Apeiron RIA LLC Decreases Stock Holdings in Cisco Systems, Inc. $CSCO

Apeiron RIA LLC trimmed its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10.0% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 6,218 shares of the network equipment provider’s stock after selling 692 shares during the period. Apeiron RIA LLC’s holdings in Cisco Systems were worth $384,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the stock. Silicon Valley Capital Partners raised its holdings in shares of Cisco Systems by 194.7% during the first quarter. Silicon Valley Capital Partners now owns 5,443 shares of the network equipment provider’s stock valued at $331,000 after purchasing an additional 3,596 shares during the last quarter. Strs Ohio purchased a new position in shares of Cisco Systems during the first quarter valued at approximately $122,254,000. Jacobi Capital Management LLC raised its holdings in shares of Cisco Systems by 1.0% during the first quarter. Jacobi Capital Management LLC now owns 99,534 shares of the network equipment provider’s stock valued at $6,142,000 after purchasing an additional 979 shares during the last quarter. Advisors Capital Management LLC raised its holdings in shares of Cisco Systems by 26.0% during the first quarter. Advisors Capital Management LLC now owns 1,241,941 shares of the network equipment provider’s stock valued at $76,640,000 after purchasing an additional 256,415 shares during the last quarter. Finally, SWS Partners increased its holdings in Cisco Systems by 6.4% during the first quarter. SWS Partners now owns 29,729 shares of the network equipment provider’s stock valued at $1,835,000 after buying an additional 1,778 shares during the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 8,726 shares of the firm’s stock in a transaction on Tuesday, June 17th. The shares were sold at an average price of $65.54, for a total transaction of $571,902.04. Following the completion of the transaction, the executive vice president directly owned 174,669 shares of the company’s stock, valued at approximately $11,447,806.26. This trade represents a 4.76% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Deborah L. Stahlkopf sold 9,783 shares of the firm’s stock in a transaction on Friday, August 15th. The shares were sold at an average price of $66.60, for a total transaction of $651,547.80. Following the transaction, the executive vice president directly owned 161,662 shares of the company’s stock, valued at $10,766,689.20. The trade was a 5.71% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 84,953 shares of company stock valued at $5,637,512 in the last ninety days. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

CSCO opened at $68.13 on Thursday. The stock has a market capitalization of $269.33 billion, a price-to-earnings ratio of 26.00, a PEG ratio of 2.83 and a beta of 0.99. The company has a fifty day moving average of $68.34 and a 200 day moving average of $63.95. Cisco Systems, Inc. has a fifty-two week low of $47.85 and a fifty-two week high of $72.55. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.91 and a current ratio of 1.00.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, August 13th. The network equipment provider reported $0.99 earnings per share for the quarter, beating the consensus estimate of $0.98 by $0.01. The company had revenue of $14.67 billion during the quarter, compared to analysts’ expectations of $14.63 billion. Cisco Systems had a net margin of 18.45% and a return on equity of 27.06%. Cisco Systems’s quarterly revenue was up 7.6% on a year-over-year basis. During the same period last year, the company posted $0.87 earnings per share. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. As a group, sell-side analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 22nd. Investors of record on Friday, October 3rd will be paid a dividend of $0.41 per share. This represents a $1.64 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Friday, October 3rd. Cisco Systems’s dividend payout ratio (DPR) is presently 62.60%.

Analyst Ratings Changes

Several research analysts have recently weighed in on CSCO shares. UBS Group lifted their price target on shares of Cisco Systems from $70.00 to $74.00 and gave the stock a “neutral” rating in a research note on Tuesday, August 5th. Morgan Stanley lifted their price target on shares of Cisco Systems from $67.00 to $70.00 and gave the stock an “overweight” rating in a research note on Friday, July 18th. Bank of America lifted their price target on shares of Cisco Systems from $76.00 to $85.00 and gave the stock a “buy” rating in a research note on Thursday, August 14th. Piper Sandler lifted their price target on shares of Cisco Systems from $64.00 to $70.00 and gave the stock a “neutral” rating in a research note on Thursday, August 14th. Finally, Wall Street Zen cut shares of Cisco Systems from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 12th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $74.53.

About Cisco Systems

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.