Cisco Systems, Inc. $CSCO Shares Sold by Stance Capital LLC

Stance Capital LLC cut its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 75.9% during the 4th quarter, HoldingsChannel reports. The fund owned 17,631 shares of the network equipment provider’s stock after selling 55,587 shares during the period. Stance Capital LLC’s holdings in Cisco Systems were worth $1,358,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in CSCO. Brighton Jones LLC lifted its holdings in Cisco Systems by 49.5% during the 4th 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 during the last quarter. Revolve Wealth Partners LLC increased its stake in Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after purchasing an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares during the period. Schnieders Capital Management LLC. lifted 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 worth $969,000 after buying an additional 519 shares during the last quarter. Finally, Marshall Wace LLP boosted 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 buying an additional 590,650 shares during the period. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems News Summary

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

• Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
• Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
• Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
• Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
• Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
• Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title

Cisco Systems Price Performance

Shares of Cisco Systems stock opened at $119.54 on Friday. 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, Inc. has a 1-year low of $65.72 and a 1-year high of $130.37. The business’s fifty day moving average price is $106.15 and its two-hundred day moving average price is $88.00. The company has a market capitalization of $471.16 billion, a P/E ratio of 38.81, a PEG ratio of 3.05 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 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.96 earnings per share. 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, research analysts forecast that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Dividend Announcement

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

Analyst Ratings Changes

CSCO has been the subject of a number of recent research reports. Barclays boosted their price objective on shares of Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research report on Thursday, May 14th. KeyCorp raised their target price on shares of Cisco Systems from $87.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. JPMorgan Chase & Co. lifted their target price on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Evercore increased their price target on Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Finally, BNP Paribas Exane raised their price target on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $122.90.

Insider Activity

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,169 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the transaction, the insider owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. This trade represents a 2.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the business’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the sale, the executive vice president owned 177,223 shares in the company, valued at $20,790,030.13. This trade represents a 3.58% decrease in their ownership of the stock. 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 47,650 shares of company stock worth $5,668,823 in the last 90 days. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Company 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.