Pathfinder Wealth Consulting Inc. bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the 4th quarter, HoldingsChannel.com reports. The firm bought 6,335 shares of the network equipment provider’s stock, valued at approximately $488,000.
Several other institutional investors and hedge funds also recently made changes to their positions in CSCO. EQ Wealth Advisors LLC bought a new position in Cisco Systems during the fourth quarter worth $31,000. Board of the Pension Protection Fund bought a new position in Cisco Systems during the fourth quarter worth $31,000. Anfield Capital Management LLC lifted its stake in Cisco Systems by 248.9% during the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after purchasing an additional 346 shares during the last quarter. Joseph Group Capital Management bought a new position in Cisco Systems during the fourth quarter worth $38,000. Finally, Luken Investment Analytics LLC lifted its stake in Cisco Systems by 418.0% during the fourth quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock worth $40,000 after purchasing an additional 418 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling at Cisco Systems
In related news, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems 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 directly owned 246,737 shares in the company, valued at $28,937,315.36. The trade was a 2.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 Cisco Systems stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $114.61, for a total transaction of $316,438.21. Following the sale, the executive vice president owned 180,877 shares in the company, valued at approximately $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. Over the last quarter, insiders sold 32,103 shares of company stock valued at $3,160,587. 0.01% of the stock is currently owned by insiders.
Cisco Systems News Roundup
- Positive Sentiment: Cisco is being viewed as an AI networking winner, with multiple reports citing surging hyperscaler orders and stronger campus upgrade activity that could support revenue growth and the company’s AI outlook. Cisco Gains From AI Networking Boom : More Upside Ahead?
- Positive Sentiment: Another bullish article said Cisco has climbed sharply over the past month because investors are rewarding its exposure to AI networking demand, even though margin pressure remains a concern. Cisco Rises 33% in a Month: Here’s Why You Should Buy the Stock
- Positive Sentiment: Coverage also emphasized Cisco’s strong recent financial results, pointing to solid top- and bottom-line growth that reinforces its role as a core tech holding for long-term investors. Impressive Financial Results Assert Cisco Systems, Inc. (CSCO) as a Top Tech Stock in Ken Fisher’s Portfolio
- Neutral Sentiment: Wall Street commentary remained broadly constructive, with articles noting bullish analyst views on Cisco, but these pieces did not add a new catalyst beyond reinforcing existing optimism. Should You Invest in Cisco (CSCO) Based on Bullish Wall Street Views?
- Neutral Sentiment: Cisco was also mentioned as part of a broader AI optics alliance focused on standardizing optical connectivity for AI infrastructure, which supports the company’s strategic positioning but is not a direct company-specific development. 3M Joins AI Optics Alliance As Shares Screen Undervalued
- Negative Sentiment: Recent insider selling by a Cisco executive could create some caution, even though it is not necessarily a sign of deteriorating fundamentals. Cisco Systems (NASDAQ:CSCO) EVP Sells $772,603.66 in Stock
- Negative Sentiment: Another report flagged additional insider selling, which may weigh on sentiment at the margin after the stock’s recent strong run. Insider Selling: Cisco Systems (NASDAQ:CSCO) Insider Sells $840,780.32 in Stock
Cisco Systems Price Performance
Shares of NASDAQ CSCO opened at $120.41 on Friday. Cisco Systems, Inc. has a 1-year low of $62.30 and a 1-year high of $120.79. 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 business’s fifty day moving average price is $89.34 and its two-hundred day moving average price is $81.52. The firm has a market capitalization of $474.59 billion, a PE ratio of 39.09, a P/E/G ratio of 3.66 and a beta of 0.92.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last issued its quarterly 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 return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same period last year, the company earned $0.96 earnings per share. The company’s quarterly revenue 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, research analysts expect 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. Investors of record on Monday, July 6th will be paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is currently 54.55%.
Analyst Ratings Changes
Several brokerages have weighed in on CSCO. Argus increased their target price on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. DZ Bank raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. BNP Paribas Exane increased their target price on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. JPMorgan Chase & Co. increased their target price on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Finally, Wells Fargo & Company increased their target price on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $118.14.
View Our Latest Analysis on Cisco Systems
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.
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