Cisco Systems, Inc. $CSCO Shares Sold by Northside Capital Management LLC

Northside Capital Management LLC reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 11.7% during the 2nd quarter, HoldingsChannel reports. The firm owned 40,265 shares of the network equipment provider’s stock after selling 5,347 shares during the period. Northside Capital Management LLC’s holdings in Cisco Systems were worth $4,730,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Norges Bank purchased a new position in shares of Cisco Systems during the fourth quarter worth about $4,473,272,000. Auto Owners Insurance Co raised its stake in Cisco Systems by 8,718.3% during the 4th quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider’s stock valued at $400,190,000 after acquiring an additional 51,363,281 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its position in Cisco Systems by 103.2% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 29,289,151 shares of the network equipment provider’s stock worth $2,256,144,000 after acquiring an additional 14,874,407 shares during the period. Franklin Resources Inc. lifted its position in Cisco Systems by 18.0% during the 4th quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider’s stock worth $3,876,219,000 after acquiring an additional 7,679,422 shares during the period. Finally, Invesco Ltd. grew its stake in shares of Cisco Systems by 11.6% in the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after purchasing an additional 6,224,062 shares during the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Key Cisco Systems News

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

• Positive Sentiment: Analysts expect strong fourth-quarter growth, with consensus estimates calling for approximately $1.17 in adjusted EPS and $16.85 billion in revenue. Investors are looking for evidence that AI infrastructure demand is translating into accelerating orders and sales. Cisco earnings preview
• Positive Sentiment: Cisco’s rollout of personalized AI agents across its roughly 90,000-person workforce, combined with infrastructure investment and specific AI-related revenue targets, reinforces the company’s strategy to monetize artificial intelligence beyond hardware sales. Cisco AI agents and revenue targets
• Positive Sentiment: Recent analyst coverage has highlighted Cisco’s networking momentum and raised the possibility of the shares challenging prior highs if earnings, guidance and AI infrastructure commentary exceed expectations. Cisco also received a 2026 Frost & Sullivan recognition for enterprise communications innovation, supporting its competitive-position narrative. Cisco stock poised for new highs

Analyst Ratings Changes

Several research firms have recently commented on CSCO. KeyCorp upped their price target on Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Morgan Stanley lifted their price objective on shares of Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. Wells Fargo & Company raised their price target on Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Barclays upped their price target on shares of 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, Bank of America increased their price target on shares of Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a report on Monday, June 8th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $123.14.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $120.46 on Wednesday. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37. The company has a market capitalization of $474.79 billion, a P/E ratio of 39.11, a PEG ratio of 2.76 and a beta of 1.02. The business has a 50 day moving average price of $117.61 and a 200 day moving average price of $98.38. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81.

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

Insiders Place Their Bets

In other Cisco Systems 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 transaction of $772,603.66. Following the completion of the transaction, the executive vice president directly owned 177,223 shares in the company, valued at approximately $20,790,030.13. This trade represents a 3.58% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of Cisco Systems stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $114.61, for a total transaction of $316,438.21. Following the transaction, the executive vice president owned 180,877 shares of the company’s stock, valued at approximately $20,730,312.97. The trade was a 1.50% 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 quarter, insiders have sold 47,650 shares of company stock valued at $5,668,823. Company insiders own 0.01% of the company’s stock.

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.