Cisco Systems, Inc. $CSCO Stake Cut by Atria Investments Inc

Atria Investments Inc lessened its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 8.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 284,311 shares of the network equipment provider’s stock after selling 25,372 shares during the quarter. Atria Investments Inc’s holdings in Cisco Systems were worth $19,453,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Cisco Systems during the 2nd quarter valued at about $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its stake in Cisco Systems by 413.3% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock valued at $1,553,645,000 after acquiring an additional 18,030,441 shares during the period. Franklin Resources Inc. raised its position in shares of Cisco Systems by 46.2% during the 2nd quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock worth $2,833,261,000 after purchasing an additional 12,904,969 shares during the period. Laurel Wealth Advisors LLC lifted its holdings in shares of Cisco Systems by 6,778.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock worth $472,479,000 after purchasing an additional 6,711,004 shares during the last quarter. Finally, Vanguard Group Inc. boosted its position in Cisco Systems by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock valued at $27,334,996,000 after purchasing an additional 5,039,714 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, CEO Charles Robbins sold 281,860 shares of the company’s stock in a transaction dated Monday, November 17th. The stock was sold at an average price of $78.35, for a total value of $22,083,731.00. Following the transaction, the chief executive officer owned 820,887 shares in the company, valued at $64,316,496.45. This represents a 25.56% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Thimaya K. Subaiya sold 56,038 shares of the stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $78.33, for a total transaction of $4,389,456.54. Following the completion of the sale, the executive vice president directly owned 179,780 shares of the company’s stock, valued at $14,082,167.40. This trade represents a 23.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,044,865 shares of company stock valued at $81,397,635 in the last ninety days. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

CSCO stock opened at $85.54 on Thursday. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $88.18. The firm has a 50-day moving average of $77.91 and a two-hundred day moving average of $72.99. The firm has a market capitalization of $337.98 billion, a PE ratio of 32.16, a P/E/G ratio of 3.26 and a beta of 0.87. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The business had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. During the same quarter in the previous year, the business earned $0.94 earnings per share. The firm’s revenue was up 9.7% compared to the same quarter last year. On average, analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts have issued reports on the company. KeyCorp raised their target price on Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Citigroup boosted their target price on shares of Cisco Systems from $80.00 to $85.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Evercore ISI lifted their price target on Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a report on Tuesday, February 3rd. Erste Group Bank raised Cisco Systems from a “hold” rating to a “buy” rating in a report on Monday, November 10th. Finally, UBS Group raised their target price on Cisco Systems from $88.00 to $90.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $94.45.

More Cisco Systems News

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

• Positive Sentiment: Record revenue, AI demand and raised full‑year outlook: Cisco reported Q2 revenue of ~$15.3B (up ~10% YoY), highlighted $2.1B of AI infrastructure orders from hyperscalers, and raised FY26 revenue and EPS ranges — supportive for longer‑term growth expectations. CISCO REPORTS SECOND QUARTER EARNINGS
• Positive Sentiment: New AI networking silicon and systems: Cisco unveiled the Silicon One G300 and G300‑powered systems (N9000/8000) targeting AI data centers — a strategic product push into hyperscaler AI networking that can expand addressable market and margins over time. Cisco unveils new AI networking chip
• Positive Sentiment: Orders and margin strength: Management reported accelerating product orders (networking orders >20% YoY) and improved non‑GAAP margins — evidence demand is translating into higher‑quality revenue and pricing leverage. CISCO REPORTS SECOND QUARTER EARNINGS
• Neutral Sentiment: Reported beats but small and mixed: Cisco beat consensus on non‑GAAP EPS (~$1.04 vs ~$1.02) and revenue vs some estimates, but the beats were modest — results reinforce the business story but didn’t dramatically exceed expectations. Cisco Systems (CSCO) Tops Q2 Earnings and Revenue Estimates
• Neutral Sentiment: Analyst upgrades and targets supportive but mixed: Several firms recently raised ratings/targets (median ~$90.5); this underpins investor conviction but doesn’t eliminate sensitivity to near‑term guidance. Cisco Systems (NASDAQ:CSCO) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says
• Negative Sentiment: Market sold off on “mediocre” near‑term outlook: Despite beats and AI commentary, investors reacted to guidance that was generally in‑line with, not above, elevated expectations — headlines noted a multi‑percent drop after the print. Cisco’s stock drops 7% on mediocre forecast even as earnings and revenue top estimates
• Negative Sentiment: GAAP vs non‑GAAP nuance, cash‑flow and insider selling flagged: Some reports highlighted lower GAAP EPS/cash‑from‑operations dynamics and extensive insider selling disclosures — items that can increase short‑term volatility and investor caution. Cisco Systems (CSCO) Releases Q2 2026 Earnings: Revenue Growth but EPS Miss
• Neutral Sentiment: Short‑interest reporting appears anomalous: recent short‑interest entries show 0 shares (data likely erroneous) and do not provide a reliable signal today.

About Cisco Systems

Cisco Systems, Inc is a global technology company that designs, manufactures and sells networking hardware, software and telecommunications equipment. Its core business focuses on enabling enterprise and service-provider networks through products such as routers, switches, network security appliances and wireless systems. Over time Cisco has broadened its portfolio to emphasize software-defined networking, cybersecurity, cloud infrastructure and edge computing solutions that help organizations build and manage modern IT environments.

In addition to hardware, Cisco offers a growing range of software platforms and subscription services for network management, security, analytics and collaboration.