Cisco Systems, Inc. $CSCO Shares Sold by Knights of Columbus Asset Advisors LLC

Knights of Columbus Asset Advisors LLC reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 18.2% in the 3rd quarter, Holdings Channel.com reports. The fund owned 258,606 shares of the network equipment provider’s stock after selling 57,424 shares during the quarter. Cisco Systems comprises about 1.0% of Knights of Columbus Asset Advisors LLC’s holdings, making the stock its 16th largest position. Knights of Columbus Asset Advisors LLC’s holdings in Cisco Systems were worth $17,694,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of CSCO. Pittenger & Anderson Inc. increased its position in Cisco Systems by 0.3% in the 3rd quarter. Pittenger & Anderson Inc. now owns 235,253 shares of the network equipment provider’s stock valued at $16,096,000 after acquiring an additional 630 shares during the period. Banyan Capital Management Inc. acquired a new stake in shares of Cisco Systems during the 3rd quarter worth about $259,000. Impact Partnership Wealth LLC lifted its stake in shares of Cisco Systems by 42.2% during the third quarter. Impact Partnership Wealth LLC now owns 4,991 shares of the network equipment provider’s stock valued at $341,000 after buying an additional 1,481 shares during the period. Cypress Capital Group boosted its position in Cisco Systems by 0.3% during the third quarter. Cypress Capital Group now owns 77,979 shares of the network equipment provider’s stock worth $5,335,000 after acquiring an additional 208 shares during the last quarter. Finally, Valley Wealth Managers Inc. grew its stake in Cisco Systems by 0.5% in the 3rd quarter. Valley Wealth Managers Inc. now owns 394,279 shares of the network equipment provider’s stock worth $26,977,000 after acquiring an additional 2,033 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at Cisco Systems

In other news, SVP Maria Victoria Wong sold 428 shares of Cisco Systems stock in a transaction dated 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 $2,584,698.08. The trade was a 1.31% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Kristina M. Johnson sold 13,481 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the transaction, the director directly owned 61,630 shares in the company, valued at approximately $4,753,521.90. The trade was a 17.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,044,865 shares of company stock valued at $81,397,635 in the last quarter. Corporate insiders own 0.01% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Evercore ISI upgraded Cisco and expects high-single-digit revenue growth in the coming period, a key bullish catalyst that supports upside to revenue and earnings expectations. Evercore ISI sees high-single-digit revenue growth ahead for Cisco (CSCO)
• Positive Sentiment: Zacks Research moved CSCO from “hold” to “strong-buy,” and media reports show shares reacted to analyst upgrades with intraday gains—supporting short-term bullish momentum. Zacks Research upgrade
• Neutral Sentiment: Coverage pieces are urging investors to reassess Cisco after multi‑year share gains — useful for framing valuation risk but not a direct catalyst. Is It Time To Reassess Cisco Systems (CSCO) After Strong Multi‑Year Share Price Gains?
• Neutral Sentiment: Data on short interest is effectively meaningless/zero in the latest release (odd reporting), so it’s not currently a clear driver of price. (May change if accurate shorting picks up.)
• Negative Sentiment: Commentary in Forbes warns the current rally could be a “trap” — a cautionary view that may prompt profit-taking and increase volatility. Cisco Is Rallying, But Is It A Trap?
• Negative Sentiment: Cisco CEO Chuck Robbins warned investors of potential “AI carnage” when the cycle shakes out, signaling company-level caution that could temper enthusiasm around Cisco’s AI positioning. Cisco Boss Robbins Warns Investors of “AI Carnage” Ahead as Winners and Losers Emerge

Wall Street Analyst Weigh In

A number of research analysts have weighed in on CSCO shares. Barclays increased their price target on Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a research note on Thursday, November 13th. Evercore ISI upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and lifted their price target for the company from $80.00 to $100.00 in a report on Monday. Melius Research raised their target price on shares of Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Wells Fargo & Company upped their price target on shares of Cisco Systems from $83.00 to $95.00 and gave the stock an “overweight” rating in a research report on Thursday, November 13th. Finally, JPMorgan Chase & Co. upped their price objective on shares of Cisco Systems from $80.00 to $90.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $86.81.

Cisco Systems Stock Down 0.7%

CSCO stock opened at $78.43 on Friday. The firm’s 50-day moving average is $76.70 and its two-hundred day moving average is $72.01. The company has a market capitalization of $309.88 billion, a price-to-earnings ratio of 29.48, a price-to-earnings-growth ratio of 2.99 and a beta of 0.87. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $80.82. 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 (NASDAQ:CSCO) last announced its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, topping the consensus estimate of $0.98 by $0.02. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The firm had revenue of $14.88 billion for the quarter, compared to analysts’ expectations of $14.77 billion. During the same quarter in the previous year, the company earned $0.91 earnings per share. The firm’s quarterly 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. On average, analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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

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.