Simplicity Wealth LLC Buys Shares of 95,826 Cisco Systems, Inc. $CSCO

Simplicity Wealth LLC purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor purchased 95,826 shares of the network equipment provider’s stock, valued at approximately $11,256,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Bridgewater Advisors Inc. acquired a new stake in shares of Cisco Systems during the second quarter valued at about $6,442,000. World Investment Advisors raised its stake in shares of Cisco Systems by 15.4% in the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock valued at $13,905,000 after acquiring an additional 26,455 shares during the period. WCG Wealth Advisors LLC lifted its holdings in shares of Cisco Systems by 101.8% in the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after acquiring an additional 54,141 shares during the last quarter. Vise Technologies Inc. lifted its holdings in shares of Cisco Systems by 47.1% in the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock worth $15,432,000 after acquiring an additional 64,144 shares during the last quarter. Finally, ABN AMRO Bank N.V. acquired a new stake in Cisco Systems in the 2nd quarter valued at approximately $19,114,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on CSCO. Wells Fargo & Company boosted their target price on Cisco Systems from $130.00 to $150.00 and gave the company an “overweight” rating in a research report on Thursday. Wall Street Zen upgraded Cisco Systems from a “hold” rating to a “buy” rating in a research report on Saturday. Morgan Stanley lifted their price objective on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a research note on Thursday. 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 research note on Wednesday, June 3rd. Finally, Rosenblatt Securities lifted their target price on Cisco Systems from $150.00 to $165.00 and gave the company a “buy” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $129.43.

Cisco Systems News Summary

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

• Positive Sentiment: AI demand is accelerating. Cisco reported fiscal Q4 revenue of approximately $17.3 billion, up 18% year over year, and adjusted EPS of $1.22 versus the $1.17 consensus estimate. AI infrastructure orders increased 4.5 times to $9.3 billion for fiscal 2026, while management expects approximately $7.5 billion of hyperscaler AI infrastructure revenue in fiscal 2027. Chuck Robbins Says AI Is Fueling a Networking Supercycle
• Positive Sentiment: Fiscal 2027 guidance exceeded expectations. Management forecast roughly 15% revenue growth, supported by hyperscaler spending, data-center switching and broader networking upgrades. Several firms—including UBS, Truist, Wells Fargo, KeyCorp, Morgan Stanley and Rosenblatt—raised their price targets and maintained bullish ratings, suggesting long-term upside if the AI networking cycle continues. Cisco Just Gave Investors Three Big Reasons to Be Bullish
• Neutral Sentiment: The market is demanding faster growth. Despite the earnings beat and upbeat outlook, Cisco’s shares have decreased because expectations were already elevated after a substantial rally. Investors are questioning whether the company’s AI momentum can remain strong beyond the current infrastructure buildout and whether Cisco’s premium valuation is justified. Cisco Shares Slide Despite Earnings Beat and Strong Guidance
• Negative Sentiment: Margin pressure is the primary concern. AI infrastructure growth is arriving mainly through lower-margin hardware, creating mix-related gross-margin compression and raising questions about how profitably Cisco can scale orders. HSBC downgraded CSCO to Hold from Buy and reduced its price target to $120 from $137, citing a lack of near-term catalysts even after the strong quarter. Cisco Beat on Every Line, Then Fell on What AI Costs to Ship

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $111.68 on Monday. Cisco Systems, Inc. has a 12-month low of $65.75 and a 12-month high of $130.37. The stock has a market cap of $440.18 billion, a P/E ratio of 33.44, a PEG ratio of 2.38 and a beta of 1.02. 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 business’s fifty day simple moving average is $117.03 and its 200-day simple moving average is $99.24.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results 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. The company had revenue of $17.25 billion for the quarter, compared to the consensus estimate of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.Cisco Systems’s revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.99 EPS. 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 predict that Cisco Systems, Inc. will post 4.09 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s dividend payout ratio is presently 50.30%.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 7,127 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the sale, the executive vice president directly owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. This represents a 4.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the completion of the sale, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. This represents a 3.25% 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. Insiders have sold a total of 31,134 shares of company stock valued at $3,739,000 over the last 90 days. 0.01% of the stock is owned by corporate insiders.

Cisco Systems 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.