Green Ridge Wealth Planning LLC purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor purchased 6,653 shares of the network equipment provider’s stock, valued at approximately $512,000.
Other institutional investors and hedge funds have also made changes to their positions in the company. World Investment Advisors raised its holdings in shares of Cisco Systems by 15.4% in the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after purchasing an additional 26,455 shares in the last quarter. WCG Wealth Advisors LLC lifted its stake in Cisco Systems by 101.8% during the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after purchasing an additional 54,141 shares during the last quarter. Vise Technologies Inc. boosted its holdings in Cisco Systems by 47.1% during the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock worth $15,432,000 after buying an additional 64,144 shares in the last quarter. Truist Financial Corp grew its position in Cisco Systems by 6.8% in the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock worth $332,084,000 after buying an additional 275,456 shares during the last quarter. Finally, Principal Financial Group Inc. grew its position in Cisco Systems by 3.2% in the fourth quarter. Principal Financial Group Inc. now owns 4,873,274 shares of the network equipment provider’s stock worth $375,388,000 after buying an additional 151,395 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.
Key Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
- Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
- Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
- Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
- Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
- Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title
Cisco Systems Price Performance
Cisco Systems (NASDAQ:CSCO – Get Free Report) last issued its quarterly earnings results 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. The business had revenue of $15.84 billion for 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%.Cisco Systems’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same quarter in the previous 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. Equities analysts forecast that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.
Cisco Systems Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s payout ratio is 54.55%.
Insider Buying and Selling
In other news, EVP Oliver Tuszik sold 2,761 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $114.61, for a total value of $316,438.21. Following the completion of the sale, the executive vice president directly owned 180,877 shares of the company’s stock, valued at $20,730,312.97. This represents a 1.50% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the firm’s stock in a transaction that occurred on 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 approximately $20,790,030.13. This represents a 3.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,650 shares of company stock worth $5,668,823 over the last ninety days. 0.01% of the stock is currently owned by corporate insiders.
Analysts Set New Price Targets
A number of equities research analysts have recently commented on the company. KeyCorp increased their price objective on Cisco Systems from $87.00 to $125.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. JPMorgan Chase & Co. lifted their target price on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Wells Fargo & Company boosted their target price on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. UBS Group upped their target price on Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Finally, Barclays increased their price target on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research report on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $122.90.
Read Our Latest Stock Analysis on CSCO
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.
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