Focus Partners Advisor Solutions LLC reduced its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 13.8% during the fourth quarter, Holdings Channel.com reports. The fund owned 72,618 shares of the network equipment provider’s stock after selling 11,612 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in Cisco Systems were worth $5,594,000 at the end of the most recent quarter.
A number of other hedge funds also recently added to or reduced their stakes in the business. Smithfield Trust Co lifted its stake in Cisco Systems by 0.3% in the fourth quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock worth $2,596,000 after acquiring an additional 117 shares during the period. Main Management ETF Advisors LLC boosted its stake in Cisco Systems by 1.0% in the fourth quarter. Main Management ETF Advisors LLC now owns 12,528 shares of the network equipment provider’s stock valued at $965,000 after acquiring an additional 128 shares in the last quarter. Cairn Investment Group Inc. boosted its stake in Cisco Systems by 0.5% in the fourth quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock valued at $1,860,000 after acquiring an additional 130 shares in the last quarter. Juncture Wealth Strategies LLC boosted its stake in Cisco Systems by 0.9% in the fourth quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider’s stock valued at $1,159,000 after acquiring an additional 132 shares in the last quarter. Finally, Clearwater Capital Advisors LLC raised its holdings in shares of Cisco Systems by 2.5% in the fourth quarter. Clearwater Capital Advisors LLC now owns 5,407 shares of the network equipment provider’s stock worth $417,000 after buying an additional 132 shares during the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling
In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total value of $634,489.50. Following the transaction, the executive vice president directly owned 187,097 shares in the company, valued at $14,874,211.50. The trade was a 4.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the business’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $77.07, for a total transaction of $134,410.08. Following the completion of the transaction, the executive vice president owned 156,693 shares in the company, valued at $12,076,329.51. The trade was a 1.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 50,773 shares of company stock worth $5,517,109 over the last ninety days. 0.01% of the stock is currently owned by insiders.
Key Stories Impacting Cisco Systems
- Positive Sentiment: Bank of America raised its price target on Cisco to $150 from $135 and kept a buy rating, signaling further upside potential. Benzinga
- Positive Sentiment: Recent coverage highlighted Cisco as one of the S&P 500 names with solid 2026 potential, helped by AI-related momentum and demand for networking infrastructure. Yahoo Finance
- Positive Sentiment: Dell’Oro Group reported that campus switch revenue grew at double-digit rates for the second straight quarter, a favorable industry signal for Cisco’s core networking business. Yahoo Finance
- Neutral Sentiment: Several articles framed Cisco as nearing its 52-week high and debated whether it is a buy, sell, or hold, suggesting the stock may be pausing after a big rally rather than reacting to a single negative catalyst. 247WallSt
- Neutral Sentiment: Short-interest data showed zero reported shares, which does not indicate a meaningful bearish shift in positioning.
- Negative Sentiment: A Seeking Alpha piece argued that Cisco’s stock looks overvalued, which may be contributing to valuation concerns after the recent run-up. Seeking Alpha
- Negative Sentiment: Broader tech weakness also pressured sentiment, as the Nasdaq pulled back on Tuesday and technology stocks sold off. Yahoo Finance
Analyst Ratings Changes
A number of research analysts have issued reports on the stock. DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. HSBC raised shares of Cisco Systems from a “hold” rating to a “buy” rating and raised their price target for the stock from $77.00 to $137.00 in a report on Friday, May 15th. Truist Financial began coverage on shares of Cisco Systems in a report on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price for the company. New Street Research raised their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $120.18.
Check Out Our Latest Report on Cisco Systems
Cisco Systems Stock Performance
CSCO opened at $120.36 on Wednesday. The firm has a market capitalization of $474.39 billion, a PE ratio of 39.08, a PEG ratio of 3.16 and a beta of 1.01. Cisco Systems, Inc. has a twelve month low of $63.87 and a twelve month high of $130.37. The firm’s 50-day moving average price is $99.70 and its 200 day moving average price is $85.63. 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 (NASDAQ:CSCO – Get Free Report) last posted its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The firm had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. Cisco Systems’s quarterly revenue was up 12.0% on a year-over-year basis. During the same period in the previous year, the business 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. As a group, sell-side analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.
Cisco Systems Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is presently 54.55%.
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.
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