Kathmere Capital Management LLC Buys 7,724 Shares of Cisco Systems, Inc. $CSCO

Kathmere Capital Management LLC grew its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 11.9% during the 1st quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 72,729 shares of the network equipment provider’s stock after purchasing an additional 7,724 shares during the period. Kathmere Capital Management LLC’s holdings in Cisco Systems were worth $5,643,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in CSCO. Whittier Trust Co. of Nevada Inc. boosted its position in Cisco Systems by 4.5% in the first quarter. Whittier Trust Co. of Nevada Inc. now owns 168,458 shares of the network equipment provider’s stock valued at $13,550,000 after buying an additional 7,301 shares in the last quarter. Bogart Wealth LLC increased its holdings in shares of Cisco Systems by 1.6% during the first quarter. Bogart Wealth LLC now owns 231,448 shares of the network equipment provider’s stock worth $17,958,000 after buying an additional 3,593 shares in the last quarter. DGS Capital Management LLC increased its holdings in shares of Cisco Systems by 3.7% during the first quarter. DGS Capital Management LLC now owns 25,117 shares of the network equipment provider’s stock worth $1,949,000 after buying an additional 898 shares in the last quarter. Indiana Trust & Investment Management Co raised its stake in shares of Cisco Systems by 7.6% in the first quarter. Indiana Trust & Investment Management Co now owns 6,741 shares of the network equipment provider’s stock valued at $523,000 after acquiring an additional 475 shares during the last quarter. Finally, Ascentis Independent Advisors boosted its holdings in shares of Cisco Systems by 83.3% in the 1st quarter. Ascentis Independent Advisors now owns 58,439 shares of the network equipment provider’s stock worth $4,534,000 after acquiring an additional 26,551 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: Cisco is being highlighted as a potential AI infrastructure winner after reporting record quarterly revenue, raising full-year guidance, and saying it expects about $9 billion in AI infrastructure orders from hyperscalers in FY26. Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target
• Positive Sentiment: Zacks Research upgraded Cisco from hold to strong-buy, reinforcing a more constructive analyst view on the stock. Zacks.com
• Positive Sentiment: Several market writeups continue to frame Cisco as a beneficiary of AI demand and a blue-chip pick for the second half of 2026, which may support investor sentiment. Dow Records Best 1H Performance Since 2021: 5 Top Picks for 2H 2026
• Neutral Sentiment: One article compared Cisco’s stock performance with the broader technology sector this year, suggesting investors are still evaluating whether CSCO is outperforming peers or simply benefiting from sector rotation. Are Computer and Technology Stocks Lagging Cisco Systems (CSCO) This Year?
• Neutral Sentiment: Cisco also announced an AP Cybersecurity partnership with the College Board, a positive brand and education initiative, but one that is likely not a major near-term stock driver. Cisco Partners With College Board To Launch AP Cybersecurity and Expand Career-Connected Learning
• Negative Sentiment: Some commentators are warning that Cisco’s valuation looks stretched on cash flow terms, even if earnings multiples remain reasonable, which could limit upside after the recent rally. Cisco (CSCO) Stock Looks Stretched On Cash Flow Yet Reasonable On Earnings
• Negative Sentiment: Another article explicitly said Cisco stock moved lower in the prior session, reflecting ongoing profit-taking and caution after a strong run-up. Cisco Systems (CSCO) Stock Moves -3.69%: What You Should Know
• Negative Sentiment: Recent “growth stock” pieces used Cisco as an example of what can go wrong when growth slows, adding a cautious narrative around the company’s long-term growth profile. 2 Growth Stocks with All-Star Potential and 1 Facing Challenges

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $112.69 on Monday. 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 simple moving average of $112.59 and a 200 day simple moving average of $90.82. Cisco Systems, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37. The firm has a market cap of $444.16 billion, a P/E ratio of 36.59, a P/E/G ratio of 2.87 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. The firm had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same quarter in the prior year, the business earned $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 predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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 issued a $0.42 dividend. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Insiders Place Their Bets

In related news, EVP Thimaya K. Subaiya sold 7,127 shares of Cisco Systems stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the sale, the executive vice president directly owned 140,857 shares in the company, valued at $16,890,162.87. This trade represents a 4.82% 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 2,761 shares of the business’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $114.61, for a total value of $316,438.21. Following the sale, the executive vice president directly owned 180,877 shares of the company’s stock, valued at $20,730,312.97. This represents a 1.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,650 shares of company stock valued at $5,668,823 over the last 90 days. Corporate insiders own 0.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on CSCO shares. Wall Street Zen upgraded Cisco Systems from a “hold” rating to a “buy” rating in a research report on Saturday. BNP Paribas Exane lifted their price objective on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. The Goldman Sachs Group boosted their price objective on Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research note on Wednesday, June 3rd. Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. Finally, HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and lifted their price target for the company from $77.00 to $137.00 in a report on Friday, May 15th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $123.14.

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.