New York Life Investment Management LLC Grows Stock Holdings in Cisco Systems, Inc. $CSCO

New York Life Investment Management LLC grew its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.9% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 585,333 shares of the network equipment provider’s stock after buying an additional 5,308 shares during the period. New York Life Investment Management LLC’s holdings in Cisco Systems were worth $45,088,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of CSCO. EQ Wealth Advisors LLC purchased a new position in Cisco Systems in the fourth quarter worth $31,000. Board of the Pension Protection Fund purchased a new stake in shares of Cisco Systems during the 4th quarter valued at $31,000. Anfield Capital Management LLC boosted its position in shares of Cisco Systems by 248.9% in the 4th quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after purchasing an additional 346 shares in the last quarter. Joseph Group Capital Management acquired a new stake in shares of Cisco Systems in the 4th quarter worth $38,000. Finally, Luken Investment Analytics LLC grew its stake in Cisco Systems by 418.0% during the 4th quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock worth $40,000 after buying an additional 418 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco reported record quarterly revenue of $15.84 billion and adjusted EPS of $1.06, both ahead of estimates, showing broad-based demand strength across networking and related products.
• Positive Sentiment: The company raised its FY2026 and Q4 guidance, signaling management confidence that demand remains strong and AI-related orders should continue to support growth.
• Positive Sentiment: Cisco said hyperscaler AI infrastructure orders are accelerating, with commentary around a “networking supercycle” helping shift investor sentiment toward a longer growth runway. Article: Cisco CEO says tech is entering a ‘networking supercycle’ as stock pops 14% on strong AI demand
• Positive Sentiment: Several brokerages lifted price targets after the earnings beat, reinforcing optimism that the stock still has room to run.
• Neutral Sentiment: Cisco also announced a restructuring plan and roughly 4,000 job cuts to redirect spending toward AI, which may improve efficiency but adds some execution risk as the business mix changes.
• Neutral Sentiment: There was notable insider selling activity in recent months, though the market today appears focused more on the earnings and AI growth story than on governance signals.

Analyst Upgrades and Downgrades

CSCO has been the subject of a number of research analyst reports. New Street Research increased their price target on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research note on Thursday. Barclays upped their price objective on shares of Cisco Systems from $76.00 to $121.00 in a report on Thursday. HSBC increased their price objective on shares of Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a research report on Friday, February 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research report on Friday, April 24th. Finally, JPMorgan Chase & Co. upped their price target on shares of Cisco Systems from $95.00 to $96.00 in a research note on Monday. Three research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and nine have issued a Hold rating to the company. According to MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and an average target price of $110.00.

Insider Buying and Selling

In other Cisco Systems news, SVP Maria Victoria Wong sold 2,179 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total value of $169,395.46. Following the completion of the transaction, the senior vice president directly owned 28,807 shares of the company’s stock, valued at approximately $2,239,456.18. The trade was a 7.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the sale, the executive vice president owned 188,613 shares in the company, valued at approximately $15,040,000.62. This represents a 1.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 15,587 shares of company stock valued at $1,230,765 in the last ninety days. Insiders own 0.01% of the company’s stock.

Cisco Systems Stock Up 13.4%

CSCO stock opened at $115.53 on Friday. The company has a market capitalization of $456.33 billion, a P/E ratio of 37.51, a price-to-earnings-growth ratio of 3.82 and a beta of 0.92. Cisco Systems, Inc. has a 12 month low of $62.30 and a 12 month high of $119.36. The firm’s fifty day simple moving average is $84.66 and its 200-day simple moving average is $79.68. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.70%. The company had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same period in the previous year, the firm posted $0.96 earnings per share. The firm’s quarterly revenue was up 12.0% on a year-over-year basis. 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 research analysts forecast that Cisco Systems, Inc. will post 3.42 earnings per share for the current year.

Cisco Systems Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid a $0.42 dividend. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio is presently 54.55%.

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.