TIAA Trust National Association Acquires 9,711 Shares of Cisco Systems, Inc. $CSCO

TIAA Trust National Association grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.5% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 223,648 shares of the network equipment provider’s stock after buying an additional 9,711 shares during the period. TIAA Trust National Association’s holdings in Cisco Systems were worth $17,228,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. MidAtlantic Capital Management Inc. bought a new stake in shares of Cisco Systems during the 4th quarter valued at $25,000. Board of the Pension Protection Fund bought a new stake in shares of Cisco Systems during the 4th quarter valued at $31,000. EQ Wealth Advisors LLC bought a new stake in shares of Cisco Systems during the 4th quarter valued at $31,000. Anfield Capital Management LLC boosted its holdings in shares of Cisco Systems by 248.9% during the 4th quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock valued at $37,000 after buying an additional 346 shares in the last quarter. Finally, Joseph Group Capital Management bought a new stake in shares of Cisco Systems during the 4th quarter valued at $38,000. Institutional investors own 73.33% of the company’s stock.

Insiders Place Their Bets

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the transaction, the executive vice president owned 188,613 shares of the company’s stock, valued at approximately $15,040,000.62. The trade was a 1.63% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the business’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value 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. This trade represents a 1.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 50,773 shares of company stock worth $5,517,109 in the last quarter. Insiders own 0.01% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $150 from $135 and kept a buy rating, signaling confidence that the company can keep benefiting from AI-driven networking demand and security growth. Benzinga
• Positive Sentiment: Several recent articles highlight Cisco as a stock to buy or hold near its 52-week high, reflecting optimism around its enterprise networking franchise, cybersecurity position, and AI infrastructure exposure. Cisco Stock Nearing 52-Week High: Buy, Sell or Hold?
• Positive Sentiment: Industry commentary points to strong campus switch demand and rising prices due to component shortages, which could support Cisco’s networking revenue if the refresh cycle continues. 1Q 2026 Campus Switch Shipments Grow Double Digits
• Neutral Sentiment: Trading in tech has been volatile, with the Nasdaq hitting a five-week low Tuesday before rebounding earlier in the week; that broader sector pullback may be pressuring Cisco even though the company-specific outlook remains intact. Nasdaq Composite Falls to 5-Week Low Amid Tech Pullback
• Neutral Sentiment: New commentary says Cisco may be overvalued, but the valuation is still viewed as more justified than during the dot-com era, suggesting the stock could be prone to consolidation even if the long-term story remains positive. Seeking Alpha article
• Neutral Sentiment: Reported short-interest data showed essentially zero shares outstanding, which does not point to a meaningful bearish positioning change in Cisco.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $120.36 on Wednesday. The stock has a market cap of $474.39 billion, a price-to-earnings ratio of 39.08, a PEG ratio of 3.16 and a beta of 1.01. The firm’s 50-day moving average is $99.70 and its 200 day moving average is $85.63. Cisco Systems, Inc. has a 1 year low of $63.87 and a 1 year high of $130.37. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion for 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%. Cisco Systems’s revenue was up 12.0% compared to the same quarter last year. During the same quarter in the previous year, the business 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. Sell-side analysts anticipate that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be paid a $0.42 dividend. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems’s payout ratio is presently 54.55%.

Analyst Ratings Changes

A number of analysts have recently commented on CSCO shares. New Street Research boosted their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Bank of America boosted their target price on shares of Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a report on Monday. Rosenblatt Securities restated a “buy” rating and set a $100.00 target price on shares of Cisco Systems in a report on Thursday, February 12th. The Goldman Sachs Group boosted their target price on shares of Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a report on Wednesday, June 3rd. Finally, Piper Sandler upped their price target on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $120.18.

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.