Cisco Systems, Inc. $CSCO Stock Sold by Marble Harbor Investment Counsel LLC

Marble Harbor Investment Counsel LLC trimmed its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 1.3% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 443,873 shares of the network equipment provider’s stock after selling 6,018 shares during the quarter. Cisco Systems makes up about 4.6% of Marble Harbor Investment Counsel LLC’s portfolio, making the stock its 4th biggest position. Marble Harbor Investment Counsel LLC’s holdings in Cisco Systems were worth $47,774,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Allworth Financial LP boosted its position in Cisco Systems by 13.0% in the 3rd quarter. Allworth Financial LP now owns 717,788 shares of the network equipment provider’s stock valued at $84,311,000 after buying an additional 82,851 shares during the period. Fisher Asset Management LLC grew its stake in Cisco Systems by 21.7% in the 3rd quarter. Fisher Asset Management LLC now owns 40,646,597 shares of the network equipment provider’s stock worth $4,374,793,000 after acquiring an additional 7,233,872 shares in the last quarter. Altar Rock LLC grew its stake in Cisco Systems by 6.0% in the 3rd quarter. Altar Rock LLC now owns 1,966 shares of the network equipment provider’s stock worth $234,000 after acquiring an additional 111 shares in the last quarter. Private Advisory Group LLC grew its stake in Cisco Systems by 9.0% in the 3rd quarter. Private Advisory Group LLC now owns 3,645 shares of the network equipment provider’s stock worth $392,000 after acquiring an additional 301 shares in the last quarter. Finally, Ariadne Wealth Management LP increased its position in shares of Cisco Systems by 11.6% during the third quarter. Ariadne Wealth Management LP now owns 4,928 shares of the network equipment provider’s stock worth $530,000 after acquiring an additional 514 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Top Cisco Systems Stories

Here are a few of the latest stories about CSCO:

• Positive Sentiment: Cisco raised its fiscal 2027 adjusted EPS forecast to $5.47–$5.53, above the $5.10 FactSet estimate, and its revenue outlook to $74.8–$75.8 billion, versus $73.2 billion expected. Its Q2 EPS and revenue guidance also exceeded consensus, supporting expectations for continued growth. Cisco raises annual revenue forecast on strong AI networking demand
• Positive Sentiment: Management pointed to robust AI-networking demand, including data-center growth, as a major tailwind. Investors may see Cisco as benefiting from increased spending on the networking infrastructure needed for AI. Cisco Earnings, Revenue Top Estimates On AI Data Center Growth
• Neutral Sentiment: Despite the strong report and higher guidance, investors will be watching whether AI-related demand can translate into sustained growth and healthy margins, particularly after a rally that had raised expectations. Cisco rally faces a margin-and-valuation test

Insiders Place Their Bets

In other Cisco Systems news, EVP Thimaya Subaiya sold 312 shares of the company’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $110.18, for a total transaction of $34,376.16. Following the completion of the sale, the executive vice president owned 127,661 shares in the company, valued at $14,065,688.98. This represents a 0.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 680 shares of the stock in a transaction on Monday, September 14th. The shares were sold at an average price of $110.18, for a total value of $74,922.40. Following the sale, the executive vice president directly owned 163,337 shares in the company, valued at $17,996,470.66. This trade represents a 0.41% 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. In the last 90 days, insiders have sold 6,824 shares of company stock valued at $759,392. 0.01% of the stock is owned by company insiders.

Cisco Systems Stock Up 1.2%

Shares of Cisco Systems stock opened at $102.01 on Friday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. Cisco Systems, Inc. has a 1 year low of $72.80 and a 1 year high of $130.37. The firm’s 50-day moving average is $108.02 and its two-hundred day moving average is $102.13. The stock has a market cap of $402.18 billion, a price-to-earnings ratio of 30.54, a PEG ratio of 2.07 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Thursday, November 12th. The network equipment provider reported $1.40 EPS for the quarter, beating the consensus estimate of $1.33 by $0.07. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The business had revenue of $18.52 billion during the quarter, compared to analyst estimates of $18.12 billion. During the same quarter in the previous year, the business posted $1.00 EPS. Cisco Systems has set its Q2 2027 guidance at 1.340-1.360 EPS and its FY 2027 guidance at 5.470-5.530 EPS. As a group, research analysts expect that Cisco Systems, Inc. will post 4.48 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, January 20th. Investors of record on Monday, January 4th will be paid a $0.42 dividend. The ex-dividend date of this dividend is Monday, January 4th. This represents a $1.68 dividend on an annualized basis and a yield of 1.6%. Cisco Systems’s payout ratio is 50.30%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, September 30th. Morgan Stanley cut Cisco Systems from an “overweight” rating to an “equal weight” rating and dropped their price objective for the stock from $135.00 to $120.00 in a research note on Thursday, November 5th. HSBC downgraded Cisco Systems from a “buy” rating to a “hold” rating and reduced their price objective for the stock from $137.00 to $120.00 in a report on Friday, August 14th. Barclays lifted their target price on Cisco Systems from $121.00 to $123.00 and gave the company an “equal weight” rating in a research report on Thursday, August 13th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $129.14.

Cisco Systems Profile

Cisco Systems, Inc. develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks. The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.