Brasada Capital Management LP Takes Position in Cisco Systems, Inc. $CSCO

Brasada Capital Management LP acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO) in the 2nd quarter, Holdings Channel reports. The institutional investor acquired 37,016 shares of the network equipment provider’s stock, valued at approximately $4,348,000.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after acquiring an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after purchasing an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC lifted its position in Cisco Systems by 7.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after purchasing an additional 712 shares during the period. Schnieders Capital Management LLC. lifted its position in Cisco Systems by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after purchasing an additional 519 shares during the period. Finally, Marshall Wace LLP boosted its stake in shares of Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after purchasing an additional 590,650 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Buying and Selling

In related news, CEO Charles Robbins sold 21,628 shares of the company’s stock in a transaction 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. This represents a 3.46% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of the firm’s 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 sale, the executive vice president directly owned 165,276 shares in the company, valued at $18,586,938.96. The trade was a 1.64% 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. Insiders have sold 53,611 shares of company stock worth $6,066,680 over the last ninety days. Insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $112.15 on Friday. The company has a market capitalization of $442.03 billion, a price-to-earnings ratio of 33.58, a P/E/G ratio of 2.20 and a beta of 1.02. The firm’s 50 day simple moving average is $115.41 and its 200 day simple moving average is $101.18. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. Cisco Systems, Inc. has a fifty-two week low of $66.13 and a fifty-two week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data 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 net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. During the same quarter in the previous year, the company earned $0.99 earnings per share. The business’s revenue for the quarter was up 17.6% on a year-over-year basis. 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 4.44 earnings per share for the current year.

Cisco Systems Announces Dividend

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

Analysts Set New Price Targets

CSCO has been the subject of several analyst reports. HSBC cut shares of Cisco Systems from a “buy” rating to a “hold” rating and lowered their price target for the stock from $137.00 to $120.00 in a research report on Friday, August 14th. Weiss Ratings raised shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. BNP Paribas Exane lifted their target price on shares of Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Wells Fargo & Company upped their target price on shares of Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Finally, Citic Securities increased their price target on Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $129.43.

More Cisco Systems News

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

• Positive Sentiment: Morgan Stanley maintained a $135 price target and cited Cisco’s potential supply advantage through TSMC amid shortages affecting the AI infrastructure industry. The endorsement suggests analysts see room for further appreciation from current levels. Morgan Stanley keeps Cisco at $135 on TSMC supply edge
• Positive Sentiment: AI networking demand remains a key catalyst. Reports point to strong hyperscaler orders, networking growth, and Cisco’s expanding security portfolio as advantages over Hewlett Packard Enterprise for long-term investors. HPE vs. CSCO: Which Stock Has an Edge in the Networking Space?
• Positive Sentiment: Cisco is expanding its partnership with NVIDIA around AI infrastructure and liquid-cooling systems, positioning the company to benefit as data centers adopt higher-density AI computing. Its Secure AI Factory initiative also embeds cybersecurity into AI deployments, potentially supporting software and security growth. Nvidia’s AI Chips Are Making Liquid Cooling the New Standard as Cisco Expands Its AI Bet Cisco Expands Secure AI Factory
• Positive Sentiment: Cisco’s move into rack-scale compute through a Supermicro-related AI infrastructure partnership could increase its share of AI buildout spending beyond traditional networking hardware. Cisco just broke its biggest hardware rule to chase the AI boom
• Neutral Sentiment: Cisco gave all 90,000 employees access to personal AI agents, demonstrating internal AI adoption and potentially improving productivity, though the near-term financial impact is unclear. Cisco Gave All 90,000 Employees Their Own AI Agent
• Negative Sentiment: A customer success story describes Spicer Group replacing its Cisco-based networking stack with open-source VyOS across 13 sites. While only one customer example, it highlights the competitive risk from lower-cost, flexible alternatives. VyOS Powers Spicer Group’s Cisco-to-Open-Source Network Transformation

Cisco Systems Company 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.