Anchor Investment Management LLC Raises Stake in Cisco Systems, Inc. $CSCO

Anchor Investment Management LLC raised its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 72.7% during the second quarter, HoldingsChannel reports. The firm owned 90,052 shares of the network equipment provider’s stock after buying an additional 37,896 shares during the period. Anchor Investment Management LLC’s holdings in Cisco Systems were worth $10,578,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. MidAtlantic Capital Management Inc. acquired a new position in Cisco Systems in the 4th quarter valued at $25,000. Networth Advisors LLC lifted its stake in shares of Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after acquiring an additional 246 shares during the period. Financial Life Planners purchased a new stake in shares of Cisco Systems in the first quarter valued at about $27,000. Manning & Napier Advisors LLC boosted its holdings in shares of Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after acquiring an additional 200 shares in the last quarter. Finally, Osbon Capital Management LLC acquired a new position in shares of Cisco Systems during the fourth quarter worth about $32,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Price Performance

Shares of NASDAQ CSCO traded up $0.01 during midday trading on Tuesday, hitting $110.07. The company had a trading volume of 15,598,722 shares, compared to its average volume of 22,708,729. The firm has a market capitalization of $433.96 billion, a price-to-earnings ratio of 32.96, a price-to-earnings-growth ratio of 2.34 and a beta of 1.00. Cisco Systems, Inc. has a twelve month low of $66.38 and a twelve month high of $130.37. The business has a 50-day simple moving average of $113.58 and a two-hundred day simple moving average of $103.71. 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 (NASDAQ:CSCO) last issued its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, beating 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 analysts’ expectations of $16.84 billion. During the same period last year, the company posted $0.99 earnings per share. The firm’s quarterly 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. Equities research analysts anticipate that Cisco Systems, Inc. will post 4.43 earnings per share for the current year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Investors 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 annualized dividend and a yield of 1.5%. Cisco Systems’s payout ratio is currently 50.30%.

Cisco Systems News Roundup

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

• Positive Sentiment: Expanded NVIDIA partnership targets enterprise AI. Cisco and NVIDIA are bringing agentic AI capabilities to Splunk customers, including on-premises deployments through Cisco AI POD for Splunk. The companies also introduced tools for AI security automation, spending visibility and real-time tracking of AI-agent usage. These offerings could support higher software adoption and enterprise demand. Cisco Delivers Trusted AI at Scale Through New Splunk Advancements
• Positive Sentiment: Splunk deepens ties with NVIDIA and AWS. New observability tools are designed to monitor AI-agent performance, behavior and risks, while Tokenomics helps customers forecast AI costs. The combination of Cisco infrastructure, Splunk software and cloud partnerships reinforces the company’s broader AI monetization strategy. Cisco Systems Stock: Splunk Deepens NVIDIA and AWS Ties for Enterprise AI Tools
• Positive Sentiment: Longer-term technology initiatives add strategic upside. Cisco joined Verizon’s 6G Innovation Forum and is working with Infleqtion on distributed quantum networking using Cisco’s Universal Quantum Switch. These projects are early-stage, but they could expand Cisco’s role in next-generation telecom and computing infrastructure. Cisco Takes a Formal Role in 6G and Quantum Networking
• Neutral Sentiment: Executive appointment at Crosspoint Capital is unlikely to materially affect CSCO. Former Cisco emerging-technologies leader Panos Kozanian joined Crosspoint Capital’s operating team. The move highlights the value of Cisco’s technology talent but does not change Cisco’s operations or financial outlook. Crosspoint Capital Adds Former Cisco Executive
• Negative Sentiment: Two executive stock sales create a modest cautionary signal. EVPs Oliver Tuszik and Thimaya Subaiya sold 680 and 312 shares, respectively, in transactions conducted under pre-arranged Rule 10b5-1 plans. The sales reduced their holdings by less than 1% each, limiting their significance.

Insider Activity

In other news, EVP Oliver Tuszik sold 2,760 shares of the firm’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $112.46, for a total value of $310,389.60. Following the completion of the transaction, the executive vice president owned 165,276 shares in the company, valued at $18,586,938.96. This trade represents a 1.64% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,487 shares of Cisco Systems stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the transaction, the executive vice president directly owned 167,116 shares of the company’s stock, valued at $18,638,447.48. This trade represents a 3.74% decrease in their position. 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. Insiders sold a total of 44,869 shares of company stock valued at $5,005,620 in the last 90 days. Insiders own 0.01% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently issued reports on the stock. Deutsche Bank Aktiengesellschaft began coverage on shares of Cisco Systems in a report on Tuesday, September 1st. They set a “buy” rating and a $135.00 price target for the company. Barclays boosted their target price on Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 13th. KeyCorp increased their target price on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. Argus raised their price target on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. Finally, The Goldman Sachs Group lifted their price target on Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $129.68.

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.