Cisco Systems, Inc. $CSCO Shares Sold by Macquarie Group Ltd.

Macquarie Group Ltd. lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 42.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 2,378,329 shares of the network equipment provider’s stock after selling 1,719,343 shares during the quarter. Cisco Systems comprises about 0.8% of Macquarie Group Ltd.’s portfolio, making the stock its 17th largest position. Macquarie Group Ltd.’s holdings in Cisco Systems were worth $183,119,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CSCO. MidAtlantic Capital Management Inc. acquired a new stake in Cisco Systems during the 4th quarter worth about $25,000. Intesa Sanpaolo Wealth Management acquired a new position in shares of Cisco Systems in the 4th quarter valued at about $25,000. Jessup Wealth Management Inc acquired a new position in shares of Cisco Systems in the 4th quarter valued at about $29,000. Board of the Pension Protection Fund acquired a new position in shares of Cisco Systems in the 4th quarter valued at about $31,000. Finally, EQ Wealth Advisors LLC acquired a new position in shares of Cisco Systems in the 4th quarter valued at about $31,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Transactions at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction 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. The trade was a 2.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the business’s stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $121.12, for a total value of $315,759.84. Following the sale, the executive vice president owned 172,727 shares of the company’s stock, valued at approximately $20,920,694.24. This trade represents a 1.49% 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 a total of 51,636 shares of company stock valued at $5,698,459 in the last 90 days. Corporate insiders own 0.01% of the company’s stock.

Key Headlines Impacting 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

Shares of Cisco Systems stock opened at $121.10 on Friday. 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 twelve month low of $63.93 and a twelve month high of $130.37. The business has a 50-day moving average price of $102.28 and a 200 day moving average price of $86.50. The firm has a market cap of $477.31 billion, a PE ratio of 39.32, a P/E/G ratio of 3.10 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating the consensus estimate 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 during the quarter, compared to analyst estimates of $15.56 billion. During the same quarter in the previous year, the business earned $0.96 EPS. Cisco Systems’s revenue for the quarter was up 12.0% compared to the same quarter last year. 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 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on CSCO. Citic Securities boosted their price objective on Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. Citigroup boosted their price objective on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Truist Financial began coverage on Cisco Systems in a report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 price objective for the company. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and boosted their price objective for the company from $77.00 to $137.00 in a report on Friday, May 15th. Finally, Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Two investment 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’s stock. According to MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus price target of $120.64.

About Cisco Systems

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.