Boston Trust Walden Corp Has $98.63 Million Holdings in Cisco Systems, Inc. $CSCO

Boston Trust Walden Corp lowered its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,271,154 shares of the network equipment provider’s stock after selling 53,788 shares during the period. Cisco Systems accounts for 0.8% of Boston Trust Walden Corp’s portfolio, making the stock its 24th largest position. Boston Trust Walden Corp’s holdings in Cisco Systems were worth $98,629,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently bought and sold shares of the company. Seamount Financial Group Inc. acquired a new position in shares of Cisco Systems during the first quarter valued at $212,000. Physician Wealth Advisors Inc. increased its position in Cisco Systems by 107.9% in the first quarter. Physician Wealth Advisors Inc. now owns 6,988 shares of the network equipment provider’s stock worth $542,000 after purchasing an additional 3,626 shares during the period. Able Wealth Management LLC acquired a new stake in Cisco Systems in the first quarter worth about $267,000. Heritage Oak Wealth Advisors LLC bought a new stake in Cisco Systems during the 1st quarter worth about $211,000. Finally, TSG Advice Partners LLC lifted its position in Cisco Systems by 15.6% during the 1st quarter. TSG Advice Partners LLC now owns 7,080 shares of the network equipment provider’s stock valued at $549,000 after purchasing an additional 956 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Zacks upgraded Cisco to Strong Buy, signaling improving earnings expectations and stronger analyst confidence in the stock’s outlook. Article Title
• Positive Sentiment: Recent commentary highlighted Cisco as a potential AI infrastructure winner, citing record quarterly revenue, raised full-year guidance, and expected $9 billion in AI infrastructure orders from hyperscalers in fiscal 2026. Article Title
• Positive Sentiment: Analyst coverage from Zacks also placed Cisco among the blue-chip names to watch for the second half of 2026, reinforcing its appeal as a defensive-growth stock. Article Title
• Neutral Sentiment: Cisco partnered with College Board to launch AP Cybersecurity and expand career-connected learning, a positive long-term brand and talent-development move but not an immediate earnings driver. Article Title
• Neutral Sentiment: Market coverage noted the stock’s recent move lower, but the broader catalyst discussion suggests investors are weighing the pullback against stronger fundamentals and upgrade-driven optimism. Article Title
• Negative Sentiment: One article referenced past Cisco performance during the Dot-Com era as a cautionary comparison, which may temper enthusiasm for some growth-focused investors, though it is not a new fundamental concern. Article Title

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction that occurred on Friday, May 22nd. The shares were 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 sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.31, for a total transaction 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 SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders 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.

Analyst Ratings Changes

Several equities research analysts have recently commented on the stock. Argus lifted their price target on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. UBS Group increased their price objective on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a report on Thursday, May 14th. JPMorgan Chase & Co. raised their price objective on shares of Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Truist Financial initiated coverage on shares of Cisco Systems in a research report on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price for the company. Finally, Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Tuesday. Three research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus target price of $123.14.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $112.69 on Friday. The stock’s fifty day simple moving average is $112.13 and its 200 day simple moving average is $90.58. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The company has a market capitalization of $444.16 billion, a PE ratio of 36.59, a PEG ratio of 2.98 and a beta of 1.02. Cisco Systems, Inc. has a 12 month low of $65.75 and a 12 month high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. During the same period in the previous year, the firm earned $0.96 earnings per share. The company’s revenue was up 12.0% on a year-over-year basis. 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. On average, research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be given a $0.42 dividend. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. Cisco Systems’s payout ratio is currently 54.55%.

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.