J.Safra Asset Management Corp Raises Stake in Cisco Systems, Inc. $CSCO

J.Safra Asset Management Corp lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 8.7% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 8,338 shares of the network equipment provider’s stock after purchasing an additional 667 shares during the quarter. J.Safra Asset Management Corp’s holdings in Cisco Systems were worth $572,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the company. Postrock Partners LLC grew its holdings in shares of Cisco Systems by 4.5% during the 2nd quarter. Postrock Partners LLC now owns 3,480 shares of the network equipment provider’s stock worth $241,000 after purchasing an additional 150 shares during the period. Mount Vernon Associates Inc. MD grew its holdings in shares of Cisco Systems by 0.4% during the 2nd quarter. Mount Vernon Associates Inc. MD now owns 41,379 shares of the network equipment provider’s stock worth $2,871,000 after purchasing an additional 150 shares during the period. Lion Street Advisors LLC grew its position in Cisco Systems by 0.7% in the second quarter. Lion Street Advisors LLC now owns 20,694 shares of the network equipment provider’s stock valued at $1,436,000 after acquiring an additional 152 shares in the last quarter. Pacifica Partners Inc. grew its position in Cisco Systems by 0.5% in the second quarter. Pacifica Partners Inc. now owns 34,060 shares of the network equipment provider’s stock valued at $2,338,000 after acquiring an additional 155 shares in the last quarter. Finally, Pacific Sage Partners LLC grew its position in Cisco Systems by 0.9% in the second quarter. Pacific Sage Partners LLC now owns 16,746 shares of the network equipment provider’s stock valued at $1,162,000 after acquiring an additional 156 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Activity

In related news, EVP Thimaya K. Subaiya sold 7,511 shares of the firm’s stock in a transaction on Wednesday, August 20th. The stock was sold at an average price of $66.84, for a total transaction of $502,035.24. Following the transaction, the executive vice president directly owned 161,467 shares in the company, valued at $10,792,454.28. This trade represents a 4.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Deborah L. Stahlkopf sold 9,783 shares of the firm’s stock in a transaction on Friday, August 15th. The stock was sold at an average price of $66.60, for a total value of $651,547.80. Following the transaction, the executive vice president owned 161,662 shares in the company, valued at $10,766,689.20. This trade represents a 5.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 82,965 shares of company stock valued at $5,559,996 over the last three months. 0.01% of the stock is currently owned by company insiders.

Cisco Systems Stock Performance

Shares of CSCO opened at $67.46 on Tuesday. The business’s fifty day moving average price is $68.22 and its 200 day moving average price is $64.95. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $72.55. The stock has a market capitalization of $266.68 billion, a PE ratio of 25.75, a price-to-earnings-growth ratio of 2.86 and a beta of 0.97. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.00 and a quick ratio of 0.91.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, August 13th. The network equipment provider reported $0.99 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analysts’ expectations of $14.63 billion. During the same period last year, the business posted $0.87 earnings per share. The firm’s revenue for the quarter was up 7.6% on a year-over-year basis. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. Equities research analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 22nd. Investors of record on Friday, October 3rd will be paid a dividend of $0.41 per share. The ex-dividend date is Friday, October 3rd. This represents a $1.64 annualized dividend and a yield of 2.4%. Cisco Systems’s dividend payout ratio (DPR) is 62.60%.

Analyst Ratings Changes

Several analysts have issued reports on CSCO shares. Rosenblatt Securities reaffirmed a “buy” rating and issued a $87.00 price objective on shares of Cisco Systems in a research report on Thursday, August 14th. Wolfe Research started coverage on shares of Cisco Systems in a research report on Tuesday, July 8th. They issued a “peer perform” rating for the company. HSBC reaffirmed a “hold” rating and issued a $69.00 price objective on shares of Cisco Systems in a research report on Friday, August 15th. 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. Finally, Barclays increased their price objective on shares of Cisco Systems from $66.00 to $71.00 and gave the company an “equal weight” rating in a research report on Thursday, August 14th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $74.72.

Cisco Systems Company 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.