Compound Planning Inc. increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 81.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 66,013 shares of the network equipment provider’s stock after buying an additional 29,604 shares during the period. Compound Planning Inc.’s holdings in Cisco Systems were worth $5,085,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Claris Financial LLC acquired a new stake in Cisco Systems in the fourth quarter valued at $762,000. TMB Capital Partners LLC bought a new position in shares of Cisco Systems in the 4th quarter valued at about $621,000. Invesco Ltd. increased its stake in shares of Cisco Systems by 11.6% during the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after purchasing an additional 6,224,062 shares during the last quarter. Michels Family Financial LLC increased its stake in shares of Cisco Systems by 1.8% during the 4th quarter. Michels Family Financial LLC now owns 15,755 shares of the network equipment provider’s stock worth $1,214,000 after purchasing an additional 279 shares during the last quarter. Finally, Evansbrook LLC bought a new stake in shares of Cisco Systems in the 4th quarter valued at about $395,000. 73.33% of the stock is owned by institutional investors.
Insider Transactions at Cisco Systems
In other Cisco Systems news, EVP Oliver Tuszik sold 2,761 shares of the stock in a transaction 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 $20,730,312.97. This trade represents a 1.50% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems 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 directly owned 177,223 shares of the company’s stock, valued at $20,790,030.13. This represents a 3.58% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is currently owned by company insiders.
Cisco Systems News Summary
- Positive Sentiment: Cisco is being highlighted by Zacks and other market coverage as a beneficiary of the AI infrastructure buildout, with demand for networking gear and enterprise AI adoption supporting the bullish case for the stock. Why Cisco Systems (CSCO) Outpaced the Stock Market Today
- Positive Sentiment: Rhino Networks’ comments on Cisco’s unified networking strategy for SMBs reinforced the idea that Cisco’s Meraki and traditional networking portfolios are converging into a stronger, more compelling platform for customers modernizing their networks. Todd Carriker, CEO of Rhino Networks, Addresses Cisco’s Unified Networking Strategy for SMB Market
- Positive Sentiment: Equinix expanded partnerships with Cisco and NVIDIA to accelerate enterprise AI adoption, which may signal growing ecosystem demand for Cisco’s networking and data-center products. Equinix Strengthens AI Infrastructure With Cisco & NVIDIA Partnerships
- Positive Sentiment: Cisco was also included in bullish “blue-chip stocks to buy” coverage, adding to the constructive tone around the name and supporting investor interest. Dow Achieves a New Milestone: 4 Blue-Chip Stocks to Buy
Analyst Upgrades and Downgrades
A number of research firms recently commented on CSCO. Bank of America lifted their price target on Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Citigroup upped their price objective on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Barclays raised their price objective on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research report on Thursday, May 14th. Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. Finally, Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $122.90.
Get Our Latest Analysis on Cisco Systems
Cisco Systems Stock Up 1.9%
Cisco Systems stock opened at $119.54 on Friday. The stock has a market cap of $471.16 billion, a P/E ratio of 38.81, a P/E/G ratio of 2.99 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. Cisco Systems, Inc. has a twelve month low of $65.72 and a twelve month high of $130.37. The company’s 50-day moving average price is $105.43 and its two-hundred day moving average price is $87.78.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion during 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 was up 12.0% on a year-over-year basis. During the same quarter in the previous year, the company 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. As a group, analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current year.
Cisco Systems Dividend Announcement
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 issued a $0.42 dividend. 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 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.
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