Syon Capital LLC Acquires 10,802 Shares of Cisco Systems, Inc. $CSCO

Syon Capital LLC raised its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 29.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 48,097 shares of the network equipment provider’s stock after acquiring an additional 10,802 shares during the quarter. Syon Capital LLC’s holdings in Cisco Systems were worth $3,705,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of CSCO. MidAtlantic Capital Management Inc. bought a new position in Cisco Systems in the fourth quarter valued at approximately $25,000. Board of the Pension Protection Fund bought a new position in Cisco Systems in the fourth quarter valued at approximately $31,000. EQ Wealth Advisors LLC bought a new position in Cisco Systems in the fourth quarter valued at approximately $31,000. Anfield Capital Management LLC boosted its stake in Cisco Systems by 248.9% in the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock valued at $37,000 after acquiring an additional 346 shares during the last quarter. Finally, Joseph Group Capital Management bought a new position in Cisco Systems in the fourth quarter valued at approximately $38,000. 73.33% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on CSCO shares. Argus raised their price objective on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. KeyCorp lifted their price target on shares of Cisco Systems from $87.00 to $125.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Wells Fargo & Company boosted their price target on shares of Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Erste Group Bank lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a report on Thursday, February 12th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $119.50.

Insiders Place Their Bets

In related news, EVP Thimaya K. Subaiya sold 1,744 shares of the business’s 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 sale, the executive vice president directly owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. The trade was a 1.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the completion of the sale, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. This represents a 3.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 51,324 shares of company stock worth $5,559,834 in the last ninety days. 0.01% of the stock is owned by insiders.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Jim Cramer highlighted Cisco as a top Dow performer, saying legacy tech names like Cisco are benefiting from the AI data-center boom. Jim Cramer Highlights Cisco Systems as the Top Dow Performer
• Positive Sentiment: Analyst commentary is increasingly bullish, with upgrades tied to expectations that Cisco could generate about $6 billion in FY2027 AI revenue. Analyst Upgrades Cisco Systems As It Anticipates $6 Billion in FY2027 AI Revenue
• Positive Sentiment: Reports from Cisco’s conference appearance and product rollout emphasized its AI-centric Cloud Control platform, expanded cybersecurity tools, and partnerships aimed at secure AI infrastructure, supporting the view that Cisco can monetize AI beyond hardware refresh cycles. Cisco’s AI Platforms And Cybersecurity Push Test Valuation For Investors
• Neutral Sentiment: Broader market headlines about tech selling off, rising yields, and “bubble” comparisons to Cisco’s dot-com era may create short-term volatility, but they are not specific to Cisco’s fundamentals. Equities Fall, Yields Jump Intraday After Jobs Report; Tech Leads Sell-Off
• Neutral Sentiment: Goldman Sachs reportedly remained at Hold while Morgan Stanley reiterated Buy, suggesting Wall Street is still divided on how much upside is already priced in. Goldman Sachs Remains a Hold on Cisco Systems (CSCO) Morgan Stanley Sticks to Their Buy Rating for Cisco Systems (CSCO)

Cisco Systems Price Performance

Shares of CSCO stock opened at $121.64 on Friday. Cisco Systems, Inc. has a 12-month low of $63.87 and a 12-month high of $130.37. The firm has a market capitalization of $479.44 billion, a price-to-earnings ratio of 39.49, a price-to-earnings-growth ratio of 3.10 and a beta of 1.01. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The firm has a fifty day moving average of $98.05 and a 200-day moving average of $84.96.

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 the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same quarter in the previous year, the business earned $0.96 EPS. The firm’s 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. On average, equities research analysts forecast that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Dividend Announcement

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

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.