SmartHarvest Portfolios LLC Makes New $1.42 Million Investment in Cisco Systems, Inc. $CSCO

SmartHarvest Portfolios LLC purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during the 4th quarter, according to its most recent disclosure with the SEC. The fund purchased 18,458 shares of the network equipment provider’s stock, valued at approximately $1,422,000.

Several other institutional investors also recently added to or reduced their stakes in the business. RAM Investment Partners LLC bought a new position in Cisco Systems in the 4th quarter worth approximately $104,000. Lyell Wealth Management LP increased its position in Cisco Systems by 1.9% in the 4th quarter. Lyell Wealth Management LP now owns 15,756 shares of the network equipment provider’s stock worth $1,214,000 after buying an additional 289 shares during the period. CSM Advisors LLC increased its position in Cisco Systems by 4.2% in the 4th quarter. CSM Advisors LLC now owns 663,396 shares of the network equipment provider’s stock worth $51,102,000 after buying an additional 26,484 shares during the period. Cornerstone Advisors Asset Management LLC increased its position in Cisco Systems by 4.9% in the 4th quarter. Cornerstone Advisors Asset Management LLC now owns 3,406 shares of the network equipment provider’s stock worth $262,000 after buying an additional 160 shares during the period. Finally, Gateway Wealth Partners LLC increased its position in Cisco Systems by 36.5% in the 4th quarter. Gateway Wealth Partners LLC now owns 8,328 shares of the network equipment provider’s stock worth $642,000 after buying an additional 2,227 shares during the period. 73.33% of the stock is owned by institutional investors.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco expanded its AI agentic security portfolio, adding Zero Trust Access for agents and new partnerships aimed at meeting growing enterprise demand for AI protection. Cisco Expands AI Agentic Security Portfolio: What’s Ahead in 2026?
• Positive Sentiment: The company also unveiled broader AI security and quantum-safe initiatives, including Cloud Control and Live Protect, which suggest Cisco is positioning itself as a key supplier for secure AI and networking deployments. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Neutral Sentiment: Analysts and media commentary continue to cite Cisco as one of the names benefiting from the broader AI buildout theme, reinforcing investor interest in the stock. The AI buildout is still intact — what to buy this week
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may slightly temper sentiment, though it does not necessarily signal a change in outlook. SEC Form 4 filing

Cisco Systems Stock Performance

CSCO opened at $121.83 on Friday. The stock has a market cap of $480.19 billion, a PE ratio of 39.56, a P/E/G ratio of 3.03 and a beta of 1.01. 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, Inc. has a 1 year low of $63.93 and a 1 year high of $130.37. The stock’s 50 day simple moving average is $101.42 and its 200-day simple moving average is $86.26.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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%.Cisco Systems’s quarterly revenue was up 12.0% on a year-over-year basis. During the same period in the previous year, the business posted $0.96 earnings per share. 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 forecast that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be paid a $0.42 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.4%. Cisco Systems’s payout ratio is currently 54.55%.

Wall Street Analyst Weigh In

CSCO has been the topic of several recent analyst reports. Morgan Stanley lifted their price target on Cisco Systems from $91.00 to $120.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Erste Group Bank downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Citic Securities lifted their price target on Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Wells Fargo & Company lifted their price target on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Finally, Zacks Research cut Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $120.18.

Insider Buying and Selling

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of the business’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 $20,790,030.13. The trade was a 3.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction 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 sale, the insider directly owned 246,737 shares in the company, valued at approximately $28,937,315.36. This represents a 2.82% decrease in their position. 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. Insiders sold 51,636 shares of company stock worth $5,698,459 in the last quarter. Corporate insiders own 0.01% of the company’s stock.

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.