Cisco Systems, Inc. $CSCO Holdings Decreased by SVB Wealth LLC

SVB Wealth LLC lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 14.5% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 121,454 shares of the network equipment provider’s stock after selling 20,567 shares during the quarter. Cisco Systems accounts for approximately 0.9% of SVB Wealth LLC’s investment portfolio, making the stock its 26th largest position. SVB Wealth LLC’s holdings in Cisco Systems were worth $13,072,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in the business. Private Advisory Group LLC increased its holdings in Cisco Systems by 9.0% in the third quarter. Private Advisory Group LLC now owns 3,645 shares of the network equipment provider’s stock valued at $392,000 after purchasing an additional 301 shares during the period. Ariadne Wealth Management LP lifted its holdings in Cisco Systems by 11.6% during the 3rd quarter. Ariadne Wealth Management LP now owns 4,928 shares of the network equipment provider’s stock worth $530,000 after buying an additional 514 shares during the period. Tortoise Investment Management LLC lifted its holdings in Cisco Systems by 28.6% during the 3rd quarter. Tortoise Investment Management LLC now owns 7,755 shares of the network equipment provider’s stock worth $835,000 after buying an additional 1,725 shares during the period. Everest Financial Group LLC lifted its holdings in Cisco Systems by 232.2% during the 3rd quarter. Everest Financial Group LLC now owns 17,338 shares of the network equipment provider’s stock worth $1,866,000 after buying an additional 12,119 shares during the period. Finally, Eurizon Capital SGR S.p.A. grew its position in shares of Cisco Systems by 39.5% in the 3rd quarter. Eurizon Capital SGR S.p.A. now owns 1,690,784 shares of the network equipment provider’s stock valued at $181,722,000 after buying an additional 478,649 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 680 shares of Cisco Systems stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $110.18, for a total transaction of $74,922.40. Following the completion of the transaction, the executive vice president owned 163,337 shares in the company, valued at approximately $17,996,470.66. The trade was a 0.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya Subaiya sold 5,832 shares of the business’s stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total value of $650,093.04. Following the sale, the executive vice president directly owned 128,382 shares of the company’s stock, valued at $14,310,741.54. This represents a 4.35% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 6,824 shares of company stock valued at $759,392 in the last quarter. Company insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

Shares of CSCO opened at $102.01 on Friday. The firm has a market cap of $402.18 billion, a PE ratio of 30.54, a price-to-earnings-growth ratio of 2.07 and a beta of 1.01. Cisco Systems, Inc. has a 52-week low of $72.80 and a 52-week high of $130.37. The business’s 50 day moving average price is $108.02 and its two-hundred day moving average price is $102.13. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Thursday, November 12th. The network equipment provider reported $1.40 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.33 by $0.07. The firm had revenue of $18.52 billion during the quarter, compared to analysts’ expectations of $18.12 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. During the same period last year, the company earned $1.00 earnings per share. Cisco Systems has set its Q2 2027 guidance at 1.340-1.360 EPS and its FY 2027 guidance at 5.470-5.530 EPS. On average, equities analysts anticipate that Cisco Systems, Inc. will post 4.48 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, January 20th. Investors of record on Monday, January 4th will be given a $0.42 dividend. The ex-dividend date of this dividend is Monday, January 4th. This represents a $1.68 annualized dividend and a yield of 1.6%. Cisco Systems’s dividend payout ratio (DPR) is presently 50.30%.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on CSCO. Morgan Stanley cut Cisco Systems from an “overweight” rating to an “equal weight” rating and decreased their price target for the company from $135.00 to $120.00 in a research note on Thursday, November 5th. UBS Group raised their price objective on Cisco Systems from $132.00 to $138.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. HSBC lowered Cisco Systems from a “buy” rating to a “hold” rating and cut their price objective for the stock from $137.00 to $120.00 in a research note on Friday, August 14th. Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Wednesday, September 30th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research report on Wednesday, August 26th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $129.14.

Cisco Systems News Summary

Here’s some of the latest news about CSCO:

• Positive Sentiment: Fiscal Q1 adjusted earnings were $1.40 per share versus the $1.33 consensus, while revenue of $18.52 billion topped the $18.12 billion estimate. The company also reported $4.55 billion in net income, and revenue and earnings growth reached their strongest pace in more than 15 years. Cisco stock jumps 5% on earnings and revenue beat
• Positive Sentiment: Cisco raised its fiscal 2027 adjusted EPS forecast to $5.47–$5.53, above the $5.10 FactSet estimate, and its revenue outlook to $74.8–$75.8 billion, versus $73.2 billion expected. Its Q2 EPS and revenue guidance also exceeded consensus, supporting expectations for continued growth. Cisco raises annual revenue forecast on strong AI networking demand
• Positive Sentiment: Management pointed to robust AI-networking demand, including data-center growth, as a major tailwind. Investors may see Cisco as benefiting from increased spending on the networking infrastructure needed for AI. Cisco Earnings, Revenue Top Estimates On AI Data Center Growth

About Cisco Systems

Cisco Systems, Inc. develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks. The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.