Retireful LLC Invests $1.86 Million in Cisco Systems, Inc. $CSCO

Retireful LLC acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 2nd quarter, Holdings Channel.com reports. The firm acquired 15,868 shares of the network equipment provider’s stock, valued at approximately $1,864,000. Cisco Systems accounts for approximately 1.8% of Retireful LLC’s investment portfolio, making the stock its 19th largest position.

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

Key Cisco Systems News

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

• Positive Sentiment: Deutsche Bank initiated Cisco coverage with a Buy rating and a $135 price target, implying substantial upside from recent levels. The endorsement adds positive analyst momentum and supports the view that Cisco’s networking and AI infrastructure businesses can continue growing. Deutsche Bank initiates coverage of Cisco Systems with buy recommendation
• Positive Sentiment: AI infrastructure demand is strengthening Cisco’s growth outlook. Reports highlight strong hyperscaler AI orders and suggest the company may be undervalued relative to pure-play networking competitors. An earlier enterprise hardware refresh could provide an additional growth engine beyond Cisco’s existing AI guidance. The AI Infrastructure Stock Nobody Talks About Enough Cisco Systems Stock Has A Second Engine The AI Story Hides
• Positive Sentiment: Cisco’s dividend remains part of the investment case. The company recently returned cash to shareholders, reinforcing its appeal to income-focused investors even as the market compares its payout profile with IBM’s. Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants
• Neutral Sentiment: Cisco’s strong recent rally—supported by earnings that exceeded analyst expectations and double-digit revenue growth—has raised questions about how much of the good news is already reflected in the stock. 3 Reasons CSCO is Risky and 1 Stock to Buy Instead
• Neutral Sentiment: General investor interest in AI-powered cybersecurity is increasing as cyber threats rise, although the article focuses on the broader security sector rather than providing a direct Cisco catalyst. Top AI-Powered Security Stocks Worth Buying Amid Rising Cyber Threats
• Negative Sentiment: A China-linked cyber-espionage group reportedly targeted Cisco IOS XR routers. Persistent access to high-value infrastructure could increase concerns about customer security, reputational damage, remediation costs, and demand for Cisco’s core networking products. What Does Cisco Systems Fire Ant Router Espionage Mean For Investors?
• Negative Sentiment: Analysts caution that Cisco’s networking super cycle may be vulnerable to changing customer spending patterns, while its premium valuation leaves less room for disappointment. The Real Risk Inside Cisco Stock

Insider Transactions at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 7,127 shares of the stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the sale, the executive vice president owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. This represents a 4.82% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,170 shares of the firm’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 transaction, the insider directly owned 230,593 shares of the company’s stock, valued at $25,727,261.01. This represents a 3.02% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 53,611 shares of company stock valued at $6,066,680. 0.01% of the stock is owned by insiders.

Analysts Set New Price Targets

CSCO has been the topic of a number of research reports. Deutsche Bank Aktiengesellschaft initiated coverage on Cisco Systems in a report on Tuesday. They issued a “buy” rating and a $135.00 price target on the stock. KeyCorp increased their price objective on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, August 13th. BNP Paribas Exane lifted their target price on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. Barclays boosted their target price on Cisco Systems from $121.00 to $123.00 and gave the company an “equal weight” rating in a research note on Thursday, August 13th. Finally, Evercore raised their price target on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $129.68.

Cisco Systems Trading Down 0.3%

Shares of NASDAQ:CSCO opened at $109.46 on Thursday. The company’s 50-day moving average price is $114.56 and its two-hundred day moving average price is $101.93. Cisco Systems, Inc. has a one year low of $66.13 and a one year high of $130.37. 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 stock has a market capitalization of $431.43 billion, a PE ratio of 32.77, a price-to-earnings-growth ratio of 2.30 and a beta of 1.00.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.05. The company had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.Cisco Systems’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter last year, the company 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. On average, equities analysts forecast that Cisco Systems, Inc. will post 4.44 EPS for the current fiscal year.

Cisco Systems Announces Dividend

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

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.