TMB Capital Partners LLC Buys New Holdings in Cisco Systems, Inc. $CSCO

TMB Capital Partners LLC purchased a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 8,060 shares of the network equipment provider’s stock, valued at approximately $621,000.

Other large investors also recently modified their holdings of the company. Vanguard Group Inc. raised its holdings in Cisco Systems by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after buying an additional 4,049,893 shares during the period. State Street Corp increased its position in shares of Cisco Systems by 0.5% in the fourth quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock worth $15,060,995,000 after acquiring an additional 1,057,962 shares in the last quarter. Morgan Stanley increased its position in shares of Cisco Systems by 0.3% in the fourth quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock worth $5,802,382,000 after acquiring an additional 206,352 shares in the last quarter. Invesco Ltd. raised its stake in shares of Cisco Systems by 11.6% in the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after acquiring an additional 6,224,062 shares during the period. Finally, Norges Bank acquired a new position in shares of Cisco Systems during the 4th quarter valued at $4,473,272,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several analysts recently issued reports on CSCO shares. UBS Group increased their price target on Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Argus boosted 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. CICC Research upped their target price on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Morgan Stanley increased their target price on Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research note on Friday, June 12th. Finally, Evercore raised their target price on Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $122.90.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco is being highlighted by Zacks and other market coverage as a beneficiary of the AI infrastructure buildout, with demand for networking gear and enterprise AI adoption supporting the bullish case for the stock. Why Cisco Systems (CSCO) Outpaced the Stock Market Today
• Positive Sentiment: Rhino Networks’ comments on Cisco’s unified networking strategy for SMBs reinforced the idea that Cisco’s Meraki and traditional networking portfolios are converging into a stronger, more compelling platform for customers modernizing their networks. Todd Carriker, CEO of Rhino Networks, Addresses Cisco’s Unified Networking Strategy for SMB Market
• Positive Sentiment: Equinix expanded partnerships with Cisco and NVIDIA to accelerate enterprise AI adoption, which may signal growing ecosystem demand for Cisco’s networking and data-center products. Equinix Strengthens AI Infrastructure With Cisco & NVIDIA Partnerships
• Positive Sentiment: Cisco was also included in bullish “blue-chip stocks to buy” coverage, adding to the constructive tone around the name and supporting investor interest. Dow Achieves a New Milestone: 4 Blue-Chip Stocks to Buy

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $119.54 on Friday. The firm has a 50-day moving average of $105.43 and a two-hundred day moving average of $87.78. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The stock has a market cap of $471.16 billion, a P/E ratio of 38.81, a PEG ratio of 2.99 and a beta of 1.01. Cisco Systems, Inc. has a 1-year low of $65.72 and a 1-year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same period in the previous year, the company earned $0.96 earnings per share. The company’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. On average, research analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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

Insider Activity at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the sale, the executive vice president directly owned 177,223 shares of the company’s stock, valued at $20,790,030.13. This represents a 3.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of the stock in a transaction on Friday, May 15th. The shares were sold at an average price of $114.61, for a total transaction of $316,438.21. Following the transaction, the executive vice president owned 180,877 shares in the company, valued at $20,730,312.97. This trade represents a 1.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is currently owned by insiders.

About Cisco Systems

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.