Mission Wealth Management LP boosted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 8.9% in the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 69,490 shares of the network equipment provider’s stock after buying an additional 5,697 shares during the period. Mission Wealth Management LP’s holdings in Cisco Systems were worth $5,353,000 as of its most recent SEC filing.
A number of other institutional investors have also bought and sold shares of CSCO. Arrowstreet Capital Limited Partnership increased its stake in Cisco Systems by 110.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after buying an additional 9,648,265 shares in the last quarter. Wellington Management Group LLP increased its stake in Cisco Systems by 19.5% in the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after buying an additional 5,498,375 shares in the last quarter. Invesco Ltd. increased its stake in Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after buying an additional 5,081,469 shares in the last quarter. Vanguard Group Inc. grew its position in shares of Cisco Systems by 1.0% during 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 purchasing an additional 4,049,893 shares in the last quarter. Finally, Bank Julius Baer & Co. Ltd Zurich grew its position in shares of Cisco Systems by 875.6% during the fourth quarter. Bank Julius Baer & Co. Ltd Zurich now owns 4,084,965 shares of the network equipment provider’s stock valued at $314,925,000 after purchasing an additional 3,666,258 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.
Analyst Ratings Changes
A number of research analysts have recently weighed in on CSCO shares. DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. The Goldman Sachs Group raised their price objective on Cisco Systems from $75.00 to $116.00 and gave the company a “neutral” rating in a research report on Thursday. Morgan Stanley raised their price objective on Cisco Systems from $91.00 to $120.00 and gave the company an “overweight” rating in a research report on Thursday. Finally, Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Three 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. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.55.
Insider Buying and Selling
In related news, EVP Deborah L. Stahlkopf sold 7,981 shares of Cisco Systems stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the transaction, the executive vice president owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 15,587 shares of company stock worth $1,230,765. Insiders own 0.01% of the company’s stock.
Cisco Systems Stock Performance
Shares of Cisco Systems stock opened at $118.21 on Monday. The firm has a market cap of $466.92 billion, a price-to-earnings ratio of 38.38, a PEG ratio of 3.61 and a beta of 0.92. Cisco Systems, Inc. has a twelve month low of $62.30 and a twelve month high of $119.36. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The business has a 50-day moving average price of $85.41 and a 200-day moving average price of $80.01.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last released its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm’s revenue was up 12.0% on a year-over-year basis. During the same quarter last year, the business posted $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. Equities research analysts anticipate that Cisco Systems, Inc. will post 3.42 EPS 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. Investors of record on Monday, July 6th will be given a $0.42 dividend. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.
More Cisco Systems News
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 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.
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