GAMMA Investing LLC Buys 10,724 Shares of Cisco Systems, Inc. $CSCO

GAMMA Investing LLC boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 8.1% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 142,415 shares of the network equipment provider’s stock after buying an additional 10,724 shares during the quarter. Cisco Systems makes up approximately 0.6% of GAMMA Investing LLC’s portfolio, making the stock its 25th biggest position. GAMMA Investing LLC’s holdings in Cisco Systems were worth $16,728,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. World Investment Advisors grew its stake in Cisco Systems by 15.4% during the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after purchasing an additional 26,455 shares during the period. WCG Wealth Advisors LLC lifted its stake in Cisco Systems by 101.8% in the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after buying an additional 54,141 shares during the period. Vise Technologies Inc. boosted its holdings in shares of Cisco Systems by 47.1% during the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock worth $15,432,000 after buying an additional 64,144 shares in the last quarter. Western Wealth Management LLC boosted its holdings in shares of Cisco Systems by 60.5% during the 1st quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock worth $5,926,000 after buying an additional 28,792 shares in the last quarter. Finally, Truist Financial Corp grew its position in shares of Cisco Systems by 6.8% during the 4th quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock worth $332,084,000 after buying an additional 275,456 shares during the period. Institutional investors own 73.33% of the company’s stock.

Insider Activity

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the transaction, the executive vice president owned 177,223 shares of the company’s stock, valued at approximately $20,790,030.13. This trade represents a 3.58% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of Cisco Systems stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the transaction, the executive vice president owned 140,857 shares of the company’s stock, valued at $16,890,162.87. This trade represents a 4.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is currently owned by insiders.

Cisco Systems Trading Up 5.1%

NASDAQ CSCO opened at $121.74 on Wednesday. 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, Inc. has a 52 week low of $65.75 and a 52 week high of $130.37. The business has a 50 day moving average price of $117.64 and a 200-day moving average price of $96.73. The company has a market cap of $479.83 billion, a price-to-earnings ratio of 39.53, a P/E/G ratio of 2.61 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results 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. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same period last year, the business earned $0.96 EPS. Cisco Systems’s quarterly revenue was up 12.0% compared to the same quarter last year. 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 fiscal year.

Cisco Systems Announces Dividend

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

More Cisco Systems News

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

• Positive Sentiment: UBS expects Q4 upside: Industry checks indicate Cisco could deliver revenue and EPS above consensus, reinforcing expectations for another solid quarter. Cisco Likely to Deliver Q4 Revenue, EPS Upside, UBS Says
• Positive Sentiment: AI and networking momentum: Rising demand for AI infrastructure and networking equipment is supporting optimism that Cisco’s upcoming results and outlook will remain strong. Dear Cisco Stock Fans, Earnings Are Just Around the Corner
• Positive Sentiment: Analysts remain broadly bullish: Cisco has outperformed the broader market over the past year, while Wall Street commentary—including a bullish stance from Bank of America ahead of earnings—continues to support the shares. Are Wall Street Analysts Predicting Cisco Systems Stock Will Climb or Sink?
• Positive Sentiment: Technical strength: Cisco has held up relatively well during the AI-related technology selloff and is trading near its highs ahead of earnings, suggesting continued investor demand. 5 Tech Stocks Holding Their Ground Through the AI Trade Pullback
• Neutral Sentiment: Cisco participated in a seven-company virtual power-purchase agreement tied to a 180-megawatt Texas solar facility. The project supports Cisco’s sustainability goals but is unlikely to materially affect near-term earnings. SR Inc Net Zero Consortium for Buyers
• Neutral Sentiment: Cisco joined the Chainguard-led Athena Coalition to address open-source software vulnerabilities alongside other technology companies. The move may strengthen its security ecosystem, although no immediate financial impact was disclosed. Apiiro Joins Chainguard’s Athena Coalition
• Negative Sentiment: Valuation limits upside: Analysts note that Cisco’s strong multiyear performance has pushed the stock near estimated intrinsic value. With shares trading at a premium cash-flow valuation, further gains may depend on earnings and guidance exceeding already-positive expectations. Cisco Stock May Trade at a Cash Flow Premium While Earnings Look Fair

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Bank of America lifted their price objective on shares of Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Argus increased their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, May 19th. JPMorgan Chase & Co. raised their price target on shares of Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. The Goldman Sachs Group lifted their price target on shares of Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. Finally, Wells Fargo & Company increased their price objective on shares of Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average target price of $123.14.

Cisco Systems 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.