Clifford Swan Investment Counsel LLC Sells 7,210 Shares of Cisco Systems, Inc. $CSCO

Clifford Swan Investment Counsel LLC decreased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 1.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 365,264 shares of the network equipment provider’s stock after selling 7,210 shares during the period. Clifford Swan Investment Counsel LLC’s holdings in Cisco Systems were worth $28,136,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in CSCO. MidAtlantic Capital Management Inc. bought a new position in Cisco Systems in the fourth quarter valued at about $25,000. Board of the Pension Protection Fund bought a new position in Cisco Systems in the fourth quarter valued at about $31,000. EQ Wealth Advisors LLC bought a new position in Cisco Systems in the fourth quarter valued at about $31,000. Anfield Capital Management LLC boosted its holdings in Cisco Systems by 248.9% during the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after buying an additional 346 shares during the last quarter. Finally, Joseph Group Capital Management bought a new position in Cisco Systems during the fourth quarter worth about $38,000. Institutional investors own 73.33% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: CNBC’s Jim Cramer said Cisco could be a major winner from Anthropic’s cybersecurity-focused AI model, Mythos, suggesting the stock may have more room to run as AI security demand grows. Cisco And Palo Alto Could Be Major Winners From Anthropic’s Mythos AI, According To Jim Cramer
• Positive Sentiment: Cisco has been highlighting its AI networking opportunity, including demand from AI agents that generate far more traffic than humans, reinforcing the company’s growth narrative. Cisco highlights AI networking opportunity as agents generate 450% more traffic than humans
• Positive Sentiment: Cisco rolled out new AI-centric security and infrastructure products, including Cloud Control, Live Protect, and quantum-safe security tools, which could support longer-term revenue growth and improve investor sentiment. Cisco’s AI Platforms And Cybersecurity Push Test Valuation For Investors
• Positive Sentiment: HSBC upgraded Cisco on surging AI infrastructure demand, citing a stronger growth profile and raising its price target, while Morgan Stanley kept a Buy rating. HSBC Upgrades Cisco Systems (CSCO) on Surging AI Infrastructure Demand
• Neutral Sentiment: Goldman Sachs raised its price target on Cisco but kept a Hold rating, signaling cautious optimism rather than a strong bullish call. Goldman Sachs Remains a Hold on Cisco Systems (CSCO)
• Neutral Sentiment: Cisco presented at the Bank of America Global Technology Conference, which typically keeps investors focused on management’s AI and growth commentary, but no major new financial surprise was highlighted in the transcript item. Cisco Systems, Inc. (CSCO) Presents at Bank of America 2026 Global Technology Conference Transcript

Insider Activity at Cisco Systems

In related news, EVP Oliver Tuszik sold 2,761 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $114.61, for a total value of $316,438.21. Following the sale, the executive vice president owned 180,877 shares of the company’s stock, valued at approximately $20,730,312.97. This trade represents a 1.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the sale, the executive vice president directly owned 156,693 shares in the company, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 51,324 shares of company stock valued at $5,559,834 over the last 90 days. Insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have issued reports on CSCO shares. Piper Sandler raised their target price on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. CICC Research raised their target price on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. The Goldman Sachs Group raised their target price on Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a report on Wednesday. Evercore raised their target price on Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Finally, JPMorgan Chase & Co. raised their target price on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average target price of $119.50.

Cisco Systems Trading Up 2.8%

NASDAQ CSCO opened at $130.00 on Friday. The firm has a market cap of $512.39 billion, a P/E ratio of 42.21, a P/E/G ratio of 3.24 and a beta of 1.01. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The stock’s 50-day moving average is $97.25 and its 200-day moving average is $84.70. Cisco Systems, Inc. has a one year low of $63.87 and a one year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.Cisco Systems’s revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the firm posted $0.96 earnings per share. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. Sell-side analysts anticipate that Cisco Systems, Inc. will post 3.52 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be given a dividend of $0.42 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.3%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

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.