Cisco Systems, Inc. $CSCO Shares Sold by HighTower Advisors LLC

HighTower Advisors LLC cut its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 0.7% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 5,642,401 shares of the network equipment provider’s stock after selling 41,467 shares during the period. HighTower Advisors LLC’s holdings in Cisco Systems were worth $434,634,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its position in shares of Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after buying an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings 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 worth $542,000 after acquiring an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC grew 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 acquiring an additional 712 shares in the last quarter. Schnieders Capital Management LLC. increased its position in shares of Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after purchasing an additional 519 shares during the last quarter. Finally, Marshall Wace LLP raised its holdings in shares of Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after purchasing an additional 590,650 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco reported Q1 revenue of $15.84 billion, up 12% year over year, with EPS of $1.06 beating estimates; management also issued stronger-than-expected next-quarter guidance, reinforcing confidence in growth momentum. Why Cisco (CSCO) Stock Is Up Today
• Positive Sentiment: Analysts are becoming more constructive on Cisco’s AI networking opportunity, with coverage highlighting hyperscaler demand, networking modernization, and Cisco’s role as a key AI infrastructure provider. CSCO Q1 Deep Dive: AI Demand and Networking Modernization Drive Double-Digit Growth
• Positive Sentiment: CICC Research raised its price target on Cisco to $125 from $96 and kept an outperform rating, signaling more upside after the post-earnings rally. MarketScreener
• Positive Sentiment: Commentary from investors and media emphasized that Cisco’s recent run may be justified by improving sales and earnings trends, especially as AI reshapes the networking market. Jim Cramer Says “This Time, Cisco Deserved the Run”
• Neutral Sentiment: Cisco presented at the J.P. Morgan Global Technology, Media and Communications Conference, keeping investor focus on management’s execution and outlook after earnings. Cisco Systems, Inc. (CSCO) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Neutral Sentiment: Some coverage noted that Cisco’s free cash flow and margins were lower than last year, which could temper enthusiasm if investors focus more on profitability quality than top-line growth. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?
• Negative Sentiment: Cisco is also undergoing a major restructuring with nearly 4,000 job cuts, which may raise concerns about disruption even though management says the move is about reallocating resources toward AI, security, silicon, and optics. Cisco Lays Off 4,000 Employees In AI Overhaul, CFO Mark Patterson Says Move Not ‘Savings’ Driven But About ‘Realigning’ Resources

Cisco Systems Stock Performance

NASDAQ CSCO opened at $118.88 on Tuesday. The company has a fifty day moving average of $86.18 and a two-hundred day moving average of $80.33. The company has a market capitalization of $469.56 billion, a PE ratio of 38.60, a P/E/G ratio of 3.61 and a beta of 0.92. Cisco Systems, Inc. has a 1 year low of $62.30 and a 1 year high of $119.39. 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. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter in the previous year, the firm earned $0.96 earnings per share. The business’s 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, analysts expect that Cisco Systems, Inc. will post 3.42 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio is presently 54.55%.

Analyst Ratings Changes

CSCO has been the subject of several recent analyst reports. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Rosenblatt Securities reaffirmed a “buy” rating and set a $100.00 price target on shares of Cisco Systems in a report on Thursday, February 12th. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and upped their price objective for the stock from $77.00 to $137.00 in a research report on Friday. CICC Research raised their target price on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research report on Monday. Finally, JPMorgan Chase & Co. boosted their target price on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Three analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $115.86.

Insider Buying and Selling at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the transaction, the executive vice president directly owned 156,693 shares of the company’s stock, valued at $12,076,329.51. The trade was a 1.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the completion of the sale, the executive vice president owned 188,613 shares of the company’s stock, valued at approximately $15,040,000.62. This trade represents a 1.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 15,587 shares of company stock valued at $1,230,765. 0.01% of the stock is currently owned by insiders.

About Cisco Systems

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.