Cisco Systems, Inc. $CSCO Position Increased by Vise Technologies Inc.

Vise Technologies Inc. grew its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.0% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 389,371 shares of the network equipment provider’s stock after acquiring an additional 15,088 shares during the quarter. Vise Technologies Inc.’s holdings in Cisco Systems were worth $41,908,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in CSCO. Manning & Napier Advisors LLC lifted its position in Cisco Systems by 137.0% in the 1st 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. Halbert Hargrove Global Advisors LLC boosted its stake in shares of Cisco Systems by 142.5% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 257 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 151 shares during the period. Kings Path Partners LLC acquired a new position in Cisco Systems during the third quarter valued at approximately $31,000. Blueline Advisors LLC bought a new stake in shares of Cisco Systems during the third quarter worth $32,000. Finally, RMG Wealth Management LLC lifted its holdings in Cisco Systems by 308.7% during the 1st quarter. RMG Wealth Management LLC now owns 425 shares of the network equipment provider’s stock worth $33,000 after buying an additional 321 shares during the period. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Trading Down 3.8%

CSCO opened at $104.51 on Friday. The stock has a 50-day moving average of $110.00 and a 200 day moving average of $101.01. Cisco Systems, Inc. has a 12 month low of $70.54 and a 12 month high of $130.37. The firm has a market cap of $412.04 billion, a P/E ratio of 31.29, a P/E/G ratio of 2.18 and a beta of 0.99. 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 (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. The firm had revenue of $17.25 billion for the quarter, compared to analysts’ expectations of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The business’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.99 earnings per share. 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. As a group, research analysts forecast that Cisco Systems, Inc. will post 4.42 EPS for the current year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd were issued a $0.42 dividend. The ex-dividend date was Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.6%. Cisco Systems’s dividend payout ratio (DPR) is presently 50.30%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: AI infrastructure remains a key growth catalyst. Cisco is benefiting from rising hyperscaler demand for networking equipment, while AI workloads, 5G, Wi-Fi 7, and broader connectivity needs support the networking industry’s expansion. Cisco Gains From AI Networking Boom
• Positive Sentiment: Industry research projects the global virtualization-security market will grow from $1.7 billion in 2025 to $4.9 billion by 2032, creating potential demand for Cisco’s security, segmentation, and cloud-native offerings. Virtualization Security Market Report
• Positive Sentiment: Mobile virtualization is projected to reach $21 billion by 2032, with remote work, BYOD, 5G, and tighter data regulations supporting longer-term opportunities for Cisco’s networking and security businesses. Mobile Virtualization Market Report
• Positive Sentiment: Analysts maintain a favorable view ahead of earnings, with a reported consensus price target of $128.52, implying continued confidence in Cisco’s outlook. Cisco Consensus Price Target
• Positive Sentiment: Cisco is experimenting with an AI-assisted rewrite of approximately 98% of its code under a young engineering leader, potentially improving development speed and product productivity, although execution remains unproven. Cisco AI Code Rewrite
• Neutral Sentiment: Cisco’s upcoming report is receiving positive analyst attention after the stock outperformed the broader market, but the preview also raises the bar for results and forward guidance. Cisco Earnings Preview
• Neutral Sentiment: The company’s AI-security and quantum-safe initiatives could strengthen its long-term product portfolio, though the articles provide limited evidence of near-term financial impact. Cisco AI Security and Quantum-Safe Push
• Negative Sentiment: Competitive pressure is increasing: Dell is expanding its AI-security and cyber-resilience capabilities, potentially challenging Cisco in enterprise infrastructure and security markets. Dell Expands AI Security Capabilities
• Negative Sentiment: Recent weakness relative to the broader market suggests investors may be taking profits or demanding stronger earnings and guidance, particularly with CSCO trading at a relatively elevated earnings multiple.

Insider Activity

In other news, EVP Oliver Tuszik sold 680 shares of the stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $110.18, for a total transaction of $74,922.40. Following the sale, the executive vice president owned 163,337 shares of the company’s stock, valued at approximately $17,996,470.66. This represents a 0.41% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 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 transaction of $2,412,387.12. Following the completion of the transaction, the chief executive officer owned 602,710 shares in the company, valued at approximately $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. Insiders sold 44,869 shares of company stock valued at $5,005,620 in the last quarter. Insiders own 0.01% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on CSCO shares. Freedom Capital upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Sunday, August 16th. HSBC lowered shares of Cisco Systems from a “buy” rating to a “hold” rating and lowered their price objective for the stock from $137.00 to $120.00 in a report on Friday, August 14th. Morgan Stanley increased their target price on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a report on Thursday, August 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research note on Wednesday, August 26th. Finally, Piper Sandler dropped their target price on Cisco Systems from $132.00 to $125.00 and set a “neutral” rating on the stock in a report on Tuesday, September 22nd. Three 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, Cisco Systems has a consensus rating of “Moderate Buy” and an average price target of $128.52.

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.