Little House Capital LLC Acquires New Position in Cisco Systems, Inc. $CSCO

Little House Capital LLC purchased a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 17,258 shares of the network equipment provider’s stock, valued at approximately $1,181,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Avantax Advisory Services Inc. raised its stake in shares of Cisco Systems by 1.1% in the 2nd quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock valued at $29,163,000 after buying an additional 4,525 shares in the last quarter. Greystone Financial Group LLC bought a new stake in Cisco Systems in the third quarter valued at about $8,563,000. Drive Wealth Management LLC increased its stake in Cisco Systems by 2.7% in the second quarter. Drive Wealth Management LLC now owns 16,605 shares of the network equipment provider’s stock valued at $1,152,000 after acquiring an additional 436 shares during the period. CX Institutional raised its position in Cisco Systems by 11.0% in the third quarter. CX Institutional now owns 144,336 shares of the network equipment provider’s stock worth $9,875,000 after purchasing an additional 14,334 shares in the last quarter. Finally, Shell Asset Management Co. lifted its stake in Cisco Systems by 53.3% during the second quarter. Shell Asset Management Co. now owns 77,234 shares of the network equipment provider’s stock worth $5,358,000 after purchasing an additional 26,840 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Transactions at Cisco Systems

In other Cisco Systems news, CEO Charles Robbins sold 116,734 shares of the business’s stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $77.30, for a total transaction of $9,023,538.20. Following the completion of the sale, the chief executive officer directly owned 704,153 shares of the company’s stock, valued at approximately $54,431,026.90. The trade was a 14.22% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Thimaya K. Subaiya sold 1,745 shares of the company’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $79.46, for a total transaction of $138,657.70. Following the transaction, the executive vice president owned 176,319 shares in the company, valued at approximately $14,010,307.74. The trade was a 0.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 1,044,865 shares of company stock valued at $81,397,635. 0.01% of the stock is currently owned by insiders.

Cisco Systems Price Performance

Shares of CSCO stock opened at $78.68 on Wednesday. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $80.82. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. The firm’s 50 day moving average is $76.63 and its 200-day moving average is $71.92. The firm has a market capitalization of $310.87 billion, a price-to-earnings ratio of 29.58, a PEG ratio of 2.91 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, topping the consensus estimate of $0.98 by $0.02. The firm had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. Cisco Systems’s revenue was up 7.5% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.91 EPS. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. Sell-side analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were issued a $0.41 dividend. The ex-dividend date was Friday, January 2nd. This represents a $1.64 annualized dividend and a yield of 2.1%. Cisco Systems’s dividend payout ratio (DPR) is currently 61.65%.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on the company. Barclays increased their target price on Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a report on Thursday, November 13th. KeyCorp upped their price target on Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Wells Fargo & Company lifted their price objective on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a report on Thursday, October 30th. Finally, Rosenblatt Securities lifted their price target on shares of Cisco Systems from $87.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $86.81.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Evercore ISI upgraded CSCO to “Outperform” and raised its price target to $100, signaling ~27% upside from recent levels and prompting buying interest from investors. Evercore ISI Upgrades Cisco Systems (NASDAQ:CSCO) to “Outperform”
• Positive Sentiment: Multiple analysts have lifted targets and upgraded ratings in the past few days, boosting bullish sentiment and liquidity into the name. Higher analyst conviction supports near-term upside. Cisco Systems Trending as Analysts Lift Targets
• Positive Sentiment: Cisco launched the “Cisco 360” partner program designed for the AI era, intended to accelerate partner-led sales into AI-ready data centers, workplaces, and security — a strategic move to monetize AI infrastructure demand. Cisco Launches New Cisco 360 Partner Program, Built with Partners for the AI Era
• Positive Sentiment: Corporate research from Cisco highlights rising AI-driven spending on privacy, governance and infrastructure — supporting long-term TAM expansion for networking, security and observability products. AI Fuels Surge in Data Privacy Investments and Redefines Governance, Cisco Reports
• Neutral Sentiment: Local wins such as Georgetown’s Wi‑Fi 7 overhaul with Cisco underscore product demand and campus networking relevance but are likely incremental to overall revenue trends. Does Georgetown’s Wi‑Fi 7 Overhaul With Cisco (CSCO) Redefine Its Campus AI Networking Edge?
• Neutral Sentiment: Reported short-interest data this week appears anomalous (showing zero shares), so it’s not a meaningful immediate signal for squeezes or added pressure.
• Neutral Sentiment: Market write-ups and tape headlines (Zacks, Seeking Alpha summaries) note the stock’s recent gains and analyst activity; these amplify momentum but don’t add new fundamentals. Cisco Systems (CSCO) Rises Higher Than Market: Key Facts
• Negative Sentiment: CEO Chuck Robbins warned investors to expect “AI carnage” when the bubble bursts, signaling management awareness of volatile demand dynamics that could lead to differentiation among winners and losers and potential multiple compression. Cisco Boss Robbins Warns Investors of “AI Carnage” Ahead as Winners and Losers Emerge
• Negative Sentiment: Some bearish analyst/commentary pieces (e.g., Forbes suggesting a sell case and lower-price scenarios) add downside narrative that could temper momentum if macro or AI spending headlines turn negative. Is It Time To Sell Cisco Stock?

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.