Raleigh Capital Management Inc. Has $1.22 Million Stock Position in Cisco Systems, Inc. $CSCO

Raleigh Capital Management Inc. increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 46.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 15,728 shares of the network equipment provider’s stock after acquiring an additional 4,985 shares during the period. Raleigh Capital Management Inc.’s holdings in Cisco Systems were worth $1,220,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Smithfield Trust Co increased its holdings in Cisco Systems by 0.3% during the 4th quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock worth $2,596,000 after purchasing an additional 117 shares in the last quarter. Pacific Sage Partners LLC lifted its holdings in shares of Cisco Systems by 0.7% in the first quarter. Pacific Sage Partners LLC now owns 16,185 shares of the network equipment provider’s stock valued at $1,256,000 after purchasing an additional 118 shares in the last quarter. Capstone Wealth Management Group LLC boosted its position in shares of Cisco Systems by 3.2% during the fourth quarter. Capstone Wealth Management Group LLC now owns 3,818 shares of the network equipment provider’s stock valued at $294,000 after buying an additional 120 shares during the last quarter. Hilton Head Capital Partners LLC grew its holdings in Cisco Systems by 0.9% during the first quarter. Hilton Head Capital Partners LLC now owns 13,488 shares of the network equipment provider’s stock worth $1,047,000 after buying an additional 120 shares in the last quarter. Finally, Narus Financial Partners LLC grew its holdings in Cisco Systems by 2.9% during the first quarter. Narus Financial Partners LLC now owns 4,369 shares of the network equipment provider’s stock worth $339,000 after buying an additional 123 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco is being highlighted as a potential AI infrastructure winner after reporting record quarterly revenue, raising full-year guidance, and saying it expects about $9 billion in AI infrastructure orders from hyperscalers in FY26. Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target
• Positive Sentiment: Zacks Research upgraded Cisco from hold to strong-buy, reinforcing a more constructive analyst view on the stock. Zacks.com
• Positive Sentiment: Several market writeups continue to frame Cisco as a beneficiary of AI demand and a blue-chip pick for the second half of 2026, which may support investor sentiment. Dow Records Best 1H Performance Since 2021: 5 Top Picks for 2H 2026
• Neutral Sentiment: One article compared Cisco’s stock performance with the broader technology sector this year, suggesting investors are still evaluating whether CSCO is outperforming peers or simply benefiting from sector rotation. Are Computer and Technology Stocks Lagging Cisco Systems (CSCO) This Year?
• Neutral Sentiment: Cisco also announced an AP Cybersecurity partnership with the College Board, a positive brand and education initiative, but one that is likely not a major near-term stock driver. Cisco Partners With College Board To Launch AP Cybersecurity and Expand Career-Connected Learning
• Negative Sentiment: Some commentators are warning that Cisco’s valuation looks stretched on cash flow terms, even if earnings multiples remain reasonable, which could limit upside after the recent rally. Cisco (CSCO) Stock Looks Stretched On Cash Flow Yet Reasonable On Earnings
• Negative Sentiment: Another article explicitly said Cisco stock moved lower in the prior session, reflecting ongoing profit-taking and caution after a strong run-up. Cisco Systems (CSCO) Stock Moves -3.69%: What You Should Know
• Negative Sentiment: Recent “growth stock” pieces used Cisco as an example of what can go wrong when growth slows, adding a cautious narrative around the company’s long-term growth profile. 2 Growth Stocks with All-Star Potential and 1 Facing Challenges

Wall Street Analyst Weigh In

CSCO has been the subject of several analyst reports. UBS Group increased their target price on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a report on Thursday, May 14th. New Street Research boosted their price target on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Barclays upped their price objective on shares of Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 14th. Piper Sandler lifted their target price on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Finally, CICC Research boosted their target price on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $123.14.

Insider Activity at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the sale, the executive vice president owned 177,223 shares of the company’s stock, valued at approximately $20,790,030.13. The trade was a 3.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the company’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the transaction, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. This 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. Insiders have sold a total of 47,650 shares of company stock worth $5,668,823 over the last 90 days. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

Shares of NASDAQ:CSCO opened at $112.69 on Friday. The company has a market capitalization of $444.16 billion, a P/E ratio of 36.59, a price-to-earnings-growth ratio of 2.87 and a beta of 1.02. The company’s 50-day moving average is $112.59 and its 200 day moving average is $90.73. 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, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (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 the consensus estimate of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter last 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, equities 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 declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. 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.