Todd Asset Management LLC Buys 106,153 Shares of Cisco Systems, Inc. $CSCO

Todd Asset Management LLC grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 15.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 815,227 shares of the network equipment provider’s stock after acquiring an additional 106,153 shares during the period. Cisco Systems accounts for about 1.2% of Todd Asset Management LLC’s investment portfolio, making the stock its 22nd biggest position. Todd Asset Management LLC’s holdings in Cisco Systems were worth $62,797,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of CSCO. Wealthquest Corp acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $234,000. Kuhn & Co Investment Counsel grew its holdings in Cisco Systems by 10.3% during the fourth quarter. Kuhn & Co Investment Counsel now owns 6,860 shares of the network equipment provider’s stock valued at $528,000 after purchasing an additional 640 shares during the period. First National Trust Co grew its holdings in Cisco Systems by 0.4% during the fourth quarter. First National Trust Co now owns 291,563 shares of the network equipment provider’s stock valued at $22,459,000 after purchasing an additional 1,177 shares during the period. North Star Asset Management Inc. grew its holdings in Cisco Systems by 1.5% during the fourth quarter. North Star Asset Management Inc. now owns 47,412 shares of the network equipment provider’s stock valued at $3,652,000 after purchasing an additional 705 shares during the period. Finally, Prospera Financial Services Inc grew its holdings in Cisco Systems by 0.8% during the fourth quarter. Prospera Financial Services Inc now owns 181,493 shares of the network equipment provider’s stock valued at $13,984,000 after purchasing an additional 1,406 shares during the period. 73.33% of the stock is owned by institutional investors.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco is being viewed as an AI networking winner, with multiple reports citing surging hyperscaler orders and stronger campus upgrade activity that could support revenue growth and the company’s AI outlook. Cisco Gains From AI Networking Boom : More Upside Ahead?
• Positive Sentiment: Another bullish article said Cisco has climbed sharply over the past month because investors are rewarding its exposure to AI networking demand, even though margin pressure remains a concern. Cisco Rises 33% in a Month: Here’s Why You Should Buy the Stock
• Positive Sentiment: Coverage also emphasized Cisco’s strong recent financial results, pointing to solid top- and bottom-line growth that reinforces its role as a core tech holding for long-term investors. Impressive Financial Results Assert Cisco Systems, Inc. (CSCO) as a Top Tech Stock in Ken Fisher’s Portfolio
• Neutral Sentiment: Wall Street commentary remained broadly constructive, with articles noting bullish analyst views on Cisco, but these pieces did not add a new catalyst beyond reinforcing existing optimism. Should You Invest in Cisco (CSCO) Based on Bullish Wall Street Views?
• Neutral Sentiment: Cisco was also mentioned as part of a broader AI optics alliance focused on standardizing optical connectivity for AI infrastructure, which supports the company’s strategic positioning but is not a direct company-specific development. 3M Joins AI Optics Alliance As Shares Screen Undervalued
• Negative Sentiment: Recent insider selling by a Cisco executive could create some caution, even though it is not necessarily a sign of deteriorating fundamentals. Cisco Systems (NASDAQ:CSCO) EVP Sells $772,603.66 in Stock
• Negative Sentiment: Another report flagged additional insider selling, which may weigh on sentiment at the margin after the stock’s recent strong run. Insider Selling: Cisco Systems (NASDAQ:CSCO) Insider Sells $840,780.32 in Stock

Cisco Systems Price Performance

Cisco Systems stock opened at $120.41 on Monday. The stock has a market capitalization of $474.59 billion, a PE ratio of 39.09, a price-to-earnings-growth ratio of 3.66 and a beta of 0.92. Cisco Systems, Inc. has a twelve month low of $62.30 and a twelve month high of $120.79. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The company has a 50 day moving average of $89.34 and a 200-day moving average of $81.57.

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, beating the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.96 earnings per share. 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. On average, equities research analysts anticipate that Cisco Systems, Inc. will post 3.44 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a $0.42 dividend. 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 dividend payout ratio is 54.55%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on CSCO shares. HSBC upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating and boosted their price objective for the company from $77.00 to $137.00 in a report on Friday, May 15th. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. KeyCorp boosted their price objective on shares of Cisco Systems from $87.00 to $125.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Citic Securities boosted their price objective on shares of Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. Finally, BNP Paribas Exane boosted their price objective on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $118.14.

Insider Buying and Selling

In other news, SVP Maria Victoria Wong sold 2,179 shares of the business’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total value of $169,395.46. Following the sale, the senior vice president owned 28,807 shares of the company’s stock, valued at $2,239,456.18. The trade was a 7.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the sale, the executive vice president directly owned 187,097 shares in the company, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 32,103 shares of company stock valued at $3,160,587. 0.01% of the stock is owned by corporate insiders.

Cisco Systems Company 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.