BlueChip Wealth Advisors LLC Takes $869,000 Position in Cisco Systems, Inc. $CSCO

BlueChip Wealth Advisors LLC 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 12,706 shares of the network equipment provider’s stock, valued at approximately $869,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of CSCO. Vanguard Group Inc. boosted its stake in shares of 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 worth $27,334,996,000 after purchasing an additional 5,039,714 shares during the last quarter. State Street Corp lifted its stake in shares of Cisco Systems by 0.6% during the second quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock valued at $13,507,956,000 after buying an additional 1,067,872 shares during the period. Geode Capital Management LLC boosted its position in Cisco Systems by 1.2% during the second quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock worth $6,864,058,000 after acquiring an additional 1,157,704 shares during the last quarter. Norges Bank purchased a new stake in Cisco Systems in the 2nd quarter worth approximately $3,816,825,000. Finally, Invesco Ltd. raised its holdings in Cisco Systems by 3.0% in the 2nd quarter. Invesco Ltd. now owns 48,531,251 shares of the network equipment provider’s stock valued at $3,367,098,000 after acquiring an additional 1,414,105 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Price Performance

CSCO stock opened at $86.29 on Wednesday. The firm has a market cap of $340.94 billion, a P/E ratio of 32.44, a price-to-earnings-growth ratio of 3.28 and a beta of 0.87. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.19. The stock has a 50-day simple moving average of $77.75 and a 200-day simple moving average of $72.90.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, topping analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The firm had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. During the same quarter in the prior year, the business earned $0.91 EPS. Cisco Systems’s quarterly revenue was up 7.5% compared to the same quarter last year. On average, equities analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, insider Jeetendra I. Patel sold 163,896 shares of the firm’s stock in a transaction on Friday, November 14th. The shares were sold at an average price of $77.86, for a total transaction of $12,760,942.56. Following the completion of the sale, the insider directly owned 281,108 shares of the company’s stock, valued at approximately $21,887,068.88. This trade represents a 36.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Deborah L. Stahlkopf sold 164,584 shares of Cisco Systems stock in a transaction on Friday, November 14th. The stock was sold at an average price of $77.85, for a total transaction of $12,812,864.40. Following the sale, the executive vice president directly owned 196,738 shares in the company, valued at $15,316,053.30. This trade represents a 45.55% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,044,865 shares of company stock valued at $81,397,635. Corporate insiders own 0.01% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco unveiled the Silicon One G300 chip, new N9000/8000 systems and optics aimed at AI data centers — positioning the company to capture AI networking spend versus Broadcom and Nvidia; this is a clear product-led catalyst for higher-margin networking revenue if hyperscalers and cloud builders adopt it. Cisco unveils new AI networking chip, taking on Broadcom and Nvidia
• Positive Sentiment: Management expanded AI-focused software and security capabilities (AgenticOps, AI Defense, AI-aware SASE) that can boost subscription/recurring revenue and stickiness for enterprise customers. Cisco Announces New Silicon One G300, Advanced Systems and Optics
• Positive Sentiment: Analysts and markets remain constructive: JPMorgan raised its price target and kept an overweight rating, and earnings-preview coverage highlights Cisco’s history of beating estimates — both support upside expectations ahead of the quarter. JPMorgan adjusts price target on Cisco Systems
• Neutral Sentiment: High-profile media attention (Jim Cramer noting Cisco’s sizable charitable-trust position; retrospective pieces on long-term investor returns) can increase flows/volatility but is not a direct earnings catalyst. Jim Cramer Notes That Cisco Is “Still a Sizeable Position for the Charitable Trust”
• Neutral Sentiment: Reported short-interest data for Feb. 10 looks anomalous (zero shares reported vs. prior), suggesting a data glitch rather than a real shift in bearish positioning — not a reliable signal.
• Negative Sentiment: Valuation and positioning risks: shares have rallied strongly year-over-year and the stock trades at an elevated P/E; ahead of fiscal Q2 results investors may trim positions for profit-taking or if guidance/near-term adoption signals fall short of optimistic expectations. Cisco Q2 Earnings Loom: Buy or Hold the CSCO Stock Ahead of Results?

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on the company. BNP Paribas Exane lifted their price objective on Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a research report on Thursday, November 13th. UBS Group lifted their price target on Cisco Systems from $88.00 to $90.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Evercore ISI upped their price objective on shares of Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a research note on Tuesday, February 3rd. Barclays raised their target price on shares of Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a research report on Thursday, November 13th. Finally, Morgan Stanley upped their price target on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average target price of $94.45.

Cisco Systems Profile

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.