Cisco Systems, Inc. $CSCO Position Increased by Vise Technologies Inc.

Vise Technologies Inc. grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 86.8% during the second quarter, Holdings Channel reports. The firm owned 374,283 shares of the network equipment provider’s stock after acquiring an additional 173,942 shares during the quarter. Vise Technologies Inc.’s holdings in Cisco Systems were worth $43,963,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the business. OVERSEA CHINESE BANKING Corp Ltd boosted its holdings in shares of Cisco Systems by 13.3% in the 2nd quarter. OVERSEA CHINESE BANKING Corp Ltd now owns 67,167 shares of the network equipment provider’s stock valued at $7,884,000 after buying an additional 7,874 shares during the period. August Group Capital Ltd raised its stake in Cisco Systems by 2.0% during the second quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock worth $555,000 after acquiring an additional 91 shares during the period. E Fund Management Co. Ltd. raised its stake in Cisco Systems by 4.6% during the second quarter. E Fund Management Co. Ltd. now owns 274,167 shares of the network equipment provider’s stock worth $32,204,000 after acquiring an additional 12,022 shares during the period. Latash Investments LLC bought a new position in Cisco Systems in the second quarter worth about $207,000. Finally, Toews Corp ADV acquired a new position in Cisco Systems in the second quarter valued at approximately $225,000. 73.33% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities analysts have recently commented on CSCO shares. JPMorgan Chase & Co. upped their target price on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Bank of America raised their price target on Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Monday, June 8th. CICC Research boosted their price objective on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. Piper Sandler upped their price objective on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Finally, Wells Fargo & Company increased their target price on Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and an average target price of $129.43.

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $109.59 on Friday. Cisco Systems, Inc. has a 12-month low of $66.13 and a 12-month high of $130.37. The company has a market cap of $431.94 billion, a PE ratio of 32.81, a P/E/G ratio of 2.35 and a beta of 1.02. The stock has a 50 day simple moving average of $116.22 and a 200-day simple moving average of $100.16. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39.

Cisco Systems (NASDAQ:CSCO) last posted 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 for the quarter, compared to analysts’ expectations of $16.84 billion. During the same period last year, the firm earned $0.99 EPS. The firm’s 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 forecast that Cisco Systems, Inc. will post 4.09 EPS for the current year.

Cisco Systems Announces Dividend

The business also recently disclosed 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 of this dividend is Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems’s dividend payout ratio is presently 50.30%.

Insiders Place Their Bets

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 5,832 shares of the business’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $111.47, for a total transaction of $650,093.04. Following the sale, the executive vice president directly owned 128,382 shares in the company, valued at approximately $14,310,741.54. The trade was a 4.35% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of the stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $111.53, for a total transaction of $723,495.11. Following the completion of the transaction, the executive vice president owned 167,116 shares of the company’s stock, valued at $18,638,447.48. This trade represents a 3.74% 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. Over the last ninety days, insiders have sold 53,611 shares of company stock valued at $6,066,680. Corporate insiders own 0.01% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: AI infrastructure demand remains a major growth catalyst. Cisco reported $4 billion in AI infrastructure orders during the quarter, helping drive record fiscal-year results. Product revenue increased 24% year over year, while total quarterly revenue rose 18% to $17.25 billion and adjusted earnings exceeded consensus estimates. Cisco Q4 2026 Earnings Call Transcript
• Positive Sentiment: Analysts see additional upside potential. Bank of America reiterated a Buy rating and a $150 price target, indicating confidence in Cisco’s AI networking opportunity, although execution on a key business issue will remain important. BofA makes bold call on Cisco stock after earnings
• Positive Sentiment: Expansion into streaming infrastructure could broaden Cisco’s opportunity. Demand for low-latency live video, AI-enabled media workflows and expanded content-delivery capacity is highlighting Cisco’s networking equipment as a potential beneficiary. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: An executive sold 5,832 shares worth approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. Because the sale represented only 4.35% of the executive’s holdings and was scheduled in advance, it may have limited fundamental significance. Cisco executive SEC filing
• Negative Sentiment: The market is concerned that strong AI orders may not fully translate into near-term earnings growth. Analysts cited margin pressure, softer recurring revenue growth and Cisco’s premium valuation as reasons to remain cautious, producing a “hold” view from some commentators despite the revenue beat. Cisco Drops 10% Post Q4 Earnings

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.