North Berkeley Wealth Management LLC Acquires Shares of 4,400 Cisco Systems, Inc. $CSCO

North Berkeley Wealth Management LLC acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the 4th quarter, according to its most recent disclosure with the SEC. The fund acquired 4,400 shares of the network equipment provider’s stock, valued at approximately $339,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its holdings in Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after acquiring an additional 4,049,893 shares in the last quarter. Norges Bank acquired a new position in Cisco Systems in the 4th quarter valued at $4,473,272,000. Invesco Ltd. raised its holdings in Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after acquiring an additional 5,081,469 shares in the last quarter. Northern Trust Corp raised its holdings in Cisco Systems by 3.5% in the 3rd quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider’s stock valued at $3,318,275,000 after acquiring an additional 1,631,703 shares in the last quarter. Finally, Bank of New York Mellon Corp raised its holdings in Cisco Systems by 2.6% in the 4th quarter. Bank of New York Mellon Corp now owns 45,470,400 shares of the network equipment provider’s stock valued at $3,502,585,000 after acquiring an additional 1,162,500 shares in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

More Cisco Systems News

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

• Positive Sentiment: Cisco introduced Cloud Control, a unified “agentic” platform for managing and defending critical IT infrastructure, reinforcing its push into AI-driven networking and enterprise automation. Cisco Unveils Agentic Platform for Operating and Defending Critical IT Infrastructure
• Positive Sentiment: The company also rolled out Live Protect and other cybersecurity tools designed to defend against AI-powered attacks, which could support future security software revenue. Cisco launches platform to defend against AI-powered cyber threats
• Positive Sentiment: Cisco highlighted a major AI networking opportunity, saying AI agents generate far more traffic than humans, which suggests stronger demand for its networking gear and related services. Cisco highlights AI networking opportunity as agents generate 450 percent more traffic than humans
• Positive Sentiment: HSBC upgraded Cisco Systems (CSCO) to Buy and sharply raised its price target, citing a stronger-than-expected AI infrastructure demand trend. HSBC Upgrades Cisco Systems (CSCO) on Surging AI Infrastructure Demand
• Neutral Sentiment: Goldman Sachs raised its price target on Cisco but kept a Neutral rating, signaling support for the name without a strong bullish call. Goldman Sachs adjusts price target on Cisco Systems to 125 from 116
• Neutral Sentiment: Trade chatter and options activity show strong investor interest, but these signals are more reflective of momentum than a clear fundamental change. 3 Stocks At The Center Of Trump’s AI Security Order
• Negative Sentiment: The stock has also run up sharply in recent weeks, so some of the AI optimism may already be priced in despite the company’s strong execution. Cisco Systems (CSCO) Is Up 8.2% After Record AI-Focused Quarter And New Cloud Control Platform – Has The Bull Case Changed?

Insider Buying and Selling at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 1,744 shares of the business’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total transaction of $134,410.08. Following the sale, the executive vice president owned 156,693 shares in the company, valued at $12,076,329.51. The trade was a 1.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Oliver Tuszik sold 2,761 shares of the business’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $114.61, for a total value of $316,438.21. Following the sale, the executive vice president owned 180,877 shares in the company, valued at $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. Insiders have sold a total of 51,324 shares of company stock worth $5,559,834 over the last three months. 0.01% of the stock is owned by corporate insiders.

Analyst Ratings Changes

CSCO has been the subject of several analyst reports. JPMorgan Chase & Co. lifted their price objective on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. UBS Group lifted their price objective on Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Bank of America lifted their price target on Cisco Systems from $114.00 to $135.00 and gave the company a “buy” rating in a research note on Tuesday, May 26th. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $119.50.

Cisco Systems Trading Down 1.2%

Shares of CSCO stock opened at $126.50 on Thursday. The firm has a market capitalization of $498.59 billion, a P/E ratio of 41.07, a P/E/G ratio of 3.28 and a beta of 1.01. Cisco Systems, Inc. has a twelve month low of $63.87 and a twelve month high of $129.42. 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 stock’s fifty day simple moving average is $96.27 and its 200 day simple moving average is $84.33.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The business 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%.Cisco Systems’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the previous year, the company 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, sell-side analysts predict that Cisco Systems, Inc. will post 3.52 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be given a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.3%. Cisco Systems’s payout ratio is currently 54.55%.

About Cisco Systems

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.