Spectrum Asset Management Inc. NB CA Has $4.28 Million Stock Holdings in Cisco Systems, Inc. $CSCO

Spectrum Asset Management Inc. NB CA trimmed its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 11.0% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 55,147 shares of the network equipment provider’s stock after selling 6,797 shares during the quarter. Cisco Systems accounts for 1.4% of Spectrum Asset Management Inc. NB CA’s holdings, making the stock its 22nd largest holding. Spectrum Asset Management Inc. NB CA’s holdings in Cisco Systems were worth $4,279,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC lifted its position in shares of Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after buying an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after acquiring an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Cisco Systems by 7.5% in the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after acquiring an additional 712 shares during the last quarter. Schnieders Capital Management LLC. lifted its holdings in shares of Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after acquiring an additional 519 shares during the last quarter. Finally, Marshall Wace LLP boosted its stake in shares of Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after purchasing an additional 590,650 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on CSCO shares. Barclays upped their price objective on shares of Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 14th. HSBC upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating and raised their target price for the company from $77.00 to $137.00 in a research report on Friday, May 15th. Zacks Research downgraded shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Bank of America increased their price target on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Finally, Evercore raised their price objective on Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus price target of $123.14.

Cisco Systems Price Performance

Shares of CSCO opened at $113.77 on Friday. The business has a 50-day moving average of $109.79 and a 200-day moving average of $89.46. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The company has a market capitalization of $448.42 billion, a price-to-earnings ratio of 36.94, a price-to-earnings-growth ratio of 2.90 and a beta of 1.01. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion for 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 was up 12.0% on a year-over-year basis. During the same period in the prior year, the business posted $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. As a group, equities research analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio is currently 54.55%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: KeyCorp raised its price target on Cisco to $130 and reiterated an Overweight rating, suggesting upside from current levels. Cisco Systems price target raised by KeyCorp
• Positive Sentiment: Cisco received a consensus rating of “Moderate Buy” from brokerages, reinforcing a generally favorable long-term analyst view. Cisco Systems receives consensus rating of Moderate Buy from brokerages
• Positive Sentiment: A valuation update lifted Cisco’s fair value estimate modestly, with analysts pointing to stronger AI networking execution, campus refresh demand, and optical growth tied to Acacia. Cisco stock sees modest fair value lift after AI networking target raises
• Neutral Sentiment: Cisco joined a Linux Foundation-led initiative, Akrites, aimed at strengthening critical open-source software against AI-enabled cyber threats, which may support its cybersecurity positioning but is not an immediate earnings driver. Linux Foundation and industry leaders launch Akrites
• Neutral Sentiment: Recent earnings coverage highlighted Cisco’s latest quarterly results and broader IT-services tech trends, but did not add a major new catalyst by itself. Q1 earnings roundup: Cisco and the rest of the IT services & other tech segment
• Negative Sentiment: Cisco disclosed plans to lay off more than 400 workers in California, which can signal cost-cutting or restructuring pressure and may weigh on sentiment. Cisco to lay off more than 400 workers in California
• Negative Sentiment: Broader tech weakness, including an AI and memory-stock selloff tied to an OpenAI IPO delay report, may also be dragging on Cisco shares. Nvidia, Micron, AMD lead chip selloff on OpenAI IPO delay report rattles tech

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 2,607 shares of the company’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $121.12, for a total transaction of $315,759.84. Following the sale, the executive vice president owned 172,727 shares of the company’s stock, valued at approximately $20,920,694.24. This represents a 1.49% decrease in their ownership of the stock. The sale 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 Thimaya K. Subaiya sold 7,127 shares of the stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following the sale, the executive vice president owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. The trade was a 4.82% decrease in their ownership of the stock. 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. Insiders sold a total of 47,650 shares of company stock valued at $5,668,823 over the last 90 days. 0.01% of the stock is owned by company 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.