Catalyst Funds Management Pty Ltd Has $932,000 Position in Cisco Systems, Inc. $CSCO

Catalyst Funds Management Pty Ltd lowered its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 60.6% during the fourth quarter, HoldingsChannel reports. The firm owned 12,100 shares of the network equipment provider’s stock after selling 18,600 shares during the quarter. Catalyst Funds Management Pty Ltd’s holdings in Cisco Systems were worth $932,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of CSCO. Brighton Jones LLC raised its position in shares of Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after purchasing an additional 24,562 shares during the period. Revolve Wealth Partners LLC raised its position in Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after buying an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC raised its position in Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after buying an additional 712 shares during the last quarter. Schnieders Capital Management LLC. raised its position in Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after buying an additional 519 shares during the last quarter. Finally, Marshall Wace LLP raised its position in Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after buying an additional 590,650 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on CSCO shares. Citigroup lifted their target price on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Morgan Stanley lifted their target price on Cisco Systems from $91.00 to $120.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. DZ Bank raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Finally, Bank of America lifted their target price on Cisco Systems from $95.00 to $114.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $118.14.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco is being viewed as an AI networking winner, with multiple reports citing surging hyperscaler orders and stronger campus upgrade activity that could support revenue growth and the company’s AI outlook. Cisco Gains From AI Networking Boom : More Upside Ahead?
• Positive Sentiment: Another bullish article said Cisco has climbed sharply over the past month because investors are rewarding its exposure to AI networking demand, even though margin pressure remains a concern. Cisco Rises 33% in a Month: Here’s Why You Should Buy the Stock
• Positive Sentiment: Coverage also emphasized Cisco’s strong recent financial results, pointing to solid top- and bottom-line growth that reinforces its role as a core tech holding for long-term investors. Impressive Financial Results Assert Cisco Systems, Inc. (CSCO) as a Top Tech Stock in Ken Fisher’s Portfolio
• Neutral Sentiment: Wall Street commentary remained broadly constructive, with articles noting bullish analyst views on Cisco, but these pieces did not add a new catalyst beyond reinforcing existing optimism. Should You Invest in Cisco (CSCO) Based on Bullish Wall Street Views?
• Neutral Sentiment: Cisco was also mentioned as part of a broader AI optics alliance focused on standardizing optical connectivity for AI infrastructure, which supports the company’s strategic positioning but is not a direct company-specific development. 3M Joins AI Optics Alliance As Shares Screen Undervalued
• Negative Sentiment: Recent insider selling by a Cisco executive could create some caution, even though it is not necessarily a sign of deteriorating fundamentals. Cisco Systems (NASDAQ:CSCO) EVP Sells $772,603.66 in Stock
• Negative Sentiment: Another report flagged additional insider selling, which may weigh on sentiment at the margin after the stock’s recent strong run. Insider Selling: Cisco Systems (NASDAQ:CSCO) Insider Sells $840,780.32 in Stock

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $120.41 on Friday. 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 $62.30 and a 12 month high of $120.79. The stock has a 50 day moving average of $89.34 and a 200-day moving average of $81.52. The company has a market capitalization of $474.59 billion, a P/E ratio of 39.09, a P/E/G ratio of 3.66 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping 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 company had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same period in the previous year, the company posted $0.96 EPS. The firm’s revenue for the quarter 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. As a group, equities research analysts predict that Cisco Systems, Inc. will post 3.44 EPS for the current year.

Cisco Systems Announces Dividend

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

Insider Activity at Cisco Systems

In other news, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the transaction, the insider directly owned 246,737 shares in the company, valued at approximately $28,937,315.36. The trade was a 2.82% decrease in their position. The sale was disclosed in a legal 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, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems stock in a transaction that occurred 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 owned 156,693 shares of the company’s stock, valued at $12,076,329.51. This represents a 1.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 32,103 shares of company stock worth $3,160,587 in the last three months. 0.01% of the stock is owned by company insiders.

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.