&PARTNERS Has $82.75 Million Holdings in Cisco Systems, Inc. $CSCO

&PARTNERS increased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 11.9% during the 4th quarter, HoldingsChannel.com reports. The fund owned 1,074,321 shares of the network equipment provider’s stock after buying an additional 114,474 shares during the period. &PARTNERS’s holdings in Cisco Systems were worth $82,750,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently bought and sold shares of the company. ExodusPoint Capital Management LP bought a new stake in Cisco Systems during the 4th quarter valued at approximately $16,249,000. Fullerton Fund Management Co Ltd. acquired a new position in shares of Cisco Systems during the fourth quarter worth approximately $269,000. Blair William & Co. IL lifted its holdings in shares of Cisco Systems by 0.4% during the fourth quarter. Blair William & Co. IL now owns 818,903 shares of the network equipment provider’s stock worth $63,080,000 after buying an additional 3,102 shares during the last quarter. Bank Hapoalim BM boosted its position in shares of Cisco Systems by 9.1% in the fourth quarter. Bank Hapoalim BM now owns 74,841 shares of the network equipment provider’s stock valued at $5,765,000 after acquiring an additional 6,254 shares during the period. Finally, Silver Grove Financial Group Inc. acquired a new stake in shares of Cisco Systems in the fourth quarter worth $262,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently commented on the stock. Truist Financial began coverage on shares of Cisco Systems in a research note on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price for the company. Zacks Research cut shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. The Goldman Sachs Group boosted their price target on Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. Morgan Stanley lifted their price objective on Cisco Systems from $120.00 to $130.00 and gave the stock an “overweight” rating in a report on Friday, June 12th. Finally, UBS Group boosted their price objective on Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $122.90.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco is benefiting from strong AI-networking demand, with recent commentary highlighting Q3 revenue growth, rising networking sales, and broad order momentum across segments. Cisco Systems Capitalizes on AI Networking Boom: More Upside Ahead?
• Positive Sentiment: Cisco announced a partnership with AT&T for an in-car entertainment platform, expanding its exposure to connected-car services and recurring billing capabilities. Cisco Systems Inc (CSCO) Partners With AT&T. It’s About Cars
• Positive Sentiment: Cisco and Equinix, alongside NVIDIA, are expanding deployment of Cisco Secure AI Factory solutions across global data centers, reinforcing Cisco’s position in enterprise AI infrastructure. Equinix Collaborates with Cisco and NVIDIA to Deploy Secure AI Factories Across Global Data Center Footprint
• Neutral Sentiment: Several recent articles continue to frame Cisco as a winner in AI buildout and private 5G, supporting the bullish narrative, but these are largely commentary pieces rather than new fundamental disclosures. Cisco (CSCO) Unveils Cloud Control Platform and Advances Private 5G Connectivity Solutions
• Neutral Sentiment: A coalition announcement with Cisco as a member of an open-source security initiative adds a reputational tailwind, but it is unlikely to move the stock materially on its own. Chainguard Launches Athena, the Industry Coalition to Fix Open Source Vulnerabilities Before Attackers Can Find Them
• Negative Sentiment: One recent Seeking Alpha note downgraded Cisco, arguing that much of the AI-driven upside may already be reflected in the valuation, which could temper further gains. Cisco Systems: Still Winning The AI Buildout, But Now Everyone’s Pricing It In (Rating Downgrade)

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $119.57 on Wednesday. The firm has a market capitalization of $471.28 billion, a PE ratio of 38.82, a price-to-earnings-growth ratio of 3.06 and a beta of 1.01. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 12-month low of $65.02 and a 12-month high of $130.37. The firm has a 50-day moving average price of $103.91 and a 200 day moving average price of $87.19.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating 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 company had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same period in the previous year, the business earned $0.96 earnings per share. The company’s quarterly revenue was up 12.0% on a year-over-year basis. 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 anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

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

Insider Buying and Selling

In other news, insider Jeetendra I. Patel sold 7,169 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.28, for a total value of $840,780.32. Following the sale, the insider owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. This represents a 2.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the sale, the executive vice president owned 177,223 shares of the company’s stock, valued at $20,790,030.13. This trade represents a 3.58% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 40,523 shares of company stock valued at $4,814,224. 0.01% of the stock is currently owned by insiders.

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.