Gotham Asset Management LLC Sells 15,342 Shares of Cisco Systems, Inc. $CSCO

Gotham Asset Management LLC trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 2.2% in the fourth quarter, HoldingsChannel reports. The firm owned 677,023 shares of the network equipment provider’s stock after selling 15,342 shares during the period. Gotham Asset Management LLC’s holdings in Cisco Systems were worth $52,151,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Intesa Sanpaolo Wealth Management bought a new position in shares of Cisco Systems in the fourth quarter valued at about $25,000. MidAtlantic Capital Management Inc. bought a new stake in Cisco Systems during the 4th quarter worth about $25,000. Jessup Wealth Management Inc bought a new stake in Cisco Systems during the 4th quarter worth about $29,000. EQ Wealth Advisors LLC acquired a new stake in Cisco Systems in the 4th quarter valued at about $31,000. Finally, Board of the Pension Protection Fund bought a new position in shares of Cisco Systems in the fourth quarter worth about $31,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on CSCO. Argus upped their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. Citigroup increased their price objective on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and lifted their target price for the company from $77.00 to $137.00 in a research note on Friday, May 15th. Bank of America upped their price target on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Finally, Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $122.90.

Insider Buying and Selling

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the sale, the executive vice president directly owned 177,223 shares in the company, valued at $20,790,030.13. This trade represents a 3.58% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the business’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $121.12, for a total transaction of $315,759.84. Following the transaction, the executive vice president owned 172,727 shares of the company’s stock, valued at approximately $20,920,694.24. This represents a 1.49% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 47,650 shares of company stock worth $5,668,823 over the last quarter. Insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

CSCO opened at $117.33 on Thursday. The company has a fifty day moving average price of $104.65 and a two-hundred day moving average price of $87.48. The firm has a market capitalization of $462.45 billion, a PE ratio of 38.09, a P/E/G ratio of 3.05 and a beta of 1.01. Cisco Systems, Inc. has a 52 week low of $65.38 and a 52 week high of $130.37. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results 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. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business 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 EPS. The firm’s revenue was up 12.0% on a year-over-year basis. 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. As a group, analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Dividend Announcement

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

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Equinix expanded its partnerships with Cisco and NVIDIA to speed enterprise AI adoption, highlighting Cisco’s involvement in standardized “AI factory” deployments that could support longer-term networking demand. Equinix Strengthens AI Infrastructure With Cisco & NVIDIA Partnerships
• Positive Sentiment: Recent commentary says Cisco is capitalizing on the AI networking boom, with strong revenue growth and surging orders across segments suggesting more upside if AI infrastructure spending stays strong. Cisco Systems Capitalizes on AI Networking Boom: More Upside Ahead?
• Positive Sentiment: A separate piece argues Cisco is still benefiting from the agentic AI boom, with order momentum and disciplined cost control supporting earnings growth and margin stability. Cisco: Riding The Agentic AI Boom
• Neutral Sentiment: New articles comparing Cisco’s stock performance with technology peers and asking whether the valuation is still reasonable may reinforce debate that a lot of the AI optimism is already priced in. Cisco Systems (CSCO) Stock After 87% One-Year Rally Is The Price Still Reasonable
• Negative Sentiment: Investors may also react cautiously to disclosure that Cisco EVP Thimaya K. Subaiya sold 7,127 shares, even though the sale was made under a pre-arranged 10b5-1 plan and does not necessarily signal a negative outlook. Insider trade disclosure

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.