Twin Capital Management Inc. Purchases 6,884 Shares of Cisco Systems, Inc. $CSCO

Twin Capital Management Inc. increased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 12.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 60,202 shares of the network equipment provider’s stock after purchasing an additional 6,884 shares during the period. Twin Capital Management Inc.’s holdings in Cisco Systems were worth $4,671,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Signature Resources Capital Management LLC boosted its holdings in shares of Cisco Systems by 2.3% during the 1st quarter. Signature Resources Capital Management LLC now owns 5,061 shares of the network equipment provider’s stock valued at $393,000 after buying an additional 116 shares in the last quarter. Smithfield Trust Co increased its stake in shares of Cisco Systems by 0.3% in the 4th quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock worth $2,596,000 after acquiring an additional 117 shares in the last quarter. Pacific Sage Partners LLC increased its stake in shares of Cisco Systems by 0.7% in the 1st quarter. Pacific Sage Partners LLC now owns 16,185 shares of the network equipment provider’s stock worth $1,256,000 after acquiring an additional 118 shares in the last quarter. Capstone Wealth Management Group LLC lifted its position in Cisco Systems by 3.2% during the 4th quarter. Capstone Wealth Management Group LLC now owns 3,818 shares of the network equipment provider’s stock valued at $294,000 after acquiring an additional 120 shares during the period. Finally, Hilton Head Capital Partners LLC boosted its stake 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 worth $1,047,000 after acquiring an additional 120 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Analysts and media continue to highlight Cisco’s strong year-to-date run, supported by rising AI-related orders, networking growth, security momentum, and improved earnings visibility. Cisco Jumps 52% YTD: Is There More Room for the Stock to Rise?
• Positive Sentiment: Cisco also announced a partnership with SuccessKPI to integrate AI-native workforce engagement tools into Webex Contact Center, reinforcing its push into AI-enabled enterprise communications. SuccessKPI Powers Next Generation Hybrid Contact Centers with WEM for Webex Cloud
• Positive Sentiment: Several recent articles remain constructive on Cisco’s AI and cybersecurity positioning, arguing that demand for AI-driven networking and security tools could support further upside. Top Cybersecurity Stocks to Buy Now as AI Changes Tech Defense
• Neutral Sentiment: Technical commentary says CSCO is now in a correction phase after slipping below key short-term support, and the next move may determine whether the longer-term uptrend stays intact. Cisco Systems (CSCO) Price Forecast: Correction Deepens as Key Support Nears
• Neutral Sentiment: Other coverage notes Cisco remains a popular AI and networking beneficiary, but some analysts also point out valuation and trading-range concerns, suggesting the stock may need another catalyst to extend its move. The AI Boom Isn’t Over: 3 Stocks to Buy for 2H 2026
• Negative Sentiment: Today’s weakness appears tied to investors locking in gains after Cisco’s big run, with some reports also citing broader pressure on large tech names and evidence that the stock had become extended. Cisco Systems slips as investors appear to be taking profits after a big post-earnings run

Cisco Systems Stock Down 4.5%

NASDAQ:CSCO opened at $111.77 on Thursday. The firm has a market cap of $440.53 billion, a P/E ratio of 36.29, a P/E/G ratio of 2.98 and a beta of 1.02. 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 fifty-two week low of $65.75 and a fifty-two week high of $130.37. The firm has a 50-day simple moving average of $116.74 and a two-hundred day simple moving average of $92.98.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter in the prior year, the firm posted $0.96 earnings per share. The business’s revenue 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. Analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently disclosed 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 of this dividend is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems’s dividend payout ratio is 54.55%.

Analyst Ratings Changes

A number of equities research analysts have weighed in on CSCO shares. KeyCorp upped their price objective on shares of Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Weiss Ratings upgraded shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. Piper Sandler upped their price target on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. Finally, BNP Paribas Exane lifted their price objective on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus target price of $123.14.

Insiders Place Their Bets

In other Cisco Systems news, CEO Charles Robbins sold 21,400 shares of the stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the sale, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. This trade represents a 3.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of the sale, the insider directly owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. The trade was a 2.82% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 47,650 shares of company stock worth $5,668,823 in the last three months. Corporate insiders own 0.01% of the company’s stock.

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.