SHP Wealth Management purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 7,240 shares of the network equipment provider’s stock, valued at approximately $558,000.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. purchased a new stake in shares of Cisco Systems in the fourth quarter valued at approximately $25,000. Intesa Sanpaolo Wealth Management purchased a new position in Cisco Systems during the 4th quarter worth $25,000. Jessup Wealth Management Inc purchased a new position in Cisco Systems during the 4th quarter worth $29,000. Board of the Pension Protection Fund bought a new stake in Cisco Systems during the 4th quarter valued at $31,000. Finally, EQ Wealth Advisors LLC bought a new stake in Cisco Systems during the 4th quarter valued at $31,000. Institutional investors own 73.33% of the company’s stock.
Analyst Upgrades and Downgrades
A number of research firms have recently issued reports on CSCO. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and increased their price target for the stock from $77.00 to $137.00 in a research report on Friday, May 15th. BNP Paribas Exane lifted their price objective on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. KeyCorp increased their target price on shares of Cisco Systems from $87.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Finally, Argus raised their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research report on Tuesday, May 19th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $122.90.
Insider Transactions at Cisco Systems
In other Cisco Systems news, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the sale, the executive vice president owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. This trade represents a 4.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $121.12, for a total value of $315,759.84. Following the sale, the executive vice president owned 172,727 shares in the company, valued at $20,920,694.24. The trade was a 1.49% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is currently owned by corporate insiders.
Cisco Systems Price Performance
Shares of Cisco Systems stock opened at $119.54 on Friday. The firm’s 50 day moving average price is $106.15 and its 200-day moving average price is $88.00. 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 52-week low of $65.72 and a 52-week high of $130.37. The company has a market cap of $471.16 billion, a P/E ratio of 38.81, a PEG ratio of 3.05 and a beta of 1.01.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. Cisco Systems’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same quarter 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. On average, sell-side analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.
Cisco Systems Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio is currently 54.55%.
Key Stories Impacting Cisco Systems
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
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.
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