Bridgeway Capital Management LLC Has $24.39 Million Holdings in Cisco Systems, Inc. $CSCO

Bridgeway Capital Management LLC cut its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 5.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 316,642 shares of the network equipment provider’s stock after selling 16,842 shares during the quarter. Bridgeway Capital Management LLC’s holdings in Cisco Systems were worth $24,391,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. grew its position 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 purchasing an additional 4,049,893 shares during the last quarter. State Street Corp grew its position in Cisco Systems by 0.5% in the 4th 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 last quarter. Morgan Stanley grew its position in Cisco Systems by 0.3% in the 4th 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 last quarter. Norges Bank acquired a new stake in Cisco Systems in the 4th quarter worth $4,473,272,000. Finally, Invesco Ltd. grew its position in Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after purchasing an additional 5,081,469 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Cisco Systems

In other news, EVP Oliver Tuszik sold 2,607 shares of Cisco Systems stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $121.12, for a total transaction of $315,759.84. Following the sale, the executive vice president directly owned 172,727 shares in the company, valued at approximately $20,920,694.24. The trade was a 1.49% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible 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 Cisco Systems stock in a transaction dated 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 in the company, valued at approximately $76,469,312.55. This trade represents a 3.25% 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 sold 47,650 shares of company stock worth $5,668,823 in the last 90 days. 0.01% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on CSCO shares. New Street Research raised their price target on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Bank of America raised their price target on shares of Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Weiss Ratings upgraded shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 29th. Piper Sandler raised their price target 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. Finally, JPMorgan Chase & Co. raised their price target on shares of Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $122.90.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Equinix expanded its partnerships with Cisco and NVIDIA to speed enterprise AI adoption, highlighting Cisco’s involvement in standardized “AI factory” deployments that could support longer-term networking demand. Equinix Strengthens AI Infrastructure With Cisco & NVIDIA Partnerships
• Positive Sentiment: Recent commentary says Cisco is capitalizing on the AI networking boom, with strong revenue growth and surging orders across segments suggesting more upside if AI infrastructure spending stays strong. Cisco Systems Capitalizes on AI Networking Boom: More Upside Ahead?
• Positive Sentiment: A separate piece argues Cisco is still benefiting from the agentic AI boom, with order momentum and disciplined cost control supporting earnings growth and margin stability. Cisco: Riding The Agentic AI Boom
• Neutral Sentiment: New articles comparing Cisco’s stock performance with technology peers and asking whether the valuation is still reasonable may reinforce debate that a lot of the AI optimism is already priced in. Cisco Systems (CSCO) Stock After 87% One-Year Rally Is The Price Still Reasonable
• Negative Sentiment: Investors may also react cautiously to disclosure that Cisco EVP Thimaya K. Subaiya sold 7,127 shares, even though the sale was made under a pre-arranged 10b5-1 plan and does not necessarily signal a negative outlook. Insider trade disclosure

Cisco Systems Price Performance

Shares of Cisco Systems stock opened at $117.33 on Thursday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The firm’s 50-day simple moving average is $104.65 and its 200-day simple moving average is $87.48. Cisco Systems, Inc. has a twelve month low of $65.38 and a twelve month high of $130.37. The firm has a market cap of $462.45 billion, a P/E ratio of 38.09, a price-to-earnings-growth ratio of 3.05 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last issued 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 for the quarter, compared to analyst estimates of $15.56 billion. During the same period in the previous year, the business earned $0.96 EPS. 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, research analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal 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. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is 54.55%.

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.