Cisco Systems, Inc. $CSCO Shares Bought by Bath Savings Trust Co

Bath Savings Trust Co grew its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 12.3% during the third quarter, HoldingsChannel reports. The firm owned 46,826 shares of the network equipment provider’s stock after buying an additional 5,112 shares during the period. Bath Savings Trust Co’s holdings in Cisco Systems were worth $5,138,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in CSCO. Greenfield Savings Bank grew its holdings in Cisco Systems by 0.9% during the 3rd quarter. Greenfield Savings Bank now owns 35,307 shares of the network equipment provider’s stock valued at $3,800,000 after purchasing an additional 318 shares in the last quarter. Echo45 Advisors LLC purchased a new position in Cisco Systems in the 3rd quarter valued at about $492,000. Crumly & Associates Inc. grew its stake in shares of Cisco Systems by 3.7% during the third quarter. Crumly & Associates Inc. now owns 4,823 shares of the network equipment provider’s stock valued at $519,000 after acquiring an additional 170 shares in the last quarter. First Community Trust NA grew its stake in shares of Cisco Systems by 40.1% during the third quarter. First Community Trust NA now owns 4,823 shares of the network equipment provider’s stock valued at $519,000 after acquiring an additional 1,380 shares in the last quarter. Finally, Nautilus Advisors LLC increased its position in shares of Cisco Systems by 3.3% during the third quarter. Nautilus Advisors LLC now owns 3,144 shares of the network equipment provider’s stock worth $338,000 after acquiring an additional 100 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco introduced new agentic collaboration capabilities for Webex, including Claude-powered managed agents that can analyze data, create content and execute tasks using enterprise context. The launch strengthens Cisco’s position in the enterprise AI and collaboration markets. Cisco Unveils New Agentic Collaboration Experiences
• Positive Sentiment: The company also unveiled collaboration technologies and RoomOS 27 updates designed to connect employees, digital teammates and physical workspaces, potentially supporting Webex adoption and recurring software revenue. Cisco Unveils Collaboration Technologies And RoomOS 27
• Positive Sentiment: Supermicro servers entering Cisco’s AI factory channel provide another avenue for Cisco to benefit from rising AI infrastructure demand, adding to recent optimism around AI networking. Cisco Stock Gains 2% as Supermicro Servers Enter Its AI Factory Channel
• Positive Sentiment: Quantum XChange became a Cisco networking marketplace partner, bringing FIPS-validated post-quantum cryptography to Cisco networks. The offering could improve Cisco’s security value proposition as customers prepare for quantum-related threats. Quantum XChange Joins the Cisco Networking App Marketplace
• Neutral Sentiment: Analysts and market coverage continue to focus on Cisco’s sovereign-AI opportunity and the broader expansion of hybrid IT management, but these themes are longer-term catalysts rather than immediate earnings drivers. How to Play CSCO Stock as Cisco Bets on Sovereign AI
• Negative Sentiment: A case for waiting on Cisco stock highlights the risk that its valuation already reflects much of the AI and networking optimism. Investors may want clearer evidence of sustained growth and execution before paying the current premium. What Is The Case For Waiting On Cisco Stock?

Analysts Set New Price Targets

Several research analysts recently commented on CSCO shares. Rosenblatt Securities boosted their price target on Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Sanford C. Bernstein initiated coverage on Cisco Systems in a report on Wednesday, September 30th. They set a “market perform” rating and a $110.00 price objective on the stock. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, September 30th. Truist Financial increased their target price on Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Finally, Deutsche Bank Aktiengesellschaft started coverage on shares of Cisco Systems in a research report on Tuesday, September 1st. They set a “buy” rating and a $135.00 price target for the company. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $128.52.

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO traded down $0.55 on Wednesday, reaching $117.39. 17,253,924 shares of the company’s stock were exchanged, compared to its average volume of 22,548,891. The business’s 50-day moving average is $112.01 and its two-hundred day moving average is $107.16. 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, Inc. has a fifty-two week low of $66.81 and a fifty-two week high of $130.37. The firm has a market capitalization of $462.82 billion, a price-to-earnings ratio of 35.15, a PEG ratio of 2.36 and a beta of 0.99.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. During the same quarter in the prior year, the business earned $0.99 earnings per share. Cisco Systems’s quarterly revenue was up 17.6% on a year-over-year basis. 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 forecast that Cisco Systems, Inc. will post 4.41 EPS for the current year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be given a dividend of $0.42 per share. The ex-dividend date is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems’s payout ratio is currently 50.30%.

Insider Activity

In other Cisco Systems news, EVP Deborah Stahlkopf sold 6,487 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the sale, the executive vice president directly owned 167,116 shares of the company’s stock, valued at $18,638,447.48. This trade represents a 3.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 firm’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $112.46, for a total value of $310,389.60. Following the completion of the sale, the executive vice president owned 165,276 shares in the company, valued at $18,586,938.96. The trade was a 1.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 44,869 shares of company stock worth $5,005,620 over the last 90 days. Insiders own 0.01% of the company’s stock.

About Cisco Systems

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.