Cumberland Partners Ltd Trims Stake in Cisco Systems, Inc. $CSCO

Cumberland Partners Ltd lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 43.1% during the 1st quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 69,395 shares of the network equipment provider’s stock after selling 52,640 shares during the period. Cumberland Partners Ltd’s holdings in Cisco Systems were worth $5,384,000 at the end of the most recent reporting period.

Other large investors have also recently modified their holdings of the company. Norges Bank bought a new position in shares of Cisco Systems in the fourth quarter worth approximately $4,473,272,000. Auto Owners Insurance Co lifted its position in Cisco Systems by 8,718.3% during the fourth quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider’s stock valued at $400,190,000 after purchasing an additional 51,363,281 shares during the last quarter. Price T Rowe Associates Inc. MD lifted its position in Cisco Systems by 103.2% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 29,289,151 shares of the network equipment provider’s stock valued at $2,256,144,000 after purchasing an additional 14,874,407 shares during the last quarter. Franklin Resources Inc. grew its stake in Cisco Systems by 18.0% in the 4th quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider’s stock worth $3,876,219,000 after buying an additional 7,679,422 shares in the last quarter. Finally, Invesco Ltd. increased its holdings in shares of Cisco Systems by 11.6% in the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after buying an additional 6,224,062 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Trading Up 1.3%

Shares of CSCO opened at $114.17 on Friday. The firm has a market cap of $449.99 billion, a price-to-earnings ratio of 37.07, a PEG ratio of 2.87 and a beta of 1.02. 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, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37. The firm has a 50 day moving average price of $117.96 and a 200-day moving average price of $94.56.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion for 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 firm’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the firm 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. As a group, equities research analysts forecast that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Announces Dividend

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

Insider Transactions at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 7,127 shares of the stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total transaction 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 represents a 4.82% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through 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 firm’s stock in a transaction that occurred 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 transaction, the insider owned 246,737 shares in the company, valued at approximately $28,937,315.36. The trade was a 2.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is currently owned by corporate insiders.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco announced a new partnership with Tech Mahindra to launch an AI-driven Security Service Edge offering for global enterprises, which could strengthen Cisco’s security portfolio and add to future enterprise demand. Tech Mahindra and Cisco Partner to Bring AI-Driven Security Service Edge to Global Enterprises
• Positive Sentiment: Analysts and market coverage have highlighted Cisco after an upgrade, helping sentiment around the stock and suggesting investors see room for more upside ahead of earnings. Cisco Systems (NASDAQ:CSCO) Shares Up 1.3% on Analyst Upgrade
• Positive Sentiment: Cisco is also drawing attention ahead of its quarterly results, with preview coverage pointing to expected double-digit bottom-line growth, which can keep investors focused on earnings momentum. Cisco Systems’ Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Several Yahoo Finance articles referenced Cisco as a cautionary example from the dot-com era while discussing growth stocks, but these pieces were about other companies and did not provide new company-specific news for Cisco. 2 Growth Stocks with All-Star Potential and 1 We Find Risky
• Neutral Sentiment: More analyst commentary compared Cisco’s valuation to its recent partnership-driven momentum, suggesting the stock may already reflect some good news rather than signaling a clear new catalyst. Has Cisco Systems (CSCO) Run Ahead Of Fair Value Following Its Webex Contact Center Deal?
• Neutral Sentiment: Cisco AI security research showed multi-turn attacks can defeat many models, reinforcing Cisco’s credibility in AI security, though the article was more industry-focused than a direct financial catalyst. Multi-turn attacks broke AI models 88% of the time — single-turn testing missed it, Cisco AI security lead warns at VB Transform 2026

Analyst Ratings Changes

Several analysts have recently weighed in on the stock. Truist Financial started coverage on shares of Cisco Systems in a research report on Tuesday, March 31st. They set a “buy” rating and a $94.00 price objective on the stock. Citic Securities upped their target price on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Evercore raised their price target on Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. KeyCorp lifted their price target on Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Finally, JPMorgan Chase & Co. upped their price objective on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and an average price target of $123.14.

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.