Twelve Points Wealth Management LLC Has $3.25 Million Holdings in Cisco Systems, Inc. $CSCO

Twelve Points Wealth Management LLC trimmed its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 1.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 46,858 shares of the network equipment provider’s stock after selling 728 shares during the period. Cisco Systems makes up about 0.9% of Twelve Points Wealth Management LLC’s investment portfolio, making the stock its 26th biggest position. Twelve Points Wealth Management LLC’s holdings in Cisco Systems were worth $3,251,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also bought and sold shares of the company. First American Bank increased its stake in Cisco Systems by 5.2% in the second quarter. First American Bank now owns 76,663 shares of the network equipment provider’s stock valued at $5,319,000 after purchasing an additional 3,776 shares in the last quarter. ORG Partners LLC grew its position in shares of Cisco Systems by 21.1% in the 2nd quarter. ORG Partners LLC now owns 2,050 shares of the network equipment provider’s stock valued at $142,000 after acquiring an additional 357 shares during the period. Gradient Capital Advisors LLC lifted its stake in shares of Cisco Systems by 29.4% during the 2nd quarter. Gradient Capital Advisors LLC now owns 22,838 shares of the network equipment provider’s stock worth $1,584,000 after buying an additional 5,195 shares during the last quarter. Rainier Family Wealth Inc. raised its stake in Cisco Systems by 6.1% in the 2nd quarter. Rainier Family Wealth Inc. now owns 5,767 shares of the network equipment provider’s stock worth $400,000 after purchasing an additional 329 shares in the last quarter. Finally, Highline Wealth Partners LLC increased its holdings in Cisco Systems by 23.0% in the 2nd quarter. Highline Wealth Partners LLC now owns 857 shares of the network equipment provider’s stock valued at $59,000 after buying an additional 160 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on CSCO. Deutsche Bank Aktiengesellschaft raised shares of Cisco Systems from a “hold” rating to a “buy” rating and lifted their price target for the company from $65.00 to $73.00 in a report on Monday, June 16th. Barclays boosted their target price on shares of Cisco Systems from $66.00 to $71.00 and gave the stock an “equal weight” rating in a report on Thursday, August 14th. Evercore ISI boosted their target price on shares of Cisco Systems from $72.00 to $74.00 and gave the stock an “in-line” rating in a report on Thursday, August 14th. Piper Sandler boosted their price target on shares of Cisco Systems from $64.00 to $70.00 and gave the stock a “neutral” rating in a research report on Thursday, August 14th. Finally, Wall Street Zen downgraded shares of Cisco Systems from a “strong-buy” rating to a “buy” rating in a research report on Saturday, July 12th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and ten have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $74.53.

Cisco Systems Stock Down 0.9%

Cisco Systems stock opened at $67.22 on Friday. The company has a quick ratio of 0.91, a current ratio of 1.00 and a debt-to-equity ratio of 0.49. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $72.55. The firm’s fifty day moving average is $68.12 and its 200 day moving average is $64.30. The company has a market capitalization of $265.73 billion, a PE ratio of 25.66, a PEG ratio of 2.85 and a beta of 0.99.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, August 13th. The network equipment provider reported $0.99 earnings per share for the quarter, topping the consensus estimate of $0.98 by $0.01. Cisco Systems had a net margin of 18.45% and a return on equity of 27.06%. The firm had revenue of $14.67 billion for the quarter, compared to the consensus estimate of $14.63 billion. During the same quarter in the prior year, the company posted $0.87 earnings per share. The business’s revenue was up 7.6% on a year-over-year basis. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. As a group, sell-side analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 22nd. Investors of record on Friday, October 3rd will be given a dividend of $0.41 per share. The ex-dividend date is Friday, October 3rd. This represents a $1.64 annualized dividend and a yield of 2.4%. Cisco Systems’s dividend payout ratio is presently 62.60%.

Insider Activity at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 9,783 shares of the stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $66.60, for a total transaction of $651,547.80. Following the completion of the transaction, the executive vice president owned 161,662 shares in the company, valued at approximately $10,766,689.20. This represents a 5.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Jeetendra I. Patel sold 9,061 shares of the stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $66.60, for a total transaction of $603,462.60. Following the transaction, the insider owned 237,405 shares of the company’s stock, valued at approximately $15,811,173. The trade was a 3.68% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 82,965 shares of company stock valued at $5,559,996 in the last 90 days. 0.01% of the stock is currently owned by company insiders.

About Cisco Systems

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.