Ghe LLC Sells 23,741 Shares of Cisco Systems, Inc. $CSCO

Ghe LLC decreased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 77.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,751 shares of the network equipment provider’s stock after selling 23,741 shares during the quarter. Ghe LLC’s holdings in Cisco Systems were worth $524,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. Intesa Sanpaolo Wealth Management bought a new stake in Cisco Systems during the fourth quarter worth $25,000. MidAtlantic Capital Management Inc. purchased a new stake in shares of Cisco Systems during the 4th quarter valued at $25,000. Networth Advisors LLC increased its position in shares of Cisco Systems by 276.4% during the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after purchasing an additional 246 shares during the last quarter. Manning & Napier Advisors LLC raised its stake in shares of Cisco Systems by 137.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after purchasing an additional 200 shares during the period. Finally, Financial Life Planners purchased a new position in shares of Cisco Systems in the 1st quarter worth about $27,000. 73.33% of the stock is owned by institutional investors.

Analyst Ratings Changes

CSCO has been the subject of a number of research reports. Morgan Stanley increased their target price on shares of Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. CICC Research upped their price objective on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a research note on Monday, May 18th. Bank of America increased their price objective on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a report on Monday, June 8th. Citigroup raised their target price on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Finally, Barclays boosted their target price on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $123.14.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $121.31 on Monday. The stock’s 50-day simple moving average is $115.32 and its two-hundred day simple moving average is $92.18. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37. The firm has a market capitalization of $478.14 billion, a P/E ratio of 39.39, a P/E/G ratio of 3.09 and a beta of 1.02. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data 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 firm had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company’s revenue was up 12.0% on a year-over-year basis. During the same period in the prior year, the company earned $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. As a group, equities analysts anticipate that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be given a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Insider Activity at Cisco Systems

In related news, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the transaction, the insider directly owned 246,737 shares of the company’s stock, valued at $28,937,315.36. This trade represents a 2.82% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the completion of the sale, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. This represents a 3.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,650 shares of company stock valued at $5,668,823 over the last three months. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco was highlighted as an AI infrastructure leader, with its networking, optics, Splunk, and hyperscaler exposure seen as key drivers of stronger long-term demand. Cisco, IBD Stock Of The Day, Went From Slow-Growth Tech Icon To AI Infrastructure Leader
• Positive Sentiment: Zacks included CSCO among cloud computing stocks positioned to benefit from AI-driven data-center growth in the second half of 2026, supporting the stock’s bull case. 5 Cloud Computing Stocks to Buy for 2H 2026 as Digital Demand Soars
• Positive Sentiment: Cisco landed a $230 million Army-related role, adding another sign of demand for its networking and security offerings. Cisco (CSCO) Lands $230 Million Army Role And Backs AP Cybersecurity Course
• Positive Sentiment: Cisco also partnered with the College Board to launch a new AP Cybersecurity course, which could help strengthen its long-term brand in cybersecurity education and talent development. Cisco (CSCO) Partners With College Board to Launch AP Cybersecurity Course
• Neutral Sentiment: A data-center infrastructure market report named Cisco among industry participants benefiting from AI adoption and cloud expansion, but this was more of an industry overview than a company-specific catalyst. Data Center Infrastructure Management (DCIM) Software Market Report Published; Profiles Schneider Electric, Vertiv, IBM, Cisco, HPE & 10 Others
• Neutral Sentiment: One note said short interest in Cisco increased in July, but the figures reported zero shares on both dates, so it does not appear to be a meaningful trading signal.

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.