Coastal Bridge Advisors LLC Acquires Shares of 36,116 Cisco Systems, Inc. $CSCO

Coastal Bridge Advisors LLC bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the second quarter, HoldingsChannel reports. The institutional investor bought 36,116 shares of the network equipment provider’s stock, valued at approximately $4,242,000.

Several other large investors have also made changes to their positions in CSCO. Jefferies Financial Group Inc. acquired a new stake in shares of Cisco Systems during the 2nd quarter worth approximately $3,810,000. Public Employees Retirement System of Ohio acquired a new position in Cisco Systems in the second quarter valued at approximately $184,737,000. MASTERINVEST Kapitalanlage GmbH bought a new position in Cisco Systems in the second quarter valued at approximately $20,310,000. AtlasMark Financial Inc bought a new position in Cisco Systems in the second quarter valued at approximately $317,000. Finally, Triton Financial Group Inc acquired a new stake in Cisco Systems during the 2nd quarter worth $4,235,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 2,760 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $112.46, for a total transaction of $310,389.60. Following the sale, the executive vice president directly owned 165,276 shares in the company, valued at approximately $18,586,938.96. This trade represents a 1.64% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,170 shares of Cisco Systems stock in a transaction that occurred on 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 approximately $25,727,261.01. The trade was a 3.02% decrease in their position. 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 a total of 53,611 shares of company stock valued at $6,066,680 over the last 90 days. Insiders own 0.01% of the company’s stock.

Cisco Systems Trading Down 0.2%

Shares of NASDAQ CSCO opened at $112.15 on Friday. Cisco Systems, Inc. has a twelve month low of $66.13 and a twelve month high of $130.37. The stock has a market cap of $442.03 billion, a price-to-earnings ratio of 33.58, a P/E/G ratio of 2.20 and a beta of 1.02. 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 company’s fifty day moving average is $115.41 and its 200-day moving average is $101.18.

Cisco Systems (NASDAQ:CSCO) last released 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. The business had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the company 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. Equities research analysts predict that Cisco Systems, Inc. will post 4.44 EPS for the current year.

Cisco Systems Announces Dividend

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

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Morgan Stanley maintained a $135 price target and cited Cisco’s potential supply advantage through TSMC amid shortages affecting the AI infrastructure industry. The endorsement suggests analysts see room for further appreciation from current levels. Morgan Stanley keeps Cisco at $135 on TSMC supply edge
• Positive Sentiment: AI networking demand remains a key catalyst. Reports point to strong hyperscaler orders, networking growth, and Cisco’s expanding security portfolio as advantages over Hewlett Packard Enterprise for long-term investors. HPE vs. CSCO: Which Stock Has an Edge in the Networking Space?
• Positive Sentiment: Cisco is expanding its partnership with NVIDIA around AI infrastructure and liquid-cooling systems, positioning the company to benefit as data centers adopt higher-density AI computing. Its Secure AI Factory initiative also embeds cybersecurity into AI deployments, potentially supporting software and security growth. Nvidia’s AI Chips Are Making Liquid Cooling the New Standard as Cisco Expands Its AI Bet Cisco Expands Secure AI Factory
• Positive Sentiment: Cisco’s move into rack-scale compute through a Supermicro-related AI infrastructure partnership could increase its share of AI buildout spending beyond traditional networking hardware. Cisco just broke its biggest hardware rule to chase the AI boom
• Neutral Sentiment: Cisco gave all 90,000 employees access to personal AI agents, demonstrating internal AI adoption and potentially improving productivity, though the near-term financial impact is unclear. Cisco Gave All 90,000 Employees Their Own AI Agent
• Negative Sentiment: A customer success story describes Spicer Group replacing its Cisco-based networking stack with open-source VyOS across 13 sites. While only one customer example, it highlights the competitive risk from lower-cost, flexible alternatives. VyOS Powers Spicer Group’s Cisco-to-Open-Source Network Transformation

Analyst Ratings Changes

CSCO has been the topic of a number of analyst reports. Citic Securities increased their price target on Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. HSBC cut 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 research note on Friday, August 14th. Rosenblatt Securities increased their target price on Cisco Systems from $150.00 to $165.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Barclays raised their target price on Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a report on Thursday, August 13th. Finally, CICC Research boosted their target price on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and an average target price of $129.43.

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.