Pure Financial Advisors LLC increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 16.2% in the 4th quarter, HoldingsChannel.com reports. The firm owned 30,970 shares of the network equipment provider’s stock after acquiring an additional 4,321 shares during the period. Pure Financial Advisors LLC’s holdings in Cisco Systems were worth $2,386,000 at the end of the most recent reporting period.
Other large investors also recently added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. purchased a new stake in Cisco Systems during the 4th quarter valued at approximately $25,000. Intesa Sanpaolo Wealth Management bought a new stake in shares of Cisco Systems during the fourth quarter valued at approximately $25,000. Jessup Wealth Management Inc purchased a new position in shares of Cisco Systems in the fourth quarter worth $29,000. Board of the Pension Protection Fund purchased a new position in shares of Cisco Systems in the fourth quarter worth $31,000. Finally, EQ Wealth Advisors LLC bought a new position in shares of Cisco Systems during the fourth quarter worth $31,000. 73.33% of the stock is owned by hedge funds and other institutional investors.
Analyst Ratings Changes
Several equities analysts recently weighed in on CSCO shares. Barclays raised their target price on shares of Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. Bank of America increased their price objective on shares of Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a report on Monday, June 8th. The Goldman Sachs Group raised their price objective on Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research report on Wednesday, June 3rd. CICC Research lifted 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. Finally, Morgan Stanley boosted their target price on Cisco Systems from $120.00 to $130.00 and gave the stock an “overweight” rating in a research report on Friday, June 12th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and an average price target of $122.90.
Key Headlines Impacting Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
- Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
- Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
- Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
- Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
- Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title
Insider Transactions at Cisco Systems
In related news, EVP Oliver Tuszik sold 2,761 shares of Cisco Systems stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $114.61, for a total value of $316,438.21. Following the completion of the transaction, the executive vice president owned 180,877 shares in the company, valued at approximately $20,730,312.97. This trade represents a 1.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the sale, the insider directly owned 246,737 shares in the company, valued at $28,937,315.36. The trade was a 2.82% 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 have sold 47,650 shares of company stock worth $5,668,823 in the last quarter. Company insiders own 0.01% of the company’s stock.
Cisco Systems Stock Performance
Shares of CSCO opened at $119.54 on Friday. The stock has a market capitalization of $471.16 billion, a PE ratio of 38.81, a P/E/G ratio of 3.05 and a beta of 1.01. The company’s fifty day moving average is $106.15 and its 200 day moving average is $88.00. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. Cisco Systems, Inc. has a fifty-two week low of $65.72 and a fifty-two week high of $130.37.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same quarter last year, the business earned $0.96 earnings per share. Cisco Systems’s quarterly revenue 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 expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.
Cisco Systems Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. 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 1.4%. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.
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.
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