California State Teachers Retirement System Sells 150,265 Shares of Cisco Systems, Inc. $CSCO

California State Teachers Retirement System cut its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 2.4% in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,022,626 shares of the network equipment provider’s stock after selling 150,265 shares during the period. California State Teachers Retirement System’s holdings in Cisco Systems were worth $467,296,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of the stock. Brighton Jones LLC raised its position in shares of Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after buying an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after acquiring an additional 2,474 shares during the period. Sivia Capital Partners LLC boosted its position in shares of Cisco Systems by 7.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after acquiring an additional 712 shares in the last quarter. Schnieders Capital Management LLC. increased its stake in Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after acquiring an additional 519 shares during the last quarter. Finally, Marshall Wace LLP increased its stake in Cisco Systems by 118.1% in the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after acquiring an additional 590,650 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $115.58 on Wednesday. Cisco Systems, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37. 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 firm has a market capitalization of $455.55 billion, a P/E ratio of 37.53, a P/E/G ratio of 2.92 and a beta of 1.02. The company’s 50 day moving average price is $117.88 and its two-hundred day moving average price is $95.26.

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

Cisco Systems Announces Dividend

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

Insider Buying and Selling at Cisco Systems

In other news, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction dated 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 in the company, valued at approximately $28,937,315.36. The trade was a 2.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible 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 firm’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 approximately $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 have sold a total of 47,650 shares of company stock worth $5,668,823 over the last three months. 0.01% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have weighed in on CSCO. Wells Fargo & Company upped their target price on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. CICC Research lifted their price target on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a research note on Monday, May 18th. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and boosted their price target for the stock from $77.00 to $137.00 in a report on Friday, May 15th. Wall Street Zen downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research report on Tuesday. Finally, Weiss Ratings raised Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $123.14.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: AI and cloud demand support the investment case: Cisco is highlighted alongside Alphabet and Cloudflare as a cloud-computing stock benefiting from AI adoption, enterprise digital transformation and demand for networking infrastructure. 3 Top Cloud Computing Stocks Worth Buying Before August
• Positive Sentiment: Cybersecurity expansion adds a growth catalyst: Cisco joined an AI cybersecurity alliance and partnered with Tech Mahindra on security service edge offerings. The moves could strengthen Cisco’s position in cloud-delivered security as companies seek protection against AI-enabled threats. Cisco Joins AI Cybersecurity Alliance And Teams With Tech Mahindra On SSE
• Neutral Sentiment: Industry conference highlights cybersecurity opportunity: The upcoming EWF 2026 conference is expected to bring together more than 700 cybersecurity and risk-management executives. While not a direct Cisco announcement, the event underscores sustained enterprise demand for practical AI and cybersecurity solutions. As AI Reshapes Cybersecurity, EWF 2026 Brings Together Industry Leaders
• Negative Sentiment: Analyst sentiment softened: Wall Street Zen downgraded Cisco to “Hold,” potentially limiting near-term upside after the stock’s strong advance. Cisco trades at a relatively elevated earnings multiple, making execution and growth expectations important. Wall Street Zen Downgrades Cisco Systems to Hold
• Negative Sentiment: Sector volatility and historical risks remain overhangs: Commentary on the semiconductor selloff recalls Cisco’s 2000-era collapse after customers curtailed spending, while broader networking stocks are facing industry headwinds. The comparison may reinforce concerns about cyclical AI and technology valuations, even though Cisco’s current business and earnings profile differ materially. As Semis Sell Off, Investors Should Heed Cisco’s Historical Lesson

Cisco Systems 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.