Poehling Capital Management INC. Makes New $213,000 Investment in Cisco Systems, Inc. $CSCO

Poehling Capital Management INC. bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 3,073 shares of the network equipment provider’s stock, valued at approximately $213,000.

Other large investors have also recently modified their holdings of the company. Vanguard Group Inc. raised its position in Cisco Systems by 0.5% during the 1st quarter. Vanguard Group Inc. now owns 388,949,854 shares of the network equipment provider’s stock valued at $24,002,095,000 after purchasing an additional 1,865,648 shares in the last quarter. Geode Capital Management LLC increased its stake in shares of Cisco Systems by 1.2% during the second quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock valued at $6,864,058,000 after buying an additional 1,157,704 shares during the period. Invesco Ltd. raised its holdings in shares of Cisco Systems by 10.4% in the first quarter. Invesco Ltd. now owns 47,117,146 shares of the network equipment provider’s stock valued at $2,907,599,000 after acquiring an additional 4,437,450 shares in the last quarter. Goldman Sachs Group Inc. lifted its stake in Cisco Systems by 37.4% in the first quarter. Goldman Sachs Group Inc. now owns 46,973,293 shares of the network equipment provider’s stock worth $2,898,722,000 after acquiring an additional 12,775,066 shares during the period. Finally, UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Cisco Systems by 3.6% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 37,797,629 shares of the network equipment provider’s stock worth $2,332,492,000 after acquiring an additional 1,326,354 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Up 0.8%

Shares of CSCO stock opened at $78.00 on Monday. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $79.50. The stock’s fifty day moving average price is $69.87 and its 200 day moving average price is $67.56. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.00 and a quick ratio of 0.91. The company has a market cap of $307.38 billion, a price-to-earnings ratio of 29.77, a price-to-earnings-growth ratio of 3.00 and a beta of 0.95.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The company had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. During the same period last year, the business posted $0.91 earnings per share. The firm’s revenue was up 7.5% compared to the same quarter last year. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS. Q2 2026 guidance at 1.010-1.030 EPS. On average, research analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd will be paid a dividend of $0.41 per share. The ex-dividend date is Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a yield of 2.1%. Cisco Systems’s dividend payout ratio is presently 61.65%.

Insider Activity at Cisco Systems

In other news, EVP Oliver Tuszik sold 17,526 shares of the business’s stock in a transaction on Friday, September 19th. The shares were sold at an average price of $67.95, for a total transaction of $1,190,891.70. Following the sale, the executive vice president directly owned 198,855 shares of the company’s stock, valued at $13,512,197.25. The trade was a 8.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Deborah L. Stahlkopf sold 2,718 shares of the firm’s stock in a transaction on Thursday, September 11th. The stock was sold at an average price of $68.08, for a total value of $185,041.44. Following the completion of the transaction, the executive vice president owned 157,184 shares of the company’s stock, valued at $10,701,086.72. This trade represents a 1.70% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 33,089 shares of company stock valued at $2,236,383. 0.01% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on the stock. William Blair raised shares of Cisco Systems to a “hold” rating in a report on Thursday, August 14th. UBS Group lifted their price target on Cisco Systems from $88.00 to $90.00 and gave the company a “buy” rating in a report on Thursday. Evercore ISI boosted their price target on Cisco Systems from $74.00 to $80.00 and gave the stock an “in-line” rating in a research report on Thursday. HSBC raised their price objective on Cisco Systems from $69.00 to $74.00 and gave the company a “hold” rating in a research report on Friday. Finally, Bank of America boosted their target price on shares of Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday. Sixteen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $83.75.

About Cisco Systems

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.