First National Bank of Omaha Has $18.98 Million Position in Cisco Systems, Inc. $CSCO

First National Bank of Omaha increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 183.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 245,589 shares of the network equipment provider’s stock after acquiring an additional 158,966 shares during the period. First National Bank of Omaha’s holdings in Cisco Systems were worth $18,981,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the business. Smithfield Trust Co grew its position in Cisco Systems by 0.3% during the fourth quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock valued at $2,596,000 after buying an additional 117 shares during the period. Main Management ETF Advisors LLC grew its position in Cisco Systems by 1.0% during the fourth quarter. Main Management ETF Advisors LLC now owns 12,528 shares of the network equipment provider’s stock valued at $965,000 after buying an additional 128 shares during the period. Cairn Investment Group Inc. grew its position in Cisco Systems by 0.5% during the fourth quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock valued at $1,860,000 after buying an additional 130 shares during the period. Juncture Wealth Strategies LLC lifted its holdings in Cisco Systems by 0.9% during the fourth quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider’s stock valued at $1,159,000 after purchasing an additional 132 shares during the last quarter. Finally, Clearwater Capital Advisors LLC lifted its holdings in Cisco Systems by 2.5% during the fourth quarter. Clearwater Capital Advisors LLC now owns 5,407 shares of the network equipment provider’s stock valued at $417,000 after purchasing an additional 132 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Cisco Systems

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 rising 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, reinforcing the view that Cisco is well positioned for secure AI infrastructure spending. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Positive Sentiment: Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an overweight rating, signaling confidence in further upside. Morgan Stanley price target note
• Positive Sentiment: Technical commentary says Cisco broke above its 20-day moving average, which traders often view as a short-term bullish signal. Cisco Systems (CSCO) Recently Broke Out Above the 20-Day Moving Average
• Neutral Sentiment: Investor and media attention remains elevated, with Cisco among the most searched stocks on Zacks, reflecting continued interest in the name. Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may modestly pressure sentiment. SEC Form 4 filing

Cisco Systems Price Performance

NASDAQ CSCO opened at $121.10 on Friday. Cisco Systems, Inc. has a 52 week low of $63.93 and a 52 week high of $130.37. The company has a market cap of $477.31 billion, a PE ratio of 39.32, a price-to-earnings-growth ratio of 3.10 and a beta of 1.01. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The firm’s 50-day simple moving average is $102.28 and its two-hundred day simple moving average is $86.50.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. Cisco Systems’s revenue was up 12.0% compared to the same quarter last year. During the same period last year, the business earned $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. Research analysts predict that Cisco Systems, Inc. will post 3.54 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 issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio is 54.55%.

Wall Street Analyst Weigh In

Several research firms have commented on CSCO. Citigroup upped their price objective on shares of Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a report on Thursday, May 14th. CICC Research upped their price objective on shares of Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Piper Sandler upped their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Citic Securities upped their price objective on shares of Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. Finally, Argus upped their price objective on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $120.64.

Insider Activity

In related news, insider Jeetendra I. Patel sold 7,169 shares of the company’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 transaction of $840,780.32. Following the sale, the insider owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. This represents a 2.82% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction of $2,568,642.00. Following the sale, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. This trade represents a 3.25% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 51,636 shares of company stock worth $5,698,459. Insiders own 0.01% of the company’s stock.

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.