Cisco Systems, Inc. $CSCO Shares Sold by GW&K Investment Management LLC

GW&K Investment Management LLC decreased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 572,523 shares of the network equipment provider’s stock after selling 5,221 shares during the period. GW&K Investment Management LLC’s holdings in Cisco Systems were worth $44,101,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Norges Bank acquired a new position in shares of Cisco Systems during the fourth quarter worth approximately $4,473,272,000. Arrowstreet Capital Limited Partnership raised its stake in Cisco Systems by 110.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock valued at $1,259,369,000 after acquiring an additional 9,648,265 shares in the last quarter. Franklin Resources Inc. raised its stake in Cisco Systems by 18.0% during the 4th quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider’s stock valued at $3,876,219,000 after acquiring an additional 7,679,422 shares in the last quarter. Wellington Management Group LLP boosted its position in Cisco Systems by 19.5% during the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after acquiring an additional 5,498,375 shares during the period. Finally, Invesco Ltd. grew its stake in shares of Cisco Systems by 10.5% in the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after purchasing an additional 5,081,469 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insiders Place Their Bets

In related news, insider Jeetendra I. Patel sold 7,169 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of 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 document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $114.61, for a total transaction of $316,438.21. Following the transaction, the executive vice president owned 180,877 shares in the company, valued at approximately $20,730,312.97. The trade was a 1.50% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 50,773 shares of company stock worth $5,517,109 in the last quarter. Corporate insiders own 0.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on CSCO shares. UBS Group lifted their price objective on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Weiss Ratings upgraded shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 29th. Wells Fargo & Company increased their price objective on shares of Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Two investment 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 company’s stock. According to data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus price target of $120.18.

Cisco Systems Trading Down 3.1%

Shares of NASDAQ CSCO opened at $120.36 on Wednesday. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 12 month low of $63.87 and a 12 month high of $130.37. The company has a market cap of $474.39 billion, a price-to-earnings ratio of 39.08, a P/E/G ratio of 3.16 and a beta of 1.01. The business has a fifty day simple moving average of $99.70 and a 200-day simple moving average of $85.63.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly 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 firm had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter last year, the business posted $0.96 EPS. Cisco Systems’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. Sell-side 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 issued a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. Cisco Systems’s payout ratio is currently 54.55%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $150 from $135 and kept a buy rating, signaling further upside potential. Benzinga
• Positive Sentiment: Recent coverage highlighted Cisco as one of the S&P 500 names with solid 2026 potential, helped by AI-related momentum and demand for networking infrastructure. Yahoo Finance
• Positive Sentiment: Dell’Oro Group reported that campus switch revenue grew at double-digit rates for the second straight quarter, a favorable industry signal for Cisco’s core networking business. Yahoo Finance
• Neutral Sentiment: Several articles framed Cisco as nearing its 52-week high and debated whether it is a buy, sell, or hold, suggesting the stock may be pausing after a big rally rather than reacting to a single negative catalyst. 247WallSt
• Neutral Sentiment: Short-interest data showed zero reported shares, which does not indicate a meaningful bearish shift in positioning.
• Negative Sentiment: A Seeking Alpha piece argued that Cisco’s stock looks overvalued, which may be contributing to valuation concerns after the recent run-up. Seeking Alpha
• Negative Sentiment: Broader tech weakness also pressured sentiment, as the Nasdaq pulled back on Tuesday and technology stocks sold off. Yahoo Finance

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.