Evanson Financial LLC Buys Shares of 75,627 Cisco Systems, Inc. $CSCO

Evanson Financial LLC purchased a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the second quarter, according to its most recent filing with the SEC. The firm purchased 75,627 shares of the network equipment provider’s stock, valued at approximately $8,883,000.

Several other hedge funds have also recently bought and sold shares of the company. Fermata Advisors LLC raised its stake in shares of Cisco Systems by 7.8% during the 2nd quarter. Fermata Advisors LLC now owns 4,440 shares of the network equipment provider’s stock worth $522,000 after buying an additional 323 shares during the last quarter. Bill Few Associates Inc. grew its stake in Cisco Systems by 1.2% in the 2nd quarter. Bill Few Associates Inc. now owns 63,461 shares of the network equipment provider’s stock valued at $7,454,000 after acquiring an additional 755 shares during the last quarter. Foster Group Inc. increased its holdings in Cisco Systems by 34.9% during the 2nd quarter. Foster Group Inc. now owns 9,710 shares of the network equipment provider’s stock valued at $1,140,000 after acquiring an additional 2,512 shares in the last quarter. Balefire LLC raised its position in Cisco Systems by 12.6% during the second quarter. Balefire LLC now owns 7,966 shares of the network equipment provider’s stock worth $936,000 after acquiring an additional 889 shares during the last quarter. Finally, FOCUS Wealth Advisors LLC acquired a new position in Cisco Systems during the second quarter worth about $1,835,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 7,127 shares of the company’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the transaction, the executive vice president directly owned 140,857 shares in the company, valued at approximately $16,890,162.87. This represents a 4.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 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 in the company, valued at $76,469,312.55. This trade represents a 3.25% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 47,650 shares of company stock worth $5,668,823. Company insiders own 0.01% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Analysts expect continued strength in AI infrastructure demand, supported by checks with hyperscale cloud and “neocloud” customers. UBS believes Cisco could exceed consensus revenue and earnings estimates for the July quarter as AI networking orders and campus-networking spending remain resilient. Cisco Systems to report amid expectations of continued AI infrastructure strength
• Positive Sentiment: Recent coverage highlights Cisco’s potential to participate in the AI networking boom through demand for high-speed connectivity, data-center infrastructure and related networking products. The company has been one of the Dow Jones’ strongest performers this year, reflecting optimism about its AI growth trajectory. Can Cisco Systems Lead the AI Networking Boom?
• Positive Sentiment: Cisco is participating in Chainguard’s Athena Coalition alongside major technology and financial companies to help automate the remediation of open-source software vulnerabilities. The initiative reinforces Cisco’s cybersecurity ecosystem exposure, though it is unlikely to have an immediate material effect on revenue. Apiiro Joins Chainguard’s Athena Coalition
• Neutral Sentiment: Cisco’s August 12 earnings announcement is the next major catalyst. Investor focus will be on AI-related orders, product demand, margins and management’s outlook after the company previously reported revenue growth and an earnings beat. Cisco Schedules Conference Call for Q4 Fiscal Year 2026 Financial Results
• Negative Sentiment: Zacks Research downgraded CSCO from “strong buy” to “hold,” potentially pressuring the shares after their substantial yearly advance. Broader networking-stock commentary also points to cautious IT spending, higher costs and deployment delays as risks to near-term results. What’s in Store for These Networking Stocks This Earnings Season?

Cisco Systems Price Performance

Cisco Systems stock opened at $120.88 on Friday. The stock has a market capitalization of $476.44 billion, a P/E ratio of 39.25, a P/E/G ratio of 2.74 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. 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’s 50-day moving average is $117.72 and its two-hundred day moving average is $97.37.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates 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 company’s revenue was up 12.0% on a year-over-year basis. During the same quarter in the previous year, the business 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. Equities analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were issued a $0.42 dividend. The ex-dividend date was Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.4%. Cisco Systems’s payout ratio is 54.55%.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the stock. Wells Fargo & Company increased their price target on shares of Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Bank of America lifted their price objective on Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a research report on Monday, June 8th. Morgan Stanley upped their target price on Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research note on Friday, June 12th. Barclays increased their target price on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a report on Thursday, May 14th. Finally, CICC Research boosted their price target on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. Two 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. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $123.14.

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.