Twin Capital Management Inc. Increases Stock Position in Cisco Systems, Inc. $CSCO

Twin Capital Management Inc. increased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 16.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 53,318 shares of the network equipment provider’s stock after purchasing an additional 7,457 shares during the period. Twin Capital Management Inc.’s holdings in Cisco Systems were worth $4,107,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in CSCO. Arrowstreet Capital Limited Partnership raised its holdings in Cisco Systems by 110.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after acquiring an additional 9,648,265 shares during the last quarter. Wellington Management Group LLP raised its holdings in Cisco Systems by 19.5% in the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after acquiring an additional 5,498,375 shares during the last quarter. Invesco Ltd. raised its holdings in Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after acquiring an additional 5,081,469 shares during the last quarter. Vanguard Group Inc. raised its holdings in Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after acquiring an additional 4,049,893 shares during the last quarter. Finally, Bank Julius Baer & Co. Ltd Zurich raised its holdings in Cisco Systems by 875.6% in the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 4,084,965 shares of the network equipment provider’s stock worth $314,925,000 after acquiring an additional 3,666,258 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Price Performance

Shares of CSCO opened at $114.35 on Thursday. The firm has a market cap of $451.67 billion, a PE ratio of 37.13, a P/E/G ratio of 3.51 and a beta of 0.92. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The firm has a fifty day simple moving average of $87.68 and a two-hundred day simple moving average of $80.93. Cisco Systems, Inc. has a 1-year low of $62.30 and a 1-year high of $119.39.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results 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 business had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same period in the previous 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. On average, equities analysts anticipate that Cisco Systems, Inc. will post 3.44 EPS for the current year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio is 54.55%.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on CSCO shares. Evercore boosted their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. JPMorgan Chase & Co. boosted their target price on shares of Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Finally, Citic Securities boosted their target price on shares of Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $118.14.

Insider Transactions at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares in the company, valued at $20,790,030.13. This represents a 3.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the company’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of the sale, the insider owned 246,737 shares of the company’s stock, valued at $28,937,315.36. This trade represents a 2.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 32,103 shares of company stock worth $3,160,587 over the last three months. 0.01% of the stock is currently owned by insiders.

Key Cisco Systems News

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

• Positive Sentiment: Cisco’s latest earnings and guidance continue to support the bull case, with management highlighting strong AI infrastructure demand and improving long-term growth prospects. Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift
• Positive Sentiment: HSBC upgraded Cisco to Buy and sharply raised its price target, while Argus also lifted its target, reinforcing expectations for continued share-price strength. HSBC nearly doubles Cisco stock price target for 2026 Argus adjusts price target on Cisco Systems to 150 from 100, maintains Buy rating
• Positive Sentiment: New coverage is positioning Cisco as an AI networking and infrastructure beneficiary, with articles pointing to hyperscaler demand and Cisco’s role in enterprise AI standards. Cisco Ties AI Agent Push To Data Center Connectivity Standards
• Neutral Sentiment: Automation Anywhere’s collaboration with Cisco on EnterpriseClaw underscores Cisco’s relevance in enterprise AI, but the announcement is still more strategic than financially material for now. Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI
• Neutral Sentiment: Cisco was also highlighted in broader “AI infrastructure” and “big data” stock lists, which may help keep the name in focus, but these mentions do not add new fundamentals. Invest in These 5 Big Data Behemoths to Gain From Wall Street Rally
• Negative Sentiment: Several insiders sold shares under pre-arranged 10b5-1 plans, including Jeetendra I. Patel, Deborah L. Stahlkopf, and Oliver Tuszik, which can create a modest overhang on sentiment despite being scheduled transactions. SEC Form 4 Jeetendra I. Patel SEC Form 4 Deborah L. Stahlkopf SEC Form 4 Oliver Tuszik
• Negative Sentiment: Some commentary suggests Cisco’s strong rally may be getting extended, with concerns around lower free cash flow and margins potentially limiting near-term upside. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?

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.