Cisco Systems, Inc. $CSCO Stake Increased by Brown Advisory Inc.

Brown Advisory Inc. grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 1.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 1,062,738 shares of the network equipment provider’s stock after purchasing an additional 11,287 shares during the period. Brown Advisory Inc.’s holdings in Cisco Systems were worth $81,863,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Norges Bank purchased a new stake in shares of Cisco Systems during the fourth quarter worth $4,473,272,000. Arrowstreet Capital Limited Partnership raised its holdings in shares of 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 acquiring an additional 9,648,265 shares in the last quarter. Franklin Resources Inc. raised its holdings in shares of 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 acquiring an additional 7,679,422 shares in the last quarter. Wellington Management Group LLP raised its holdings in shares of 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 acquiring an additional 5,498,375 shares in the last quarter. Finally, Invesco Ltd. raised its holdings 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 acquiring an additional 5,081,469 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Activity at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction 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 transaction, the executive vice president owned 187,097 shares of the company’s stock, valued at $14,874,211.50. The trade was a 4.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the completion of the transaction, the executive vice president directly owned 188,613 shares of the company’s stock, valued at $15,040,000.62. This trade represents a 1.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 51,636 shares of company stock worth $5,698,459. Company insiders own 0.01% of the company’s stock.

Analyst Ratings Changes

Several analysts recently issued reports on the company. UBS Group increased their price objective on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. JPMorgan Chase & Co. increased their price objective on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Barclays increased their price objective on Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a report on Thursday, May 14th. Finally, Argus increased their price objective on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a report on Tuesday, May 19th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and an average price target of $120.64.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco expanded its AI agentic security portfolio, adding Zero Trust Access for agents and new partnerships aimed at meeting rising enterprise demand for AI protection. Cisco Expands AI Agentic Security Portfolio: What’s Ahead in 2026?
• Positive Sentiment: The company also unveiled broader AI security and quantum-safe initiatives, including Cloud Control and Live Protect, reinforcing the view that Cisco is well positioned for secure AI infrastructure spending. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Positive Sentiment: Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an overweight rating, signaling confidence in further upside. Morgan Stanley price target note
• Positive Sentiment: Technical commentary says Cisco broke above its 20-day moving average, which traders often view as a short-term bullish signal. Cisco Systems (CSCO) Recently Broke Out Above the 20-Day Moving Average
• Neutral Sentiment: Investor and media attention remains elevated, with Cisco among the most searched stocks on Zacks, reflecting continued interest in the name. Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may modestly pressure sentiment. SEC Form 4 filing

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $121.10 on Monday. The company has a market cap of $477.31 billion, a P/E ratio of 39.32, a P/E/G ratio of 3.09 and a beta of 1.01. The stock’s 50-day moving average is $102.28 and its 200-day moving average is $86.58. Cisco Systems, Inc. has a 52-week low of $63.93 and a 52-week high of $130.37. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same period last year, the business earned $0.96 earnings per share. The firm’s revenue for the quarter was up 12.0% compared to the same quarter last year. 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. Equities research analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be given a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is 54.55%.

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.