Two Sigma Securities LLC Takes Position in Cisco Systems, Inc. $CSCO

Two Sigma Securities LLC bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the second quarter, HoldingsChannel reports. The firm bought 9,558 shares of the network equipment provider’s stock, valued at approximately $1,123,000.

Several other institutional investors and hedge funds have also bought and sold shares of CSCO. BlackRock Inc. acquired a new stake in shares of Cisco Systems in the 2nd quarter valued at approximately $42,129,647,000. State Street Corp grew its stake in shares of Cisco Systems by 0.5% in the fourth quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock valued at $15,060,995,000 after buying an additional 1,057,962 shares in the last quarter. Morgan Stanley increased its holdings in Cisco Systems by 0.3% during the fourth quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock worth $5,802,382,000 after buying an additional 206,352 shares during the last quarter. Invesco Ltd. raised its position in Cisco Systems by 11.6% during the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after acquiring an additional 6,224,062 shares in the last quarter. Finally, Norges Bank bought a new stake in Cisco Systems during the fourth quarter worth $4,473,272,000. Institutional investors own 73.33% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on CSCO. New Street Research lifted their price objective on shares of Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Wells Fargo & Company raised their target price on shares of Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a research note on Thursday, August 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. Rosenblatt Securities boosted their price target on Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Finally, The Goldman Sachs Group upped their price objective on Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. Two research 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, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $129.43.

Cisco Systems Price Performance

Shares of Cisco Systems stock opened at $110.49 on Tuesday. Cisco Systems, Inc. has a twelve month low of $66.13 and a twelve month 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 company has a 50-day simple moving average of $114.99 and a two-hundred day simple moving average of $101.51. The stock has a market capitalization of $435.49 billion, a price-to-earnings ratio of 33.08, a price-to-earnings-growth ratio of 2.16 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. During the same quarter in the prior year, the business posted $0.99 EPS. 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 forecast that Cisco Systems, Inc. will post 4.44 EPS for the current year.

Cisco Systems Announces Dividend

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

Insider Activity

In other news, EVP Deborah L. Stahlkopf sold 6,487 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.53, for a total transaction of $723,495.11. Following the sale, the executive vice president directly owned 167,116 shares of the company’s stock, valued at approximately $18,638,447.48. This represents a 3.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed 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 firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the transaction, the executive vice president owned 140,857 shares in the company, valued at $16,890,162.87. The trade was a 4.82% 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. Over the last 90 days, insiders have sold 53,611 shares of company stock worth $6,066,680. 0.01% of the stock is currently owned by insiders.

Cisco Systems News Summary

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

• Positive Sentiment: Saudi AI expansion strengthens Cisco’s AI growth narrative. Cisco, AMD and Saudi Arabia-based HUMAIN said production AI infrastructure is now live, combining AMD Instinct MI355X GPUs and EPYC CPUs with Cisco Silicon One networking. The partners plan to add up to 250 megawatts of capacity beginning in 2027 and potentially reach 1 gigawatt by 2030, creating a significant long-term opportunity for Cisco’s AI networking business. AMD, Cisco and HUMAIN Expand Saudi Arabia’s AI Infrastructure as AMD Instinct Systems Go Live
• Positive Sentiment: Sovereign infrastructure broadens Cisco’s addressable market. Cisco is also introducing a Sovereign Critical Infrastructure portfolio in Canada for air-gapped, on-premises deployments. These offerings target governments and regulated industries that require strict data residency, security and operational control, potentially supporting higher-value infrastructure sales. How Investors Are Reacting To Cisco Systems Expanding Sovereign AI Infrastructure In Saudi Arabia
• Positive Sentiment: Recent performance and outside commentary remain supportive. Cisco has outperformed the broader telecommunications industry over the past year, while Jim Cramer reiterated a bullish view following the company’s record quarter. These factors may reinforce investor confidence, although they are less material than the company’s operating results and AI bookings. How Is Cisco Systems’ Stock Performance Compared to Other Telecommunications Stocks?
• Neutral Sentiment: Management will meet investors throughout September. Cisco executives are scheduled to participate in Goldman Sachs, Citi, Truist, Piper Sandler and other technology conferences. The meetings could provide updates on AI networking demand, margins and guidance, but no new financial targets were announced.
• Negative Sentiment: Valuation and guidance remain potential constraints. Despite the AI momentum, prior commentary has noted conservative guidance, and the stock’s elevated valuation leaves less room for disappointment if AI-related revenue growth or broader networking demand falls short of expectations. Jim Cramer delivers unmistakable verdict on vital tech giant

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.