Cisco Systems, Inc. $CSCO Stock Holdings Reduced by Green Alpha Advisors LLC

Green Alpha Advisors LLC reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 79.2% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 2,440 shares of the network equipment provider’s stock after selling 9,286 shares during the period. Green Alpha Advisors LLC’s holdings in Cisco Systems were worth $263,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in CSCO. BlackRock Inc. bought a new stake in shares of Cisco Systems in the 2nd quarter valued at approximately $42,129,647,000. State Street Corp raised its position in Cisco Systems by 7.0% during the second quarter. State Street Corp now owns 207,106,569 shares of the network equipment provider’s stock valued at $25,278,492,000 after acquiring an additional 13,512,872 shares in the last quarter. Bank of America Corp DE acquired a new stake in Cisco Systems in the second quarter valued at approximately $5,892,379,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its stake in Cisco Systems by 2.7% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 43,450,141 shares of the network equipment provider’s stock valued at $5,103,654,000 after acquiring an additional 1,143,106 shares during the last quarter. Finally, Bank of New York Mellon Corp bought a new stake in Cisco Systems in the second quarter worth approximately $4,714,574,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Stock Performance

CSCO traded down $2.50 during trading on Thursday, hitting $114.89. The stock had a trading volume of 12,955,367 shares, compared to its average volume of 22,499,215. The firm has a market cap of $452.96 billion, a PE ratio of 34.40, a P/E/G ratio of 2.47 and a beta of 0.99. Cisco Systems, Inc. has a 12 month low of $66.81 and a 12 month high of $130.37. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The company has a 50 day simple moving average of $112.13 and a 200-day simple moving average of $107.70.

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

Cisco Systems Announces Dividend

The firm 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 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

In other Cisco Systems news, CEO Charles Robbins sold 21,628 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.54, for a total value of $2,412,387.12. Following the sale, the chief executive officer owned 602,710 shares of the company’s stock, valued at $67,226,273.40. This trade represents a 3.46% decrease in their position. The transaction was disclosed in a 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 680 shares of Cisco Systems stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $110.18, for a total value of $74,922.40. Following the completion of the transaction, the executive vice president directly owned 163,337 shares in the company, valued at approximately $17,996,470.66. This represents a 0.41% 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 44,869 shares of company stock worth $5,005,620 over the last 90 days. Company insiders own 0.01% of the company’s stock.

Cisco Systems News Roundup

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

• Positive Sentiment: AI infrastructure demand remains a key catalyst. Cisco is reportedly seeing substantial AI infrastructure orders and has delivered its fifth consecutive earnings beat, supporting the view that networking demand could propel the company into a new growth phase. Cisco Could Be Entering a New Growth Phase
• Positive Sentiment: New agentic AI products expand Cisco’s growth story. At WebexOne 2026, Cisco introduced AI capabilities across Webex, workplace management and customer experience, including Claude-powered agents that can analyze data, create content and execute tasks using enterprise context. A Google Meet partnership for Cisco devices and RoomOS 27 are also intended to strengthen its collaboration business. Cisco Unveils New Agentic Collaboration Experiences
• Positive Sentiment: Channel and security developments add incremental support. Supermicro servers are entering Cisco’s AI Factory channel, potentially broadening the company’s AI infrastructure reach, while Cisco also added a FIPS-validated post-quantum security application. Cisco Stock and Supermicro AI Factory Channel
• Neutral Sentiment: Valuation is limiting enthusiasm. Analysts see further upside if AI orders translate into durable revenue and profit growth, but the recent rally may already reflect much of that opportunity, leaving less room for error. The Case for Waiting on Cisco Stock
• Negative Sentiment: Investors remain concerned about execution and competitive pressure. Cisco must demonstrate that AI demand can produce sustained growth without margin deterioration, while competition from networking specialists such as Arista adds uncertainty to the broader AI networking opportunity.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on CSCO shares. Freedom Capital upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. HSBC cut shares of Cisco Systems from a “buy” rating to a “hold” rating and decreased their price objective for the stock from $137.00 to $120.00 in a report on Friday, August 14th. Sanford C. Bernstein began coverage on shares of Cisco Systems in a research report on Wednesday, September 30th. They set a “market perform” rating and a $110.00 target price on the stock. Morgan Stanley raised their target price on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Finally, 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 report on Thursday, August 13th. Three analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $128.52.

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.