16,431 Shares in Cisco Systems, Inc. $CSCO Bought by Westwind Capital

Westwind Capital bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 16,431 shares of the network equipment provider’s stock, valued at approximately $1,768,000.

A number of other hedge funds have also bought and sold shares of CSCO. Cozad Asset Management Inc. grew its stake in Cisco Systems by 0.3% in the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock valued at $2,033,000 after purchasing an additional 87 shares during the period. Dogwood Wealth Management LLC grew its position in Cisco Systems by 3.9% during the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock valued at $283,000 after buying an additional 90 shares during the period. August Group Capital Ltd raised its position in Cisco Systems by 2.0% in 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. Financial Insights Inc. boosted its stake in Cisco Systems by 1.5% in the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock valued at $483,000 after acquiring an additional 92 shares during the last quarter. Finally, CPA Asset Management Group LLC grew its position in shares of Cisco Systems by 1.8% during the 2nd quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider’s stock valued at $627,000 after acquiring an additional 93 shares during the period. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Price Performance

CSCO traded down $2.50 during trading on Thursday, reaching $114.89. 12,955,367 shares of the company were exchanged, compared to its average volume of 22,499,215. Cisco Systems, Inc. has a 12-month low of $66.81 and a 12-month high of $130.37. The company’s 50-day moving average is $112.13 and its two-hundred day moving average is $107.70. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. The company has a market cap of $452.96 billion, a price-to-earnings ratio of 34.40, a P/E/G ratio of 2.47 and a beta of 0.99.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The business had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. During the same quarter in the previous year, the firm earned $0.99 EPS. The company’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. Research analysts forecast that Cisco Systems, Inc. will post 4.41 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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 issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio is 50.30%.

Key Cisco Systems News

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.

Analyst Ratings Changes

A number of equities research analysts recently commented on CSCO shares. Barclays lifted their price target on shares of Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a report on Thursday, August 13th. Rosenblatt Securities upped their price target on Cisco Systems from $150.00 to $165.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. UBS Group lifted their price objective on Cisco Systems from $132.00 to $138.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. HSBC cut Cisco Systems from a “buy” rating to a “hold” rating and lowered their price objective for the company from $137.00 to $120.00 in a research note on Friday, August 14th. Finally, Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, September 30th. Three analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $128.52.

Insider Buying and Selling at Cisco Systems

In related news, CEO Charles Robbins sold 21,628 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.54, for a total value of $2,412,387.12. Following the sale, 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 ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. 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 on Friday, August 14th. The shares were sold at an average price of $111.57, for a total value of $799,956.90. Following the sale, the insider directly owned 230,593 shares of the company’s stock, valued at $25,727,261.01. This represents a 3.02% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 44,869 shares of company stock worth $5,005,620 in the last ninety days. Insiders own 0.01% of the company’s 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.