Bayban Takes $525,000 Position in Cisco Systems, Inc. $CSCO

Bayban purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 6,812 shares of the network equipment provider’s stock, valued at approximately $525,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. World Investment Advisors boosted its holdings in Cisco Systems by 15.4% during the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after buying an additional 26,455 shares during the last quarter. WCG Wealth Advisors LLC increased its stake in shares of Cisco Systems by 101.8% in the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after acquiring an additional 54,141 shares during the last quarter. Vise Technologies Inc. raised its position in shares of Cisco Systems by 47.1% in the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after acquiring an additional 64,144 shares during the period. Truist Financial Corp boosted its stake in Cisco Systems by 6.8% during the 4th quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock worth $332,084,000 after acquiring an additional 275,456 shares during the last quarter. Finally, Principal Financial Group Inc. boosted its stake in Cisco Systems by 3.2% during the 4th quarter. Principal Financial Group Inc. now owns 4,873,274 shares of the network equipment provider’s stock worth $375,388,000 after acquiring an additional 151,395 shares during the last quarter. 73.33% of the stock is owned by institutional investors.

Key Cisco Systems News

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

• Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
• Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
• Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
• Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
• Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
• Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title

Insider Activity at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the sale, the executive vice president owned 177,223 shares in the company, valued at approximately $20,790,030.13. This represents a 3.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of the stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $114.61, for a total value of $316,438.21. Following the completion of the sale, the executive vice president directly owned 180,877 shares of the company’s stock, valued at approximately $20,730,312.97. The trade was a 1.50% 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. Over the last 90 days, insiders sold 47,650 shares of company stock worth $5,668,823. Corporate insiders own 0.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. The Goldman Sachs Group upped their target price on shares of Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. UBS Group lifted their price target on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Wells Fargo & Company upped their price objective on shares of Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. KeyCorp raised their price objective on Cisco Systems from $87.00 to $125.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. Finally, Weiss Ratings raised Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $122.90.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $119.54 on Friday. The company has a market cap of $471.16 billion, a P/E ratio of 38.81, a price-to-earnings-growth ratio of 3.05 and a beta of 1.01. Cisco Systems, Inc. has a twelve month low of $65.72 and a twelve month high of $130.37. The business has a 50 day moving average price of $106.15 and a two-hundred day moving average price of $88.00. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40.

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, beating analysts’ consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm’s revenue was up 12.0% compared to the same quarter last year. During the same period last year, the company earned $0.96 earnings per share. 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 expect that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Announces Dividend

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

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.