Lathrop Investment Management Co. Sells 5,891 Shares of Cisco Systems, Inc. $CSCO

Lathrop Investment Management Co. decreased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 2.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 224,117 shares of the network equipment provider’s stock after selling 5,891 shares during the period. Cisco Systems accounts for about 3.1% of Lathrop Investment Management Co.’s holdings, making the stock its 12th largest holding. Lathrop Investment Management Co.’s holdings in Cisco Systems were worth $17,264,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. EQ Wealth Advisors LLC purchased a new position in shares of Cisco Systems in the 4th quarter valued at approximately $31,000. Board of the Pension Protection Fund purchased a new position in shares of Cisco Systems in the 4th quarter valued at approximately $31,000. Anfield Capital Management LLC lifted its stake in shares of Cisco Systems by 248.9% in the 4th quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock valued at $37,000 after purchasing an additional 346 shares during the period. Joseph Group Capital Management purchased a new position in shares of Cisco Systems in the 4th quarter valued at approximately $38,000. Finally, Luken Investment Analytics LLC lifted its stake in shares of Cisco Systems by 418.0% in the 4th quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock valued at $40,000 after purchasing an additional 418 shares during the period. Institutional investors own 73.33% of the company’s stock.

Analysts Set New Price Targets

CSCO has been the subject of a number of research analyst reports. Barclays raised their target price on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. Bank of America raised their target price on Cisco Systems from $95.00 to $114.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Citic Securities raised their target price on Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Finally, Rosenblatt Securities restated a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a research note on Thursday, February 12th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $118.14.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco is being viewed as an AI networking winner, with multiple reports citing surging hyperscaler orders and stronger campus upgrade activity that could support revenue growth and the company’s AI outlook. Cisco Gains From AI Networking Boom : More Upside Ahead?
• Positive Sentiment: Another bullish article said Cisco has climbed sharply over the past month because investors are rewarding its exposure to AI networking demand, even though margin pressure remains a concern. Cisco Rises 33% in a Month: Here’s Why You Should Buy the Stock
• Positive Sentiment: Coverage also emphasized Cisco’s strong recent financial results, pointing to solid top- and bottom-line growth that reinforces its role as a core tech holding for long-term investors. Impressive Financial Results Assert Cisco Systems, Inc. (CSCO) as a Top Tech Stock in Ken Fisher’s Portfolio
• Neutral Sentiment: Wall Street commentary remained broadly constructive, with articles noting bullish analyst views on Cisco, but these pieces did not add a new catalyst beyond reinforcing existing optimism. Should You Invest in Cisco (CSCO) Based on Bullish Wall Street Views?
• Neutral Sentiment: Cisco was also mentioned as part of a broader AI optics alliance focused on standardizing optical connectivity for AI infrastructure, which supports the company’s strategic positioning but is not a direct company-specific development. 3M Joins AI Optics Alliance As Shares Screen Undervalued
• Negative Sentiment: Recent insider selling by a Cisco executive could create some caution, even though it is not necessarily a sign of deteriorating fundamentals. Cisco Systems (NASDAQ:CSCO) EVP Sells $772,603.66 in Stock
• Negative Sentiment: Another report flagged additional insider selling, which may weigh on sentiment at the margin after the stock’s recent strong run. Insider Selling: Cisco Systems (NASDAQ:CSCO) Insider Sells $840,780.32 in Stock

Insiders Place Their Bets

In other Cisco Systems news, EVP Oliver Tuszik sold 2,761 shares of Cisco Systems stock in a transaction on Friday, May 15th. The stock was sold at an average price of $114.61, for a total value of $316,438.21. Following the completion of the sale, the executive vice president owned 180,877 shares of the company’s stock, valued at approximately $20,730,312.97. This trade represents a 1.50% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Maria Victoria Wong sold 551 shares of Cisco Systems stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the sale, the senior vice president directly owned 27,957 shares of the company’s stock, valued at approximately $2,167,785.78. The trade was a 1.93% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 32,103 shares of company stock worth $3,160,587. 0.01% of the stock is owned by corporate insiders.

Cisco Systems Stock Up 1.9%

Cisco Systems stock opened at $120.41 on Friday. The firm has a market cap of $474.59 billion, a price-to-earnings ratio of 39.09, a PEG ratio of 3.66 and a beta of 0.92. The stock has a fifty day simple moving average of $89.34 and a two-hundred day simple moving average of $81.52. Cisco Systems, Inc. has a 12 month low of $62.30 and a 12 month high of $120.79. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping 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 return on equity of 28.44% and a net margin of 20.14%.The company’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the company 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. Equities analysts predict that Cisco Systems, Inc. will post 3.44 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be issued a $0.42 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

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.