Cisco Systems, Inc. $CSCO Stock: Nisa Investment Advisors LLC Lowers Position

Nisa Investment Advisors LLC lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,205,247 shares of the network equipment provider’s stock after selling 61,435 shares during the period. Cisco Systems comprises about 0.4% of Nisa Investment Advisors LLC’s holdings, making the stock its 20th largest holding. Nisa Investment Advisors LLC’s holdings in Cisco Systems were worth $129,721,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Bridgewater Advisors Inc. purchased a new stake in Cisco Systems in the second quarter worth approximately $6,442,000. Beacon Pointe Advisors LLC purchased a new position in shares of Cisco Systems during the second quarter worth approximately $60,009,000. Western Wealth Management LLC raised its stake in shares of Cisco Systems by 60.5% during the first quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock worth $5,926,000 after acquiring an additional 28,792 shares in the last quarter. ABN AMRO Bank N.V. purchased a new position in shares of Cisco Systems during the second quarter worth approximately $19,114,000. Finally, USS Investment Management Ltd lifted its holdings in shares of Cisco Systems by 1.8% in the 1st quarter. USS Investment Management Ltd now owns 686,466 shares of the network equipment provider’s stock worth $53,253,000 after acquiring an additional 12,251 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Insider Buying and Selling at Cisco Systems

In other news, EVP Deborah Stahlkopf sold 6,487 shares of the company’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.53, for a total transaction of $723,495.11. Following the completion of the transaction, the executive vice president directly owned 167,116 shares of the company’s stock, valued at approximately $18,638,447.48. This represents a 3.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya Subaiya sold 312 shares of the company’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $110.18, for a total transaction of $34,376.16. Following the transaction, the executive vice president directly owned 127,661 shares of the company’s stock, valued at approximately $14,065,688.98. This trade represents a 0.24% 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. Insiders have sold a total of 44,869 shares of company stock worth $5,005,620 over the last ninety days. 0.01% of the stock is owned by company insiders.

Cisco Systems Price Performance

Shares of Cisco Systems stock opened at $106.71 on Wednesday. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. Cisco Systems, Inc. has a one year low of $69.85 and a one year high of $130.37. The business’s 50 day simple moving average is $110.78 and its two-hundred day simple moving average is $109.50. The stock has a market capitalization of $420.71 billion, a P/E ratio of 31.95, a price-to-earnings-growth ratio of 2.22 and a beta of 0.99.

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 firm had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. During the same quarter in the prior year, the firm posted $0.99 earnings per share. The business’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. Analysts forecast that Cisco Systems, Inc. will post 4.42 EPS for the current year.

Cisco Systems Announces Dividend

The company also recently declared 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. This represents a $1.68 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s dividend payout ratio is currently 50.30%.

More Cisco Systems News

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

• Positive Sentiment: New AI networking platforms strengthen Cisco’s growth story. Cisco introduced 51.2-terabit and 102.4-terabit networking systems powered by its Silicon One chips, along with 1.6T optical modules and liquid-cooling technology for high-density data centers. Its collaboration with NVIDIA, TE Connectivity and Amphenol on next-generation optical connectivity could help Cisco capture more spending from the expanding AI infrastructure buildout. Cisco Systems Unveiled 102.4T AI Networking Platforms
• Positive Sentiment: AI demand is supporting an optimistic earnings setup. A preview article cited Cisco’s guidance for approximately 21% year-over-year revenue growth and 33% EPS growth, alongside recent revenue and earnings beats. Agentic AI adoption and infrastructure contracts, including international opportunities such as Bell Canada, are viewed as longer-term catalysts. Cisco Earnings Preview
• Positive Sentiment: Industry commentary supports continued AI capital spending. Strategist Tom Lee argued that the AI investment cycle may have substantial room to run, with networking, power, cooling and security among the beneficiaries. This reinforces the bullish case that Cisco’s AI order momentum could develop into a broader networking supercycle. Tom Lee on AI Stocks and Cisco
• Positive Sentiment: Splunk’s observability research highlights a potential software opportunity. Cisco reported that enterprises are struggling to monitor AI agents and control rising telemetry and AI costs. Growing demand for observability, security and operational predictability could support cross-selling through Cisco’s Splunk business. Splunk State of Observability 2026
• Neutral Sentiment: World Wide Technology’s new Cisco Secure AI Infrastructure specialization adds partner validation, but the direct near-term revenue impact is unclear. World Wide Technology Achieves Cisco Specialization
• Negative Sentiment: Valuation and margin risks remain important headwinds. One analyst downgraded Cisco to Hold after a substantial year-to-date rally, arguing that the shares are near fair value and that hardware mix could pressure gross margins. Elevated price-to-sales levels may also reduce the stock’s sensitivity to positive AI news. Cisco Valuation and Technical Support

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Piper Sandler cut their price objective on shares of Cisco Systems from $132.00 to $125.00 and set a “neutral” rating for the company in a research note on Tuesday, September 22nd. Truist Financial boosted their price target on shares of Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Rosenblatt Securities boosted their price target on shares of Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a research note on Thursday, August 13th. Sanford C. Bernstein assumed coverage on shares of Cisco Systems in a research report on Wednesday, September 30th. They set a “market perform” rating and a $110.00 price target for the company. Finally, UBS Group raised their price objective on Cisco Systems from $132.00 to $138.00 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 issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $128.52.

Cisco Systems 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.