Corient Private Wealth LP Cuts Stake in Cisco Systems, Inc. $CSCO

Corient Private Wealth LP reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 8.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 2,367,630 shares of the network equipment provider’s stock after selling 206,872 shares during the period. Corient Private Wealth LP’s holdings in Cisco Systems were worth $278,102,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in CSCO. HORAN Wealth LLC lifted its stake in Cisco Systems by 4.6% in the second quarter. HORAN Wealth LLC now owns 12,700 shares of the network equipment provider’s stock worth $1,492,000 after purchasing an additional 554 shares during the last quarter. Principia Wealth Advisory LLC lifted its stake in shares of Cisco Systems by 43.7% in the 2nd quarter. Principia Wealth Advisory LLC now owns 398 shares of the network equipment provider’s stock valued at $47,000 after acquiring an additional 121 shares during the last quarter. Amundi lifted its stake in shares of Cisco Systems by 1.7% in the 2nd quarter. Amundi now owns 18,432,668 shares of the network equipment provider’s stock valued at $2,165,095,000 after acquiring an additional 303,008 shares during the last quarter. Schulz Wealth LTD. bought a new position in Cisco Systems during the 2nd quarter worth approximately $223,000. Finally, Groupe la Francaise grew its position in Cisco Systems by 2,141.9% during the 2nd quarter. Groupe la Francaise now owns 76,854 shares of the network equipment provider’s stock worth $9,011,000 after acquiring an additional 73,426 shares during the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, insider Jeetendra 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 value of $799,956.90. Following the completion of the sale, the insider directly owned 230,593 shares of the company’s stock, valued at approximately $25,727,261.01. This trade represents a 3.02% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of Cisco Systems 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 sale, the chief executive officer directly owned 602,710 shares in the company, valued at $67,226,273.40. The trade was a 3.46% 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. In the last ninety days, insiders sold 51,004 shares of company stock worth $5,750,920. Company insiders own 0.01% of the company’s stock.

Analyst Ratings Changes

Several brokerages have weighed in on CSCO. Deutsche Bank Aktiengesellschaft started coverage on Cisco Systems in a research report on Tuesday, September 1st. They issued a “buy” rating and a $135.00 price objective for the company. CICC Research raised their target price on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. Citic Securities lifted their target price on shares of Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Truist Financial upped their price target on shares of Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Finally, Barclays increased their price target on shares of Cisco Systems from $121.00 to $123.00 and gave the company an “equal weight” rating in a research report on Thursday, August 13th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $129.68.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco and Infleqtion announced a research-and-development collaboration focused on networking and scaling quantum-computing systems. Although the opportunity is long term and not yet tied to material revenue, it strengthens Cisco’s positioning in emerging network architectures. Infleqtion and Cisco Announce Collaboration to Advance Networked Quantum Technology
• Positive Sentiment: Cisco’s AI infrastructure momentum remains a key support for the stock. Its reported $9.3 billion AI order book, a 14-fold increase in token activity, and the live AMD-Humain deployment in Saudi Arabia highlight demand for high-speed networking and potential growth in hyperscale and Middle Eastern AI infrastructure. Cisco Says AI Agents Now Consume 60% of Global Inference
• Neutral Sentiment: Cisco is promoting its October WebexOne event, where customers and industry leaders will discuss practical applications of AI-powered collaboration. The event may provide additional product and demand commentary, but it is primarily a corporate marketing update rather than an immediate earnings catalyst. Cisco WebexOne Media Alert
• Negative Sentiment: A courtroom dispute involving Huawei source-code allegations has reached trial. While the claims concern historic technology, the litigation adds legal uncertainty and appears to be the most immediate headline pressure on CSCO, particularly as investors focus on whether it could affect costs, reputation, or management attention. Cisco Slips as Huawei Source-Code Claims Reach Trial
• Negative Sentiment: Analysts and market commentary are flagging downside risk after the stock’s strong 12-month advance and recent monthly pullback. Cisco’s AI opportunity is increasingly dependent on hyperscaler spending, while hardware-heavy growth could pressure gross margins. Its valuation also leaves less room for execution missteps. How Far Could Cisco Stock Fall With Its Fastest Growth Riding on Hyperscalers?

Cisco Systems Trading Down 1.8%

NASDAQ CSCO opened at $107.44 on Friday. Cisco Systems, Inc. has a fifty-two week low of $66.13 and a fifty-two 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. The stock has a 50 day simple moving average of $113.67 and a two-hundred day simple moving average of $103.24. The stock has a market cap of $423.59 billion, a P/E ratio of 32.17, a price-to-earnings-growth ratio of 2.28 and a beta of 1.00.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results 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 company had revenue of $17.25 billion during the quarter, compared to the consensus estimate of $16.84 billion. During the same quarter in the prior year, the company earned $0.99 earnings per share. The firm’s revenue for the quarter 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. On average, analysts forecast that Cisco Systems, Inc. will post 4.43 earnings per share for the current 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 $0.42 dividend. The ex-dividend date is Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.6%. Cisco Systems’s dividend payout ratio is 50.30%.

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.