John G Ullman & Associates Inc. Has $25.41 Million Stake in Cisco Systems, Inc. $CSCO

John G Ullman & Associates Inc. lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 1.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 329,810 shares of the network equipment provider’s stock after selling 4,405 shares during the period. Cisco Systems comprises about 3.4% of John G Ullman & Associates Inc.’s holdings, making the stock its 4th largest holding. John G Ullman & Associates Inc.’s holdings in Cisco Systems were worth $25,405,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Arrowstreet Capital Limited Partnership increased its holdings in Cisco Systems by 110.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock valued at $1,259,369,000 after purchasing an additional 9,648,265 shares during the period. Wellington Management Group LLP increased its holdings in Cisco Systems by 19.5% during the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock valued at $2,309,066,000 after purchasing an additional 5,498,375 shares during the period. Invesco Ltd. increased its holdings in Cisco Systems by 10.5% during the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after purchasing an additional 5,081,469 shares during the period. Vanguard Group Inc. increased its holdings in Cisco Systems by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after purchasing an additional 4,049,893 shares during the period. Finally, Bank Julius Baer & Co. Ltd Zurich increased its holdings in Cisco Systems by 875.6% during the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 4,084,965 shares of the network equipment provider’s stock valued at $314,925,000 after purchasing an additional 3,666,258 shares during the period. Institutional investors own 73.33% of the company’s stock.

Insider Buying and Selling

In related news, EVP Thimaya K. Subaiya sold 1,744 shares of the firm’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the transaction, the executive vice president directly owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This trade represents a 1.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the firm’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the transaction, the executive vice president directly owned 187,097 shares in the company, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 15,587 shares of company stock valued at $1,230,765 in the last 90 days. 0.01% of the stock is owned by company insiders.

Cisco Systems Price Performance

NASDAQ CSCO opened at $118.21 on Friday. The business’s fifty day moving average price is $85.41 and its 200-day moving average price is $79.95. The stock has a market capitalization of $466.92 billion, a price-to-earnings ratio of 38.38, a PEG ratio of 4.44 and a beta of 0.92. 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, Inc. has a 1-year low of $62.30 and a 1-year high of $119.36.

Cisco Systems (NASDAQ:CSCO) last released 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. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same period in the prior year, the firm earned $0.96 EPS. The company’s revenue was up 12.0% compared to the same quarter last year. 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, equities analysts predict that Cisco Systems, Inc. will post 3.42 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Analyst Ratings Changes

A number of brokerages recently issued reports on CSCO. Barclays boosted their price target on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a report on Thursday. Bank of America boosted their price target on Cisco Systems from $95.00 to $114.00 and gave the company a “buy” rating in a report on Thursday. Piper Sandler boosted their price target on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a report on Thursday. JPMorgan Chase & Co. boosted their price target on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Finally, Wall Street Zen downgraded Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus target price of $114.55.

Trending Headlines about 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 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.