Cisco Systems, Inc. $CSCO Position Reduced by Lockheed Martin Investment Management Co.

Lockheed Martin Investment Management Co. cut its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 9.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 141,950 shares of the network equipment provider’s stock after selling 14,160 shares during the quarter. Lockheed Martin Investment Management Co.’s holdings in Cisco Systems were worth $10,934,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of CSCO. Brighton Jones LLC lifted its stake in Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after buying an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of 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 purchasing an additional 2,474 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of 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 purchasing an additional 712 shares during the period. Schnieders Capital Management LLC. increased its holdings in shares of 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 purchasing an additional 519 shares during the period. Finally, Marshall Wace LLP increased its holdings in shares of 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 purchasing an additional 590,650 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the transaction, the executive vice president owned 188,613 shares in the company, valued at $15,040,000.62. This trade represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the stock in a transaction that occurred on 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 owned 187,097 shares in the company, valued at approximately $14,874,211.50. This trade represents a 4.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 15,587 shares of company stock worth $1,230,765. 0.01% of the stock is currently owned by company insiders.

Cisco Systems Trading Up 2.3%

NASDAQ:CSCO opened at $118.21 on Friday. The stock’s 50 day moving average price is $85.41 and its 200 day moving average price is $79.95. Cisco Systems, Inc. has a 52 week low of $62.30 and a 52 week high of $119.36. The company has a market capitalization of $466.92 billion, a P/E ratio of 38.38, a P/E/G ratio of 4.34 and a beta of 0.92. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.85 and a current ratio of 0.92.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating 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 for the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter last year, the company posted $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 forecast that Cisco Systems, Inc. will post 3.42 EPS for the current fiscal year.

Cisco Systems Announces Dividend

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

Analysts Set New Price Targets

A number of brokerages have recently weighed in on CSCO. Erste Group Bank downgraded Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Zacks Research downgraded Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Argus upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a report on Thursday, February 12th. Finally, Piper Sandler upped their target price on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

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.