Ironwood Investment Counsel LLC Has $3.12 Million Position in Cisco Systems, Inc. $CSCO

Ironwood Investment Counsel LLC lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 10.1% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 40,491 shares of the network equipment provider’s stock after selling 4,525 shares during the quarter. Ironwood Investment Counsel LLC’s holdings in Cisco Systems were worth $3,119,000 at the end of the most recent reporting period.

Other large investors have also recently added to or reduced their stakes in the company. Board of the Pension Protection Fund acquired a new stake in shares of Cisco Systems in the fourth quarter valued at approximately $31,000. EQ Wealth Advisors LLC acquired a new stake in shares of Cisco Systems in the fourth quarter valued at approximately $31,000. Anfield Capital Management LLC lifted its position in shares of Cisco Systems by 248.9% in the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock valued at $37,000 after buying an additional 346 shares during the last quarter. Joseph Group Capital Management acquired a new stake in shares of Cisco Systems in the fourth quarter valued at approximately $38,000. Finally, Luken Investment Analytics LLC lifted its position in shares of Cisco Systems by 418.0% in the fourth quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock valued at $40,000 after buying an additional 418 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Analyst Ratings Changes

CSCO has been the subject of a number of recent analyst reports. BNP Paribas Exane raised their price objective on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research report on Thursday. The Goldman Sachs Group raised their price objective on Cisco Systems from $75.00 to $116.00 and gave the company a “neutral” rating in a research report on Thursday. JPMorgan Chase & Co. raised their price objective on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a research report on Thursday, February 12th. Finally, Citic Securities raised their price objective on Cisco Systems from $90.00 to $130.00 in a research report on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and an average target price of $114.55.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $118.21 on Monday. The stock has a market cap of $466.92 billion, a P/E ratio of 38.38, a PEG ratio of 3.61 and a beta of 0.92. The stock has a 50 day simple moving average of $85.41 and a 200 day simple moving average of $80.01. 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 1-year low of $62.30 and a 1-year high of $119.36.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same period last year, the firm posted $0.96 EPS. 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 anticipate that Cisco Systems, Inc. will post 3.42 earnings per share for the current year.

Cisco Systems Dividend Announcement

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

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

Insider Transactions at Cisco Systems

In related news, SVP Maria Victoria Wong sold 551 shares of Cisco Systems stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total transaction of $42,724.54. Following the completion of the sale, the senior vice president directly owned 27,957 shares of the company’s stock, valued at approximately $2,167,785.78. This trade represents a 1.93% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the sale, the executive vice president directly owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. The trade was a 1.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 15,587 shares of company stock valued at $1,230,765. 0.01% of the stock is currently owned by company insiders.

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.