Vaughan David Investments LLC IL Has $69.57 Million Position in Cisco Systems, Inc. $CSCO

Vaughan David Investments LLC IL lowered its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 2.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 903,134 shares of the network equipment provider’s stock after selling 21,741 shares during the period. Cisco Systems accounts for approximately 1.5% of Vaughan David Investments LLC IL’s holdings, making the stock its 12th biggest position. Vaughan David Investments LLC IL’s holdings in Cisco Systems were worth $69,568,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. acquired a new position in Cisco Systems in the fourth quarter worth about $25,000. Jessup Wealth Management Inc bought a new stake in Cisco Systems during the fourth quarter worth about $29,000. EQ Wealth Advisors LLC bought a new stake in Cisco Systems during the fourth quarter worth about $31,000. Board of the Pension Protection Fund bought a new stake in Cisco Systems during the fourth quarter worth about $31,000. Finally, Anfield Capital Management LLC grew its stake in Cisco Systems by 248.9% during the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after buying an additional 346 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco expanded its AI agentic security portfolio, adding Zero Trust Access for agents and new partnerships aimed at meeting growing enterprise demand for AI protection. Cisco Expands AI Agentic Security Portfolio: What’s Ahead in 2026?
• Positive Sentiment: The company also unveiled broader AI security and quantum-safe initiatives, including Cloud Control and Live Protect, which suggest Cisco is positioning itself as a key supplier for secure AI and networking deployments. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Neutral Sentiment: Analysts and media commentary continue to cite Cisco as one of the names benefiting from the broader AI buildout theme, reinforcing investor interest in the stock. The AI buildout is still intact — what to buy this week
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may slightly temper sentiment, though it does not necessarily signal a change in outlook. SEC Form 4 filing

Insider Activity at Cisco Systems

In other news, EVP Oliver Tuszik sold 2,607 shares of the stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $121.12, for a total transaction of $315,759.84. Following the sale, the executive vice president directly owned 172,727 shares of the company’s stock, valued at $20,920,694.24. This represents a 1.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the stock in a transaction that occurred 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 sale, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. This trade 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 51,636 shares of company stock valued at $5,698,459 over the last three months. 0.01% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several analysts have weighed in on CSCO shares. Truist Financial started coverage on shares of Cisco Systems in a research note on Tuesday, March 31st. They set a “buy” rating and a $94.00 price objective on the stock. Weiss Ratings raised shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. Piper Sandler upped their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. JPMorgan Chase & Co. upped their price objective on shares of Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Finally, BNP Paribas Exane upped their price objective on shares of Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $120.18.

Cisco Systems Price Performance

CSCO opened at $121.83 on Friday. Cisco Systems, Inc. has a one year low of $63.93 and a one year high of $130.37. 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 company’s 50 day simple moving average is $101.42 and its 200-day simple moving average is $86.26. The stock has a market capitalization of $480.19 billion, a P/E ratio of 39.56, a price-to-earnings-growth ratio of 3.03 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 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 business had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same period in the prior year, the firm earned $0.96 earnings per share. 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 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid a dividend of $0.42 per share. 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 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.