Cisco Systems, Inc. $CSCO Shares Bought by Global Financial Private Client LLC

Global Financial Private Client LLC lifted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10.2% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 48,106 shares of the network equipment provider’s stock after purchasing an additional 4,441 shares during the quarter. Cisco Systems comprises about 1.2% of Global Financial Private Client LLC’s investment portfolio, making the stock its 14th largest holding. Global Financial Private Client LLC’s holdings in Cisco Systems were worth $3,733,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also bought and sold shares of CSCO. Norges Bank acquired a new position in Cisco Systems during the 4th quarter valued at about $4,473,272,000. Auto Owners Insurance Co raised its position in shares of Cisco Systems by 8,718.3% during the 4th quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider’s stock worth $400,190,000 after buying an additional 51,363,281 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its stake in shares of Cisco Systems by 103.2% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 29,289,151 shares of the network equipment provider’s stock worth $2,256,144,000 after acquiring an additional 14,874,407 shares during the period. Arrowstreet Capital Limited Partnership lifted its stake in shares of Cisco Systems by 110.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after acquiring an additional 9,648,265 shares during the period. Finally, Franklin Resources Inc. boosted its holdings in shares of Cisco Systems by 18.0% in the fourth quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider’s stock valued at $3,876,219,000 after acquiring an additional 7,679,422 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Stock Down 1.2%

NASDAQ CSCO opened at $119.70 on Thursday. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The company’s 50 day simple moving average is $108.44 and its 200 day simple moving average is $89.00. Cisco Systems, Inc. has a 12 month low of $65.75 and a 12 month high of $130.37. The company has a market capitalization of $471.81 billion, a P/E ratio of 38.86, a PEG ratio of 3.09 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last released its earnings results 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. The business had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business’s quarterly revenue was up 12.0% on a year-over-year basis. During the same period in the prior year, the business earned $0.96 earnings per share. 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. Equities research analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid 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 dividend payout ratio (DPR) is currently 54.55%.

Analysts Set New Price Targets

A number of research firms recently commented on CSCO. Piper Sandler boosted their target price on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Morgan Stanley upped 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. Bank of America increased their price target on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday, June 8th. UBS Group lifted their price target on Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Finally, Citic Securities boosted their price objective on Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $122.90.

Insiders Place Their Bets

In other news, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction of $840,780.32. Following the sale, the insider directly owned 246,737 shares of the company’s stock, valued at $28,937,315.36. The trade was a 2.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction on Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the transaction, the executive vice president owned 177,223 shares of the company’s stock, valued at $20,790,030.13. This trade represents a 3.58% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 47,650 shares of company stock worth $5,668,823. 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: A Supreme Court decision dismissed a long-running lawsuit accusing Cisco of aiding persecution in China, removing a legal overhang and reducing litigation risk for the company. US Supreme Court ends suit alleging Cisco helped China pursue Falun Gong
• Positive Sentiment: Articles highlighted Cisco’s growing role in the AI infrastructure boom, including Acacia/800G optics orders and “secure AI factory” initiatives, reinforcing the company’s growth narrative and supporting analyst optimism. Why Cisco’s (CSCO) Acacia Orders Give It a Clearer Role in the 800G AI Optics Cycle
• Positive Sentiment: Bank of America reportedly raised its price target on Cisco to $150 from $135 and kept a Buy rating, signaling continued Wall Street confidence in the stock’s longer-term upside. Why Cisco’s (CSCO) Acacia Orders Give It a Clearer Role in the 800G AI Optics Cycle
• Neutral Sentiment: Several commentary pieces described Cisco as a “hold” near its 52-week high, suggesting the market sees strong fundamentals but limited near-term upside after a big run. Cisco at $121: Buy, Sell or Hold?
• Neutral Sentiment: Other coverage said Cisco is now viewed more as a value stock in a volatile tech market, which may attract buyers but also reflects mixed positioning by investors. Cisco (NASDAQ:CSCO) Emerges As A Value Stock In A Volatile Tech Market
• Negative Sentiment: Some analysts and articles warned that Cisco’s AI-led growth is coming with pressure on the company’s historically high-margin profile, creating concern that profits may be less resilient than the revenue growth story suggests. Everyone Is Watching Cisco Stock’s AI Orders. Here’s The Number They Stopped Bragging About.
• Negative Sentiment: Recent trading updates show Cisco underperforming the broader market on the day, indicating some profit-taking after a strong run. Cisco Systems (CSCO) Dips More Than Broader Market: What You Should Know

About Cisco Systems

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.