Logan Capital Management Inc. Lowers Stake in Cisco Systems, Inc. $CSCO

Logan Capital Management Inc. lowered its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 5.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 165,878 shares of the network equipment provider’s stock after selling 9,669 shares during the period. Logan Capital Management Inc.’s holdings in Cisco Systems were worth $12,778,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also recently modified their holdings of the company. MidAtlantic Capital Management Inc. bought a new stake in shares of Cisco Systems during the fourth quarter valued at approximately $25,000. Jessup Wealth Management Inc bought a new stake in shares of Cisco Systems during the fourth quarter valued at approximately $29,000. EQ Wealth Advisors LLC bought a new stake in shares of Cisco Systems during the fourth quarter valued at approximately $31,000. Board of the Pension Protection Fund bought a new stake in shares of Cisco Systems during the fourth quarter valued at approximately $31,000. Finally, Anfield Capital Management LLC raised its position in shares of Cisco Systems by 248.9% during the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock valued at $37,000 after buying an additional 346 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Insider Activity

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total transaction of $634,489.50. Following the transaction, the executive vice president owned 187,097 shares in the company, valued at $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the transaction, the chief executive officer owned 637,085 shares in the company, valued at $76,469,312.55. This trade represents a 3.25% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 51,636 shares of company stock worth $5,698,459. 0.01% of the stock is currently owned by insiders.

Cisco Systems Trading Up 2.6%

Shares of CSCO opened at $121.83 on Friday. The company’s fifty day moving average is $101.42 and its 200 day moving average is $86.26. Cisco Systems, Inc. has a fifty-two week low of $63.93 and a fifty-two week high of $130.37. The stock has a market capitalization of $480.19 billion, a PE ratio of 39.56, a P/E/G ratio of 3.03 and a beta of 1.01. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter in the previous year, the business posted $0.96 earnings per share. Cisco Systems’s quarterly revenue was up 12.0% on a year-over-year basis. 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 expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be given a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems’s payout ratio is 54.55%.

Analyst Upgrades and Downgrades

CSCO has been the topic of several recent analyst reports. JPMorgan Chase & Co. lifted their price objective on shares of Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. The Goldman Sachs Group boosted their price target on shares of Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research report on Wednesday, June 3rd. Citigroup boosted their price target on shares of Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Finally, Truist Financial started coverage on shares of Cisco Systems in a research report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 price target on the stock. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $120.18.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco expanded its AI agentic security portfolio, adding Zero Trust Access for agents and new partnerships aimed at meeting growing enterprise demand for AI protection. Cisco Expands AI Agentic Security Portfolio: What’s Ahead in 2026?
• Positive Sentiment: The company also unveiled broader AI security and quantum-safe initiatives, including Cloud Control and Live Protect, which suggest Cisco is positioning itself as a key supplier for secure AI and networking deployments. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Neutral Sentiment: Analysts and media commentary continue to cite Cisco as one of the names benefiting from the broader AI buildout theme, reinforcing investor interest in the stock. The AI buildout is still intact — what to buy this week
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may slightly temper sentiment, though it does not necessarily signal a change in outlook. SEC Form 4 filing

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.