Cisco Systems, Inc. $CSCO Stock Holdings Lowered by Courier Capital LLC

Courier Capital LLC cut its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 41.3% during the third quarter, Holdings Channel reports. The institutional investor owned 71,830 shares of the network equipment provider’s stock after selling 50,457 shares during the quarter. Cisco Systems makes up approximately 1.5% of Courier Capital LLC’s investment portfolio, making the stock its 18th biggest position. Courier Capital LLC’s holdings in Cisco Systems were worth $7,731,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Cozad Asset Management Inc. boosted its stake in Cisco Systems by 0.3% during the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after acquiring an additional 87 shares in the last quarter. Dogwood Wealth Management LLC increased its stake in shares of Cisco Systems by 3.9% during the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock valued at $283,000 after purchasing an additional 90 shares in the last quarter. Green Ridge Wealth Planning LLC increased its stake in shares of Cisco Systems by 1.5% during the third quarter. Green Ridge Wealth Planning LLC now owns 6,017 shares of the network equipment provider’s stock valued at $648,000 after purchasing an additional 90 shares in the last quarter. August Group Capital Ltd lifted its holdings in shares of Cisco Systems by 2.0% during the second quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock valued at $555,000 after purchasing an additional 91 shares during the last quarter. Finally, Financial Insights Inc. lifted its holdings in shares of Cisco Systems by 1.5% during the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock valued at $483,000 after purchasing an additional 92 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

CSCO has been the topic of a number of analyst reports. Deutsche Bank Aktiengesellschaft began coverage on Cisco Systems in a research report on Tuesday, September 1st. They issued a “buy” rating and a $135.00 price target on the stock. Piper Sandler lowered their price objective on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating for the company in a research note on Tuesday, September 22nd. Morgan Stanley lifted their price objective on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a research note on Thursday, August 13th. KeyCorp boosted their target price on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, August 13th. Finally, Truist Financial increased their target price on Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Three 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. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $128.52.

Insider Activity

In other news, EVP Deborah Stahlkopf sold 6,487 shares of Cisco Systems stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $111.53, for a total value of $723,495.11. Following the completion of the sale, the executive vice president directly owned 167,116 shares in the company, valued at $18,638,447.48. The trade was a 3.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra Patel sold 7,170 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $111.57, for a total transaction of $799,956.90. Following the transaction, the insider directly owned 230,593 shares of the company’s stock, valued at $25,727,261.01. The trade was a 3.02% decrease in their ownership of the stock. 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 worth $5,005,620. 0.01% of the stock is owned by corporate insiders.

Cisco Systems Stock Down 0.2%

Shares of NASDAQ CSCO traded down $0.27 during midday trading on Tuesday, hitting $115.07. The stock had a trading volume of 12,319,273 shares, compared to its average volume of 22,350,076. The business’s 50 day moving average is $112.17 and its 200-day moving average is $108.22. The company has a market cap of $453.67 billion, a P/E ratio of 34.45, a PEG ratio of 2.46 and a beta of 0.99. Cisco Systems, Inc. has a 52 week low of $66.81 and a 52 week high of $130.37. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39.

Cisco Systems (NASDAQ:CSCO) last posted 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. The business had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%. The company’s quarterly revenue 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. As a group, analysts predict that Cisco Systems, Inc. will post 4.42 EPS for the current year.

Cisco Systems Announces Dividend

The business 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 dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 50.30%.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: AI infrastructure partnership strengthens growth outlook: Cisco and NVIDIA are developing an open, ultra-dense pluggable-optics design supporting 400G-per-lane electrical signals and capacity of up to 12.8Tb/s. The technology is intended to help AI data centers connect more GPUs, increase bandwidth density and reduce networking’s share of power consumption. NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories
• Positive Sentiment: Open infrastructure announcements support Cisco’s positioning: At the OCP Global Summit, Cisco introduced new silicon, systems and optical products designed to support large-scale, distributed AI factories while preserving open standards and customer choice. This could expand its opportunity in AI networking and data-center equipment. Cisco Advances Scalability and Openness at OCP 2026
• Positive Sentiment: Analysts point to durable demand drivers: Coverage emphasizes surging AI infrastructure orders, solid networking demand and security growth. Cisco’s prior quarter also showed revenue and earnings above consensus, supporting the case for continued growth. Should You Buy, Sell, or Hold Cisco Stock After a 68% Rise in a Year?
• Neutral Sentiment: Investor attention is elevated: Cisco is among the most-watched stocks on Zacks, though the trending-stock coverage does not provide a new fundamental catalyst. Cisco Systems Is a Trending Stock
• Negative Sentiment: Profit-taking and valuation concerns are weighing on sentiment: After a roughly 68% annual advance, investors may be resetting expectations and questioning whether AI-led growth is nearing a peak. Recent insider activity also shows reported sales without purchases, adding a modest cautionary signal. Why Cisco Systems Stock Is Down

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.