Intech Investment Management LLC Raises Stock Position in Cisco Systems, Inc. $CSCO

Intech Investment Management LLC boosted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 35.4% in the fourth quarter, HoldingsChannel reports. The institutional investor owned 1,158,891 shares of the network equipment provider’s stock after purchasing an additional 303,123 shares during the quarter. Cisco Systems makes up 0.8% of Intech Investment Management LLC’s portfolio, making the stock its 16th largest position. Intech Investment Management LLC’s holdings in Cisco Systems were worth $89,269,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of the business. Houlihan Financial Resource Group Ltd. purchased a new stake in Cisco Systems in the 4th quarter worth $361,000. Godfrey Financial Associates Inc. bought a new position in shares of Cisco Systems during the fourth quarter worth $236,000. MidAtlantic Capital Management Inc. bought a new position in shares of Cisco Systems during the fourth quarter worth $25,000. Murphy & Mullick Capital Management Corp boosted its position in shares of Cisco Systems by 21.4% during the fourth quarter. Murphy & Mullick Capital Management Corp now owns 1,700 shares of the network equipment provider’s stock worth $131,000 after acquiring an additional 300 shares during the last quarter. Finally, Connecticut Capital Management Group LLC bought a new position in shares of Cisco Systems during the fourth quarter worth $483,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $135 from $114 and kept a Buy rating, citing stronger demand for networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also boosted its Cisco target to $150 from $100 after the latest earnings report, reinforcing confidence in the company’s results and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Cisco is being positioned as a beneficiary of the AI buildout, with articles highlighting record results and momentum in networking demand. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Qumulo and Cisco launched a CloudBridge architecture aimed at extending file workloads into the cloud, adding another AI/cloud infrastructure use case for Cisco’s platform. Qumulo and Cisco Deliver Industry-First CloudBridge Architecture…
• Positive Sentiment: New coverage suggests Cisco’s security revenue growth could accelerate as it links security to the AI infrastructure cycle, Splunk observability, and AI-agent defenses. Cisco’s Security Revenue Growth Set to Pick Up: What’s Ahead?
• Neutral Sentiment: Several momentum-focused articles are highlighting Cisco as a strong stock pick, but these are mostly commentary pieces rather than new fundamental developments. Are You Looking for a Top Momentum Pick? Why Cisco Systems (CSCO) is a Great Choice
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan; the sale is worth noting, but it appears routine and not a major fundamental signal. SEC filing

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on CSCO shares. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. The Goldman Sachs Group upped their target price on shares of Cisco Systems from $75.00 to $116.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. JPMorgan Chase & Co. upped their target price on shares of Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Rosenblatt Securities restated a “buy” rating and set a $100.00 target price on shares of Cisco Systems in a research report on Thursday, February 12th. Finally, New Street Research upped their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $119.09.

Cisco Systems Price Performance

Cisco Systems stock opened at $118.64 on Friday. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 52-week low of $62.30 and a 52-week high of $120.79. The firm’s fifty day moving average is $92.59 and its 200 day moving average is $82.92. The company has a market cap of $467.61 billion, a price-to-earnings ratio of 38.52, a PEG ratio of 3.14 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter last year, the firm earned $0.96 EPS. The firm’s revenue for the quarter was up 12.0% compared to the same quarter last year. 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. Sell-side analysts forecast that Cisco Systems, Inc. will post 3.44 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be given a dividend of $0.42 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. Cisco Systems’s payout ratio is currently 54.55%.

Insider Activity

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the transaction, the executive vice president owned 187,097 shares of the company’s stock, valued at approximately $14,874,211.50. The trade was a 4.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the transaction, the executive vice president directly owned 156,693 shares in the company, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 51,324 shares of company stock worth $5,559,834. Company 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.