4,873 Cisco Systems, Inc. $CSCO Shares Acquired by Avidian Wealth Enterprises LLC

Avidian Wealth Enterprises LLC grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 6.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 78,842 shares of the network equipment provider’s stock after purchasing an additional 4,873 shares during the period. Avidian Wealth Enterprises LLC’s holdings in Cisco Systems were worth $8,983,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Bridgewater Advisors Inc. bought a new stake in shares of Cisco Systems during the second quarter valued at approximately $6,442,000. Beacon Pointe Advisors LLC purchased a new stake in shares of Cisco Systems in the 2nd quarter worth about $60,009,000. Western Wealth Management LLC lifted its position in Cisco Systems by 60.5% during the 1st quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock valued at $5,926,000 after acquiring an additional 28,792 shares during the period. ABN AMRO Bank N.V. bought a new stake in Cisco Systems during the second quarter worth about $19,114,000. Finally, USS Investment Management Ltd grew its holdings in Cisco Systems by 1.8% in the first quarter. USS Investment Management Ltd now owns 686,466 shares of the network equipment provider’s stock worth $53,253,000 after purchasing an additional 12,251 shares during the period. 73.33% of the stock is currently owned by institutional investors.

Insider Activity

In related news, EVP Deborah Stahlkopf sold 6,487 shares of the company’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.53, for a total transaction of $723,495.11. Following the completion of the transaction, the executive vice president owned 167,116 shares in the company, valued at approximately $18,638,447.48. This represents a 3.74% decrease in their ownership of the stock. The sale was disclosed in a legal 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, EVP Thimaya Subaiya sold 312 shares of the stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $110.18, for a total transaction of $34,376.16. Following the transaction, the executive vice president directly owned 127,661 shares of the company’s stock, valued at $14,065,688.98. This trade represents a 0.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders have sold 44,869 shares of company stock valued at $5,005,620. Company insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

CSCO stock traded down $1.50 during midday trading on Thursday, reaching $115.89. 4,428,156 shares of the company’s stock traded hands, compared to its average volume of 22,450,906. Cisco Systems, Inc. has a 52-week low of $66.81 and a 52-week high of $130.37. The stock’s 50-day moving average is $112.11 and its 200 day moving average is $107.43. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The stock has a market cap of $456.89 billion, a P/E ratio of 34.67, a PEG ratio of 2.47 and a beta of 0.99.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping 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 company had revenue of $17.25 billion for the quarter, compared to analysts’ expectations of $16.84 billion. During the same period last year, the firm earned $0.99 EPS. Cisco Systems’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, analysts anticipate that Cisco Systems, Inc. will post 4.41 EPS for the current year.

Cisco Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is 50.30%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco unveiled new agentic AI capabilities across Webex, workplace management and customer experience. The updates include Claude-powered agents in Webex that can analyze data, create content and execute tasks using enterprise context, potentially strengthening Cisco’s competitive position in enterprise collaboration. Cisco Unveils New Agentic Collaboration Experiences
• Positive Sentiment: The product rollout also includes a Google Meet partnership for Cisco devices, a new customer-experience platform and RoomOS 27, expected in November. These initiatives could create additional software and services opportunities beyond Cisco’s traditional networking hardware. Cisco unveils agentic AI tools across Webex, workplace and CX
• Positive Sentiment: AI infrastructure demand remains a key catalyst. Coverage points to Cisco’s fifth consecutive earnings beat and a buildup in AI-related orders, while Supermicro servers entering Cisco’s AI factory channel could help expand the company’s role in AI data-center deployments. Cisco Stock Gains as Supermicro Servers Enter Its AI Factory Channel
• Positive Sentiment: Cisco also announced a FIPS-validated post-quantum security application, reinforcing its cybersecurity portfolio as customers prepare for evolving encryption threats. Cisco Added a FIPS Validated Post Quantum Security App
• Neutral Sentiment: Investor commentary remains constructive but divided: analysts see a possible new growth phase, while the key question is whether AI enthusiasm and recent earnings beats are already reflected in CSCO’s valuation. Cisco Could Be Entering a New Growth Phase
• Negative Sentiment: With Cisco trading at roughly 35 times earnings and near its one-year high, valuation and the possibility that the AI-driven rally has priced in much of the improvement are reasons some investors may wait for a better entry point. What Is the Case for Waiting on Cisco Stock?

Analyst Ratings Changes

Several research firms have recently issued reports on CSCO. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Wednesday, September 30th. UBS Group raised their price objective on shares of Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Wells Fargo & Company raised their price target 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. KeyCorp upped their price target on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Finally, HSBC downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating and dropped their price target for the company from $137.00 to $120.00 in a report on Friday, August 14th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Cisco Systems has an average rating of “Moderate Buy” and a consensus target price of $128.52.

Cisco Systems Profile

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration, observability and data center solutions. Its products and services help businesses, governments, educational institutions and other organizations connect users and devices, manage infrastructure, protect digital environments and support cloud-based operations.

Cisco’s portfolio includes routers and switches, wireless networking equipment, network management software, firewalls, identity and access tools, endpoint security products, collaboration applications and observability platforms.