Clifford Swan Investment Counsel LLC Sells 6,909 Shares of Cisco Systems, Inc. $CSCO

Clifford Swan Investment Counsel LLC trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 1.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 358,355 shares of the network equipment provider’s stock after selling 6,909 shares during the period. Clifford Swan Investment Counsel LLC’s holdings in Cisco Systems were worth $27,805,000 at the end of the most recent reporting period.

Several other institutional investors also recently added to or reduced their stakes in CSCO. Ranch Capital Advisors Inc. lifted its stake in Cisco Systems by 2.3% in the first quarter. Ranch Capital Advisors Inc. now owns 53,010 shares of the network equipment provider’s stock valued at $4,113,000 after purchasing an additional 1,183 shares during the last quarter. Heartland Bank & Trust Co grew its holdings in Cisco Systems by 290.9% during the first quarter. Heartland Bank & Trust Co now owns 20,638 shares of the network equipment provider’s stock valued at $1,601,000 after purchasing an additional 15,359 shares during the period. Zhang Financial LLC increased its position in Cisco Systems by 6.5% in the first quarter. Zhang Financial LLC now owns 77,344 shares of the network equipment provider’s stock worth $6,001,000 after buying an additional 4,710 shares during the last quarter. Atlas Wealth LLC increased its position in Cisco Systems by 657.3% in the first quarter. Atlas Wealth LLC now owns 146,954 shares of the network equipment provider’s stock worth $11,402,000 after buying an additional 127,549 shares during the last quarter. Finally, Aire Advisors LLC raised its stake in shares of Cisco Systems by 7.0% in the first quarter. Aire Advisors LLC now owns 4,744 shares of the network equipment provider’s stock valued at $368,000 after buying an additional 311 shares during the period. Institutional investors own 73.33% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on CSCO shares. Bank of America upped their price target on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Argus boosted their price objective on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. Evercore upped their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. Finally, UBS Group lifted their target price on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $123.14.

Cisco Systems Stock Performance

Shares of CSCO opened at $111.94 on Friday. The company has a market cap of $441.20 billion, a PE ratio of 36.34, a price-to-earnings-growth ratio of 2.79 and a beta of 1.02. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The stock has a 50-day moving average price of $117.40 and a 200-day moving average price of $93.33. Cisco Systems, Inc. has a 12-month low of $65.75 and a 12-month high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.03. The company 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%. Cisco Systems’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same period in the prior year, the business earned $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, equities analysts forecast that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a $0.42 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio is presently 54.55%.

Insider Transactions at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the sale, the executive vice president owned 140,857 shares in the company, valued at approximately $16,890,162.87. This trade represents a 4.82% decrease in their position. The transaction was disclosed in a 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 Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the transaction, the executive vice president owned 177,223 shares of the company’s stock, valued at $20,790,030.13. This trade represents a 3.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 47,650 shares of company stock worth $5,668,823. Company insiders own 0.01% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco is being highlighted as a key AI infrastructure play, with commentary arguing the company could benefit from rising demand for networking gear tied to AI buildouts. Price Prediction: Cisco Will Hit $170 on This Date
• Positive Sentiment: Investor sentiment is also supported by a favorable long-term track record under CEO Chuck Robbins, with a recent article pointing to strong returns since he took over in 2015. A $10,000 Investment in Cisco When Chuck Robbins Became CEO Is Worth This Much Today
• Neutral Sentiment: One analysis says Cisco stock looks fairly valued around current levels, suggesting upside may depend on future execution rather than an obvious valuation discount. Cisco (CSCO) Stock Looks About Right As Security Deal Talk Grows
• Neutral Sentiment: Cisco was also mentioned in a dividend-focused roundup of legacy tech names, reinforcing its appeal as a cash-generating, shareholder-friendly stock. 4 Tech Stocks Throwing Off Dividends
• Negative Sentiment: Technical traders are watching a weakening chart, with Cisco reportedly below its 50-day moving average and near key support, which could cap gains if buyers fail to step in. Cisco Systems (CSCO) Price Forecast: Correction Deepens as Key Support Nears

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.