Cisco Systems, Inc. $CSCO Shares Sold by Atria Investments Inc

Atria Investments Inc reduced its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 8.2% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. 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 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently modified their holdings of CSCO. Benchmark Financial Wealth Advisors LLC raised its holdings in Cisco Systems by 1.4% during the third quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock worth $715,000 after purchasing an additional 142 shares during the last quarter. Yoder Wealth Management Inc. raised its stake in shares of Cisco Systems by 3.8% during the 3rd quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock worth $270,000 after buying an additional 143 shares during the last quarter. Wynn Capital LLC boosted its position in shares of Cisco Systems by 0.3% in the 3rd quarter. Wynn Capital LLC now owns 48,456 shares of the network equipment provider’s stock worth $3,315,000 after buying an additional 150 shares in the last quarter. Old North State Trust LLC grew its stake in Cisco Systems by 0.6% in the 2nd quarter. Old North State Trust LLC now owns 24,534 shares of the network equipment provider’s stock valued at $1,702,000 after acquiring an additional 151 shares during the last quarter. Finally, Boyd Watterson Asset Management LLC OH raised its position in Cisco Systems by 1.5% during the second quarter. Boyd Watterson Asset Management LLC OH now owns 10,445 shares of the network equipment provider’s stock worth $725,000 after acquiring an additional 152 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

CSCO has been the subject of several research reports. KeyCorp lifted their price objective on Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a research report on Thursday, November 13th. JPMorgan Chase & Co. upped their price objective on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday. Wells Fargo & Company boosted their target price on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Rosenblatt Securities upped their target price on shares of Cisco Systems from $87.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Finally, Evercore ISI lifted their price target on shares of Cisco Systems from $100.00 to $175.00 and gave the stock an “outperform” rating in a report on Tuesday, February 3rd. One equities research 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 company’s stock. Based on data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus price target of $94.45.

Cisco Systems News Roundup

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.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $85.54 on Thursday. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. The company’s fifty day moving average price is $77.91 and its two-hundred day moving average price is $72.99. The firm has a market capitalization of $337.98 billion, a P/E ratio of 32.16, a P/E/G ratio of 3.26 and a beta of 0.87. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.02. The company had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The company’s revenue was up 9.7% on a year-over-year basis. During the same period last year, the firm earned $0.94 earnings per share. On average, research analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Insider Buying and Selling at Cisco Systems

In related news, Director Michael D. Capellas sold 10,850 shares of Cisco Systems stock in a transaction on Friday, December 19th. The shares were sold at an average price of $77.13, for a total value of $836,860.50. Following the completion of the sale, the director owned 146,368 shares in the company, valued at approximately $11,289,363.84. The trade was a 6.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Kristina M. Johnson sold 13,481 shares of the firm’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the transaction, the director directly owned 61,630 shares of the company’s stock, valued at approximately $4,753,521.90. This represents a 17.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. Corporate insiders own 0.01% of the company’s stock.

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.