Ascentis Independent Advisors Acquires 26,551 Shares of Cisco Systems, Inc. $CSCO

Ascentis Independent Advisors grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 83.3% during the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 58,439 shares of the network equipment provider’s stock after buying an additional 26,551 shares during the period. Ascentis Independent Advisors’ holdings in Cisco Systems were worth $4,534,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in CSCO. Raleigh Capital Management Inc. increased its position in Cisco Systems by 46.4% during the 1st quarter. Raleigh Capital Management Inc. now owns 15,728 shares of the network equipment provider’s stock valued at $1,220,000 after purchasing an additional 4,985 shares during the period. Lee Danner & Bass Inc. lifted its position in shares of Cisco Systems by 0.7% in the 1st quarter. Lee Danner & Bass Inc. now owns 81,303 shares of the network equipment provider’s stock worth $6,308,000 after purchasing an additional 574 shares during the period. Parrish Capital LLC bought a new stake in shares of Cisco Systems during the 1st quarter valued at about $359,000. NBT Bank N A NY boosted its stake in shares of Cisco Systems by 0.3% during the 1st quarter. NBT Bank N A NY now owns 153,062 shares of the network equipment provider’s stock valued at $11,876,000 after purchasing an additional 466 shares in the last quarter. Finally, St. Johns Investment Management Company LLC increased its position in shares of Cisco Systems by 1.1% during the first quarter. St. Johns Investment Management Company LLC now owns 18,470 shares of the network equipment provider’s stock valued at $1,433,000 after buying an additional 208 shares during the period. Institutional investors own 73.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have commented on CSCO shares. New Street Research raised their price objective on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. KeyCorp upped their target price on Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. JPMorgan Chase & Co. increased their target price on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Barclays raised their target price on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. Finally, Morgan Stanley lifted their price target on Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $123.14.

Cisco Systems Price Performance

Shares of CSCO opened at $112.69 on Monday. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37. The company has a market capitalization of $444.16 billion, a P/E ratio of 36.59, a price-to-earnings-growth ratio of 2.87 and a beta of 1.02. The firm has a 50 day moving average of $112.59 and a 200 day moving average of $90.82. 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 (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm’s quarterly revenue was up 12.0% on a year-over-year basis. During the same period in the prior year, the firm posted $0.96 EPS. 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. As a group, equities research analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm 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 dividend of $0.42 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio (DPR) is 54.55%.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco is being highlighted as a potential AI infrastructure winner after reporting record quarterly revenue, raising full-year guidance, and saying it expects about $9 billion in AI infrastructure orders from hyperscalers in FY26. Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target
• Positive Sentiment: Zacks Research upgraded Cisco from hold to strong-buy, reinforcing a more constructive analyst view on the stock. Zacks.com
• Positive Sentiment: Several market writeups continue to frame Cisco as a beneficiary of AI demand and a blue-chip pick for the second half of 2026, which may support investor sentiment. Dow Records Best 1H Performance Since 2021: 5 Top Picks for 2H 2026
• Neutral Sentiment: One article compared Cisco’s stock performance with the broader technology sector this year, suggesting investors are still evaluating whether CSCO is outperforming peers or simply benefiting from sector rotation. Are Computer and Technology Stocks Lagging Cisco Systems (CSCO) This Year?
• Neutral Sentiment: Cisco also announced an AP Cybersecurity partnership with the College Board, a positive brand and education initiative, but one that is likely not a major near-term stock driver. Cisco Partners With College Board To Launch AP Cybersecurity and Expand Career-Connected Learning
• Negative Sentiment: Some commentators are warning that Cisco’s valuation looks stretched on cash flow terms, even if earnings multiples remain reasonable, which could limit upside after the recent rally. Cisco (CSCO) Stock Looks Stretched On Cash Flow Yet Reasonable On Earnings
• Negative Sentiment: Another article explicitly said Cisco stock moved lower in the prior session, reflecting ongoing profit-taking and caution after a strong run-up. Cisco Systems (CSCO) Stock Moves -3.69%: What You Should Know
• Negative Sentiment: Recent “growth stock” pieces used Cisco as an example of what can go wrong when growth slows, adding a cautious narrative around the company’s long-term growth profile. 2 Growth Stocks with All-Star Potential and 1 Facing Challenges

Insider Buying and Selling

In related news, EVP Thimaya K. Subaiya sold 7,127 shares of Cisco Systems 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 directly owned 140,857 shares in the company, valued at approximately $16,890,162.87. This trade represents a 4.82% decrease in their position. The transaction was disclosed in a 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 Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total transaction of $772,603.66. Following the transaction, the executive vice president owned 177,223 shares in the company, valued at $20,790,030.13. This represents a 3.58% 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. Insiders sold 47,650 shares of company stock worth $5,668,823 in the last three months. 0.01% of the stock is currently owned by company insiders.

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.