Vise Technologies Inc. Has $15.43 Million Position in Cisco Systems, Inc. $CSCO

Vise Technologies Inc. grew its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 47.1% in the fourth quarter, Holdings Channel reports. The institutional investor owned 200,341 shares of the network equipment provider’s stock after purchasing an additional 64,144 shares during the period. Vise Technologies Inc.’s holdings in Cisco Systems were worth $15,432,000 as of its most recent filing with the SEC.

A number of other large investors have also made changes to their positions in the stock. Continuum Advisory LLC increased its position in shares of Cisco Systems by 20.6% during the fourth quarter. Continuum Advisory LLC now owns 17,908 shares of the network equipment provider’s stock valued at $1,379,000 after purchasing an additional 3,057 shares during the period. Daiwa Securities Group Inc. grew its position in Cisco Systems by 0.6% in the fourth quarter. Daiwa Securities Group Inc. now owns 1,223,165 shares of the network equipment provider’s stock valued at $94,220,000 after acquiring an additional 7,232 shares during the period. Verus Capital Partners LLC grew its holdings in shares of Cisco Systems by 7.8% during the fourth quarter. Verus Capital Partners LLC now owns 14,293 shares of the network equipment provider’s stock worth $1,101,000 after purchasing an additional 1,040 shares during the last quarter. State of Wyoming grew its holdings in shares of Cisco Systems by 476.7% during the fourth quarter. State of Wyoming now owns 20,898 shares of the network equipment provider’s stock worth $1,610,000 after purchasing an additional 17,274 shares during the last quarter. Finally, TD Asset Management Inc grew its holdings in shares of Cisco Systems by 5.1% during the fourth quarter. TD Asset Management Inc now owns 3,269,381 shares of the network equipment provider’s stock worth $251,840,000 after purchasing an additional 158,505 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Trading Up 2.8%

Shares of CSCO opened at $130.00 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 12-month low of $63.87 and a 12-month high of $130.37. The firm has a market capitalization of $512.39 billion, a PE ratio of 42.21, a price-to-earnings-growth ratio of 3.24 and a beta of 1.01. The stock’s fifty day simple moving average is $97.25 and its 200-day simple moving average is $84.70.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same quarter in the prior year, the firm posted $0.96 earnings per share. 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. As a group, research analysts predict that Cisco Systems, Inc. will post 3.52 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently declared 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 dividend on an annualized basis and a dividend yield of 1.3%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Analysts and commentators are increasingly bullish on Cisco’s AI opportunity, including forecasts that the company could generate about $6 billion in FY2027 AI revenue, reinforcing the view that AI could become a meaningful growth driver. Analyst Upgrades Cisco Systems As It Anticipates $6 Billion in FY2027 AI Revenue
• Positive Sentiment: Jim Cramer said Cisco could be one of the winners from Anthropic’s cybersecurity-focused “Mythos” AI model, suggesting the stock may have more room to run on AI-related demand for networking and security. Cisco And Palo Alto Could Be Major Winners From Anthropic’s Mythos AI, According To Jim Cramer
• Positive Sentiment: HSBC recently upgraded Cisco to Buy and raised its price target, citing surging AI infrastructure demand and a stronger growth profile, which supports the bullish tone around the shares. HSBC Upgrades Cisco Systems (CSCO) on Surging AI Infrastructure Demand
• Positive Sentiment: Cisco has also been highlighting new AI and cybersecurity products, including Cloud Control, Live Protect, and quantum-safe security tools, which investors may see as evidence that the company is executing on its AI strategy. Cisco’s AI Platforms And Cybersecurity Push Test Valuation For Investors
• Neutral Sentiment: Goldman Sachs kept a Hold rating on Cisco despite raising its price target, signaling some optimism but also suggesting valuation may already reflect much of the good news. Goldman Sachs Remains a Hold on Cisco Systems (CSCO)
• Neutral Sentiment: Cisco’s presentation at the Bank of America Global Technology Conference kept the stock in focus, but no major new financial guidance was highlighted in the headline alone. Cisco Systems, Inc. (CSCO) Presents at Bank of America 2026 Global Technology Conference Transcript
• Negative Sentiment: Some analysts are still cautious on valuation, with Goldman’s Hold rating implying limited upside at current levels despite the company’s strong rally. Goldman Sachs price target and neutral rating

Analyst Ratings Changes

Several analysts have recently commented on the company. Zacks Research cut Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Argus increased their target price on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a report on Tuesday, May 19th. Rosenblatt Securities restated a “buy” rating and set a $100.00 target price on shares of Cisco Systems in a report on Thursday, February 12th. Erste Group Bank cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Finally, CICC Research increased their target price on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and an average price target of $119.50.

Insider Buying and Selling at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 7,981 shares of the stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the transaction, the executive vice president directly owned 187,097 shares in the company, valued at approximately $14,874,211.50. This trade represents a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Charles Robbins sold 21,400 shares of the stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the transaction, the chief executive officer owned 637,085 shares of the company’s stock, valued at approximately $76,469,312.55. The trade was a 3.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 51,324 shares of company stock valued at $5,559,834 in the last 90 days. 0.01% of the stock is currently owned by corporate insiders.

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.