Intellectus Partners LLC Cuts Stock Position in Cisco Systems, Inc. $CSCO

Intellectus Partners LLC lessened its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 62.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 16,291 shares of the network equipment provider’s stock after selling 26,546 shares during the quarter. Intellectus Partners LLC’s holdings in Cisco Systems were worth $1,255,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Smithfield Trust Co raised its holdings in shares of Cisco Systems by 0.3% in the 4th quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock valued at $2,596,000 after buying an additional 117 shares during the period. Main Management ETF Advisors LLC raised its holdings in shares of Cisco Systems by 1.0% in the 4th quarter. Main Management ETF Advisors LLC now owns 12,528 shares of the network equipment provider’s stock valued at $965,000 after buying an additional 128 shares during the period. Cairn Investment Group Inc. raised its holdings in shares of Cisco Systems by 0.5% in the 4th quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock valued at $1,860,000 after buying an additional 130 shares during the period. Juncture Wealth Strategies LLC raised its holdings in shares of Cisco Systems by 0.9% in the 4th quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider’s stock valued at $1,159,000 after buying an additional 132 shares during the period. Finally, Clearwater Capital Advisors LLC raised its holdings in shares of Cisco Systems by 2.5% in the 4th quarter. Clearwater Capital Advisors LLC now owns 5,407 shares of the network equipment provider’s stock valued at $417,000 after buying an additional 132 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Key Stories Impacting Cisco Systems

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?

Analyst Ratings Changes

Several equities research analysts recently issued reports on CSCO shares. Erste Group Bank downgraded Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Piper Sandler boosted their target price on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. HSBC raised 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. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Finally, Zacks Research cut Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and an average price target of $119.50.

Insider Buying and Selling at Cisco Systems

In other news, insider Jeetendra I. Patel sold 7,169 shares of the company’s stock in a transaction dated Friday, May 15th. The stock was 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 approximately $28,937,315.36. This represents a 2.82% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the transaction, the executive vice president directly owned 188,613 shares of the company’s stock, valued at approximately $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 51,324 shares of company stock worth $5,559,834. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Trading Down 1.2%

CSCO opened at $126.50 on Thursday. Cisco Systems, Inc. has a 12 month low of $63.87 and a 12 month high of $129.42. The stock has a market capitalization of $498.59 billion, a price-to-earnings ratio of 41.07, a PEG ratio of 3.28 and a beta of 1.01. 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 business has a fifty day moving average price of $96.27 and a 200 day moving average price of $84.33.

Cisco Systems (NASDAQ:CSCO) last released 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. The firm had revenue of $15.84 billion during 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%.Cisco Systems’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same period in the previous year, the firm 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. Sell-side analysts expect that Cisco Systems, Inc. will post 3.52 earnings per share 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. Stockholders of record on Monday, July 6th will be given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend 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.