GAMMA Investing LLC Buys 10,724 Shares of Cisco Systems, Inc. $CSCO

GAMMA Investing LLC grew its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 8.1% during the second quarter, Holdings Channel.com reports. The fund owned 142,415 shares of the network equipment provider’s stock after purchasing an additional 10,724 shares during the quarter. Cisco Systems comprises 0.6% of GAMMA Investing LLC’s portfolio, making the stock its 25th biggest holding. GAMMA Investing LLC’s holdings in Cisco Systems were worth $16,728,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Norges Bank bought a new position in shares of Cisco Systems during the fourth quarter valued at about $4,473,272,000. Auto Owners Insurance Co grew its position in Cisco Systems by 8,718.3% in the 4th quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider’s stock worth $400,190,000 after purchasing an additional 51,363,281 shares in the last quarter. Price T Rowe Associates Inc. MD grew its position in Cisco Systems by 103.2% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 29,289,151 shares of the network equipment provider’s stock worth $2,256,144,000 after purchasing an additional 14,874,407 shares in the last quarter. Franklin Resources Inc. increased its stake in Cisco Systems by 18.0% in the 4th quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider’s stock valued at $3,876,219,000 after buying an additional 7,679,422 shares during the last quarter. Finally, Invesco Ltd. lifted its position in shares of Cisco Systems by 11.6% during the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after buying an additional 6,224,062 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

Wall Street Analyst Weigh In

CSCO has been the topic of a number of research analyst reports. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and boosted their target price for the stock from $77.00 to $137.00 in a research note on Friday, May 15th. CICC Research increased their price target on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. Bank of America lifted their price target on Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Monday, June 8th. UBS Group boosted their price objective on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Finally, Wall Street Zen downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research note on Tuesday, July 28th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems has an average rating of “Moderate Buy” and an average target price of $123.14.

Cisco Systems Stock Up 5.1%

CSCO opened at $121.74 on Wednesday. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37. The company’s 50-day moving average price is $117.64 and its two-hundred day moving average price is $96.73. The stock has a market cap of $479.83 billion, a price-to-earnings ratio of 39.53, a PEG ratio of 2.61 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 issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. Cisco Systems’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the business 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. As a group, equities analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were 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 was Monday, July 6th. Cisco Systems’s dividend payout ratio is 54.55%.

More Cisco Systems News

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

• Positive Sentiment: UBS expects Q4 upside: Industry checks indicate Cisco could deliver revenue and EPS above consensus, reinforcing expectations for another solid quarter. Cisco Likely to Deliver Q4 Revenue, EPS Upside, UBS Says
• Positive Sentiment: AI and networking momentum: Rising demand for AI infrastructure and networking equipment is supporting optimism that Cisco’s upcoming results and outlook will remain strong. Dear Cisco Stock Fans, Earnings Are Just Around the Corner
• Positive Sentiment: Analysts remain broadly bullish: Cisco has outperformed the broader market over the past year, while Wall Street commentary—including a bullish stance from Bank of America ahead of earnings—continues to support the shares. Are Wall Street Analysts Predicting Cisco Systems Stock Will Climb or Sink?
• Positive Sentiment: Technical strength: Cisco has held up relatively well during the AI-related technology selloff and is trading near its highs ahead of earnings, suggesting continued investor demand. 5 Tech Stocks Holding Their Ground Through the AI Trade Pullback
• Neutral Sentiment: Cisco participated in a seven-company virtual power-purchase agreement tied to a 180-megawatt Texas solar facility. The project supports Cisco’s sustainability goals but is unlikely to materially affect near-term earnings. SR Inc Net Zero Consortium for Buyers
• Neutral Sentiment: Cisco joined the Chainguard-led Athena Coalition to address open-source software vulnerabilities alongside other technology companies. The move may strengthen its security ecosystem, although no immediate financial impact was disclosed. Apiiro Joins Chainguard’s Athena Coalition
• Negative Sentiment: Valuation limits upside: Analysts note that Cisco’s strong multiyear performance has pushed the stock near estimated intrinsic value. With shares trading at a premium cash-flow valuation, further gains may depend on earnings and guidance exceeding already-positive expectations. Cisco Stock May Trade at a Cash Flow Premium While Earnings Look Fair

Insider Transactions at Cisco Systems

In other Cisco Systems news, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction 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 sale, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. The trade was a 3.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the transaction, the executive vice president directly owned 177,223 shares in the company, valued at $20,790,030.13. This represents a 3.58% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is currently owned by 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.