Westerkirk Capital Inc. Invests $524,000 in Cisco Systems, Inc. $CSCO

Westerkirk Capital Inc. acquired a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm acquired 6,801 shares of the network equipment provider’s stock, valued at approximately $524,000.

Other large investors have also modified their holdings of the company. MidAtlantic Capital Management Inc. bought a new stake in shares of Cisco Systems during the 4th quarter worth $25,000. Board of the Pension Protection Fund acquired a new stake in shares of Cisco Systems in the fourth quarter worth $31,000. EQ Wealth Advisors LLC acquired a new stake in shares of Cisco Systems in the fourth quarter worth $31,000. Anfield Capital Management LLC boosted its position in shares of Cisco Systems by 248.9% in the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after buying an additional 346 shares during the period. Finally, Joseph Group Capital Management acquired a new stake in shares of Cisco Systems in the fourth quarter worth $38,000. 73.33% of the stock is owned by institutional investors.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $150 from $135 and kept a buy rating, signaling confidence that the company can keep benefiting from AI-driven networking demand and security growth. Benzinga
• Positive Sentiment: Several recent articles highlight Cisco as a stock to buy or hold near its 52-week high, reflecting optimism around its enterprise networking franchise, cybersecurity position, and AI infrastructure exposure. Cisco Stock Nearing 52-Week High: Buy, Sell or Hold?
• Positive Sentiment: Industry commentary points to strong campus switch demand and rising prices due to component shortages, which could support Cisco’s networking revenue if the refresh cycle continues. 1Q 2026 Campus Switch Shipments Grow Double Digits
• Neutral Sentiment: Trading in tech has been volatile, with the Nasdaq hitting a five-week low Tuesday before rebounding earlier in the week; that broader sector pullback may be pressuring Cisco even though the company-specific outlook remains intact. Nasdaq Composite Falls to 5-Week Low Amid Tech Pullback
• Neutral Sentiment: New commentary says Cisco may be overvalued, but the valuation is still viewed as more justified than during the dot-com era, suggesting the stock could be prone to consolidation even if the long-term story remains positive. Seeking Alpha article
• Neutral Sentiment: Reported short-interest data showed essentially zero shares outstanding, which does not point to a meaningful bearish positioning change in Cisco.

Cisco Systems Trading Down 3.1%

Cisco Systems stock opened at $120.36 on Wednesday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The business’s 50-day simple moving average is $99.70 and its 200-day simple moving average is $85.63. The firm has a market capitalization of $474.39 billion, a PE ratio of 39.08, a PEG ratio of 3.16 and a beta of 1.01. Cisco Systems, Inc. has a 52 week low of $63.87 and a 52 week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The business had revenue of $15.84 billion for 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 for the quarter was up 12.0% on a year-over-year basis. During the same period in the previous year, the company 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 forecast that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid a $0.42 dividend. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. Cisco Systems’s payout ratio is presently 54.55%.

Wall Street Analysts Forecast Growth

CSCO has been the subject of several recent analyst reports. Wells Fargo & Company raised their target price on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. JPMorgan Chase & Co. raised their target price on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Argus raised their target price on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. Finally, Truist Financial initiated coverage on Cisco Systems in a research report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 target price for the company. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $120.18.

Insiders Place Their Bets

In other news, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the transaction, the insider directly owned 246,737 shares in the company, valued at approximately $28,937,315.36. The trade was a 2.82% decrease in their ownership of the stock. The transaction 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, 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 $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 50,773 shares of company stock valued at $5,517,109 in the last ninety days. Company insiders own 0.01% of the company’s stock.

About Cisco Systems

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.