Cisco Systems, Inc. $CSCO Stake Increased by Global Financial Private Client LLC

Global Financial Private Client LLC increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10.2% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 48,106 shares of the network equipment provider’s stock after buying an additional 4,441 shares during the quarter. Cisco Systems accounts for approximately 1.2% of Global Financial Private Client LLC’s holdings, making the stock its 14th biggest position. Global Financial Private Client LLC’s holdings in Cisco Systems were worth $3,733,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of CSCO. Intesa Sanpaolo Wealth Management acquired a new stake in Cisco Systems during the 4th quarter worth about $25,000. MidAtlantic Capital Management Inc. purchased a new stake in shares of Cisco Systems in the fourth quarter worth approximately $25,000. Jessup Wealth Management Inc purchased a new stake in shares of Cisco Systems in the fourth quarter worth approximately $29,000. EQ Wealth Advisors LLC acquired a new stake in shares of Cisco Systems during the fourth quarter worth approximately $31,000. Finally, Board of the Pension Protection Fund purchased a new position in Cisco Systems during the fourth quarter valued at approximately $31,000. 73.33% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the sale, the executive vice president owned 177,223 shares in the company, valued at approximately $20,790,030.13. This represents a 3.58% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $114.61, for a total value of $316,438.21. Following the transaction, the executive vice president directly owned 180,877 shares in the company, valued at approximately $20,730,312.97. This represents a 1.50% 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. Over the last three months, insiders 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

Shares of 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 firm has a market cap of $471.81 billion, a PE ratio of 38.86, a PEG ratio of 3.09 and a beta of 1.01. The firm’s 50 day moving average price is $108.44 and its 200 day moving average price is $89.00. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results 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 net margin of 20.14% and a return on equity of 28.44%. The company had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same period in the previous year, the firm posted $0.96 earnings per share. The company’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. As a group, research analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. 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 is currently 54.55%.

Key Stories Impacting Cisco Systems

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

Analysts Set New Price Targets

Several research analysts have weighed in on the stock. Truist Financial initiated coverage on shares of Cisco Systems in a research note on Tuesday, March 31st. They issued a “buy” rating and a $94.00 price objective on the stock. Argus lifted their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. Bank of America upped their price target on shares of Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a research note on Monday, June 8th. BNP Paribas Exane increased their price objective on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Finally, Citic Securities lifted their price objective on Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $122.90.

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.