Cisco Systems, Inc. $CSCO Shares Bought by Apella Capital LLC

Apella Capital LLC raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 27.1% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 28,635 shares of the network equipment provider’s stock after purchasing an additional 6,098 shares during the quarter. Apella Capital LLC’s holdings in Cisco Systems were worth $2,222,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. raised its stake in Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after acquiring an additional 4,049,893 shares during the last quarter. State Street Corp lifted its holdings in shares of Cisco Systems by 0.5% during the fourth quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock worth $15,060,995,000 after purchasing an additional 1,057,962 shares during the period. Morgan Stanley lifted its holdings in shares of Cisco Systems by 0.3% during the fourth quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock worth $5,802,382,000 after purchasing an additional 206,352 shares during the period. Invesco Ltd. boosted its position in Cisco Systems by 11.6% in the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after buying an additional 6,224,062 shares during the last quarter. Finally, Norges Bank acquired a new position in Cisco Systems in the 4th quarter worth approximately $4,473,272,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

CSCO opened at $118.97 on Friday. The firm has a fifty day moving average price of $109.17 and a 200 day moving average price of $89.29. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37. The stock has a market cap of $468.91 billion, a P/E ratio of 38.63, a P/E/G ratio of 3.06 and a beta of 1.01. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same quarter last year, the business earned $0.96 earnings per share. The firm’s 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. Equities research analysts anticipate that Cisco Systems, Inc. will post 3.53 earnings per share for the current year.

Cisco Systems Dividend Announcement

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

Cisco Systems News Summary

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

• Positive Sentiment: KeyCorp raised its price target on Cisco to $130 from $125 and reiterated an Overweight rating, signaling continued analyst confidence in upside from current levels. Benzinga
• Positive Sentiment: New coverage highlighted Cisco’s growing role in AI infrastructure, including Acacia/800G optics orders and broader demand tied to AI data center spending, which supports the long-term growth story. Article
• Positive Sentiment: Rafay Systems said it expanded its Elevate AI infrastructure ecosystem with growing relationships including Cisco, reinforcing Cisco’s visibility in the AI and cloud-native infrastructure market. Article
• Neutral Sentiment: Recent commentary noted Cisco has outperformed some competitors despite a weaker trading session, suggesting relative resilience rather than a major new catalyst. Article
• Neutral Sentiment: Several market-wrap and valuation pieces described Cisco as a hold or a value stock after its strong run, which may be tempering near-term enthusiasm even as fundamentals remain solid. Article
• Negative Sentiment: Shares were recently weaker than the broader market in the latest session, reflecting some profit-taking after the stock’s sharp rally. Article

Wall Street Analyst Weigh In

CSCO has been the subject of a number of recent research reports. Evercore raised their price target on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. New Street Research increased their price objective on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. UBS Group boosted their target price on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Morgan Stanley upped their price target on shares of Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a report on Friday, June 12th. Finally, Truist Financial assumed coverage on Cisco Systems in a research report on Tuesday, March 31st. They set a “buy” rating and a $94.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $123.14.

Insider Transactions at Cisco Systems

In other Cisco Systems news, 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 value of $772,603.66. Following the sale, the executive vice president directly owned 177,223 shares of the company’s stock, valued at approximately $20,790,030.13. This trade represents a 3.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of the sale, the insider directly owned 246,737 shares in the company, valued at approximately $28,937,315.36. The trade was a 2.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 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 quarter. Company insiders own 0.01% of the company’s stock.

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.