Sanctuary Advisors LLC Has $68.75 Million Stake in Cisco Systems, Inc. $CSCO

Sanctuary Advisors LLC increased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.4% during the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 886,031 shares of the network equipment provider’s stock after purchasing an additional 37,550 shares during the period. Sanctuary Advisors LLC’s holdings in Cisco Systems were worth $68,747,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Brighton Jones LLC raised its holdings in shares of Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after acquiring an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after purchasing an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in Cisco Systems by 7.5% during the 2nd 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 in the last quarter. Schnieders Capital Management LLC. increased its holdings in Cisco Systems by 3.9% during the 2nd 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 in the last quarter. Finally, Marshall Wace LLP raised its stake in shares of Cisco Systems by 118.1% in 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. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Stock Down 1.8%

CSCO opened at $117.09 on Wednesday. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37. The company’s 50-day moving average price is $116.33 and its two-hundred day moving average price is $92.74. The stock has a market cap of $461.50 billion, a price-to-earnings ratio of 38.02, a PEG ratio of 3.04 and a beta of 1.02. 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 issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. Cisco Systems’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the business posted $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. As a group, equities analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research firms have recently weighed in on CSCO. Truist Financial began coverage on Cisco Systems in a report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 target price on the stock. Citigroup increased their price target on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Evercore lifted their price target on Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Morgan Stanley boosted their price objective on Cisco Systems from $120.00 to $130.00 and gave the stock an “overweight” rating in a research report on Friday, June 12th. Finally, Wall Street Zen downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research note on Sunday. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $123.14.

Insiders Place Their Bets

In other Cisco Systems news, EVP Oliver Tuszik sold 2,607 shares of the business’s stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $121.12, for a total value of $315,759.84. Following the sale, the executive vice president directly owned 172,727 shares in the company, valued at $20,920,694.24. The trade was a 1.49% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 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. Over the last ninety days, insiders sold 47,650 shares of company stock valued at $5,668,823. Company insiders own 0.01% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: Cisco is being highlighted as a beneficiary of the AI buildout, with multiple articles pointing to strong demand for its AI infrastructure products and broader networking solutions. Bull of the Day: Cisco Systems (CSCO)
• Positive Sentiment: Recent commentary says Cisco still has room to rerate, suggesting the market may be underappreciating its earnings power and growth potential. Why Cisco Still Has Room To Rerate
• Positive Sentiment: Analysts continue to point to Cisco as an attractive cybersecurity and AI-related stock, citing improving AI security demand and a relatively reasonable valuation versus peers. CRWD vs. CSCO: Which Cybersecurity Stock Should You Buy Right Now?
• Positive Sentiment: Cisco’s rumored interest in acquiring SentinelOne, along with its data center expansion in Italy and Bahrain, could strengthen its security portfolio and expand its AI/infrastructure footprint. Cisco (CSCO) Eyes SentinelOne As Italy And Bahrain Data Center Push Expands
• Positive Sentiment: The company recently beat earnings and revenue expectations, with management also issuing guidance that supports continued growth.
• Neutral Sentiment: Some coverage describes CSCO as trading in a range and suggests short-term options strategies rather than a major directional catalyst. Cisco Systems Stock Is in a Trading Range – Good For Shorting Puts and Calls
• Neutral Sentiment: Broader media coverage also frames Cisco as a mature “growth” name with recurring comparisons to its past cycles, which does not materially change the near-term outlook. 3 Growth Stocks to Stash
• Negative Sentiment: Despite the positive long-term narrative, Cisco shares have been underperforming in the latest session and have recently traded lower, reflecting some near-term profit-taking or consolidation. Cisco Systems (CSCO) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: One article notes Cisco underperformed peers on Monday, signaling that the stock may be lagging the broader tech/cybersecurity group in the short term. Cisco Systems Inc. stock underperforms Monday when compared to competitors

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.