Mach 1 Financial Group LLC Purchases 44,021 Shares of Cisco Systems, Inc. $CSCO

Mach 1 Financial Group LLC grew its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 758.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 49,823 shares of the network equipment provider’s stock after acquiring an additional 44,021 shares during the period. Mach 1 Financial Group LLC’s holdings in Cisco Systems were worth $3,838,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of the company. Cypress Capital LLC raised its stake in shares of Cisco Systems by 1.6% in the fourth quarter. Cypress Capital LLC now owns 40,575 shares of the network equipment provider’s stock valued at $3,126,000 after acquiring an additional 621 shares during the last quarter. Shakespeare Wealth Management LLC raised its position in Cisco Systems by 13.2% in the 4th quarter. Shakespeare Wealth Management LLC now owns 3,543 shares of the network equipment provider’s stock worth $273,000 after purchasing an additional 413 shares during the last quarter. CWS Financial Advisors LLC raised its position in Cisco Systems by 8.3% in the 4th quarter. CWS Financial Advisors LLC now owns 14,529 shares of the network equipment provider’s stock worth $1,119,000 after purchasing an additional 1,113 shares during the last quarter. Aspen Investment Management Inc raised its position in Cisco Systems by 10.4% in the 4th quarter. Aspen Investment Management Inc now owns 23,521 shares of the network equipment provider’s stock worth $1,812,000 after purchasing an additional 2,213 shares during the last quarter. Finally, Sierra Summit Advisors LLC raised its position in Cisco Systems by 1.9% in the 4th quarter. Sierra Summit Advisors LLC now owns 37,150 shares of the network equipment provider’s stock worth $2,862,000 after purchasing an additional 695 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 1,744 shares of the company’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the transaction, the executive vice president directly owned 156,693 shares of the company’s stock, valued at $12,076,329.51. This represents a 1.10% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, SVP Maria Victoria Wong sold 2,179 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total transaction of $169,395.46. Following the transaction, the senior vice president directly owned 28,807 shares in the company, valued at $2,239,456.18. This represents a 7.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 32,103 shares of company stock worth $3,160,587. 0.01% of the stock is currently owned by company insiders.

Cisco Systems Stock Down 0.9%

Shares of CSCO stock opened at $114.35 on Thursday. 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 is $87.68 and its 200-day moving average is $80.93. The stock has a market cap of $451.67 billion, a price-to-earnings ratio of 37.13, a PEG ratio of 3.51 and a beta of 0.92. Cisco Systems, Inc. has a 52-week low of $62.30 and a 52-week high of $119.39.

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. The company 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%. Cisco Systems’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.96 EPS. 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. Sell-side analysts predict that Cisco Systems, Inc. will post 3.44 EPS for the current year.

Cisco Systems Announces Dividend

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

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. The Goldman Sachs Group boosted their price objective on shares of Cisco Systems from $75.00 to $116.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Evercore lifted their target price on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Citigroup lifted their target price on shares of Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Bank of America boosted their price target on shares of Cisco Systems from $95.00 to $114.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Finally, Erste Group Bank lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and an average target price of $118.14.

More Cisco Systems News

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

• Positive Sentiment: Cisco’s latest earnings and guidance continue to support the bull case, with management highlighting strong AI infrastructure demand and improving long-term growth prospects. Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift
• Positive Sentiment: HSBC upgraded Cisco to Buy and sharply raised its price target, while Argus also lifted its target, reinforcing expectations for continued share-price strength. HSBC nearly doubles Cisco stock price target for 2026 Argus adjusts price target on Cisco Systems to 150 from 100, maintains Buy rating
• Positive Sentiment: New coverage is positioning Cisco as an AI networking and infrastructure beneficiary, with articles pointing to hyperscaler demand and Cisco’s role in enterprise AI standards. Cisco Ties AI Agent Push To Data Center Connectivity Standards
• Neutral Sentiment: Automation Anywhere’s collaboration with Cisco on EnterpriseClaw underscores Cisco’s relevance in enterprise AI, but the announcement is still more strategic than financially material for now. Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI
• Neutral Sentiment: Cisco was also highlighted in broader “AI infrastructure” and “big data” stock lists, which may help keep the name in focus, but these mentions do not add new fundamentals. Invest in These 5 Big Data Behemoths to Gain From Wall Street Rally
• Negative Sentiment: Several insiders sold shares under pre-arranged 10b5-1 plans, including Jeetendra I. Patel, Deborah L. Stahlkopf, and Oliver Tuszik, which can create a modest overhang on sentiment despite being scheduled transactions. SEC Form 4 Jeetendra I. Patel SEC Form 4 Deborah L. Stahlkopf SEC Form 4 Oliver Tuszik
• Negative Sentiment: Some commentary suggests Cisco’s strong rally may be getting extended, with concerns around lower free cash flow and margins potentially limiting near-term upside. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?

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.