State of Wyoming Grows Position in Cisco Systems, Inc. $CSCO

State of Wyoming raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 476.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 20,898 shares of the network equipment provider’s stock after purchasing an additional 17,274 shares during the quarter. State of Wyoming’s holdings in Cisco Systems were worth $1,610,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of CSCO. Brighton Jones LLC boosted its position in shares of Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after acquiring an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after acquiring an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC boosted its position in shares of 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 valued at $706,000 after acquiring an additional 712 shares during the last quarter. Schnieders Capital Management LLC. boosted its position in shares of Cisco Systems by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after acquiring an additional 519 shares during the last quarter. Finally, Marshall Wace LLP boosted its position in shares of Cisco Systems by 118.1% during the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after acquiring an additional 590,650 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

Several brokerages have recently weighed in on CSCO. Erste Group Bank cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Rosenblatt Securities reissued a “buy” rating and set a $100.00 price target on shares of Cisco Systems in a research report on Thursday, February 12th. Bank of America boosted their price target on shares of Cisco Systems from $114.00 to $135.00 and gave the company a “buy” rating in a research report on Tuesday, May 26th. New Street Research boosted their price target on shares of Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Finally, Morgan Stanley boosted their price target on shares of Cisco Systems from $91.00 to $120.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Two equities research 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, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $119.50.

Insider Buying and Selling

In other news, insider Jeetendra I. Patel sold 7,169 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the sale, the insider owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. This represents a 2.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the sale, the executive vice president directly owned 188,613 shares in the company, valued at $15,040,000.62. This represents a 1.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 51,324 shares of company stock valued at $5,559,834 over the last three months. Company insiders own 0.01% of the company’s stock.

Cisco Systems Trading Down 1.2%

NASDAQ CSCO opened at $126.50 on Thursday. The firm’s 50-day moving average is $96.27 and its two-hundred day moving average is $84.33. Cisco Systems, Inc. has a 12 month low of $63.87 and a 12 month high of $129.42. 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 stock has a market capitalization of $498.59 billion, a P/E ratio of 41.07, a PEG ratio of 3.28 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating 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 for the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter in the prior year, the company posted $0.96 earnings per share. Cisco Systems’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, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.52 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently announced 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. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.3%. 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: Cisco introduced Cloud Control, a unified “agentic” platform for managing and defending critical IT infrastructure, reinforcing its push into AI-driven networking and enterprise automation. Cisco Unveils Agentic Platform for Operating and Defending Critical IT Infrastructure
• Positive Sentiment: The company also rolled out Live Protect and other cybersecurity tools designed to defend against AI-powered attacks, which could support future security software revenue. Cisco launches platform to defend against AI-powered cyber threats
• Positive Sentiment: Cisco highlighted a major AI networking opportunity, saying AI agents generate far more traffic than humans, which suggests stronger demand for its networking gear and related services. Cisco highlights AI networking opportunity as agents generate 450 percent more traffic than humans
• Positive Sentiment: HSBC upgraded Cisco Systems (CSCO) to Buy and sharply raised its price target, citing a stronger-than-expected AI infrastructure demand trend. HSBC Upgrades Cisco Systems (CSCO) on Surging AI Infrastructure Demand
• Neutral Sentiment: Goldman Sachs raised its price target on Cisco but kept a Neutral rating, signaling support for the name without a strong bullish call. Goldman Sachs adjusts price target on Cisco Systems to 125 from 116
• Neutral Sentiment: Trade chatter and options activity show strong investor interest, but these signals are more reflective of momentum than a clear fundamental change. 3 Stocks At The Center Of Trump’s AI Security Order
• Negative Sentiment: The stock has also run up sharply in recent weeks, so some of the AI optimism may already be priced in despite the company’s strong execution. Cisco Systems (CSCO) Is Up 8.2% After Record AI-Focused Quarter And New Cloud Control Platform – Has The Bull Case Changed?

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.