Stokes Capital Advisors LLC Increases Stock Position in Cisco Systems, Inc. $CSCO

Stokes Capital Advisors LLC boosted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 232.1% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,493 shares of the network equipment provider’s stock after purchasing an additional 8,731 shares during the period. Stokes Capital Advisors LLC’s holdings in Cisco Systems were worth $969,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Intesa Sanpaolo Wealth Management acquired a new position in shares of Cisco Systems in the fourth quarter worth about $25,000. MidAtlantic Capital Management Inc. purchased a new stake in Cisco Systems during the 4th quarter worth approximately $25,000. Jessup Wealth Management Inc purchased a new stake in Cisco Systems during the 4th quarter worth approximately $29,000. EQ Wealth Advisors LLC acquired a new position in shares of Cisco Systems in the 4th quarter valued at approximately $31,000. Finally, Board of the Pension Protection Fund purchased a new position in shares of Cisco Systems during the 4th quarter valued at approximately $31,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the transaction, the executive vice president directly owned 177,223 shares in the company, valued at $20,790,030.13. The trade was a 3.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $121.12, for a total value of $315,759.84. Following the sale, the executive vice president owned 172,727 shares in the company, valued at $20,920,694.24. The trade was a 1.49% 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. Over the last quarter, insiders have sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is owned by company insiders.

Cisco Systems Stock Performance

CSCO stock opened at $118.97 on Friday. The stock’s 50 day simple moving average is $109.17 and its 200 day simple moving average is $89.29. Cisco Systems, Inc. has a 12-month low of $65.75 and a 12-month high of $130.37. The firm has a market cap of $468.91 billion, a P/E ratio of 38.63, a P/E/G ratio of 3.06 and a beta of 1.01. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The firm had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm’s revenue was up 12.0% on a year-over-year basis. During the same quarter in the previous year, the company 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 predict that Cisco Systems, Inc. will post 3.53 EPS for the current year.

Cisco Systems Announces Dividend

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

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: KeyCorp raised its price target on Cisco to $130 from $125 and reiterated an Overweight rating, signaling continued analyst confidence in upside from current levels. Benzinga
• Positive Sentiment: New coverage highlighted Cisco’s growing role in AI infrastructure, including Acacia/800G optics orders and broader demand tied to AI data center spending, which supports the long-term growth story. Article
• Positive Sentiment: Rafay Systems said it expanded its Elevate AI infrastructure ecosystem with growing relationships including Cisco, reinforcing Cisco’s visibility in the AI and cloud-native infrastructure market. Article
• Neutral Sentiment: Recent commentary noted Cisco has outperformed some competitors despite a weaker trading session, suggesting relative resilience rather than a major new catalyst. Article
• Neutral Sentiment: Several market-wrap and valuation pieces described Cisco as a hold or a value stock after its strong run, which may be tempering near-term enthusiasm even as fundamentals remain solid. Article
• Negative Sentiment: Shares were recently weaker than the broader market in the latest session, reflecting some profit-taking after the stock’s sharp rally. Article

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on CSCO. Zacks Research downgraded shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Barclays increased their price objective on shares of Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. CICC Research raised their price objective on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. New Street Research boosted their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Finally, KeyCorp increased their price target on shares of Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a research report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus target price of $123.14.

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.