Edmond DE Rothschild Holding S.A. Trims Holdings in Cisco Systems, Inc. $CSCO

Edmond DE Rothschild Holding S.A. lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 56.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund 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 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently bought and sold shares of CSCO. MidAtlantic Capital Management Inc. purchased a new stake in shares of Cisco Systems in the 4th quarter valued at $25,000. Intesa Sanpaolo Wealth Management purchased a new position in shares of Cisco Systems during the fourth quarter worth $25,000. Networth Advisors LLC lifted its position in Cisco Systems by 276.4% during the first 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 during the period. Financial Life Planners acquired a new position in Cisco Systems during the first quarter valued at $27,000. Finally, Manning & Napier Advisors LLC boosted its holdings in Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after purchasing an additional 200 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Stock Down 0.9%

Shares of CSCO opened at $110.55 on Thursday. 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, Inc. has a 12 month low of $66.13 and a 12 month high of $130.37. The stock’s 50 day moving average is $116.47 and its two-hundred day moving average is $99.94. The firm has a market cap of $435.73 billion, a P/E ratio of 33.10, a PEG ratio of 2.38 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The business had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. During the same period in the previous year, the business earned $0.99 earnings per share. The business’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. Analysts predict that Cisco Systems, Inc. will post 4.09 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 50.30%.

Cisco Systems News Summary

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.

Analysts Set New Price Targets

Several equities research analysts have weighed in on CSCO shares. Wells Fargo & Company increased their price target on Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Argus upped their target price on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, May 19th. The Goldman Sachs Group raised their target price on Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a report on Wednesday, June 3rd. HSBC cut Cisco Systems from a “buy” rating to a “hold” rating and reduced their price target for the company from $137.00 to $120.00 in a research report on Friday, August 14th. Finally, Rosenblatt Securities boosted their price target on Cisco Systems from $150.00 to $165.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $129.43.

Insider Buying and Selling at Cisco Systems

In related news, CEO Charles Robbins sold 21,628 shares of the company’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the completion of the transaction, the chief executive officer owned 602,710 shares in the company, valued at $67,226,273.40. This represents a 3.46% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,170 shares of the firm’s stock in a transaction dated Friday, August 14th. The shares were 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 represents a 3.02% 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. Over the last quarter, insiders sold 69,179 shares of company stock valued at $7,985,229. Insiders own 0.01% of the company’s stock.

Cisco Systems Company 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.