Saxon Interests Inc. Acquires 11,741 Shares of Cisco Systems, Inc. $CSCO

Saxon Interests Inc. increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 234.1% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 16,756 shares of the network equipment provider’s stock after purchasing an additional 11,741 shares during the period. Saxon Interests Inc.’s holdings in Cisco Systems were worth $1,300,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. purchased a new position in shares of Cisco Systems in the fourth quarter worth $25,000. Intesa Sanpaolo Wealth Management purchased a new position in Cisco Systems during the fourth quarter valued at $25,000. Networth Advisors LLC grew its stake in Cisco Systems by 276.4% during the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after acquiring an additional 246 shares in the last quarter. Financial Life Planners bought a new stake in Cisco Systems in the 1st quarter valued at $27,000. Finally, Jessup Wealth Management Inc purchased a new stake in Cisco Systems in the 4th quarter worth $29,000. 73.33% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

CSCO has been the topic of several research reports. Weiss Ratings raised Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. The Goldman Sachs Group increased their price target on Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. Piper Sandler lifted their price objective on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Wall Street Zen raised Cisco Systems from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Morgan Stanley increased their target price on Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $123.14.

Insider Activity

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

Cisco Systems Trading Down 1.9%

CSCO opened at $111.79 on Wednesday. The stock has a 50-day moving average of $113.55 and a 200 day moving average of $91.33. 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, Inc. has a 12 month low of $65.75 and a 12 month high of $130.37. The firm has a market cap of $440.61 billion, a P/E ratio of 36.30, a P/E/G ratio of 2.90 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results 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 analysts’ expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company’s quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter in the previous year, the business 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, research analysts forecast that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be paid a dividend of $0.42 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s payout ratio is currently 54.55%.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco’s raised fiscal 2026 revenue and earnings guidance has kept sentiment constructive, reinforcing confidence that demand trends and execution are improving. Cisco Systems (CSCO) Raised Guidance, Is The Stock Fully Valued?
• Positive Sentiment: Investors are focusing on Cisco’s AI-related growth opportunities, including networking momentum tied to AI infrastructure, campus refresh projects, and hyperscaler deployments. Can Cisco’s AI Networking Momentum Lift CSCO Stock Higher?
• Positive Sentiment: News that World Wide Technology won a $230 million U.S. Army modernization agreement in partnership with Cisco highlights ongoing enterprise and public-sector demand for Cisco solutions. World Wide Technology Awarded U.S. Army GEMSS 2.1 Agreement to Advance Enterprise IT Modernization
• Neutral Sentiment: Zacks and Yahoo Finance articles noting that Cisco is attracting investor attention suggest the stock is on traders’ radar, but these pieces are more about visibility than a new catalyst. Cisco Systems, Inc. (CSCO) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Broader coverage comparing cybersecurity and chip-growth trends may help keep Cisco in the conversation, but it does not directly change the company’s fundamentals. Cybersecurity stocks are starting to catch up to chip growth
• Negative Sentiment: Some commentary is shifting to whether Cisco is already fully valued after its rally, which could cap near-term upside if investors decide the stock has run ahead of fundamentals. Cisco Systems (CSCO) Raised Guidance, Is The Stock Fully Valued?

Cisco Systems 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.