Cisco Systems, Inc. $CSCO Holdings Lifted by Adell Harriman & Carpenter Inc.

Adell Harriman & Carpenter Inc. raised its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 7.4% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 303,477 shares of the network equipment provider’s stock after purchasing an additional 20,858 shares during the quarter. Cisco Systems comprises approximately 1.4% of Adell Harriman & Carpenter Inc.’s investment portfolio, making the stock its 19th biggest holding. Adell Harriman & Carpenter Inc.’s holdings in Cisco Systems were worth $23,377,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. increased its position in Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after acquiring an additional 4,049,893 shares during the period. Invesco Ltd. lifted its stake in shares of Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after acquiring an additional 5,081,469 shares during the period. Northern Trust Corp lifted its stake in shares of Cisco Systems by 3.5% in the 3rd quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider’s stock worth $3,318,275,000 after acquiring an additional 1,631,703 shares during the period. Franklin Resources Inc. boosted its holdings in shares of Cisco Systems by 4.4% in the third quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider’s stock valued at $2,917,530,000 after acquiring an additional 1,804,625 shares in the last quarter. Finally, Legal & General Group Plc increased its stake in shares of Cisco Systems by 7.2% during the third quarter. Legal & General Group Plc now owns 37,674,954 shares of the network equipment provider’s stock valued at $2,577,720,000 after acquiring an additional 2,535,716 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Price Performance

CSCO stock opened at $115.38 on Wednesday. Cisco Systems, Inc. has a one year low of $62.30 and a one year high of $119.39. The firm has a 50-day moving average of $86.92 and a two-hundred day moving average of $80.64. The firm has a market capitalization of $455.74 billion, a PE ratio of 37.46, a P/E/G ratio of 3.61 and a beta of 0.92. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 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 firm had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same quarter last year, the business posted $0.96 EPS. The company’s revenue 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. On average, analysts forecast that Cisco Systems, Inc. will post 3.44 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently announced 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. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio is currently 54.55%.

Wall Street Analysts Forecast Growth

CSCO has been the subject of a number of research analyst reports. Barclays upped their target price on Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 14th. Piper Sandler lifted their price target on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. JPMorgan Chase & Co. upped their price objective on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. The Goldman Sachs Group raised their target price on Cisco Systems from $75.00 to $116.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Finally, DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $118.14.

Insider Buying and Selling

In other news, SVP Maria Victoria Wong sold 2,179 shares of the business’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the transaction, the senior vice president directly owned 28,807 shares in the company, valued at $2,239,456.18. The trade was a 7.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the sale, the executive vice president owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 32,103 shares of company stock worth $3,160,587 over the last ninety days. 0.01% of the stock is currently owned by corporate insiders.

Key Cisco Systems News

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

• Positive Sentiment: Cisco’s strong fiscal Q1 results and raised outlook continue to drive bullish sentiment, with revenue and EPS both beating expectations and management pointing to robust AI infrastructure demand. CSCO Q1 Deep Dive: AI Demand and Networking Modernization Drive Double-Digit Growth
• Positive Sentiment: HSBC upgraded Cisco to Buy and nearly doubled its price target to $137, while Argus also raised its target to $150, signaling growing confidence in further upside. HSBC nearly doubles Cisco stock price target for 2026 Argus adjusts price target on Cisco Systems to 150 from 100, maintains Buy rating
• Positive Sentiment: Analysts and media coverage continue to frame Cisco as a new AI networking infrastructure leader, helped by hyperscaler orders, restructuring efforts, and improved long-term growth expectations. Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift – Has The Bull Case Changed?
• Neutral Sentiment: Automation Anywhere said it is collaborating with Cisco on a new AI-agent capability for enterprise systems, which highlights Cisco’s relevance in enterprise AI but is not yet a clearly material revenue driver. Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI
• Negative Sentiment: Several Cisco executives sold shares under pre-arranged 10b5-1 plans, including Jeetendra I. Patel, Deborah L. Stahlkopf, and Oliver Tuszik, which can weigh on sentiment even though the sales were disclosed as planned transactions. SEC Form 4 Jeetendra I. Patel SEC Form 4 Deborah L. Stahlkopf SEC Form 4 Oliver Tuszik
• Negative Sentiment: Some commentary also flagged lower free cash flow and margins, raising a caution that the stock’s strong run may be getting stretched after the earnings rally. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?

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.