Cisco Systems, Inc. $CSCO Stake Raised by Bath Savings Trust Co

Bath Savings Trust Co increased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 12.3% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 46,826 shares of the network equipment provider’s stock after buying an additional 5,112 shares during the period. Bath Savings Trust Co’s holdings in Cisco Systems were worth $5,138,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. BlackRock Inc. purchased a new stake in shares of Cisco Systems during the 2nd quarter worth approximately $42,129,647,000. State Street Corp increased its stake in Cisco Systems by 7.0% in the 2nd quarter. State Street Corp now owns 207,106,569 shares of the network equipment provider’s stock valued at $25,278,492,000 after purchasing an additional 13,512,872 shares in the last quarter. Bank of America Corp DE acquired a new position in Cisco Systems during the second quarter worth $5,892,379,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its position in Cisco Systems by 2.7% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 43,450,141 shares of the network equipment provider’s stock worth $5,103,654,000 after purchasing an additional 1,143,106 shares in the last quarter. Finally, Bank of New York Mellon Corp purchased a new stake in Cisco Systems during the second quarter worth $4,714,574,000. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 680 shares of the stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $110.18, for a total transaction of $74,922.40. Following the transaction, the executive vice president owned 163,337 shares of the company’s stock, valued at $17,996,470.66. This trade represents a 0.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 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 on 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 approximately $67,226,273.40. This trade represents a 3.46% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 44,869 shares of company stock valued at $5,005,620 in the last quarter. Insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on CSCO. Rosenblatt Securities lifted their price target on Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. KeyCorp raised their target price on shares of Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Sanford C. Bernstein assumed coverage on shares of Cisco Systems in a research report on Wednesday, September 30th. They set a “market perform” rating and a $110.00 target price for the company. Deutsche Bank Aktiengesellschaft initiated coverage on shares of Cisco Systems in a report on Tuesday, September 1st. They issued a “buy” rating and a $135.00 price target on the stock. Finally, Wells Fargo & Company increased their price target on shares of Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and an average price target of $128.52.

Cisco Systems Trading Down 0.5%

CSCO stock traded down $0.55 during midday trading on Wednesday, hitting $117.39. The stock had a trading volume of 17,253,924 shares, compared to its average volume of 22,548,891. The company’s 50-day moving average price is $112.01 and its 200 day moving average price is $107.16. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. The firm has a market cap of $462.82 billion, a PE ratio of 35.15, a price-to-earnings-growth ratio of 2.36 and a beta of 0.99. Cisco Systems, Inc. has a 12-month low of $66.81 and a 12-month high of $130.37.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating 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 firm had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. During the same period in the prior year, the firm posted $0.99 earnings per share. The business’s quarterly 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. On average, equities research analysts predict that Cisco Systems, Inc. will post 4.41 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be given a $0.42 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is currently 50.30%.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco introduced new agentic collaboration capabilities for Webex, including Claude-powered managed agents that can analyze data, create content and execute tasks using enterprise context. The launch strengthens Cisco’s position in the enterprise AI and collaboration markets. Cisco Unveils New Agentic Collaboration Experiences
• Positive Sentiment: The company also unveiled collaboration technologies and RoomOS 27 updates designed to connect employees, digital teammates and physical workspaces, potentially supporting Webex adoption and recurring software revenue. Cisco Unveils Collaboration Technologies And RoomOS 27
• Positive Sentiment: Supermicro servers entering Cisco’s AI factory channel provide another avenue for Cisco to benefit from rising AI infrastructure demand, adding to recent optimism around AI networking. Cisco Stock Gains 2% as Supermicro Servers Enter Its AI Factory Channel
• Positive Sentiment: Quantum XChange became a Cisco networking marketplace partner, bringing FIPS-validated post-quantum cryptography to Cisco networks. The offering could improve Cisco’s security value proposition as customers prepare for quantum-related threats. Quantum XChange Joins the Cisco Networking App Marketplace
• Neutral Sentiment: Analysts and market coverage continue to focus on Cisco’s sovereign-AI opportunity and the broader expansion of hybrid IT management, but these themes are longer-term catalysts rather than immediate earnings drivers. How to Play CSCO Stock as Cisco Bets on Sovereign AI
• Negative Sentiment: A case for waiting on Cisco stock highlights the risk that its valuation already reflects much of the AI and networking optimism. Investors may want clearer evidence of sustained growth and execution before paying the current premium. What Is The Case For Waiting On Cisco Stock?

About Cisco Systems

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration, observability and data center solutions. Its products and services help businesses, governments, educational institutions and other organizations connect users and devices, manage infrastructure, protect digital environments and support cloud-based operations.

Cisco’s portfolio includes routers and switches, wireless networking equipment, network management software, firewalls, identity and access tools, endpoint security products, collaboration applications and observability platforms.