Cisco Systems, Inc. $CSCO Stake Decreased by Gen Wealth Partners Inc

Gen Wealth Partners Inc cut its position in shares of 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 institutional investor owned 18,347 shares of the network equipment provider’s stock after selling 5,857 shares during the quarter. Gen Wealth Partners Inc’s holdings in Cisco Systems were worth $1,975,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in CSCO. Halbert Hargrove Global Advisors LLC lifted its position in shares of Cisco Systems by 142.5% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 257 shares of the network equipment provider’s stock worth $28,000 after acquiring an additional 151 shares during the period. Kings Path Partners LLC acquired a new stake in shares of Cisco Systems during the 3rd quarter worth approximately $31,000. Blueline Advisors LLC acquired a new stake in shares of Cisco Systems during the 3rd quarter worth approximately $32,000. GK Wealth Management LLC acquired a new stake in shares of Cisco Systems during the 3rd quarter worth approximately $37,000. Finally, Manning & Napier Advisors LLC increased its position 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 valued at $27,000 after purchasing an additional 200 shares during the period. 73.33% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on CSCO. Barclays upped 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. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday. Freedom Capital upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Sunday, August 16th. KeyCorp boosted their price target on shares of Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a report on Thursday, August 13th. Finally, Truist Financial increased their price objective on shares of Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus target price of $127.87.

Cisco Systems Stock Up 5.1%

Shares of CSCO opened at $98.65 on Tuesday. The stock has a market cap of $388.94 billion, a price-to-earnings ratio of 29.54, a P/E/G ratio of 2.16 and a beta of 1.01. 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 12 month low of $71.10 and a 12 month high of $130.37. The company has a 50-day moving average price of $108.59 and a two-hundred day moving average price of $101.75.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data 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. 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 the consensus estimate of $16.84 billion. During the same period in the previous year, the business earned $0.99 earnings per share. The company’s quarterly 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. Equities analysts predict that Cisco Systems, Inc. will post 4.42 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, October 21st. Investors of record on Friday, October 2nd were given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.7%. The ex-dividend date was Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is 50.30%.

Key Cisco Systems News

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

• Positive Sentiment: Cisco is expanding its AI-security tools: AI Defense will use Anthropic’s Claude Mythos for adversarial testing of AI applications and agents, alongside new Splunk Agent Observability and Cisco IQ capabilities. The launch could strengthen Cisco’s position as businesses seek ways to secure and monitor AI agents. Cisco AI security announcement
• Positive Sentiment: One analysis suggests Cisco shares could be undervalued by about 15%, offering a potential valuation argument for investors. Cisco valuation analysis
• Neutral Sentiment: The November 12 earnings report is the main near-term catalyst. Investors will look for evidence that AI infrastructure demand supports Cisco’s growth and its stated $7.5 billion AI target; options trading points to expectations of a potentially large post-earnings move. Cisco earnings and options outlook
• Negative Sentiment: Risk appetite remains a headwind: reports cite a roughly 20% decline in CSCO and a $145 billion loss in market value from its peak, while ETFs were net sellers of $64.1 million in shares on November 5. ETF flows for Cisco
• Negative Sentiment: A Morgan Stanley analyst reportedly moved Cisco to Equal-weight, adding to caution ahead of results. Investors may also be wary if earnings fail to reassure the market about AI-related demand. Cisco earnings expectations and AI concerns

Insiders Place Their Bets

In related news, CEO Charles Robbins sold 21,628 shares of the business’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.54, for a total value of $2,412,387.12. Following the sale, the chief executive officer owned 602,710 shares of the company’s stock, valued at $67,226,273.40. The trade was a 3.46% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra Patel sold 7,170 shares of the company’s stock in a transaction 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 owned 230,593 shares in the company, valued at $25,727,261.01. This trade represents a 3.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 44,869 shares of company stock worth $5,005,620 over the last quarter. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Company Profile

Cisco Systems, Inc develops networking, cybersecurity, collaboration and observability technologies for businesses, governments and other organizations. Its products include routers, switches, wireless systems and data center infrastructure, along with security software and services that help organizations connect and protect their networks.

The company also provides collaboration tools through its Webex platform and observability capabilities through its software offerings, including technology from Splunk, which Cisco acquired in 2024.