Cisco Systems, Inc. $CSCO Holdings Lifted by Gables Capital Management Inc.

Gables Capital Management Inc. boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 339.2% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,710 shares of the network equipment provider’s stock after buying an additional 4,410 shares during the period. Gables Capital Management Inc.’s holdings in Cisco Systems were worth $443,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently bought and sold shares of the business. Commonwealth of Pennsylvania Public School Empls Retrmt SYS boosted its position in Cisco Systems by 0.4% during the 1st quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 920,379 shares of the network equipment provider’s stock worth $71,412,000 after acquiring an additional 3,744 shares during the period. Cullinan Associates Inc. lifted its position in shares of Cisco Systems by 5.7% in the first quarter. Cullinan Associates Inc. now owns 101,073 shares of the network equipment provider’s stock worth $7,842,000 after purchasing an additional 5,448 shares in the last quarter. Midwest Trust Co boosted its holdings in shares of Cisco Systems by 0.3% during the first quarter. Midwest Trust Co now owns 1,061,238 shares of the network equipment provider’s stock worth $82,341,000 after purchasing an additional 2,799 shares during the period. Fifth Third Bancorp increased its stake in Cisco Systems by 71.4% in the 1st quarter. Fifth Third Bancorp now owns 3,835,824 shares of the network equipment provider’s stock valued at $297,622,000 after buying an additional 1,598,159 shares during the period. Finally, Glass Wealth Management Co LLC lifted its position in Cisco Systems by 10.0% in the 1st quarter. Glass Wealth Management Co LLC now owns 30,635 shares of the network equipment provider’s stock worth $2,377,000 after buying an additional 2,780 shares in the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Stock Performance

Shares of NASDAQ CSCO traded up $3.00 during trading hours on Friday, reaching $121.31. The stock had a trading volume of 26,175,468 shares, compared to its average volume of 23,114,244. The company has a market cap of $478.14 billion, a price-to-earnings ratio of 39.39, a PEG ratio of 3.09 and a beta of 1.02. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The business’s fifty day moving average is $115.32 and its two-hundred day moving average is $92.08. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37.

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. As a group, research analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The business 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 $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is 54.55%.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco was highlighted as an AI infrastructure leader, with its networking, optics, Splunk, and hyperscaler exposure seen as key drivers of stronger long-term demand. Cisco, IBD Stock Of The Day, Went From Slow-Growth Tech Icon To AI Infrastructure Leader
• Positive Sentiment: Zacks included CSCO among cloud computing stocks positioned to benefit from AI-driven data-center growth in the second half of 2026, supporting the stock’s bull case. 5 Cloud Computing Stocks to Buy for 2H 2026 as Digital Demand Soars
• Positive Sentiment: Cisco landed a $230 million Army-related role, adding another sign of demand for its networking and security offerings. Cisco (CSCO) Lands $230 Million Army Role And Backs AP Cybersecurity Course
• Positive Sentiment: Cisco also partnered with the College Board to launch a new AP Cybersecurity course, which could help strengthen its long-term brand in cybersecurity education and talent development. Cisco (CSCO) Partners With College Board to Launch AP Cybersecurity Course
• Neutral Sentiment: A data-center infrastructure market report named Cisco among industry participants benefiting from AI adoption and cloud expansion, but this was more of an industry overview than a company-specific catalyst. Data Center Infrastructure Management (DCIM) Software Market Report Published; Profiles Schneider Electric, Vertiv, IBM, Cisco, HPE & 10 Others
• Neutral Sentiment: One note said short interest in Cisco increased in July, but the figures reported zero shares on both dates, so it does not appear to be a meaningful trading signal.

Wall Street Analyst Weigh In

CSCO has been the topic of a number of research reports. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 30th. UBS Group raised their price objective 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. KeyCorp increased their price target on shares of Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. CICC Research raised their target price on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Finally, Bank of America boosted their target price on Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $123.14.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the sale, the insider directly owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. The trade was a 2.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the company’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the sale, the chief executive officer owned 637,085 shares of the company’s stock, valued at $76,469,312.55. The trade was a 3.25% 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 have sold a total of 47,650 shares of company stock valued at $5,668,823 over the last ninety days. Company insiders own 0.01% of the company’s stock.

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.