Cisco Systems, Inc. $CSCO Stock Position Decreased by Stephens Inc. AR

Stephens Inc. AR cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 6.9% in the 4th quarter, HoldingsChannel.com reports. The fund owned 484,965 shares of the network equipment provider’s stock after selling 35,674 shares during the quarter. Stephens Inc. AR’s holdings in Cisco Systems were worth $37,477,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of CSCO. Mirae Asset Global Investments Co. Ltd. boosted its position in shares of Cisco Systems by 6.9% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock worth $218,236,000 after buying an additional 205,043 shares during the period. World Investment Advisors boosted its position in shares of Cisco Systems by 15.4% in the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after buying an additional 26,455 shares during the period. Jones Financial Companies Lllp boosted its position in shares of Cisco Systems by 8.9% in the third quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after buying an additional 56,057 shares during the period. Rockland Trust Co. boosted its position in shares of Cisco Systems by 213.8% in the third quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock worth $1,402,000 after buying an additional 13,966 shares during the period. Finally, Thrivent Financial for Lutherans boosted its position in shares of Cisco Systems by 40.0% in the third quarter. Thrivent Financial for Lutherans now owns 3,490,482 shares of the network equipment provider’s stock worth $238,818,000 after buying an additional 997,738 shares during the period. 73.33% of the stock is owned by institutional investors.

Cisco Systems Trading Up 2.3%

Cisco Systems stock opened at $118.21 on Friday. Cisco Systems, Inc. has a 52 week low of $62.30 and a 52 week high of $119.36. The firm has a market capitalization of $466.92 billion, a PE ratio of 38.38, a PEG ratio of 4.34 and a beta of 0.92. The business’s 50-day simple moving average is $85.41 and its 200-day simple moving average is $79.95. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.85 and a current ratio of 0.92.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same period last year, the business earned $0.96 earnings per share. The firm’s revenue for the quarter 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. Equities research analysts forecast that Cisco Systems, Inc. will post 3.42 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company 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 dividend of $0.42 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is 54.55%.

Key Cisco Systems News

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

Analysts Set New Price Targets

Several analysts have recently commented on CSCO shares. BNP Paribas Exane raised their target price on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research report on Thursday. DZ Bank raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and increased their price objective for the stock from $77.00 to $137.00 in a report on Friday. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a report on Friday, April 24th. Finally, Erste Group Bank lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $114.55.

Insider Transactions at Cisco Systems

In related news, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the sale, the executive vice president directly owned 188,613 shares of the company’s stock, valued at $15,040,000.62. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Maria Victoria Wong sold 551 shares of Cisco Systems stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the sale, the senior vice president directly owned 27,957 shares in the company, valued at approximately $2,167,785.78. This trade represents a 1.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 15,587 shares of company stock valued at $1,230,765 in the last ninety days. 0.01% of the stock is 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.