Cisco Systems, Inc. $CSCO Stock Position Lifted by Adell Harriman & Carpenter Inc.

Adell Harriman & Carpenter Inc. lifted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 9.9% during the third quarter, Holdings Channel.com reports. The fund owned 282,619 shares of the network equipment provider’s stock after purchasing an additional 25,378 shares during the period. Cisco Systems accounts for about 1.2% of Adell Harriman & Carpenter Inc.’s holdings, making the stock its 24th biggest holding. Adell Harriman & Carpenter Inc.’s holdings in Cisco Systems were worth $19,337,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Bare Financial Services Inc grew its stake in Cisco Systems by 531.0% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after acquiring an additional 308 shares in the last quarter. Marquette Asset Management LLC acquired a new stake in shares of Cisco Systems during the third quarter worth approximately $25,000. Financial Connections Group Inc. grew its position in Cisco Systems by 89.4% during the second quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock valued at $28,000 after purchasing an additional 193 shares in the last quarter. Legacy Investment Solutions LLC acquired a new position in Cisco Systems in the 2nd quarter valued at approximately $28,000. Finally, Lowe Wealth Advisors LLC lifted its position in Cisco Systems by 96.2% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after buying an additional 200 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Evercore ISI raised its price target on CSCO to $175 and maintained an “outperform” rating — a large upward revision that signals strong analyst conviction and can attract buyers. Evercore ISI Adjusts Price Target on Cisco Systems to $175
• Positive Sentiment: Unusual options activity: investors bought ~89,631 call options (about 27% above average call volume), indicating bullish bets on near‑term upside and adding upward pressure to the stock. (No external link)
• Positive Sentiment: Cisco presented at its Second Annual AI Summit (prepared remarks available), underscoring its AI strategy and product roadmap — positive for revenue/market‑share expectations in AI networking and infrastructure. Cisco Presents at Second Annual AI Summit — Transcript
• Neutral Sentiment: Cisco scheduled its Q2 FY2026 earnings conference call for Feb. 11 — an upcoming catalyst that could amplify moves both ways depending on results and guidance. Cisco Schedules Conference Call for Q2 FY2026 Results
• Neutral Sentiment: Media/analyst coverage (Zacks, MSN) is highlighting Cisco as a buy candidate and discussing analyst views — this increases visibility but is not new fundamental news. Cisco Is Considered a Good Investment by Brokers — Zacks Where Is Cisco Headed According to Analysts — MSN
• Neutral Sentiment: Short‑interest entries in the notice feed show zero shares/days-to-cover (likely a data glitch or reporting artifact) — not a meaningful signal for market direction. (No external link)
• Neutral Sentiment: Broader AI/agent ecosystem coverage (e.g., OpenClaw story) highlights sector momentum that can be a tailwind for infrastructure vendors like Cisco, but it’s an indirect effect. AI Agent Coverage — CNBC

Wall Street Analysts Forecast Growth

CSCO has been the subject of several research reports. BNP Paribas Exane lifted their price target on Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a report on Thursday, November 13th. KeyCorp lifted their target price on shares of Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. Piper Sandler raised their price target on shares of Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a report on Thursday, November 13th. Finally, Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $90.38.

Insider Buying and Selling at Cisco Systems

In other news, SVP Maria Victoria Wong sold 428 shares of the firm’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $80.33, for a total value of $34,381.24. Following the completion of the transaction, the senior vice president owned 32,176 shares in the company, valued at $2,584,698.08. This trade represents a 1.31% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Michael D. Capellas sold 10,850 shares of the business’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the transaction, 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,044,865 shares of company stock worth $81,397,635 in the last three months. 0.01% of the stock is owned by insiders.

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $83.11 on Wednesday. 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 business’s fifty day moving average price is $76.97 and its two-hundred day moving average price is $72.34. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $83.25. The stock has a market capitalization of $328.38 billion, a price-to-earnings ratio of 31.24, a price-to-earnings-growth ratio of 3.05 and a beta of 0.87.

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, beating 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 period last year, the firm posted $0.91 EPS. The business’s revenue was up 7.5% on a year-over-year basis. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. As a group, analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were given a $0.41 dividend. The ex-dividend date was Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a dividend yield of 2.0%. Cisco Systems’s dividend payout ratio is currently 61.65%.

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.