Cisco Systems, Inc. $CSCO Stock: Ninety One UK Ltd Cuts Position

Ninety One UK Ltd decreased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 46.0% in the third quarter, Holdings Channel reports. The firm owned 38,178 shares of the network equipment provider’s stock after selling 32,522 shares during the quarter. Ninety One UK Ltd’s holdings in Cisco Systems were worth $4,109,000 as of its most recent SEC filing.

Several other hedge funds have also recently modified their holdings of CSCO. Networth Advisors LLC boosted its position in shares of Cisco Systems by 276.4% during the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after buying an additional 246 shares during the last quarter. GK Wealth Management LLC bought a new stake in Cisco Systems in the 3rd quarter worth about $37,000. Manning & Napier Advisors LLC raised its position in Cisco Systems by 137.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after buying an additional 200 shares during the last quarter. Financial Life Planners purchased a new position in Cisco Systems in the 1st quarter worth about $27,000. Finally, Principia Wealth Advisory LLC lifted its stake in Cisco Systems by 43.7% during the 2nd quarter. Principia Wealth Advisory LLC now owns 398 shares of the network equipment provider’s stock valued at $47,000 after acquiring an additional 121 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Down 3.3%

Cisco Systems stock opened at $109.85 on Friday. The stock has a market cap of $433.09 billion, a PE ratio of 32.89, a price-to-earnings-growth ratio of 2.37 and a beta of 0.99. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. Cisco Systems, Inc. has a one year low of $68.57 and a one year high of $130.37. The stock has a fifty day moving average of $111.66 and a 200 day moving average of $108.88.

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. 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 company earned $0.99 earnings per share. 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, sell-side analysts predict that Cisco Systems, Inc. will post 4.42 EPS for the current year.

Cisco Systems Dividend Announcement

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

Analysts Set New Price Targets

A number of analysts have recently issued reports on CSCO shares. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Wednesday, September 30th. Deutsche Bank Aktiengesellschaft began coverage on shares of Cisco Systems in a research report on Tuesday, September 1st. They set a “buy” rating and a $135.00 price objective on the stock. Wells Fargo & Company raised their target price on shares of Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a report on Thursday, August 13th. Finally, Freedom Capital raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Sunday, August 16th. Three analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $128.52.

Insider Transactions at Cisco Systems

In other news, EVP Deborah 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 value of $723,495.11. Following the transaction, the executive vice president owned 167,116 shares in the company, valued at $18,638,447.48. This represents a 3.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of the firm’s stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the completion of the transaction, the chief executive officer directly owned 602,710 shares in the company, valued at approximately $67,226,273.40. The trade was a 3.46% 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. Over the last ninety days, insiders have sold 44,869 shares of company stock worth $5,005,620. 0.01% of the stock is currently owned by corporate insiders.

Key Stories Impacting Cisco Systems

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 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.