Union Savings Bank bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the fourth quarter, Holdings Channel.com reports. The institutional investor bought 8,919 shares of the network equipment provider’s stock, valued at approximately $687,000.
Other institutional investors and hedge funds have also made changes to their positions in the company. World Investment Advisors grew its stake in shares of Cisco Systems by 15.4% in the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock valued at $13,905,000 after buying an additional 26,455 shares during the period. WCG Wealth Advisors LLC raised its position in shares of Cisco Systems by 101.8% during the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after buying an additional 54,141 shares during the period. Vise Technologies Inc. raised its position in shares of Cisco Systems by 47.1% during the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after buying an additional 64,144 shares during the period. Truist Financial Corp lifted its holdings in Cisco Systems by 6.8% in the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock valued at $332,084,000 after acquiring an additional 275,456 shares during the last quarter. Finally, Principal Financial Group Inc. grew its position in Cisco Systems by 3.2% in the fourth quarter. Principal Financial Group Inc. now owns 4,873,274 shares of the network equipment provider’s stock worth $375,388,000 after acquiring an additional 151,395 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.
Wall Street Analysts Forecast Growth
Several research firms have issued reports on CSCO. Truist Financial initiated coverage on Cisco Systems in a research note on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price for the company. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and upped their price target for the company from $77.00 to $137.00 in a research note on Friday, May 15th. Barclays increased their price target on Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a report on Thursday, May 14th. Wells Fargo & Company boosted their price objective on shares of Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Finally, Argus upped their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research report on Tuesday, May 19th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned 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 an average target price of $122.90.
Insider Activity
In related news, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total transaction of $854,598.57. Following the completion of the transaction, the executive vice president directly owned 140,857 shares in the company, valued at $16,890,162.87. This trade represents a 4.82% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the completion of the transaction, the chief executive officer directly owned 637,085 shares of the company’s stock, valued at approximately $76,469,312.55. This represents a 3.25% decrease in their ownership of the stock. 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 have sold 47,650 shares of company stock worth $5,668,823 in the last quarter. Insiders own 0.01% of the company’s stock.
Cisco Systems Price Performance
Cisco Systems stock opened at $119.54 on Friday. The company has a market capitalization of $471.16 billion, a PE ratio of 38.81, a price-to-earnings-growth ratio of 3.05 and a beta of 1.01. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. Cisco Systems, Inc. has a fifty-two week low of $65.72 and a fifty-two week high of $130.37. The firm has a 50 day moving average price of $106.15 and a 200 day moving average price of $88.00.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last released its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same period in the prior year, the firm earned $0.96 earnings per share. The firm’s revenue 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. Research analysts expect 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 paid a dividend of $0.42 per share. 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 dividend payout ratio is presently 54.55%.
More Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
- Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
- Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
- Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
- Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
- Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title
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.
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