Retireful LLC Invests $1.86 Million in Cisco Systems, Inc. $CSCO

Retireful LLC acquired a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 15,868 shares of the network equipment provider’s stock, valued at approximately $1,864,000. Cisco Systems comprises about 1.8% of Retireful LLC’s investment portfolio, making the stock its 19th largest holding.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CSCO. Bridgewater Advisors Inc. bought a new position in Cisco Systems during the 2nd quarter valued at about $6,442,000. World Investment Advisors grew its stake in Cisco Systems by 15.4% during the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after buying an additional 26,455 shares during the last quarter. WCG Wealth Advisors LLC increased its holdings in shares of Cisco Systems by 101.8% during the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after buying an additional 54,141 shares in the last quarter. Beacon Pointe Advisors LLC bought a new position in shares of Cisco Systems in the second quarter valued at approximately $60,009,000. Finally, Vise Technologies Inc. raised its stake in shares of Cisco Systems by 47.1% in the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after acquiring an additional 64,144 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Activity

In other news, insider Jeetendra I. Patel sold 7,170 shares of the business’s stock in a transaction dated Friday, August 14th. The stock was 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of the company’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $112.46, for a total value of $310,389.60. Following the completion of the sale, the executive vice president directly owned 165,276 shares of the company’s stock, valued at approximately $18,586,938.96. This trade represents a 1.64% 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. In the last 90 days, insiders have sold 53,611 shares of company stock valued at $6,066,680. Insiders own 0.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the company. Freedom Capital upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Sunday, August 16th. The Goldman Sachs Group increased 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. Evercore lifted their price target on Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Bank of America upped their price target on shares of Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. Two equities 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. According to MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus price target of $129.68.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $109.46 on Thursday. The firm has a fifty day moving average of $114.56 and a two-hundred day moving average of $101.93. The stock has a market capitalization of $431.43 billion, a price-to-earnings ratio of 32.77, a PEG ratio of 2.30 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 debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93.

Cisco Systems (NASDAQ:CSCO) last posted 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. 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 for the quarter, compared to analyst estimates of $16.84 billion. During the same period last year, the company earned $0.99 EPS. The firm’s revenue was up 17.6% on a year-over-year basis. 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, equities research analysts predict that Cisco Systems, Inc. will post 4.44 EPS for the current year.

Cisco Systems Announces Dividend

The business also recently announced 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. The ex-dividend date 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 (DPR) is 50.30%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Deutsche Bank initiated Cisco coverage with a Buy rating and a $135 price target, implying substantial upside from recent levels. The endorsement adds positive analyst momentum and supports the view that Cisco’s networking and AI infrastructure businesses can continue growing. Deutsche Bank initiates coverage of Cisco Systems with buy recommendation
• Positive Sentiment: AI infrastructure demand is strengthening Cisco’s growth outlook. Reports highlight strong hyperscaler AI orders and suggest the company may be undervalued relative to pure-play networking competitors. An earlier enterprise hardware refresh could provide an additional growth engine beyond Cisco’s existing AI guidance. The AI Infrastructure Stock Nobody Talks About Enough Cisco Systems Stock Has A Second Engine The AI Story Hides
• Positive Sentiment: Cisco’s dividend remains part of the investment case. The company recently returned cash to shareholders, reinforcing its appeal to income-focused investors even as the market compares its payout profile with IBM’s. Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants
• Neutral Sentiment: Cisco’s strong recent rally—supported by earnings that exceeded analyst expectations and double-digit revenue growth—has raised questions about how much of the good news is already reflected in the stock. 3 Reasons CSCO is Risky and 1 Stock to Buy Instead
• Neutral Sentiment: General investor interest in AI-powered cybersecurity is increasing as cyber threats rise, although the article focuses on the broader security sector rather than providing a direct Cisco catalyst. Top AI-Powered Security Stocks Worth Buying Amid Rising Cyber Threats
• Negative Sentiment: A China-linked cyber-espionage group reportedly targeted Cisco IOS XR routers. Persistent access to high-value infrastructure could increase concerns about customer security, reputational damage, remediation costs, and demand for Cisco’s core networking products. What Does Cisco Systems Fire Ant Router Espionage Mean For Investors?
• Negative Sentiment: Analysts caution that Cisco’s networking super cycle may be vulnerable to changing customer spending patterns, while its premium valuation leaves less room for disappointment. The Real Risk Inside Cisco 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.