Farther Finance Advisors LLC Buys 25,611 Shares of Cisco Systems, Inc. $CSCO

Farther Finance Advisors LLC grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 12.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 228,331 shares of the network equipment provider’s stock after purchasing an additional 25,611 shares during the period. Farther Finance Advisors LLC’s holdings in Cisco Systems were worth $26,260,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the stock. Bridgewater Advisors Inc. acquired a new stake in shares of Cisco Systems in the 2nd quarter valued at $6,442,000. Beacon Pointe Advisors LLC bought a new stake in shares of Cisco Systems in the 2nd quarter worth about $60,009,000. Western Wealth Management LLC increased its position in shares of Cisco Systems by 60.5% during the 1st quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock worth $5,926,000 after purchasing an additional 28,792 shares in the last quarter. ABN AMRO Bank N.V. bought a new position in Cisco Systems during the 2nd quarter valued at about $19,114,000. Finally, USS Investment Management Ltd lifted its holdings in Cisco Systems by 1.8% during the 1st quarter. USS Investment Management Ltd now owns 686,466 shares of the network equipment provider’s stock valued at $53,253,000 after purchasing an additional 12,251 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Cisco Systems

In other news, CEO Charles Robbins sold 21,628 shares of the firm’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.54, for a total value of $2,412,387.12. Following the transaction, the chief executive officer owned 602,710 shares of the company’s stock, valued at approximately $67,226,273.40. This trade represents a 3.46% decrease in their position. The sale was disclosed in a document filed 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, insider Jeetendra I. Patel sold 7,170 shares of Cisco Systems stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.57, for a total transaction of $799,956.90. Following the sale, the insider owned 230,593 shares of the company’s stock, valued at approximately $25,727,261.01. This represents a 3.02% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 44,869 shares of company stock valued at $5,005,620. 0.01% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several analysts have weighed in on CSCO shares. Rosenblatt Securities upped their price objective on shares of Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Sanford C. Bernstein assumed coverage on shares of Cisco Systems in a research note on Wednesday, September 30th. They issued a “market perform” rating and a $110.00 target price for the company. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. Piper Sandler decreased their price target on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 22nd. Finally, Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Wednesday, September 30th. Three research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $128.52.

Cisco Systems Price Performance

Shares of CSCO traded down $2.50 during mid-day trading on Thursday, hitting $114.89. 12,955,367 shares of the company traded hands, compared to its average volume of 22,499,215. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The stock has a market capitalization of $452.96 billion, a price-to-earnings ratio of 34.40, a PEG ratio of 2.47 and a beta of 0.99. The business has a 50-day moving average of $112.11 and a 200 day moving average of $107.43. Cisco Systems, Inc. has a one year low of $66.81 and a one year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to analysts’ expectations of $16.84 billion. During the same quarter in the previous year, the company posted $0.99 EPS. Cisco Systems’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 analysts expect that Cisco Systems, Inc. will post 4.41 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Investors 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 1.5%. Cisco Systems’s dividend payout ratio (DPR) is currently 50.30%.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: AI infrastructure demand remains a key catalyst. Cisco is reportedly seeing substantial AI infrastructure orders and has delivered its fifth consecutive earnings beat, supporting the view that networking demand could propel the company into a new growth phase. Cisco Could Be Entering a New Growth Phase
• Positive Sentiment: New agentic AI products expand Cisco’s growth story. At WebexOne 2026, Cisco introduced AI capabilities across Webex, workplace management and customer experience, including Claude-powered agents that can analyze data, create content and execute tasks using enterprise context. A Google Meet partnership for Cisco devices and RoomOS 27 are also intended to strengthen its collaboration business. Cisco Unveils New Agentic Collaboration Experiences
• Positive Sentiment: Channel and security developments add incremental support. Supermicro servers are entering Cisco’s AI Factory channel, potentially broadening the company’s AI infrastructure reach, while Cisco also added a FIPS-validated post-quantum security application. Cisco Stock and Supermicro AI Factory Channel
• Neutral Sentiment: Valuation is limiting enthusiasm. Analysts see further upside if AI orders translate into durable revenue and profit growth, but the recent rally may already reflect much of that opportunity, leaving less room for error. The Case for Waiting on Cisco Stock
• Negative Sentiment: Investors remain concerned about execution and competitive pressure. Cisco must demonstrate that AI demand can produce sustained growth without margin deterioration, while competition from networking specialists such as Arista adds uncertainty to the broader AI networking opportunity.

Cisco Systems Company Profile

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.