13,570 Shares in Cisco Systems, Inc. $CSCO Purchased by Orser Capital Management LLC

Orser Capital Management LLC bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm bought 13,570 shares of the network equipment provider’s stock, valued at approximately $1,594,000.

Several other institutional investors have also recently bought and sold shares of CSCO. Cozad Asset Management Inc. grew its stake in shares of Cisco Systems by 0.3% during the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after acquiring an additional 87 shares in the last quarter. Dogwood Wealth Management LLC boosted its holdings in Cisco Systems by 3.9% during the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock worth $283,000 after purchasing an additional 90 shares during the last quarter. Financial Insights Inc. grew its position in Cisco Systems by 1.5% in the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock valued at $483,000 after purchasing an additional 92 shares in the last quarter. Southern Financial Group LLC lifted its position in Cisco Systems by 1.1% during the 1st quarter. Southern Financial Group LLC now owns 9,159 shares of the network equipment provider’s stock worth $711,000 after buying an additional 102 shares in the last quarter. Finally, Signature Resources Capital Management LLC lifted its position in Cisco Systems by 2.3% during the 1st quarter. Signature Resources Capital Management LLC now owns 5,061 shares of the network equipment provider’s stock worth $393,000 after buying an additional 116 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Zacks Research cut Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Tuesday. UBS Group raised their price target on Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. New Street Research boosted their price target on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Evercore upped their price objective on Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. Finally, Argus upped their price objective on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, May 19th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $123.14.

Cisco Systems Stock Down 0.5%

Shares of CSCO stock opened at $120.88 on Friday. Cisco Systems, Inc. has a 52-week low of $65.75 and a 52-week high of $130.37. The stock has a market cap of $476.44 billion, a price-to-earnings ratio of 39.25, a PEG ratio of 2.74 and a beta of 1.02. The firm’s 50-day moving average is $117.72 and its 200-day moving average is $97.37. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly 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 business 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 quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter last 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. Sell-side analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

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

Insiders Place Their Bets

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total transaction of $854,598.57. Following the completion of the sale, the executive vice president owned 140,857 shares of the company’s stock, valued at $16,890,162.87. This trade represents a 4.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the transaction, the chief executive officer directly owned 637,085 shares of the company’s stock, valued at approximately $76,469,312.55. This trade represents a 3.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,650 shares of company stock worth $5,668,823 in the last quarter. Company insiders own 0.01% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Analysts expect continued strength in AI infrastructure demand, supported by checks with hyperscale cloud and “neocloud” customers. UBS believes Cisco could exceed consensus revenue and earnings estimates for the July quarter as AI networking orders and campus-networking spending remain resilient. Cisco Systems to report amid expectations of continued AI infrastructure strength
• Positive Sentiment: Recent coverage highlights Cisco’s potential to participate in the AI networking boom through demand for high-speed connectivity, data-center infrastructure and related networking products. The company has been one of the Dow Jones’ strongest performers this year, reflecting optimism about its AI growth trajectory. Can Cisco Systems Lead the AI Networking Boom?
• Positive Sentiment: Cisco is participating in Chainguard’s Athena Coalition alongside major technology and financial companies to help automate the remediation of open-source software vulnerabilities. The initiative reinforces Cisco’s cybersecurity ecosystem exposure, though it is unlikely to have an immediate material effect on revenue. Apiiro Joins Chainguard’s Athena Coalition
• Neutral Sentiment: Cisco’s August 12 earnings announcement is the next major catalyst. Investor focus will be on AI-related orders, product demand, margins and management’s outlook after the company previously reported revenue growth and an earnings beat. Cisco Schedules Conference Call for Q4 Fiscal Year 2026 Financial Results
• Negative Sentiment: Zacks Research downgraded CSCO from “strong buy” to “hold,” potentially pressuring the shares after their substantial yearly advance. Broader networking-stock commentary also points to cautious IT spending, higher costs and deployment delays as risks to near-term results. What’s in Store for These Networking Stocks This Earnings Season?

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.