Cisco Systems, Inc. $CSCO Shares Sold by Future Fund LLC

Future Fund LLC trimmed its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 30.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 9,746 shares of the network equipment provider’s stock after selling 4,255 shares during the period. Future Fund LLC’s holdings in Cisco Systems were worth $751,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. MidAtlantic Capital Management Inc. acquired a new stake in shares of Cisco Systems during the 4th quarter worth $25,000. Board of the Pension Protection Fund acquired a new stake in Cisco Systems in the 4th quarter valued at $31,000. EQ Wealth Advisors LLC acquired a new stake in Cisco Systems in the 4th quarter valued at $31,000. Anfield Capital Management LLC increased its holdings in Cisco Systems by 248.9% in the 4th quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock valued at $37,000 after purchasing an additional 346 shares in the last quarter. Finally, Joseph Group Capital Management acquired a new stake in Cisco Systems in the 4th quarter valued at $38,000. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $120.42 on Friday. 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 firm has a 50-day moving average of $93.45 and a two-hundred day moving average of $83.18. The stock has a market cap of $474.63 billion, a P/E ratio of 39.10, a PEG ratio of 3.16 and a beta of 0.92. Cisco Systems, Inc. has a 1-year low of $62.30 and a 1-year high of $121.43.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating 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 net margin of 20.14% and a return on equity of 28.44%. The firm’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same period in the prior year, the company posted $0.96 EPS. 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, research analysts expect that Cisco Systems, Inc. will post 3.44 earnings per share for the current fiscal 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 given 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 presently 54.55%.

Insider Buying and Selling

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the company’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the transaction, the executive vice president directly owned 187,097 shares of the company’s stock, valued at $14,874,211.50. This represents a 4.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the company’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $77.07, for a total transaction of $134,410.08. Following the completion of the transaction, the executive vice president directly owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. The trade was a 1.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 51,324 shares of company stock worth $5,559,834 over the last quarter. Company 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: Bank of America raised its price target on Cisco to $135 from $114 and reiterated a Buy rating, citing stronger demand for high-speed optical networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also lifted its price target on Cisco to $150 from $100 and kept a Buy rating after Cisco’s latest quarterly results, reinforcing optimism around earnings and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Recent coverage continues to frame Cisco as a beneficiary of AI-driven networking and security spending, with multiple stories highlighting record results and strong momentum. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Cisco joined the EnterpriseClaw AI automation platform alongside NVIDIA, Okta, and OpenAI, reinforcing its security and AI relevance in enterprise workflows. Cisco Joins EnterpriseClaw To Link AI Automation With Security And Valuation Risks
• Neutral Sentiment: Commentary pieces are highlighting Cisco as a “throwback” tech stock that still fits into the AI trade, but these articles are mostly market commentary rather than new fundamentals. Dell, Cisco: How ‘throwback’ tech stocks fit into the AI trade
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan, which is notable but does not necessarily point to changing fundamentals. SEC filing
• Neutral Sentiment: Analysts and media reports continue to note that Cisco has outperformed the broader technology sector, but that view largely reflects recent price strength already in place. Cisco Systems Stock: Is CSCO Outperforming the Technology Sector?

Analysts Set New Price Targets

Several analysts recently issued reports on the company. Barclays increased their price target on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a report on Thursday, May 14th. CICC Research increased their price target on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Weiss Ratings downgraded Cisco Systems from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, May 15th. Evercore increased their price target on Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Finally, BNP Paribas Exane increased their price target on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $119.09.

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.