Rational Advisors Inc. Purchases 10,840 Shares of Cisco Systems, Inc. $CSCO

Rational Advisors Inc. raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 923.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,014 shares of the network equipment provider’s stock after acquiring an additional 10,840 shares during the period. Rational Advisors Inc.’s holdings in Cisco Systems were worth $925,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. World Investment Advisors grew its position in Cisco Systems by 15.4% in the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock valued at $13,905,000 after acquiring an additional 26,455 shares during the period. Jones Financial Companies Lllp grew its position in Cisco Systems by 8.9% in the third quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock valued at $46,165,000 after acquiring an additional 56,057 shares during the period. Rockland Trust Co. grew its holdings in shares of Cisco Systems by 213.8% during the third quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock worth $1,402,000 after purchasing an additional 13,966 shares during the last quarter. ABN AMRO Bank N.V. grew its holdings in shares of Cisco Systems by 126.3% during the third quarter. ABN AMRO Bank N.V. now owns 176,715 shares of the network equipment provider’s stock worth $12,018,000 after purchasing an additional 98,630 shares during the last quarter. Finally, Truist Financial Corp grew its holdings in shares of Cisco Systems by 6.8% during the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock worth $332,084,000 after purchasing an additional 275,456 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, insider Jeetendra I. Patel sold 7,169 shares of the firm’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the transaction, the insider owned 246,737 shares in the company, valued at $28,937,315.36. This trade represents a 2.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the transaction, the executive vice president directly owned 156,693 shares in the company, valued at $12,076,329.51. The trade was a 1.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 51,324 shares of company stock valued at $5,559,834 over the last 90 days. Corporate insiders own 0.01% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco introduced new AI-security products and an agentic platform, including Cloud Control and Live Protect, which may strengthen its position in cybersecurity and enterprise infrastructure. Cisco Unveils Agentic Platform for Operating and Defending Critical IT Infrastructure
• Positive Sentiment: Shares are also getting a boost from a broader market focus on AI cybersecurity after President Trump’s executive order increased scrutiny of frontier AI models for cyber risks, which highlights the importance of Cisco’s security offerings. 3 Stocks At The Center Of Trump’s AI Security Order
• Positive Sentiment: Unusual call option buying suggests traders are positioning for more upside in Cisco after the stock’s strong recent rally. Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends
• Neutral Sentiment: Multiple articles note Cisco is trending with investors after a strong earnings report and record AI infrastructure orders, reinforcing already positive sentiment around the stock. Cisco Systems (CSCO) Valuation Check After Record Revenue And Strong AI Infrastructure Momentum

Cisco Systems Price Performance

Cisco Systems stock opened at $128.00 on Wednesday. The business’s 50-day simple moving average is $94.31 and its 200 day simple moving average is $83.61. The stock has a market cap of $504.50 billion, a price-to-earnings ratio of 41.56, a P/E/G ratio of 3.09 and a beta of 1.01. Cisco Systems, Inc. has a 12-month low of $63.72 and a 12-month high of $128.22. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the business earned $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. As a group, research analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.3%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on CSCO shares. UBS Group increased their target price on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. New Street Research increased their target price on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday. The Goldman Sachs Group increased their target price on Cisco Systems from $75.00 to $116.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Finally, Truist Financial started coverage on Cisco Systems in a report on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price on the stock. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $119.09.

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.