Applied Finance Capital Management LLC Buys 49,081 Shares of Cisco Systems, Inc. $CSCO

Applied Finance Capital Management LLC lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 10.6% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 512,168 shares of the network equipment provider’s stock after buying an additional 49,081 shares during the period. Cisco Systems makes up about 2.8% of Applied Finance Capital Management LLC’s portfolio, making the stock its 5th largest position. Applied Finance Capital Management LLC’s holdings in Cisco Systems were worth $39,452,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in CSCO. EQ Wealth Advisors LLC bought a new position in Cisco Systems during the 4th quarter worth about $31,000. Board of the Pension Protection Fund acquired a new stake in Cisco Systems in the 4th quarter valued at about $31,000. Anfield Capital Management LLC lifted its stake in Cisco Systems by 248.9% in the 4th quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock valued at $37,000 after purchasing an additional 346 shares during the last quarter. Joseph Group Capital Management acquired a new stake in Cisco Systems in the 4th quarter valued at about $38,000. Finally, Luken Investment Analytics LLC lifted its position in Cisco Systems by 418.0% during the fourth quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock worth $40,000 after acquiring an additional 418 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have issued reports on CSCO shares. HSBC upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating and raised their price objective for the stock from $77.00 to $137.00 in a research report on Friday. Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. BNP Paribas Exane upped their price target on shares of Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a report on Thursday. Bank of America upped their price target on shares of Cisco Systems from $95.00 to $114.00 and gave the stock a “buy” rating in a report on Thursday. Finally, Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $118.21 on Friday. Cisco Systems, Inc. has a one year low of $62.30 and a one year high of $119.36. The firm has a market capitalization of $466.92 billion, a price-to-earnings ratio of 38.38, a PEG ratio of 4.34 and a beta of 0.92. The business has a 50-day simple moving average of $85.41 and a 200 day simple moving average of $79.95. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.85.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion for the quarter, compared to analysts’ expectations 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 for the quarter was up 12.0% compared to the same quarter last year. During the same quarter last year, the firm 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. On average, research analysts anticipate that Cisco Systems, Inc. will post 3.42 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. Investors of record on Monday, July 6th will be 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 is Monday, July 6th. Cisco Systems’s payout ratio is currently 54.55%.

Insider Activity

In other news, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the completion of the sale, the executive vice president directly owned 188,613 shares of the company’s stock, valued at approximately $15,040,000.62. The trade was a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the transaction, the senior vice president owned 28,807 shares in the company, valued at approximately $2,239,456.18. The trade was a 7.03% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 15,587 shares of company stock valued at $1,230,765 in the last quarter. 0.01% of the stock is currently owned by company insiders.

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.