Cisco Systems, Inc. $CSCO Shares Sold by Ghe LLC

Ghe LLC reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 77.9% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,751 shares of the network equipment provider’s stock after selling 23,741 shares during the quarter. Ghe LLC’s holdings in Cisco Systems were worth $524,000 at the end of the most recent quarter.

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

Analyst Ratings Changes

CSCO has been the subject of a number of research analyst reports. Piper Sandler increased their target price on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. BNP Paribas Exane upped their price objective on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. HSBC upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating and increased their price objective for the company from $77.00 to $137.00 in a research note on Friday, May 15th. KeyCorp increased their price objective on Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Finally, The Goldman Sachs Group increased their price target on Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research report on Wednesday, June 3rd. Three investment 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’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average 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.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $121.31 on Monday. The stock has a market capitalization of $478.14 billion, a price-to-earnings ratio of 39.39, a PEG ratio of 3.09 and a beta of 1.02. Cisco Systems, Inc. has a 52 week low of $65.75 and a 52 week high of $130.37. The stock’s 50 day moving average price is $115.32 and its two-hundred day moving average price is $92.18. 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 (NASDAQ:CSCO) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share 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 business had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. During the same period 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. As a group, analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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

Insider Buying and Selling

In related news, EVP Oliver Tuszik sold 2,761 shares of the firm’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $114.61, for a total transaction of $316,438.21. Following the sale, the executive vice president owned 180,877 shares of the company’s stock, valued at $20,730,312.97. This trade represents a 1.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the transaction, the executive vice president 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 position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,650 shares of company stock valued at $5,668,823 in the last ninety days. Insiders own 0.01% of the company’s stock.

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.