Arbor Investment Advisors LLC Lowers Holdings in Cisco Systems, Inc. $CSCO

Arbor Investment Advisors LLC reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 31,139 shares of the network equipment provider’s stock after selling 1,333 shares during the period. Arbor Investment Advisors LLC’s holdings in Cisco Systems were worth $2,160,000 at the end of the most recent quarter.

A number of other hedge funds also recently added to or reduced their stakes in CSCO. Kornitzer Capital Management Inc. KS grew its stake in Cisco Systems by 0.7% during the 1st quarter. Kornitzer Capital Management Inc. KS now owns 892,064 shares of the network equipment provider’s stock worth $55,049,000 after purchasing an additional 6,501 shares in the last quarter. Golden State Wealth Management LLC grew its position in shares of Cisco Systems by 10.8% during the first quarter. Golden State Wealth Management LLC now owns 6,298 shares of the network equipment provider’s stock worth $389,000 after buying an additional 612 shares in the last quarter. Shell Asset Management Co. increased its stake in shares of Cisco Systems by 53.3% during the second quarter. Shell Asset Management Co. now owns 77,234 shares of the network equipment provider’s stock worth $5,358,000 after buying an additional 26,840 shares during the period. Acadian Asset Management LLC raised its holdings in Cisco Systems by 255.9% in the first quarter. Acadian Asset Management LLC now owns 7,819,547 shares of the network equipment provider’s stock valued at $482,509,000 after acquiring an additional 5,622,672 shares in the last quarter. Finally, Banque Pictet & Cie SA lifted its stake in Cisco Systems by 1.0% in the second quarter. Banque Pictet & Cie SA now owns 55,168 shares of the network equipment provider’s stock worth $3,813,000 after acquiring an additional 535 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Charles Robbins sold 30,557 shares of the stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $66.63, for a total transaction of $2,036,012.91. Following the completion of the sale, the chief executive officer owned 639,000 shares in the company, valued at approximately $42,576,570. This represents a 4.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Deborah L. Stahlkopf sold 2,718 shares of the business’s stock in a transaction dated Thursday, September 11th. The shares were sold at an average price of $68.08, for a total value of $185,041.44. Following the completion of the transaction, the executive vice president owned 157,184 shares in the company, valued at $10,701,086.72. This trade represents a 1.70% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 82,965 shares of company stock worth $5,559,996 over the last 90 days. 0.01% of the stock is owned by corporate insiders.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $70.13 on Monday. The stock’s 50-day moving average is $68.20 and its two-hundred day moving average is $65.19. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.91 and a current ratio of 1.00. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $72.55. The firm has a market cap of $277.24 billion, a price-to-earnings ratio of 26.77, a PEG ratio of 2.95 and a beta of 0.97.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, August 13th. The network equipment provider reported $0.99 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.98 by $0.01. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The firm had revenue of $14.67 billion for the quarter, compared to the consensus estimate of $14.63 billion. During the same quarter last year, the business posted $0.87 EPS. The firm’s quarterly revenue was up 7.6% compared to the same quarter last year. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. Analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, October 22nd. Investors of record on Friday, October 3rd will be given a $0.41 dividend. The ex-dividend date is Friday, October 3rd. This represents a $1.64 annualized dividend and a yield of 2.3%. Cisco Systems’s dividend payout ratio is 62.60%.

Analyst Ratings Changes

A number of brokerages have commented on CSCO. Wall Street Zen downgraded shares of Cisco Systems from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 12th. Evercore ISI increased their target price on Cisco Systems from $72.00 to $74.00 and gave the company an “in-line” rating in a report on Thursday, August 14th. HSBC reaffirmed a “hold” rating and set a $69.00 price target on shares of Cisco Systems in a report on Friday, August 15th. Hsbc Global Res downgraded Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Friday, August 15th. Finally, Wells Fargo & Company raised their target price on Cisco Systems from $75.00 to $83.00 and gave the stock an “overweight” rating in a research report on Thursday, August 14th. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $74.72.

Cisco Systems Profile

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.