Cisco Systems, Inc. $CSCO Stake Reduced by Curated Wealth Partners LLC

Curated Wealth Partners LLC lessened its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 80.8% in the third quarter, HoldingsChannel.com reports. The firm owned 14,151 shares of the network equipment provider’s stock after selling 59,584 shares during the quarter. Curated Wealth Partners LLC’s holdings in Cisco Systems were worth $1,523,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in CSCO. Bridgewater Advisors Inc. bought a new stake in Cisco Systems in the second quarter worth approximately $6,442,000. Beacon Pointe Advisors LLC bought a new position in shares of Cisco Systems during the 2nd quarter worth approximately $60,009,000. Western Wealth Management LLC boosted its holdings 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 buying an additional 28,792 shares in the last quarter. ABN AMRO Bank N.V. bought a new position in shares of Cisco Systems during the 2nd quarter worth approximately $19,114,000. Finally, USS Investment Management Ltd grew its position in shares of 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 worth $53,253,000 after buying an additional 12,251 shares during the period. Institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

CSCO has been the subject of several research analyst reports. HSBC lowered shares of 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. Piper Sandler dropped their target price on shares of Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a research report on Tuesday, September 22nd. Morgan Stanley increased their target price on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. Wall Street Zen upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating in a report on Sunday, October 11th. Finally, Truist Financial raised their price target on shares of Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $128.52.

Cisco Systems Trading Down 3.3%

NASDAQ CSCO opened at $109.85 on Friday. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a 52 week low of $68.57 and a 52 week high of $130.37. The business has a 50 day moving average price of $111.66 and a 200-day moving average price of $108.88. The company has a market cap of $433.09 billion, a price-to-earnings ratio of 30.97, a P/E/G ratio of 2.37 and a beta of 0.99.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping 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 company had revenue of $17.25 billion for the quarter, compared to analysts’ expectations of $16.84 billion. During the same period last year, the business earned $0.99 EPS. Cisco Systems’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. As a group, equities analysts expect that Cisco Systems, Inc. will post 4.42 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be issued a dividend of $0.42 per share. 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 is presently 50.30%.

Insider Activity

In other 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 completion of the sale, the executive vice president directly owned 128,382 shares of the company’s stock, valued at $14,310,741.54. The trade was a 4.35% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,170 shares of the business’s stock in a transaction dated 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 directly owned 230,593 shares of the company’s stock, valued at approximately $25,727,261.01. The trade was a 3.02% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 44,869 shares of company stock valued at $5,005,620. 0.01% of the stock is currently owned by insiders.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco reported 17.6% year-over-year sales growth for the quarter ended July 2026, its fastest quarterly growth in roughly a decade. The result reinforces the potential benefit from AI infrastructure spending, networking upgrades and cybersecurity demand. How Rare Is Cisco’s Record Sales Growth?
• Positive Sentiment: An investment article identified Cisco as a potential value opportunity in an expensive broader market, which may support interest from investors seeking established businesses with durable cash flows and shareholder returns. Cisco Stock And 2 Value Plays For An Overvalued Market
• Positive Sentiment: Cisco was highlighted among companies that reward long-term investors through reliable dividends, supporting the stock’s appeal to income-oriented shareholders. Procter & Gamble Has Raised Its Dividend for 70 Years
• Neutral Sentiment: Cisco confirmed a multimillion-dollar donation to the planned White House ballroom. The contribution does not change operating fundamentals but could attract political or reputational scrutiny. Nvidia and Cisco confirm multimillion-dollar donations
• Neutral Sentiment: Fiscal-2026 net income rose 30% to $13.3 billion, but operating cash flow remained near $14.2 billion. Unrealized investment gains boosted earnings without producing operating cash, leaving investors focused on whether AI and cybersecurity growth can translate into sustained cash generation. Cisco Earnings Recovery and Cash Growth
• Negative Sentiment: Recent coverage attributed Cisco’s underperformance to valuation concerns and profit-taking. GuruFocus also characterized the shares as still overvalued, which may be limiting upside after the stock’s strong run toward its 52-week high. Cisco Shares Fall; GF Value Says Still Overvalued

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.