Cisco Systems, Inc. $CSCO Shares Purchased by AMG National Trust Bank

AMG National Trust Bank boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 15.8% in the first quarter, HoldingsChannel.com reports. The fund owned 63,935 shares of the network equipment provider’s stock after purchasing an additional 8,706 shares during the period. AMG National Trust Bank’s holdings in Cisco Systems were worth $4,961,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. World Investment Advisors grew its holdings in Cisco Systems by 15.4% during the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after acquiring an additional 26,455 shares in the last quarter. WCG Wealth Advisors LLC raised its holdings in shares of Cisco Systems by 101.8% in the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after purchasing an additional 54,141 shares in the last quarter. Vise Technologies Inc. lifted its position in shares of Cisco Systems by 47.1% during the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock worth $15,432,000 after purchasing an additional 64,144 shares during the last quarter. Truist Financial Corp lifted its position in shares of Cisco Systems by 6.8% during the 4th quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock worth $332,084,000 after purchasing an additional 275,456 shares during the last quarter. Finally, Principal Financial Group Inc. grew its stake in shares of Cisco Systems by 3.2% during the fourth quarter. Principal Financial Group Inc. now owns 4,873,274 shares of the network equipment provider’s stock worth $375,388,000 after purchasing an additional 151,395 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insiders Place Their Bets

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the sale, the executive vice president owned 177,223 shares of the company’s stock, valued at approximately $20,790,030.13. This represents a 3.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the firm’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $121.12, for a total transaction of $315,759.84. Following the transaction, the executive vice president owned 172,727 shares of the company’s stock, valued at $20,920,694.24. This trade represents a 1.49% 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. Over the last ninety days, insiders sold 47,650 shares of company stock worth $5,668,823. Corporate insiders own 0.01% of the company’s stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Analysts are highlighting Cisco’s favorable fundamentals after its recent earnings beat, including stronger-than-expected revenue, EPS, and guidance, which supports the stock’s upward momentum. Analysts Offer Insights on Technology Companies: Cisco Systems (CSCO) and Asana (ASAN)
• Positive Sentiment: Investor interest remains high in Cisco’s AI infrastructure business, with commentary pointing to it as an underappreciated growth engine that could help drive future sales. The Overlooked Growth Engine Powering Cisco Systems Stock
• Positive Sentiment: Cisco’s president said AI is likely to create more work than it eliminates, reinforcing the company’s view that AI will increase demand for networking and enterprise infrastructure rather than reduce it. Cisco president says ‘the future will likely have more jobs’ as AI could create more work than it eliminates
• Positive Sentiment: A bullish market note argued Cisco has been “red-hot” in 2026 thanks to strong demand for AI infrastructure solutions, suggesting the stock’s recent strength is tied to improving growth expectations. Bull of the Day: Cisco Systems (CSCO)
• Neutral Sentiment: One report said Cisco underperformed competitors on Monday, which may reflect short-term relative weakness even amid a broader positive trend. Cisco Systems Inc. stock underperforms Monday when compared to competitors
• Neutral Sentiment: Coverage on the UCaaS market’s long-term growth outlook is broadly favorable for networking and communications vendors, but it is more of an industry tailwind than a direct Cisco-specific catalyst. Global Unified Communication as a Service (UCaaS) Market Size to Reach USD 605.5 Billion by 2035
• Neutral Sentiment: A general article on AI and cybersecurity deal activity is not directly tied to Cisco’s operations, so it is unlikely to be a major stock driver by itself. The $6 Billion Cybersecurity Prize Tech Giants Are Circling

Analyst Upgrades and Downgrades

CSCO has been the topic of several recent analyst reports. BNP Paribas Exane increased their target price on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Morgan Stanley lifted their price target on Cisco Systems from $120.00 to $130.00 and gave the stock an “overweight” rating in a report on Friday, June 12th. Truist Financial assumed coverage on Cisco Systems in a report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 price objective on the stock. New Street Research raised their target price on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Finally, Wells Fargo & Company boosted their target price on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average target price of $123.14.

Cisco Systems Stock Down 1.7%

CSCO stock opened at $119.25 on Tuesday. The company has a market cap of $470.02 billion, a price-to-earnings ratio of 38.72, a price-to-earnings-growth ratio of 3.09 and a beta of 1.02. The company has a fifty day moving average price of $115.88 and a 200 day moving average price of $92.47. 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 12 month low of $65.75 and a 12 month high of $130.37.

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, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter in the previous year, the firm posted $0.96 EPS. The firm’s revenue for the quarter 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. Sell-side analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a $0.42 dividend. 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 (DPR) is currently 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.