Townsquare Capital LLC Cuts Stock Holdings in Cisco Systems, Inc. $CSCO

Townsquare Capital LLC reduced its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 13.7% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 99,219 shares of the network equipment provider’s stock after selling 15,711 shares during the period. Cisco Systems comprises 1.7% of Townsquare Capital LLC’s portfolio, making the stock its 11th biggest holding. Townsquare Capital LLC’s holdings in Cisco Systems were worth $7,643,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of the company. Smithfield Trust Co increased its stake in Cisco Systems by 0.3% during the 4th quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock worth $2,596,000 after buying an additional 117 shares in the last quarter. Main Management ETF Advisors LLC increased its stake in Cisco Systems by 1.0% during the 4th quarter. Main Management ETF Advisors LLC now owns 12,528 shares of the network equipment provider’s stock worth $965,000 after buying an additional 128 shares in the last quarter. Cairn Investment Group Inc. increased its stake in Cisco Systems by 0.5% during the 4th quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock worth $1,860,000 after buying an additional 130 shares in the last quarter. Juncture Wealth Strategies LLC increased its stake in Cisco Systems by 0.9% during the 4th quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider’s stock worth $1,159,000 after buying an additional 132 shares in the last quarter. Finally, Clearwater Capital Advisors LLC increased its stake in Cisco Systems by 2.5% during the 4th quarter. Clearwater Capital Advisors LLC now owns 5,407 shares of the network equipment provider’s stock worth $417,000 after buying an additional 132 shares in the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, CEO Charles Robbins sold 21,400 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the transaction, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. This represents a 3.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the transaction, the executive vice president owned 188,613 shares in the company, valued at $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 49,029 shares of company stock valued at $5,382,699. Insiders own 0.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have commented on CSCO. Citic Securities boosted their price objective on Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $77.00 to $137.00 in a research note on Friday, May 15th. UBS Group boosted their price objective on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Barclays boosted their target price on Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a report on Thursday, May 14th. Finally, KeyCorp boosted their target price on Cisco Systems from $87.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $120.18.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Investor commentary from Patrick Moorhead said the AI buildout is still intact and named Cisco as one of the companies best positioned to benefit, which supports the bull case for CSCO as AI infrastructure spending continues. The AI buildout is still intact — what to buy this week
• Positive Sentiment: Another AI-focused segment repeated Cisco as a preferred way to play ongoing data-center and networking demand, keeping attention on CSCO as a beneficiary of enterprise AI spending. The AI Buildout Is Still Intact — Stocks To Buy This Week
• Positive Sentiment: Market research showing double-digit growth in campus switch shipments and rising prices due to component shortages suggests healthy networking demand, which could support Cisco’s core switching business. 1Q 2026 Campus Switch Shipments Grow Double Digits as Prices Rise Due to Component Shortages, According to Dell’Oro Group
• Neutral Sentiment: Cisco was included on a list of solid stocks to buy amid broad market strength and AI-driven momentum, but the mention was more thematic than company-specific. 4 Solid Stocks to Buy as S&P 500 Hits Fresh All-Time Closing High
• Neutral Sentiment: Short-interest data showed no meaningful change, so this does not appear to be a major trading signal for CSCO right now.
• Negative Sentiment: A broader tech pullback and Nasdaq weakness may be weighing on Cisco shares today, especially after recent gains across the sector. Nasdaq Composite Falls to 5-Week Low Amid Tech Pullback
• Negative Sentiment: One article argued Cisco stock is overvalued, which could be nudging sentiment lower even though it also said the valuation is more justified than during the dot-com era. Cisco: Stock Price Overvalued But More Justified Than Dot-Com Era

Cisco Systems Trading Down 1.3%

Shares of Cisco Systems stock opened at $118.80 on Thursday. The stock has a market cap of $468.24 billion, a P/E ratio of 38.57, a P/E/G ratio of 3.07 and a beta of 1.01. The stock’s 50 day simple moving average is $100.53 and its 200-day simple moving average is $85.94. Cisco Systems, Inc. has a 1-year low of $63.87 and a 1-year high of $130.37. 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 (NASDAQ:CSCO) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion for 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 business’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.96 EPS. 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. Analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors 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 yield of 1.4%. Cisco Systems’s dividend payout ratio 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.