discuss practical applications of AI-powered collaboration. The event may provide additional product and demand commentary, but it is primarily a corporate marketing update rather than an immediate earnings catalyst. Cisco WebexOne Media Alert
• Negative Sentiment: A courtroom dispute involving Huawei source-code allegations has reached trial. While the claims concern historic technology, the litigation adds legal uncertainty and appears to be the most immediate headline pressure on CSCO, particularly as investors focus on whether it could affect costs, reputation, or management attention. Cisco Slips as Huawei Source-Code Claims Reach Trial
• Negative Sentiment: Analysts and market commentary are flagging downside risk after the stock’s strong 12-month advance and recent monthly pullback. Cisco’s AI opportunity is increasingly dependent on hyperscaler spending, while hardware-heavy growth could pressure gross margins. Its valuation also leaves less room for execution missteps. How Far Could Cisco Stock Fall With Its Fastest Growth Riding on Hyperscalers?

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.