Altrius Capital Management Inc Trims Position in Cisco Systems, Inc. $CSCO

Altrius Capital Management Inc lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 16.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 76,014 shares of the network equipment provider’s stock after selling 15,481 shares during the period. Altrius Capital Management Inc’s holdings in Cisco Systems were worth $5,201,000 as of its most recent SEC filing.

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

Analysts Set New Price Targets

A number of research firms recently weighed in on CSCO. Morgan Stanley increased their price objective on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Argus boosted their target price on Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. Rosenblatt Securities increased their target price on shares of Cisco Systems from $87.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Finally, Bank of America increased their price objective on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $90.38.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 1,745 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $79.46, for a total value of $138,657.70. Following the completion of the transaction, the executive vice president directly owned 176,319 shares of the company’s stock, valued at approximately $14,010,307.74. The trade was a 0.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, SVP Maria Victoria Wong sold 428 shares of Cisco Systems stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $80.33, for a total value of $34,381.24. Following the completion of the sale, the senior vice president directly owned 32,176 shares of the company’s stock, valued at $2,584,698.08. This trade represents a 1.31% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. Insiders own 0.01% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Evercore ISI raised its price target on CSCO from $100 to $175 and kept an “outperform” rating — a very bullish revision that implies substantial upside and likely helped lift sentiment among institutional investors. Evercore price target raise
• Positive Sentiment: Unusual options activity: investors bought ~89,631 call options (≈27% above typical daily call volume), signalling short-term bullish positioning and amplified demand for upside exposure. (No external link available)
• Positive Sentiment: Cisco presented at its second annual AI Summit (prepared remarks published), reiterating product roadmap and go-to-market momentum around AI networking and software — supporting the company’s argument for higher-growth margins from AI-driven workloads. AI Summit remarks transcript
• Positive Sentiment: Corporate/strategy news: Cisco is tying its AI networking push to renewable-powered data centers — a move that can appeal to customers prioritizing sustainability while positioning Cisco for AI infrastructure spending. AI + renewables story
• Neutral Sentiment: Media/analysis pieces: Several articles discuss whether CSCO is a buy after recent highs and summarize analyst views; useful for retail readers but not a direct catalyst. MSN: is CSCO a buy?
• Neutral Sentiment: Zacks and other broker-coverage summaries note broad analyst support; these pieces recap sell-side sentiment but do not add new fundamental data. Zacks analyst summary
• Neutral Sentiment: Reported short-interest data appears corrupted (shows 0 shares / NaN change), so it provides no actionable signal; ignore until clarified by reliable data providers. (No external link available)
• Neutral Sentiment: Aggregate analyst coverage summaries are circulating (MSN roundup), which can influence sentiment but mostly reiterate existing bullish tilt after recent results and guidance. MSN analyst roundup

Cisco Systems Stock Down 2.3%

NASDAQ CSCO opened at $81.16 on Thursday. The stock has a market cap of $320.67 billion, a PE ratio of 30.51, a PEG ratio of 3.14 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 twelve month low of $52.11 and a twelve month high of $84.24. The firm has a 50-day simple moving average of $77.07 and a 200 day simple moving average of $72.41.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, topping the consensus estimate 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 business earned $0.91 earnings per share. Cisco Systems’s quarterly revenue was up 7.5% compared to the same quarter last year. 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. On average, research analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd were issued a dividend of $0.41 per share. The ex-dividend date of this dividend 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 (DPR) is presently 61.65%.

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.