Gallacher Capital Management LLC Acquires New Shares in Cisco Systems, Inc. $CSCO

Gallacher Capital Management LLC bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm bought 11,481 shares of the network equipment provider’s stock, valued at approximately $786,000.

Several other hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. boosted its holdings 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 valued at $27,334,996,000 after acquiring an additional 5,039,714 shares during the last quarter. State Street Corp lifted its position in 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 purchasing an additional 1,067,872 shares during the period. Geode Capital Management LLC boosted its holdings in Cisco Systems by 1.2% in 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 purchasing an additional 1,157,704 shares during the last quarter. Norges Bank bought a new stake in Cisco Systems in the 2nd quarter worth approximately $3,816,825,000. Finally, Invesco Ltd. raised its stake in Cisco Systems by 3.0% during 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 buying an additional 1,414,105 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Activity

In other news, Director Kristina M. Johnson sold 13,481 shares of Cisco Systems stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the sale, the director owned 61,630 shares in the company, valued at $4,753,521.90. This trade represents a 17.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Maria Victoria Wong sold 428 shares of the company’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $80.33, for a total transaction of $34,381.24. Following the transaction, the senior vice president owned 32,176 shares of the company’s stock, valued at approximately $2,584,698.08. This represents a 1.31% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,044,865 shares of company stock valued at $81,397,635 in the last three months. 0.01% of the stock is currently owned by insiders.

Cisco Systems Price Performance

Shares of NASDAQ:CSCO opened at $81.16 on Thursday. The company has a market capitalization of $320.67 billion, a P/E ratio of 30.51, a P/E/G ratio of 3.14 and a beta of 0.87. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $84.24. The firm’s 50 day simple moving average is $77.07 and its two-hundred day simple moving average is $72.41. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, beating the consensus estimate of $0.98 by $0.02. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The firm had revenue of $14.88 billion for the quarter, compared to the consensus estimate of $14.77 billion. During the same period last year, the firm earned $0.91 EPS. The company’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. Research analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd were paid a $0.41 dividend. 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 is 61.65%.

Cisco Systems News Summary

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

Analyst Ratings Changes

A number of equities analysts have recently issued reports on CSCO shares. BNP Paribas Exane raised their price target on Cisco Systems from $76.00 to $86.00 and gave the stock an “outperform” rating in a research note on Thursday, November 13th. Citic Securities raised their target price on Cisco Systems from $75.00 to $90.00 in a research report on Monday, November 17th. Bank of America upped their price target on shares of Cisco Systems from $85.00 to $95.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Morgan Stanley raised 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. Finally, Argus upped their target price on shares of Cisco Systems from $80.00 to $100.00 in a report on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $90.38.

Cisco Systems Company 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.