Cisco Systems, Inc. $CSCO Shares Acquired by Janney Montgomery Scott LLC

Janney Montgomery Scott LLC lifted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 0.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 1,923,539 shares of the network equipment provider’s stock after buying an additional 4,648 shares during the quarter. Janney Montgomery Scott LLC’s holdings in Cisco Systems were worth $148,170,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its stake in Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after purchasing an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after purchasing an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares during the last quarter. Schnieders Capital Management LLC. lifted its stake in Cisco Systems by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after purchasing an additional 519 shares during the last quarter. Finally, Marshall Wace LLP lifted its stake in Cisco Systems by 118.1% during the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock worth $6,289,000 after purchasing an additional 590,650 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. Citigroup boosted their target price on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and boosted their target price for the stock from $77.00 to $137.00 in a research note on Friday, May 15th. Zacks Research cut Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Barclays boosted their target price on Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 14th. Finally, Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $120.18.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $118.80 on Thursday. 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, Inc. has a twelve month low of $63.87 and a twelve month high of $130.37. The stock has a 50 day moving average of $100.53 and a two-hundred day moving average of $85.94. The stock has a market cap of $468.24 billion, a P/E ratio of 38.57, a P/E/G ratio of 3.07 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last released 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 business had revenue of $15.84 billion for 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 revenue for the quarter was up 12.0% compared to the same quarter last year. During the same quarter in the previous year, the company posted $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. On average, research analysts forecast that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders 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 payout ratio is presently 54.55%.

Cisco Systems News Roundup

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

• Positive Sentiment: Investor commentary from Patrick Moorhead said the AI buildout is still intact and named Cisco as one of the companies best positioned to benefit, which supports the bull case for CSCO as AI infrastructure spending continues. The AI buildout is still intact — what to buy this week
• Positive Sentiment: Another AI-focused segment repeated Cisco as a preferred way to play ongoing data-center and networking demand, keeping attention on CSCO as a beneficiary of enterprise AI spending. The AI Buildout Is Still Intact — Stocks To Buy This Week
• Positive Sentiment: Market research showing double-digit growth in campus switch shipments and rising prices due to component shortages suggests healthy networking demand, which could support Cisco’s core switching business. 1Q 2026 Campus Switch Shipments Grow Double Digits as Prices Rise Due to Component Shortages, According to Dell’Oro Group
• Neutral Sentiment: Cisco was included on a list of solid stocks to buy amid broad market strength and AI-driven momentum, but the mention was more thematic than company-specific. 4 Solid Stocks to Buy as S&P 500 Hits Fresh All-Time Closing High
• Neutral Sentiment: Short-interest data showed no meaningful change, so this does not appear to be a major trading signal for CSCO right now.
• Negative Sentiment: A broader tech pullback and Nasdaq weakness may be weighing on Cisco shares today, especially after recent gains across the sector. Nasdaq Composite Falls to 5-Week Low Amid Tech Pullback
• Negative Sentiment: One article argued Cisco stock is overvalued, which could be nudging sentiment lower even though it also said the valuation is more justified than during the dot-com era. Cisco: Stock Price Overvalued But More Justified Than Dot-Com Era

Insider Buying and Selling

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the transaction, the executive vice president owned 187,097 shares of the company’s stock, valued at approximately $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the transaction, the executive vice president directly owned 188,613 shares in the company, valued at approximately $15,040,000.62. The trade was a 1.63% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 49,029 shares of company stock worth $5,382,699. 0.01% of the stock is currently owned by company insiders.

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.