Western Financial Corp CA Makes New Investment in Cisco Systems, Inc. $CSCO

Western Financial Corp CA bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 6,831 shares of the network equipment provider’s stock, valued at approximately $735,000.

Several other institutional investors have also recently made changes to their positions in CSCO. BlackRock Inc. bought a new position in Cisco Systems during the 2nd quarter valued at about $42,129,647,000. State Street Corp lifted its stake in Cisco Systems by 7.0% in the second quarter. State Street Corp now owns 207,106,569 shares of the network equipment provider’s stock worth $25,278,492,000 after purchasing an additional 13,512,872 shares during the last quarter. Invesco Ltd. boosted its position in shares of Cisco Systems by 11.6% during the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after buying an additional 6,224,062 shares during the period. Auto Owners Insurance Co boosted its position in shares of Cisco Systems by 8,718.3% during the fourth quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider’s stock valued at $400,190,000 after buying an additional 51,363,281 shares during the period. Finally, Bank of America Corp DE bought a new position in shares of Cisco Systems during the second quarter valued at approximately $5,892,379,000. Institutional investors own 73.33% of the company’s stock.

Cisco Systems News Summary

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

• Positive Sentiment: AI infrastructure orders, network upgrades, and cybersecurity demand continue to support Cisco’s long-term growth outlook. The company’s latest reported quarter exceeded earnings and revenue expectations, with revenue up 17.6% year over year. Should You Buy, Sell, or Hold Cisco Stock After a 68% Rise in a Year?
• Positive Sentiment: Analysts and value-focused investors continue to view Cisco as a potentially durable business benefiting from networking, security, and AI infrastructure spending. Its dividend and cash-generation potential may also appeal to income-oriented investors. Cisco Stock And 2 Value Plays For an Overvalued Market
• Neutral Sentiment: Cisco’s earnings recovery is being tested by cash-flow conversion. Fiscal 2026 net income rose 30% to $13.3 billion, while operating cash flow remained around $14.2 billion; unrealized investment gains also boosted reported profit without producing operating cash. Investors will look for stronger recurring cash generation. Cisco Can Its Earnings Recovery Turn Into Lasting Cash Growth?
• Negative Sentiment: After a roughly 68% gain over the past year, valuation has become a headwind. Commentary citing Cisco as overvalued suggests investors may be taking profits because the stock’s elevated price-to-earnings multiple leaves less room for disappointment. Cisco Systems Shares Fall — GF Value Says Still Overvalued

Cisco Systems Price Performance

CSCO opened at $113.64 on Thursday. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a 12-month low of $68.57 and a 12-month high of $130.37. The business’s fifty day simple moving average is $111.88 and its 200-day simple moving average is $108.67. The company has a market capitalization of $448.04 billion, a price-to-earnings ratio of 34.02, a PEG ratio of 2.40 and a beta of 0.99.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. The business had revenue of $17.25 billion for the quarter, compared to the consensus estimate of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the firm posted $0.99 EPS. 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, equities research analysts anticipate that Cisco Systems, Inc. will post 4.42 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is 50.30%.

Insider Buying and Selling at Cisco Systems

In other news, EVP Thimaya Subaiya sold 312 shares of Cisco Systems stock in a transaction on Monday, September 14th. The stock was sold at an average price of $110.18, for a total value of $34,376.16. Following the transaction, the executive vice president directly owned 127,661 shares in the company, valued at approximately $14,065,688.98. This trade represents a 0.24% decrease in their position. The sale was disclosed in a legal filing 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 21,628 shares of Cisco Systems stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.54, for a total value of $2,412,387.12. Following the completion of the transaction, the chief executive officer owned 602,710 shares in the company, valued at $67,226,273.40. This represents a 3.46% 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. In the last three months, insiders have sold 44,869 shares of company stock worth $5,005,620. 0.01% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on the company. Barclays raised their price target on Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a research note on Wednesday, August 26th. Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, September 30th. Truist Financial lifted their target price on Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Finally, Rosenblatt Securities boosted their target price on shares of Cisco Systems from $150.00 to $165.00 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, sixteen have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $128.52.

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.