Banque Cantonale Vaudoise Sells 18,215 Shares of Cisco Systems, Inc. $CSCO

Banque Cantonale Vaudoise trimmed its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 6.5% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 263,955 shares of the network equipment provider’s stock after selling 18,215 shares during the quarter. Cisco Systems comprises approximately 0.8% of Banque Cantonale Vaudoise’s portfolio, making the stock its 19th biggest position. Banque Cantonale Vaudoise’s holdings in Cisco Systems were worth $20,480,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Apella Capital LLC boosted its holdings in shares of Cisco Systems by 27.1% during the 1st quarter. Apella Capital LLC now owns 28,635 shares of the network equipment provider’s stock valued at $2,222,000 after acquiring an additional 6,098 shares during the last quarter. Assenagon Asset Management S.A. raised its holdings in shares of Cisco Systems by 3.9% during the first quarter. Assenagon Asset Management S.A. now owns 173,050 shares of the network equipment provider’s stock valued at $13,427,000 after purchasing an additional 6,486 shares during the last quarter. Tranquility Partners LLC lifted its position in Cisco Systems by 5.0% during the first quarter. Tranquility Partners LLC now owns 9,364 shares of the network equipment provider’s stock valued at $727,000 after purchasing an additional 443 shares during the period. Consilium Wealth Advisory LLC bought a new position in Cisco Systems during the first quarter valued at approximately $219,000. Finally, Brandywine Oak Private Wealth LLC boosted its holdings in Cisco Systems by 1.6% in the first quarter. Brandywine Oak Private Wealth LLC now owns 13,267 shares of the network equipment provider’s stock worth $1,029,000 after purchasing an additional 206 shares during the last quarter. Hedge funds and other institutional investors 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: A Supreme Court decision dismissed a long-running lawsuit accusing Cisco of aiding persecution in China, removing a legal overhang and reducing litigation risk for the company. US Supreme Court ends suit alleging Cisco helped China pursue Falun Gong
• Positive Sentiment: Articles highlighted Cisco’s growing role in the AI infrastructure boom, including Acacia/800G optics orders and “secure AI factory” initiatives, reinforcing the company’s growth narrative and supporting analyst optimism. Why Cisco’s (CSCO) Acacia Orders Give It a Clearer Role in the 800G AI Optics Cycle
• Positive Sentiment: Bank of America reportedly raised its price target on Cisco to $150 from $135 and kept a Buy rating, signaling continued Wall Street confidence in the stock’s longer-term upside. Why Cisco’s (CSCO) Acacia Orders Give It a Clearer Role in the 800G AI Optics Cycle
• Neutral Sentiment: Several commentary pieces described Cisco as a “hold” near its 52-week high, suggesting the market sees strong fundamentals but limited near-term upside after a big run. Cisco at $121: Buy, Sell or Hold?
• Neutral Sentiment: Other coverage said Cisco is now viewed more as a value stock in a volatile tech market, which may attract buyers but also reflects mixed positioning by investors. Cisco (NASDAQ:CSCO) Emerges As A Value Stock In A Volatile Tech Market
• Negative Sentiment: Some analysts and articles warned that Cisco’s AI-led growth is coming with pressure on the company’s historically high-margin profile, creating concern that profits may be less resilient than the revenue growth story suggests. Everyone Is Watching Cisco Stock’s AI Orders. Here’s The Number They Stopped Bragging About.
• Negative Sentiment: Recent trading updates show Cisco underperforming the broader market on the day, indicating some profit-taking after a strong run. Cisco Systems (CSCO) Dips More Than Broader Market: What You Should Know

Insider Buying and Selling at Cisco Systems

In other news, CEO Charles Robbins sold 21,400 shares of the stock in a transaction on Friday, May 22nd. The shares were 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 ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the firm’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the sale, the insider owned 246,737 shares in the company, valued at $28,937,315.36. The trade was a 2.82% 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. Over the last three months, insiders have sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on CSCO. Evercore boosted their target price on shares of Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Truist Financial began coverage on Cisco Systems in a research note on Tuesday, March 31st. They issued a “buy” rating and a $94.00 price target on the stock. Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. The Goldman Sachs Group upped their price objective on Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research report on Wednesday, June 3rd. Finally, Citigroup raised their target price on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $122.90.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $119.70 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 stock has a 50-day simple moving average of $108.44 and a two-hundred day simple moving average of $89.00. The firm has a market capitalization of $471.81 billion, a PE ratio of 38.86, a P/E/G ratio of 3.09 and a beta of 1.01. Cisco Systems, Inc. has a 52-week low of $65.75 and a 52-week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter last year, the company earned $0.96 earnings per share. The business’s revenue for the quarter was up 12.0% compared to the same quarter last year. 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. Analysts forecast that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Dividend Announcement

The company also recently announced 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. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

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.