Centaurus Financial Inc. Takes $1.88 Million Position in Cisco Systems, Inc. $CSCO

Posted by John Perry on Aug 28th, 2026

Centaurus Financial Inc. purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 2nd quarter, HoldingsChannel reports. The fund purchased 16,000 shares of the network equipment provider’s stock, valued at approximately $1,879,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of CSCO. Cozad Asset Management Inc. raised its holdings in Cisco Systems by 0.3% in the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock valued at $2,033,000 after acquiring an additional 87 shares during the last quarter. Dogwood Wealth Management LLC boosted its holdings in shares of Cisco Systems by 3.9% during the 2nd quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock worth $283,000 after purchasing an additional 90 shares during the last quarter. August Group Capital Ltd grew its position in shares of Cisco Systems by 2.0% in 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 in the last quarter. Financial Insights Inc. increased its holdings in shares of Cisco Systems by 1.5% in 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. Finally, CPA Asset Management Group LLC increased its holdings in shares of Cisco Systems by 1.8% in the second quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider’s stock valued at $627,000 after purchasing an additional 93 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $112.15 on Friday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. The firm has a market cap of $442.03 billion, a P/E ratio of 33.58, a P/E/G ratio of 2.20 and a beta of 1.02. The firm’s 50 day moving average price is $115.41 and its 200-day moving average price is $101.18. Cisco Systems, Inc. has a one year low of $66.13 and a one year high of $130.37.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last released its quarterly 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 in the prior year, the firm earned $0.99 earnings per share. The firm’s revenue 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, equities research analysts predict that Cisco Systems, Inc. will post 4.44 EPS for the current year.

Cisco Systems Announces Dividend

The company 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. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems’s dividend payout ratio is presently 50.30%.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 7,127 shares of Cisco Systems stock in a transaction dated 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 transaction, the executive vice president directly owned 140,857 shares of the company’s stock, valued at $16,890,162.87. The trade was a 4.82% decrease in their position. The transaction 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, EVP Oliver Tuszik sold 2,760 shares of the business’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $112.46, for a total transaction of $310,389.60. Following the sale, the executive vice president owned 165,276 shares in the company, valued at $18,586,938.96. This trade represents a 1.64% 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 sold a total of 53,611 shares of company stock worth $6,066,680 over the last ninety days. Company insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have weighed in on the company. Citic Securities boosted their price objective on Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. BNP Paribas Exane boosted their price target on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Rosenblatt Securities raised their price objective on shares of Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Finally, Argus lifted their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, May 19th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $129.43.

Check Out Our Latest Analysis on CSCO

Key Cisco Systems News

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

Positive Sentiment: Morgan Stanley maintained a $135 price target and cited Cisco’s potential supply advantage through TSMC amid shortages affecting the AI infrastructure industry. The endorsement suggests analysts see room for further appreciation from current levels. Morgan Stanley keeps Cisco at $135 on TSMC supply edge
Positive Sentiment: AI networking demand remains a key catalyst. Reports point to strong hyperscaler orders, networking growth, and Cisco’s expanding security portfolio as advantages over Hewlett Packard Enterprise for long-term investors. HPE vs. CSCO: Which Stock Has an Edge in the Networking Space?
Positive Sentiment: Cisco is expanding its partnership with NVIDIA around AI infrastructure and liquid-cooling systems, positioning the company to benefit as data centers adopt higher-density AI computing. Its Secure AI Factory initiative also embeds cybersecurity into AI deployments, potentially supporting software and security growth. Nvidia’s AI Chips Are Making Liquid Cooling the New Standard as Cisco Expands Its AI Bet Cisco Expands Secure AI Factory
Positive Sentiment: Cisco’s move into rack-scale compute through a Supermicro-related AI infrastructure partnership could increase its share of AI buildout spending beyond traditional networking hardware. Cisco just broke its biggest hardware rule to chase the AI boom
Neutral Sentiment: Cisco gave all 90,000 employees access to personal AI agents, demonstrating internal AI adoption and potentially improving productivity, though the near-term financial impact is unclear. Cisco Gave All 90,000 Employees Their Own AI Agent
Negative Sentiment: A customer success story describes Spicer Group replacing its Cisco-based networking stack with open-source VyOS across 13 sites. While only one customer example, it highlights the competitive risk from lower-cost, flexible alternatives. VyOS Powers Spicer Group’s Cisco-to-Open-Source Network Transformation

Cisco Systems Company Profile

(Free Report)

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.