Cisco Systems, Inc. $CSCO Shares Purchased by Goodman Advisory Group LLC

Goodman Advisory Group LLC raised its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 5,651.0% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 9,029 shares of the network equipment provider’s stock after acquiring an additional 8,872 shares during the period. Goodman Advisory Group LLC’s holdings in Cisco Systems were worth $701,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CSCO. Smithfield Trust Co grew its holdings in shares of Cisco Systems by 0.3% during the 4th quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock worth $2,596,000 after purchasing an additional 117 shares during the period. Pacific Sage Partners LLC raised its holdings in Cisco Systems by 0.7% in the first quarter. Pacific Sage Partners LLC now owns 16,185 shares of the network equipment provider’s stock valued at $1,256,000 after buying an additional 118 shares during the period. Capstone Wealth Management Group LLC lifted its position in Cisco Systems by 3.2% during the fourth quarter. Capstone Wealth Management Group LLC now owns 3,818 shares of the network equipment provider’s stock valued at $294,000 after buying an additional 120 shares in the last quarter. Hilton Head Capital Partners LLC lifted its position in Cisco Systems by 0.9% during the first quarter. Hilton Head Capital Partners LLC now owns 13,488 shares of the network equipment provider’s stock valued at $1,047,000 after buying an additional 120 shares in the last quarter. Finally, Narus Financial Partners LLC grew its stake in Cisco Systems by 2.9% during the first quarter. Narus Financial Partners LLC now owns 4,369 shares of the network equipment provider’s stock worth $339,000 after buying an additional 123 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems News Roundup

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

• Positive Sentiment: KeyCorp raised its price target on Cisco to $130 and reiterated an Overweight rating, suggesting upside from current levels. Cisco Systems price target raised by KeyCorp
• Positive Sentiment: Cisco received a consensus rating of “Moderate Buy” from brokerages, reinforcing a generally favorable long-term analyst view. Cisco Systems receives consensus rating of Moderate Buy from brokerages
• Positive Sentiment: A valuation update lifted Cisco’s fair value estimate modestly, with analysts pointing to stronger AI networking execution, campus refresh demand, and optical growth tied to Acacia. Cisco stock sees modest fair value lift after AI networking target raises
• Neutral Sentiment: Cisco joined a Linux Foundation-led initiative, Akrites, aimed at strengthening critical open-source software against AI-enabled cyber threats, which may support its cybersecurity positioning but is not an immediate earnings driver. Linux Foundation and industry leaders launch Akrites
• Neutral Sentiment: Recent earnings coverage highlighted Cisco’s latest quarterly results and broader IT-services tech trends, but did not add a major new catalyst by itself. Q1 earnings roundup: Cisco and the rest of the IT services & other tech segment
• Negative Sentiment: Cisco disclosed plans to lay off more than 400 workers in California, which can signal cost-cutting or restructuring pressure and may weigh on sentiment. Cisco to lay off more than 400 workers in California
• Negative Sentiment: Broader tech weakness, including an AI and memory-stock selloff tied to an OpenAI IPO delay report, may also be dragging on Cisco shares. Nvidia, Micron, AMD lead chip selloff on OpenAI IPO delay report rattles tech

Insider Buying and Selling at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the executive vice president owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. This trade represents a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the company’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $121.12, for a total transaction of $315,759.84. Following the completion of the sale, the executive vice president directly owned 172,727 shares in the company, valued at $20,920,694.24. This represents a 1.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 47,650 shares of company stock valued at $5,668,823. Corporate insiders own 0.01% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on CSCO shares. New Street Research increased their price objective on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. CICC Research upped their price target on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Piper Sandler increased their price target on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Morgan Stanley raised their price objective on Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. Finally, UBS Group boosted their price objective on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus target price of $123.14.

Cisco Systems Stock Down 4.4%

Shares of NASDAQ CSCO opened at $113.77 on Friday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37. The stock’s 50-day simple moving average is $109.79 and its 200-day simple moving average is $89.46. The firm has a market cap of $448.42 billion, a price-to-earnings ratio of 36.94, a PEG ratio of 2.90 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating 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 firm had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter in the prior year, the business posted $0.96 earnings per share. Cisco Systems’s revenue for the quarter was up 12.0% on a year-over-year basis. 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 anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

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

Cisco Systems 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.