NewEdge Advisors LLC Purchases 87,866 Shares of Cisco Systems, Inc. $CSCO

NewEdge Advisors LLC lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 3.6% during the second quarter, Holdings Channel.com reports. The institutional investor owned 2,555,468 shares of the network equipment provider’s stock after acquiring an additional 87,866 shares during the quarter. Cisco Systems makes up approximately 0.9% of NewEdge Advisors LLC’s portfolio, making the stock its 14th biggest position. NewEdge Advisors LLC’s holdings in Cisco Systems were worth $304,914,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently made changes to their positions in the company. MidAtlantic Capital Management Inc. purchased a new stake in Cisco Systems in the fourth quarter worth about $25,000. Intesa Sanpaolo Wealth Management purchased a new position in Cisco Systems during the 4th quarter valued at about $25,000. Networth Advisors LLC raised its holdings in shares of Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after purchasing an additional 246 shares in the last quarter. Financial Life Planners bought a new stake in shares of Cisco Systems in the 1st quarter valued at about $27,000. Finally, Manning & Napier Advisors LLC lifted its position in shares of Cisco Systems by 137.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after purchasing an additional 200 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Trading Down 0.0%

NASDAQ:CSCO opened at $109.17 on Wednesday. The stock has a market capitalization of $430.29 billion, a price-to-earnings ratio of 32.69, a PEG ratio of 2.28 and a beta of 1.00. Cisco Systems, Inc. has a 52 week low of $66.13 and a 52 week high of $130.37. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. The firm has a 50 day moving average of $113.93 and a 200 day moving average of $102.82.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.05. The business had revenue of $17.25 billion for 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 for the quarter was up 17.6% on a year-over-year basis. During the same period in the previous year, the company earned $0.99 earnings per share. 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, sell-side analysts anticipate that Cisco Systems, Inc. will post 4.43 earnings per share for the current fiscal 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. This represents a $1.68 annualized dividend and a yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s payout ratio is 50.30%.

Insider Activity at Cisco Systems

In other news, CEO Charles Robbins sold 21,628 shares of the business’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the sale, the chief executive officer owned 602,710 shares in the company, valued at approximately $67,226,273.40. The trade was a 3.46% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of the company’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the transaction, the executive vice president owned 140,857 shares in the company, valued at approximately $16,890,162.87. This trade represents a 4.82% decrease in their position. The SEC filing for this sale provides additional information. 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. Corporate insiders own 0.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on CSCO. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. Morgan Stanley increased their target price on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Truist Financial lifted their price target on Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a report on Thursday, August 13th. UBS Group boosted their price target on Cisco Systems from $132.00 to $138.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Finally, Freedom Capital upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. Two research 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 company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $129.68.

Key Cisco Systems News

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

• Positive Sentiment: AI-related networking demand remains a key potential catalyst. Commentary comparing today’s AI buildout with the internet boom argues that current spending is supported by real infrastructure investment, which could benefit Cisco’s data-center networking and software businesses. Why Today’s AI Boom Differs From the Internet Bubble
• Positive Sentiment: Industry data showed campus-switch average selling prices increased 19% in the second quarter of 2026, helping the market return to revenue growth. Higher pricing and continued demand could support Cisco’s sales and margins, although shortages also limited product availability. Market Prices Skyrocket, Driving Campus Switch Market to Growth in 2Q 2026
• Positive Sentiment: Cisco’s recent results provide a favorable fundamental backdrop: revenue rose 17.6% year over year to $17.25 billion, and adjusted earnings of $1.22 per share exceeded estimates. The company also issued fiscal 2027 earnings guidance of $5.05 to $5.11 per share.
• Neutral Sentiment: At the Goldman Sachs Communacopia + Technology Conference, Cisco presented its latest business and technology outlook. The transcript keeps attention on the company’s AI, networking and recurring-revenue strategy, but the supplied report does not identify a major new announcement likely to materially change estimates. Cisco Systems Presents at Goldman Sachs Communacopia + Technology Conference 2026
• Neutral Sentiment: Repeated “buy now” coverage from Zacks reflects increased investor interest, rather than a new corporate catalyst. Cisco’s roughly 33 forward-looking earnings multiple makes continued growth execution important for further upside. Is Trending Stock Cisco Systems a Buy Now?
• Negative Sentiment: Component shortages are limiting campus-switch supply even as prices rise. A similar decline in Ciena shares highlights investor concern that supply constraints could delay industry growth or pressure customer spending, creating a near-term risk for Cisco’s networking outlook. Ciena Stock Down 14% in the Past Month

Cisco Systems Profile

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.