Applied Finance Capital Management LLC Has $35.64 Million Holdings in Cisco Systems, Inc. $CSCO

Applied Finance Capital Management LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10.3% in the 1st quarter, Holdings Channel reports. The institutional investor owned 459,371 shares of the network equipment provider’s stock after selling 52,797 shares during the quarter. Cisco Systems accounts for about 2.7% of Applied Finance Capital Management LLC’s portfolio, making the stock its 7th largest position. Applied Finance Capital Management LLC’s holdings in Cisco Systems were worth $35,643,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Intesa Sanpaolo Wealth Management acquired a new position in shares of Cisco Systems in the fourth quarter valued at approximately $25,000. MidAtlantic Capital Management Inc. bought a new stake in shares of Cisco Systems in the 4th quarter valued at about $25,000. Networth Advisors LLC increased its stake in shares of Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after buying an additional 246 shares during the period. Manning & Napier Advisors LLC lifted its stake in shares of Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after acquiring an additional 200 shares during the period. Finally, Financial Life Planners acquired a new position in shares of Cisco Systems in the first quarter worth approximately $27,000. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $121.31 on Monday. The stock 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 quick ratio of 0.81 and a current ratio of 0.92. Cisco Systems, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37. The firm’s 50-day simple moving average is $115.32 and its 200 day simple moving average is $92.18.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The firm had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same period in the previous year, the company 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, research analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a $0.42 dividend. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio is currently 54.55%.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on CSCO. New Street Research lifted their target price 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. CICC Research lifted their target price on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. Piper Sandler increased their price target on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. BNP Paribas Exane lifted their price target on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Finally, Truist Financial began coverage on Cisco Systems in a research report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 target price for the company. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $123.14.

More Cisco Systems News

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.

Insider Activity at Cisco Systems

In related news, insider Jeetendra I. Patel sold 7,169 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the transaction, the insider directly owned 246,737 shares of the company’s stock, valued at $28,937,315.36. This trade represents a 2.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 business’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 completion of the transaction, the executive vice president owned 177,223 shares in the company, valued at $20,790,030.13. The trade was a 3.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 47,650 shares of company stock valued at $5,668,823 over the last three months. 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.