Worth Asset Management LLC Makes New Investment in Cisco Systems, Inc. $CSCO

Worth Asset Management LLC bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the 2nd quarter, HoldingsChannel.com reports. The firm bought 16,842 shares of the network equipment provider’s stock, valued at approximately $1,978,000. Cisco Systems comprises approximately 0.6% of Worth Asset Management LLC’s holdings, making the stock its 29th biggest holding.

A number of other institutional investors have also recently made changes to their positions in CSCO. MidAtlantic Capital Management Inc. acquired a new position in Cisco Systems in the 4th quarter valued at $25,000. Intesa Sanpaolo Wealth Management acquired a new stake in Cisco Systems during the 4th quarter worth $25,000. Networth Advisors LLC boosted its stake in Cisco Systems by 276.4% during the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after purchasing an additional 246 shares during the last quarter. Financial Life Planners purchased a new stake in shares of Cisco Systems during the first quarter worth $27,000. Finally, Manning & Napier Advisors LLC grew its holdings in shares of Cisco Systems by 137.0% during the first 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 in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco raised its fiscal 2026 AI infrastructure order forecast from $5 billion to approximately $9 billion, reflecting stronger-than-expected demand from hyperscale customers. The company expects to recognize about $4 billion in related revenue, compared with total fiscal-year revenue guidance of $62.8 billion to $63.0 billion. Cisco Raised Its AI Order Target to $9 Billion
• Positive Sentiment: Recent coverage highlights Cisco’s positioning in the AI networking boom, alongside security partnerships and Webex emergency-calling integration. These developments reinforce the company’s push beyond traditional networking equipment. Can Cisco Lead the AI Networking Boom?
• Positive Sentiment: Cisco’s partner-focused skills initiative is designed to help solution providers find and retain qualified technical talent, potentially supporting ecosystem growth and customer implementation capacity over time. Cisco: Powering Partner Growth Through Skills-Based Talent Connections
• Neutral Sentiment: Analysts are focusing on Cisco’s fiscal fourth-quarter metrics beyond revenue and earnings, including indicators that may show whether AI-related demand is translating into sustainable growth. Cisco will report results and hold its conference call on August 12. Cisco Q4 Earnings Metrics
• Neutral Sentiment: Industry coverage describes a mixed networking outlook: AI demand is favorable, but cautious information-technology spending, deployment delays and rising costs remain risks for Cisco and peers.
• Negative Sentiment: Zacks Research downgraded CSCO from “strong buy” to “hold,” adding a more cautious analyst signal after the stock’s substantial run. Separate analysis also suggests Cisco may be roughly 9% overvalued, increasing sensitivity to any earnings disappointment. Cisco Security and Valuation Analysis

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on CSCO. KeyCorp raised their price target on shares of Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. BNP Paribas Exane upped their price objective on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Bank of America increased their price objective on shares of Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a report on Monday, June 8th. Morgan Stanley raised their target price on shares of Cisco Systems from $120.00 to $130.00 and gave the stock an “overweight” rating in a research note on Friday, June 12th. Finally, Piper Sandler upped their price target on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $123.14.

Insiders Place Their Bets

In other news, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the transaction, the executive vice president directly owned 177,223 shares in the company, valued at approximately $20,790,030.13. This represents a 3.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the firm’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the sale, the chief executive officer directly owned 637,085 shares of the company’s stock, valued at $76,469,312.55. The trade was a 3.25% 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. Over the last quarter, insiders have sold 47,650 shares of company stock worth $5,668,823. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

Cisco Systems stock opened at $121.43 on Friday. The firm has a 50 day simple moving average of $117.74 and a 200-day simple moving average of $97.54. The stock has a market cap of $478.61 billion, a price-to-earnings ratio of 39.43, a price-to-earnings-growth ratio of 2.72 and a beta of 1.02. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same quarter in the previous year, the company earned $0.96 EPS. The business’s revenue for the quarter was up 12.0% compared to the same quarter last year. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. On average, analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were given a $0.42 dividend. The ex-dividend date was Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems’s payout ratio is currently 54.55%.

About Cisco Systems

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.