FinArc Investments Inc. Buys Shares of 45,021 Cisco Systems, Inc. $CSCO

FinArc Investments Inc. purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO) in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 45,021 shares of the network equipment provider’s stock, valued at approximately $3,493,000. Cisco Systems comprises about 3.4% of FinArc Investments Inc.’s holdings, making the stock its 8th largest holding.

Several other large investors also recently made changes to their positions in the stock. MidAtlantic Capital Management Inc. acquired a new position in Cisco Systems during the fourth quarter valued at approximately $25,000. Intesa Sanpaolo Wealth Management acquired a new stake in shares of Cisco Systems in the fourth quarter worth $25,000. Networth Advisors LLC lifted its stake in shares of Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after buying an additional 246 shares during the last quarter. Financial Life Planners bought a new stake in shares of Cisco Systems during the 1st quarter worth $27,000. Finally, Manning & Napier Advisors LLC boosted its holdings in shares of Cisco Systems by 137.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after buying an additional 200 shares during the period. Institutional investors own 73.33% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts recently commented on CSCO shares. Argus lifted their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a report on Tuesday, May 19th. Barclays upped their price target on shares of Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a report on Thursday, May 14th. JPMorgan Chase & Co. raised their price target on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. CICC Research lifted their price objective on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Finally, Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $123.14.

Cisco Systems News Roundup

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

• Positive Sentiment: AI-related networking orders have strengthened Cisco’s outlook, prompting a modest increase in estimates of the stock’s fair value. The demand suggests Cisco is gaining from data-center and artificial-intelligence infrastructure spending. Cisco Stock Fair Value Edges Higher After AI Networking Order Strength
• Positive Sentiment: New alliances focused on AI and quantum-safe security could broaden Cisco’s investment story beyond traditional networking, supporting longer-term demand for its security and infrastructure products. Cisco AI and Quantum-Safe Security Alliances
• Neutral Sentiment: Cisco pulled back after six consecutive sessions of gains, a move characterized as profit-taking rather than a clear deterioration in the company’s fundamentals. Cisco Slips After Six Straight Sessions of Gains
• Neutral Sentiment: Palantir’s upcoming earnings are renewing debate about whether exceptionally high valuations can be justified by AI growth. Although the story concerns PLTR, the read-through may influence sentiment toward highly valued AI beneficiaries such as Cisco. Palantir’s Earnings Setup Puts Its AI Growth Story Back on Trial Again
• Negative Sentiment: Analysts argue that much of Cisco’s AI upside may already be reflected in the share price ahead of its quarterly report, increasing the risk of disappointment even if results are solid. Cisco Q4 Preview
• Negative Sentiment: Valuation remains a concern: Cisco’s strong AI-related rally has raised questions about whether expected growth is sufficient to support the current multiple, potentially limiting further upside. Cisco Valuation Concerns
• Negative Sentiment: Concerns that the AI capital-spending boom resembles the late-1990s technology bubble create a risk for Cisco because its networking growth is tied to continued data-center investment. A slowdown or spending reset could pressure orders and the stock’s valuation. AI Capital-Expenditure Boom Concerns

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 2,607 shares of Cisco Systems stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $121.12, for a total transaction of $315,759.84. Following the sale, the executive vice president directly owned 172,727 shares of the company’s stock, valued at approximately $20,920,694.24. The trade was a 1.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 the company’s stock in a transaction that occurred on 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 sale, the chief executive officer owned 637,085 shares in the company, 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. In the last ninety days, insiders sold 47,650 shares of company stock valued at $5,668,823. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Trading Up 1.0%

Shares of Cisco Systems stock opened at $113.56 on Friday. Cisco Systems, Inc. has a 52-week low of $65.75 and a 52-week high of $130.37. The firm has a market capitalization of $447.59 billion, a PE ratio of 36.87, a price-to-earnings-growth ratio of 2.87 and a beta of 1.02. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The company’s fifty day moving average price is $117.75 and its two-hundred day moving average price is $95.81.

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, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same period last year, the firm earned $0.96 EPS. The firm’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. On average, analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were paid a dividend of $0.42 per share. The ex-dividend date was Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

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.