Van Hulzen Asset Management LLC Sells 163,846 Shares of Cisco Systems, Inc. $CSCO

Van Hulzen Asset Management LLC reduced its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 33.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 330,065 shares of the network equipment provider’s stock after selling 163,846 shares during the period. Cisco Systems makes up approximately 1.9% of Van Hulzen Asset Management LLC’s portfolio, making the stock its 12th biggest position. Van Hulzen Asset Management LLC’s holdings in Cisco Systems were worth $25,425,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in CSCO. Brighton Jones LLC boosted its holdings in shares of Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after acquiring an additional 24,562 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Cisco Systems by 37.0% in the fourth 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 during the period. Sivia Capital Partners LLC boosted its holdings in shares of Cisco Systems by 7.5% in the second 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 during the period. Schnieders Capital Management LLC. boosted its holdings in shares of Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after acquiring an additional 519 shares during the period. Finally, Marshall Wace LLP boosted its holdings in shares of Cisco Systems by 118.1% in the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock worth $6,289,000 after acquiring an additional 590,650 shares during the period. 73.33% of the stock is owned by institutional investors.

More Cisco Systems News

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

• Positive Sentiment: Recent articles continue to frame Cisco as an AI winner, citing its importance in networking and connectivity for the AI buildout and positioning the company as a long-term infrastructure play. Cisco Systems (CSCO): The AI Winner in 2026
• Positive Sentiment: Wall Street optimism remains strong after Cisco’s recent earnings beat and raised guidance, with analysts and market commentators pointing to solid revenue growth, better-than-expected EPS, and improving demand tied to AI infrastructure. Impressive Financial Results Assert Cisco Systems, Inc. (CSCO) as a Top Tech Stock in Ken Fisher’s Portfolio
• Positive Sentiment: Cisco’s AI infrastructure push and momentum have drawn additional bullish attention, with reports noting strong stock momentum and upgraded price targets from major firms such as HSBC. Cisco’s AI Infrastructure Push Drives Stock Momentum Score Up As Rosenblatt Sees 30% Upside Cisco (CSCO) Gets Major Price Target Increase from HSBC
• Neutral Sentiment: Cisco’s collaboration with Automation Anywhere, NVIDIA, Okta, and OpenAI on an AI-agent platform underscores its strategic relevance, but the announcement does not yet appear to be a near-term revenue catalyst. Cisco Ties AI Agent Push To Data Center Connectivity Standards
• Negative Sentiment: A Benzinga technical note warned that Cisco may be approaching a gap-fill setup, which can signal the possibility of a quick move lower after the recent run-up. Stock Of The Day: Will Cisco Fill The Gap?
• Negative Sentiment: Insider sales by Cisco executives, including Oliver Tuszik, could create a modest headwind for sentiment even though the trades were made under pre-arranged 10b5-1 plans. Oliver Tuszik Sells 2,761 Shares of Cisco Systems (NASDAQ:CSCO) Stock

Cisco Systems Stock Up 3.4%

Shares of NASDAQ:CSCO opened at $118.20 on Friday. Cisco Systems, Inc. has a 1 year low of $62.30 and a 1 year high of $119.39. The company has a market cap of $465.88 billion, a PE ratio of 38.38, a P/E/G ratio of 3.47 and a beta of 0.92. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The stock’s 50-day moving average is $88.49 and its 200 day moving average is $81.25.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly 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 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 the consensus estimate of $15.56 billion. During the same quarter in the previous year, the business earned $0.96 EPS. Cisco Systems’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. Sell-side analysts anticipate that Cisco Systems, Inc. will post 3.44 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is currently 54.55%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on CSCO shares. Barclays lifted their price objective on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research note on Thursday, May 14th. The Goldman Sachs Group lifted their price objective on Cisco Systems from $75.00 to $116.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. New Street Research lifted their price objective on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. UBS Group lifted their price objective on Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Finally, Bank of America lifted their price objective on Cisco Systems from $95.00 to $114.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Cisco Systems has an average rating of “Moderate Buy” and an average target price of $118.14.

Insider Activity at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the transaction, the executive vice president owned 187,097 shares in the company, valued at $14,874,211.50. The trade was a 4.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.28, for a total value of $840,780.32. Following the transaction, the insider owned 246,737 shares in the company, valued at approximately $28,937,315.36. This represents a 2.82% 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. Insiders have sold 32,103 shares of company stock worth $3,160,587 over the last 90 days. 0.01% of the stock is owned by insiders.

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.