Farmers National Bank Grows Stock Position in Cisco Systems, Inc. $CSCO

Farmers National Bank increased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 6.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 96,541 shares of the network equipment provider’s stock after purchasing an additional 6,115 shares during the quarter. Cisco Systems accounts for 1.7% of Farmers National Bank’s holdings, making the stock its 14th largest holding. Farmers National Bank’s holdings in Cisco Systems were worth $7,437,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of the stock. Intesa Sanpaolo Wealth Management acquired a new position in shares of Cisco Systems during the fourth quarter worth about $25,000. MidAtlantic Capital Management Inc. acquired a new stake in Cisco Systems in the fourth quarter valued at approximately $25,000. Jessup Wealth Management Inc acquired a new stake in Cisco Systems in the fourth quarter valued at approximately $29,000. EQ Wealth Advisors LLC purchased a new position in Cisco Systems in the fourth quarter worth approximately $31,000. Finally, Board of the Pension Protection Fund purchased a new position in Cisco Systems in the fourth quarter worth approximately $31,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems News Summary

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

• Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
• Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
• Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
• Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
• Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
• Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on CSCO shares. Citic Securities increased their price objective on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. BNP Paribas Exane lifted their price objective on shares of Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. KeyCorp boosted their target price on shares of Cisco Systems from $87.00 to $125.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. Barclays increased their target price on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a report on Thursday, May 14th. Finally, Evercore lifted their price target on Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average target price of $122.90.

Insider Activity at Cisco Systems

In related news, CEO Charles Robbins sold 21,400 shares of the company’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the completion of the sale, the chief executive officer directly owned 637,085 shares of the company’s stock, valued at $76,469,312.55. This represents a 3.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following the transaction, the executive vice president owned 140,857 shares in the company, valued at $16,890,162.87. This represents a 4.82% 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. In the last 90 days, insiders have sold 47,650 shares of company stock valued at $5,668,823. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

CSCO stock opened at $119.54 on Friday. The stock has a market cap of $471.16 billion, a P/E ratio of 38.81, a PEG ratio of 3.05 and a beta of 1.01. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a twelve month low of $65.72 and a twelve month high of $130.37. The company’s 50 day moving average is $106.15 and its two-hundred day moving average is $88.00.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results 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. 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 quarter in the prior year, the business posted $0.96 EPS. The company’s revenue for the quarter 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. Research analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

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 $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 dividend payout ratio is currently 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.