11,391 Cisco Systems, Inc. $CSCO Shares Sold by Howland Capital Management LLC

Howland Capital Management LLC lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 24.2% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 35,770 shares of the network equipment provider’s stock after selling 11,391 shares during the period. Howland Capital Management LLC’s holdings in Cisco Systems were worth $3,850,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently bought and sold shares of the company. Cozad Asset Management Inc. raised its position in Cisco Systems by 0.3% during the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after buying an additional 87 shares during the last quarter. Dogwood Wealth Management LLC lifted its stake in Cisco Systems by 3.9% during the 2nd 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 boosted its holdings in shares of Cisco Systems by 1.5% in the 3rd quarter. Green Ridge Wealth Planning LLC now owns 6,017 shares of the network equipment provider’s stock valued at $648,000 after acquiring an additional 90 shares during the last quarter. August Group Capital Ltd boosted its holdings in shares of Cisco Systems by 2.0% in the 2nd quarter. August Group Capital Ltd now owns 4,723 shares of the network equipment provider’s stock valued at $555,000 after acquiring an additional 91 shares during the last quarter. Finally, Financial Insights Inc. boosted its holdings in shares of Cisco Systems by 1.5% in the 1st 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. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $104.89 on Friday. The company’s fifty day moving average price is $110.28 and its 200 day moving average price is $109.88. Cisco Systems, Inc. has a 1 year low of $70.06 and a 1 year high of $130.37. The company has a market capitalization of $413.54 billion, a PE ratio of 31.40, a price-to-earnings-growth ratio of 2.23 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 (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $16.84 billion. During the same quarter last year, the business earned $0.99 earnings per share. The firm’s revenue was up 17.6% on a year-over-year basis. 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, research analysts predict that Cisco Systems, Inc. will post 4.42 earnings per share for the current year.

Cisco Systems Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd were paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend was Friday, October 2nd. Cisco Systems’s dividend payout ratio is presently 50.30%.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on CSCO shares. Sanford C. Bernstein started coverage on shares of Cisco Systems in a report on Wednesday, September 30th. They set a “market perform” rating and a $110.00 target price for the company. Wall Street Zen upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Sunday, October 11th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a report on Wednesday, August 26th. KeyCorp increased their price target on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Finally, Freedom Capital upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. Three investment 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. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $128.52.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco unveiled high-density AI networking products, including Silicon One G302 switches and a planned 400Gb/s-per-lane optical module developed with NVIDIA, TE Connectivity and Amphenol. Expanded SONiC support and AI-operations security tools strengthen the company’s effort to capture spending across networking hardware, silicon, optics and software. Did AI Networking Expansion Just Shift Cisco’s Investment Narrative?
• Positive Sentiment: Longer-term bullish commentary argues that Cisco can benefit from continued AI data-center investment and from software that helps customers monitor AI usage and control rising model-inference costs. Cisco: Can It Profit From Helping Customers Spend Less on AI?
• Neutral Sentiment: ETF funds were net sellers of CSCO on October 20, adding a technical source of pressure that does not necessarily reflect a change in Cisco’s operating outlook. ETFs Are Net Sellers of Cisco
• Neutral Sentiment: Analysts continue to debate whether Cisco’s AI opportunity represents a durable shift from its traditional enterprise networking business. Comparisons with Arista Networks highlight the importance of execution, data-center design wins and margins. Arista Networks Versus Cisco Systems
• Negative Sentiment: The latest decline reflects Cisco falling more than the broader market, while commentary from Seeking Alpha characterized the stock’s AI narrative as overbought and maintained a Hold view. At a price-to-earnings ratio above 31, investors may be demanding substantial AI growth before awarding the shares a higher valuation. Here’s Why Cisco Systems Fell More Than the Broader Market

Insider Activity

In other news, EVP Oliver Tuszik sold 680 shares of the firm’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $110.18, for a total transaction of $74,922.40. Following the sale, the executive vice president directly owned 163,337 shares in the company, valued at $17,996,470.66. This trade represents a 0.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya Subaiya sold 312 shares of Cisco Systems stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $110.18, for a total value of $34,376.16. Following the completion of the transaction, the executive vice president owned 127,661 shares of the company’s stock, valued at approximately $14,065,688.98. This represents a 0.24% 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. Over the last three months, insiders sold 44,869 shares of company stock worth $5,005,620. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration and observability solutions for businesses, government organizations and service providers. Its offerings include routers, switches, wireless networking equipment, data-center infrastructure, security software and services, as well as technologies that support cloud and hybrid IT environments.

The company also provides collaboration tools through its Webex portfolio, cloud-managed networking through Cisco Meraki and security and observability capabilities that include technologies from Splunk, which Cisco acquired in 2024.