Edmond DE Rothschild Holding S.A. Decreases Stake in Cisco Systems, Inc. $CSCO

Edmond DE Rothschild Holding S.A. lessened its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 56.4% during the 2nd quarter, HoldingsChannel reports. The firm owned 210,453 shares of the network equipment provider’s stock after selling 272,024 shares during the period. Edmond DE Rothschild Holding S.A.’s holdings in Cisco Systems were worth $24,720,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the business. Strathmore Capital Advisors Inc. raised its position in shares of Cisco Systems by 12.3% in the second quarter. Strathmore Capital Advisors Inc. now owns 4,459 shares of the network equipment provider’s stock valued at $500,000 after buying an additional 489 shares during the last quarter. Uptick Partners LLC boosted its position in Cisco Systems by 9.4% during the second quarter. Uptick Partners LLC now owns 9,938 shares of the network equipment provider’s stock worth $1,167,000 after acquiring an additional 852 shares during the last quarter. Madison Asset Management LLC grew its stake in Cisco Systems by 1.5% during the 2nd quarter. Madison Asset Management LLC now owns 8,383 shares of the network equipment provider’s stock valued at $985,000 after acquiring an additional 126 shares in the last quarter. Csenge Advisory Group grew its stake in Cisco Systems by 17.2% during the 2nd quarter. Csenge Advisory Group now owns 26,994 shares of the network equipment provider’s stock valued at $3,171,000 after acquiring an additional 3,952 shares in the last quarter. Finally, West Family Investments Inc. raised its holdings in Cisco Systems by 0.7% in the 2nd quarter. West Family Investments Inc. now owns 22,743 shares of the network equipment provider’s stock valued at $2,671,000 after acquiring an additional 155 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

More Cisco Systems News

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

• Positive Sentiment: Cisco reported approximately $17.3 billion in quarterly revenue, up 18% year over year, and adjusted EPS of $1.22, exceeding the $1.17 consensus estimate. Management’s fiscal 2027 outlook was also optimistic, reinforcing expectations for continued growth. Strong AI Infrastructure Orders Drive Confidence in Cisco Systems
• Positive Sentiment: AI infrastructure demand remains a major growth driver. Cisco recorded $4 billion of AI infrastructure orders in the latest quarter, $9.3 billion for fiscal 2026, and expects $7.5 billion of AI infrastructure revenue in fiscal 2027. Bank of America reiterated its Buy rating and $150 price target, indicating substantial potential upside if execution continues. BofA makes bold call on Cisco stock after earnings
• Neutral Sentiment: Analysts questioned how sustainable the AI-led growth surge will be and whether Cisco can convert strong orders into durable, profitable recurring revenue. A recent Freedom Capital upgrade to Strong Buy provides a counterpoint to the more cautious views. What Kept Coming Up When Analysts Grilled CSCO
• Negative Sentiment: Gross-margin pressure was the key earnings concern. Margins fell to about 66.3% and are expected to remain around 65%–66% in the next quarter, partly because of higher memory costs, hardware pricing, and an unfavorable product mix. Soft recurring growth and a premium valuation have led some analysts to recommend holding the stock despite strong revenue growth. Cisco: Buy The AI Pullback, But Watch The Margin Pressure
• Negative Sentiment: HSBC downgraded Cisco to Hold, while CEO Charles Robbins and other executives disclosed share sales. The transactions were conducted under pre-arranged Rule 10b5-1 plans, making them a modest negative signal rather than clear evidence of deteriorating management confidence.

Cisco Systems Stock Down 0.9%

Shares of CSCO opened at $110.55 on Thursday. The firm has a market cap of $435.73 billion, a P/E ratio of 33.10, a price-to-earnings-growth ratio of 2.38 and a beta of 1.02. Cisco Systems, Inc. has a 12-month low of $66.13 and a 12-month high of $130.37. The company’s 50-day moving average price is $116.47 and its 200 day moving average price is $99.94. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results 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 company had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. During the same quarter last year, the firm posted $0.99 earnings per share. Cisco Systems’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. On average, sell-side analysts forecast that Cisco Systems, Inc. will post 4.09 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s dividend payout ratio is 50.30%.

Insider Activity at Cisco Systems

In other news, insider Jeetendra I. Patel sold 7,170 shares of the firm’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.57, for a total transaction of $799,956.90. Following the completion of the transaction, the insider directly owned 230,593 shares in the company, valued at $25,727,261.01. This trade represents a 3.02% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of Cisco Systems stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the sale, 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 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 69,179 shares of company stock valued at $7,985,229 over the last ninety days. 0.01% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on the stock. Argus raised 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. Freedom Capital upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Sunday. Truist Financial boosted their price objective on Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Evercore upped their target price on Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Finally, Wall Street Zen raised Cisco Systems from a “hold” rating to a “buy” rating in a research note on Saturday, August 15th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $129.43.

Cisco Systems Profile

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.