Aptus Capital Advisors LLC Grows Stock Holdings in Cisco Systems, Inc. $CSCO

Aptus Capital Advisors LLC lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 108.6% in the 4th quarter, Holdings Channel.com reports. The firm owned 306,177 shares of the network equipment provider’s stock after purchasing an additional 159,410 shares during the period. Aptus Capital Advisors LLC’s holdings in Cisco Systems were worth $23,585,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the company. Brighton Jones LLC boosted its stake in Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after acquiring an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in 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 valued at $542,000 after acquiring an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in 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 valued at $706,000 after acquiring an additional 712 shares in the last quarter. Schnieders Capital Management LLC. boosted its stake in 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 valued at $969,000 after acquiring an additional 519 shares in the last quarter. Finally, Marshall Wace LLP boosted its stake in Cisco Systems by 118.1% in the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after acquiring an additional 590,650 shares in the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. The trade was a 3.25% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 approximately $14,874,211.50. This trade represents a 4.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 51,636 shares of company stock valued at $5,698,459. 0.01% of the stock is owned by insiders.

Cisco Systems Price Performance

Shares of NASDAQ:CSCO opened at $121.10 on Friday. The company has a 50-day simple moving average of $102.28 and a 200-day simple moving average of $86.50. 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 quick ratio of 0.81 and a current ratio of 0.92. The stock has a market capitalization of $477.31 billion, a price-to-earnings ratio of 39.32, a PEG ratio of 3.09 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same period in the previous year, the business posted $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. On average, analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Dividend Announcement

The company 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 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is 54.55%.

Trending Headlines about 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 rising 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, reinforcing the view that Cisco is well positioned for secure AI infrastructure spending. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Positive Sentiment: Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an overweight rating, signaling confidence in further upside. Morgan Stanley price target note
• Positive Sentiment: Technical commentary says Cisco broke above its 20-day moving average, which traders often view as a short-term bullish signal. Cisco Systems (CSCO) Recently Broke Out Above the 20-Day Moving Average
• Neutral Sentiment: Investor and media attention remains elevated, with Cisco among the most searched stocks on Zacks, reflecting continued interest in the name. Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may modestly pressure sentiment. SEC Form 4 filing

Wall Street Analyst Weigh In

Several research firms have issued reports on CSCO. Citic Securities upped their price objective on shares of Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Zacks Research downgraded shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. KeyCorp upped their price objective on shares of Cisco Systems from $87.00 to $125.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, 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. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and an average price target of $120.64.

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.