Stonegate Investment Group LLC Grows Position in Cisco Systems, Inc. $CSCO

Stonegate Investment Group LLC grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.4% in the third quarter, HoldingsChannel reports. The institutional investor owned 1,571,291 shares of the network equipment provider’s stock after buying an additional 6,949 shares during the period. Cisco Systems makes up 2.5% of Stonegate Investment Group LLC’s investment portfolio, making the stock its 12th largest position. Stonegate Investment Group LLC’s holdings in Cisco Systems were worth $107,508,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in CSCO. Bare Financial Services Inc lifted its position in Cisco Systems by 531.0% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after acquiring an additional 308 shares during the period. Marquette Asset Management LLC purchased a new position in shares of Cisco Systems in the third quarter worth about $25,000. Financial Connections Group Inc. lifted its holdings in shares of Cisco Systems by 89.4% during the second quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock worth $28,000 after purchasing an additional 193 shares during the period. Legacy Investment Solutions LLC purchased a new stake in Cisco Systems in the second quarter valued at approximately $28,000. Finally, Lowe Wealth Advisors LLC increased its holdings in Cisco Systems by 96.2% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after buying an additional 200 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Evercore ISI upgraded CSCO from “in-line” to “outperform” and raised its price target to $100 (from $80), signaling ~30% upside vs. recent levels and pushing buying interest. Evercore Upgrade
• Positive Sentiment: Analysts broadly lifted targets and revised their narratives on CSCO, citing accelerating AI revenue opportunity and improved forward guidance — this re-rating is a key reason institutional buyers are piling in. Price Target Revision Story
• Positive Sentiment: Data aggregator shows analysts’ consensus remains bullish (average rating ~“moderate buy”), reinforcing the upgrade momentum and providing validation for investors tracking sell‑side sentiment. Analyst Consensus Moderate Buy
• Positive Sentiment: Cisco launched the Cisco 360 Partner Program aimed at accelerating AI deployments through partners — a strategic move to monetize AI infrastructure and services faster, supporting revenue upside and customer traction. Cisco 360 Partner Program
• Neutral Sentiment: Cisco released research highlighting rising data-privacy investments as AI scales — this reinforces long-term demand for Cisco security and governance products but is an industry tailwind rather than a near-term earnings surprise. AI & Data Privacy Report
• Neutral Sentiment: Market commentaries note short‑term pullbacks (small weekly/monthly declines) amid the broader re-rating; this suggests some profit‑taking even as the outlook and analyst sentiment turn more positive. TipRanks Analyst Trend

Cisco Systems Stock Performance

NASDAQ CSCO opened at $77.01 on Tuesday. The stock has a market capitalization of $304.27 billion, a price-to-earnings ratio of 28.95, a PEG ratio of 2.82 and a beta of 0.87. The stock has a 50-day moving average of $76.60 and a 200 day moving average of $71.84. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $80.82.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The business had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. During the same period in the previous year, the business earned $0.91 earnings per share. The business’s revenue was up 7.5% compared to the same quarter last year. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. Sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd were given a $0.41 dividend. The ex-dividend date was Friday, January 2nd. This represents a $1.64 annualized dividend and a dividend yield of 2.1%. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.

Analyst Upgrades and Downgrades

Several analysts have commented on the stock. Citic Securities lifted their price objective on shares of Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. Argus boosted their target price on shares of Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. BNP Paribas Exane upped their price target on shares of Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a report on Thursday, November 13th. CICC Research lifted their price objective on Cisco Systems from $78.00 to $84.00 and gave the company an “outperform” rating in a research note on Friday, November 14th. Finally, Morgan Stanley upped their target price on Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Sixteen research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus price target of $86.81.

Insiders Place Their Bets

In other Cisco Systems news, SVP Maria Victoria Wong sold 428 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $80.33, for a total transaction of $34,381.24. Following the completion of the sale, the senior vice president directly owned 32,176 shares in the company, valued at approximately $2,584,698.08. The trade was a 1.31% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,745 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $79.46, for a total value of $138,657.70. Following the completion of the transaction, the executive vice president owned 176,319 shares in the company, valued at approximately $14,010,307.74. This trade represents a 0.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. 0.01% of the stock is owned by company insiders.

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.