Capital Wealth Planning LLC Raises Stock Position in Cisco Systems, Inc. $CSCO

Capital Wealth Planning LLC grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 75.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 134,744 shares of the network equipment provider’s stock after purchasing an additional 58,006 shares during the period. Capital Wealth Planning LLC’s holdings in Cisco Systems were worth $10,327,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of CSCO. Norges Bank purchased a new stake in Cisco Systems during the fourth quarter worth about $4,473,272,000. Arrowstreet Capital Limited Partnership increased its stake in Cisco Systems by 110.2% during the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after purchasing an additional 9,648,265 shares during the period. Franklin Resources Inc. increased its stake in Cisco Systems by 18.0% during the fourth quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider’s stock worth $3,876,219,000 after purchasing an additional 7,679,422 shares during the period. Wellington Management Group LLP increased its stake in Cisco Systems by 19.5% during the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after purchasing an additional 5,498,375 shares during the period. Finally, Invesco Ltd. grew its position in shares of Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after buying an additional 5,081,469 shares in the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Stock Performance

Shares of CSCO opened at $118.80 on Thursday. The stock has a 50 day moving average price of $100.53 and a 200 day moving average price of $85.94. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The company has a market capitalization of $468.24 billion, a price-to-earnings ratio of 38.57, a price-to-earnings-growth ratio of 3.07 and a beta of 1.01. Cisco Systems, Inc. has a 52-week low of $63.87 and a 52-week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. The firm had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same period in the prior year, the company 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. Research analysts predict that Cisco Systems, Inc. will post 3.54 EPS 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. Investors of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio is 54.55%.

Insiders Place Their Bets

In related news, insider Jeetendra I. Patel sold 7,169 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of the transaction, the insider directly owned 246,737 shares of the company’s stock, valued at $28,937,315.36. This represents a 2.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the sale, the executive vice president owned 187,097 shares of the company’s stock, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 49,029 shares of company stock valued at $5,382,699. 0.01% of the stock is owned by company insiders.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Investor commentary from Patrick Moorhead said the AI buildout is still intact and named Cisco as one of the companies best positioned to benefit, which supports the bull case for CSCO as AI infrastructure spending continues. The AI buildout is still intact — what to buy this week
• Positive Sentiment: Another AI-focused segment repeated Cisco as a preferred way to play ongoing data-center and networking demand, keeping attention on CSCO as a beneficiary of enterprise AI spending. The AI Buildout Is Still Intact — Stocks To Buy This Week
• Positive Sentiment: Market research showing double-digit growth in campus switch shipments and rising prices due to component shortages suggests healthy networking demand, which could support Cisco’s core switching business. 1Q 2026 Campus Switch Shipments Grow Double Digits as Prices Rise Due to Component Shortages, According to Dell’Oro Group
• Neutral Sentiment: Cisco was included on a list of solid stocks to buy amid broad market strength and AI-driven momentum, but the mention was more thematic than company-specific. 4 Solid Stocks to Buy as S&P 500 Hits Fresh All-Time Closing High
• Neutral Sentiment: Short-interest data showed no meaningful change, so this does not appear to be a major trading signal for CSCO right now.
• Negative Sentiment: A broader tech pullback and Nasdaq weakness may be weighing on Cisco shares today, especially after recent gains across the sector. Nasdaq Composite Falls to 5-Week Low Amid Tech Pullback
• Negative Sentiment: One article argued Cisco stock is overvalued, which could be nudging sentiment lower even though it also said the valuation is more justified than during the dot-com era. Cisco: Stock Price Overvalued But More Justified Than Dot-Com Era

Analysts Set New Price Targets

A number of equities analysts have recently commented on the company. DZ Bank raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. CICC Research boosted their price objective on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Zacks Research downgraded Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $77.00 to $137.00 in a research report on Friday, May 15th. Finally, Citic Securities boosted their price objective on Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $120.18.

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.