TrueMark Investments LLC Boosts Stake in Cisco Systems, Inc. $CSCO

TrueMark Investments LLC raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 85.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 100,503 shares of the network equipment provider’s stock after buying an additional 46,185 shares during the period. Cisco Systems comprises approximately 1.2% of TrueMark Investments LLC’s investment portfolio, making the stock its 27th biggest position. TrueMark Investments LLC’s holdings in Cisco Systems were worth $6,876,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the business. Brighton Jones LLC grew its stake in Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after acquiring an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after purchasing an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Cisco Systems by 7.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares during the period. McAdam LLC raised its position in Cisco Systems by 6.5% during the 2nd quarter. McAdam LLC now owns 7,838 shares of the network equipment provider’s stock valued at $544,000 after purchasing an additional 481 shares in the last quarter. Finally, Magnus Financial Group LLC lifted its holdings in shares of Cisco Systems by 3.4% in the 2nd quarter. Magnus Financial Group LLC now owns 10,787 shares of the network equipment provider’s stock worth $748,000 after buying an additional 356 shares during the period. Institutional investors own 73.33% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have commented on the stock. BNP Paribas Exane raised their target price on shares of Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a research report on Thursday, November 13th. Wells Fargo & Company increased their price objective on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Barclays boosted their price objective on shares of Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a research note on Thursday, November 13th. Morgan Stanley increased their target price on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Finally, CICC Research boosted their price target on Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a research report on Friday, November 14th. Fifteen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $85.86.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $74.59 on Friday. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $80.82. The company has a market cap of $294.71 billion, a PE ratio of 28.04, a P/E/G ratio of 2.81 and a beta of 0.87. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. The business has a 50-day simple moving average of $76.62 and a two-hundred day simple moving average of $71.74.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, beating the consensus estimate of $0.98 by $0.02. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The firm had revenue of $14.88 billion during the quarter, compared to analyst estimates of $14.77 billion. During the same period last year, the firm posted $0.91 EPS. Cisco Systems’s revenue was up 7.5% on a year-over-year basis. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. As a group, equities analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were issued a $0.41 dividend. This represents a $1.64 annualized dividend and a yield of 2.2%. The ex-dividend date was Friday, January 2nd. Cisco Systems’s dividend payout ratio is 61.65%.

Insider Transactions at Cisco Systems

In related news, Director Michael D. Capellas sold 10,850 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $77.13, for a total transaction of $836,860.50. Following the completion of the transaction, the director directly owned 146,368 shares in the company, valued at $11,289,363.84. The trade was a 6.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,745 shares of the stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $79.46, for a total value of $138,657.70. Following the sale, the executive vice president directly owned 176,319 shares in the company, valued at $14,010,307.74. This represents a 0.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. 0.01% of the stock is owned by corporate insiders.

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.