KMG Fiduciary Partners LLC Sells 10,586 Shares of Cisco Systems, Inc. $CSCO

KMG Fiduciary Partners LLC decreased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 12.0% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 77,267 shares of the network equipment provider’s stock after selling 10,586 shares during the period. KMG Fiduciary Partners LLC’s holdings in Cisco Systems were worth $8,316,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Cozad Asset Management Inc. boosted its holdings in shares of Cisco Systems by 0.3% in the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock valued at $2,033,000 after acquiring an additional 87 shares in the last quarter. Dogwood Wealth Management LLC increased its stake in shares of 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 acquiring an additional 90 shares during the period. Green Ridge Wealth Planning LLC raised its holdings in Cisco Systems by 1.5% during the third quarter. Green Ridge Wealth Planning LLC now owns 6,017 shares of the network equipment provider’s stock worth $648,000 after purchasing an additional 90 shares in the last quarter. August Group Capital Ltd raised its holdings 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 purchasing an additional 91 shares in the last quarter. Finally, Financial Insights Inc. lifted its position 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 worth $483,000 after purchasing an additional 92 shares during the period. 73.33% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Cisco Systems

In related news, EVP Oliver Tuszik sold 2,760 shares of the business’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $112.46, for a total transaction of $310,389.60. Following the completion of the transaction, the executive vice president owned 165,276 shares of the company’s stock, valued at approximately $18,586,938.96. The trade was a 1.64% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,170 shares of the stock in a transaction that occurred 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 completion of 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 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. Insiders have sold a total of 44,869 shares of company stock worth $5,005,620 in the last 90 days. Company insiders own 0.01% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have issued reports on CSCO. Piper Sandler decreased their price target on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating for the company in a research note on Tuesday, September 22nd. Deutsche Bank Aktiengesellschaft started coverage on Cisco Systems in a research note on Tuesday, September 1st. They issued a “buy” rating and a $135.00 price objective on the stock. Sanford C. Bernstein assumed coverage on Cisco Systems in a research note on Wednesday, September 30th. They issued a “market perform” rating and a $110.00 price objective on the stock. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. Finally, Barclays raised their target price on Cisco Systems from $121.00 to $123.00 and gave the company an “equal weight” rating in a research note on Thursday, August 13th. Three investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $128.52.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $115.07 on Wednesday. Cisco Systems, Inc. has a 12 month low of $66.81 and a 12 month high of $130.37. 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 stock has a market cap of $453.67 billion, a PE ratio of 34.45, a price-to-earnings-growth ratio of 2.40 and a beta of 0.99. The business has a fifty day simple moving average of $112.04 and a 200-day simple moving average of $108.45.

Cisco Systems (NASDAQ:CSCO) last released 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 net margin of 20.95% and a return on equity of 30.16%. The company had revenue of $17.25 billion during the quarter, compared to the consensus estimate of $16.84 billion. During the same quarter in the prior year, the firm earned $0.99 EPS. The company’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, sell-side analysts anticipate that Cisco Systems, Inc. will post 4.42 EPS for the current fiscal year.

Cisco Systems Announces Dividend

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

Cisco Systems News Summary

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

• Positive Sentiment: AI networking partnership strengthens growth prospects. Cisco and NVIDIA introduced a new ultra-dense pluggable optics design supporting 400Gb/s-per-lane electrical signals and up to 12.8Tb/s of capacity. The technology is intended to help AI data centers connect large GPU clusters while improving bandwidth density and power efficiency. NVIDIA and Cisco Introduce New Pluggable Optics Form Factor to Scale AI Factories
• Positive Sentiment: Open infrastructure announcements support Cisco’s competitive positioning. At the OCP 2026 summit, Cisco highlighted new silicon, systems and optical products for distributed AI networks, including plans with NVIDIA for an open next-generation optics specification. The announcements reinforce Cisco’s focus on Ethernet-based AI infrastructure and customer choice. Cisco Advances Scalability and Openness at OCP 2026
• Neutral Sentiment: Investor attention remains unusually high. Recent analysis points to a 68% annual gain driven by AI infrastructure orders, networking demand and security growth. Analysts tracked by Quiver Quantitative have a median price target of $130, suggesting continued upside but also more limited room for disappointment at current valuation levels. Should You Buy, Sell, or Hold Cisco Stock After a 68% Rise in a Year?
• Negative Sentiment: Profit-taking and insider selling weigh on sentiment. Commentary attributes recent weakness primarily to valuation concerns and traders locking in gains after the sharp advance, rather than to a new earnings shock. Quiver data also shows 49 reported insider sales and no purchases over the past six months, including sales by senior executives. Mixed institutional positioning and concerns that AI-driven growth could be nearing a peak add to the caution. Why Cisco Systems Stock Is Down

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.