Cisco Systems, Inc. $CSCO Shares Sold by Beacon Investment Advisory Services Inc.

Beacon Investment Advisory Services Inc. reduced its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 18.2% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 165,957 shares of the network equipment provider’s stock after selling 36,801 shares during the quarter. Beacon Investment Advisory Services Inc.’s holdings in Cisco Systems were worth $19,493,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in the stock. Cozad Asset Management Inc. increased its stake in Cisco Systems by 0.3% in the 1st quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after purchasing an additional 87 shares in the last quarter. Dogwood Wealth Management LLC boosted its holdings in shares of Cisco Systems by 3.9% in the second quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock worth $283,000 after buying an additional 90 shares during the period. Financial Insights Inc. boosted its holdings in shares of Cisco Systems by 1.5% in the first quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock worth $483,000 after buying an additional 92 shares during the period. Southern Financial Group LLC increased its position in shares of Cisco Systems by 1.1% in the first quarter. Southern Financial Group LLC now owns 9,159 shares of the network equipment provider’s stock worth $711,000 after acquiring an additional 102 shares in the last quarter. Finally, Signature Resources Capital Management LLC raised its holdings in shares of Cisco Systems by 2.3% during the first quarter. Signature Resources Capital Management LLC now owns 5,061 shares of the network equipment provider’s stock valued at $393,000 after acquiring an additional 116 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analysts Set New Price Targets

A number of research firms recently commented on CSCO. Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. Bank of America boosted their target price on shares of Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday, June 8th. KeyCorp increased their target price on Cisco Systems from $125.00 to $130.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. CICC Research lifted their price target on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Finally, Morgan Stanley upped their price target on Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and an average target price of $123.14.

Cisco Systems Stock Up 0.5%

Cisco Systems stock opened at $121.43 on Friday. The firm has a market cap of $478.61 billion, a PE ratio of 39.43, a P/E/G ratio of 2.72 and a beta of 1.02. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The firm’s 50 day moving average price is $117.74 and its two-hundred day moving average price is $97.54. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37.

Cisco Systems (NASDAQ:CSCO) last issued 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 net margin of 20.14% and a return on equity of 28.44%. The company 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 posted $0.96 EPS. The company’s revenue for the quarter 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 fiscal year.

Cisco Systems Dividend Announcement

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 of this dividend was Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 7,127 shares of the business’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following the transaction, the executive vice president owned 140,857 shares in the company, valued at $16,890,162.87. The trade was a 4.82% decrease in their ownership of the stock. The sale was disclosed in a document filed 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 firm’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the sale, the executive vice president directly owned 177,223 shares of the company’s stock, valued at $20,790,030.13. This trade represents a 3.58% decrease in their ownership of the stock. 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 have sold 47,650 shares of company stock valued at $5,668,823. Corporate 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: Cisco raised its fiscal 2026 AI infrastructure order forecast from $5 billion to approximately $9 billion, reflecting stronger-than-expected demand from hyperscale customers. The company expects to recognize about $4 billion in related revenue, compared with total fiscal-year revenue guidance of $62.8 billion to $63.0 billion. Cisco Raised Its AI Order Target to $9 Billion
• Positive Sentiment: Recent coverage highlights Cisco’s positioning in the AI networking boom, alongside security partnerships and Webex emergency-calling integration. These developments reinforce the company’s push beyond traditional networking equipment. Can Cisco Lead the AI Networking Boom?
• Positive Sentiment: Cisco’s partner-focused skills initiative is designed to help solution providers find and retain qualified technical talent, potentially supporting ecosystem growth and customer implementation capacity over time. Cisco: Powering Partner Growth Through Skills-Based Talent Connections
• Neutral Sentiment: Analysts are focusing on Cisco’s fiscal fourth-quarter metrics beyond revenue and earnings, including indicators that may show whether AI-related demand is translating into sustainable growth. Cisco will report results and hold its conference call on August 12. Cisco Q4 Earnings Metrics
• Neutral Sentiment: Industry coverage describes a mixed networking outlook: AI demand is favorable, but cautious information-technology spending, deployment delays and rising costs remain risks for Cisco and peers.
• Negative Sentiment: Zacks Research downgraded CSCO from “strong buy” to “hold,” adding a more cautious analyst signal after the stock’s substantial run. Separate analysis also suggests Cisco may be roughly 9% overvalued, increasing sensitivity to any earnings disappointment. Cisco Security and Valuation Analysis

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.