111 Capital Boosts Position in Cisco Systems, Inc. $CSCO

111 Capital lifted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 64.1% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 72,321 shares of the network equipment provider's stock after acquiring an additional 28,248 shares during the period. Cisco Systems accounts for approximately 1.2% of 111 Capital's portfolio, making the stock its 17th biggest position. 111 Capital's holdings in Cisco Systems were worth $5,571,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of CSCO. Brighton Jones LLC raised its holdings in shares of Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider's stock worth $4,392,000 after acquiring an additional 24,562 shares during the period. Revolve Wealth Partners LLC raised its holdings in shares of Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider's stock worth $542,000 after acquiring an additional 2,474 shares during the period. Sivia Capital Partners LLC raised its holdings in shares of Cisco Systems by 7.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider's stock worth $706,000 after acquiring an additional 712 shares during the period. Schnieders Capital Management LLC. raised its holdings in shares of Cisco Systems by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider's stock worth $969,000 after acquiring an additional 519 shares during the period. Finally, Marshall Wace LLP raised its holdings in shares of Cisco Systems by 118.1% during the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider's stock worth $6,289,000 after acquiring an additional 590,650 shares during the period. Hedge funds and other institutional investors own 73.33% of the company's stock.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the firm's stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the sale, the executive vice president owned 188,613 shares of the company's stock, valued at approximately $15,040,000.62. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the firm's stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the sale, the executive vice president directly owned 156,693 shares of the company's stock, valued at approximately $12,076,329.51. This trade represents a 1.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 51,324 shares of company stock valued at $5,559,834 in the last three months. Insiders own 0.01% of the company's stock.

Cisco Systems Price Performance

CSCO stock opened at $121.64 on Friday. Cisco Systems, Inc. has a twelve month low of $63.87 and a twelve month high of $130.37. 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 business has a 50 day simple moving average of $98.05 and a 200-day simple moving average of $84.96. The company has a market capitalization of $479.44 billion, a P/E ratio of 39.49, a PEG ratio of 3.31 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 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 during the quarter, compared to analysts' expectations of $15.56 billion. During the same quarter in the prior year, the business 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. As a group, equities analysts anticipate that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

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

More Cisco Systems News

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

• Positive Sentiment: Jim Cramer highlighted Cisco as a top Dow performer, saying legacy tech names like Cisco are benefiting from the AI data-center boom. Jim Cramer Highlights Cisco Systems as the Top Dow Performer
• Positive Sentiment: Analyst commentary is increasingly bullish, with upgrades tied to expectations that Cisco could generate about $6 billion in FY2027 AI revenue. Analyst Upgrades Cisco Systems As It Anticipates $6 Billion in FY2027 AI Revenue
• Positive Sentiment: Reports from Cisco’s conference appearance and product rollout emphasized its AI-centric Cloud Control platform, expanded cybersecurity tools, and partnerships aimed at secure AI infrastructure, supporting the view that Cisco can monetize AI beyond hardware refresh cycles. Cisco’s AI Platforms And Cybersecurity Push Test Valuation For Investors
• Neutral Sentiment: Broader market headlines about tech selling off, rising yields, and “bubble” comparisons to Cisco’s dot-com era may create short-term volatility, but they are not specific to Cisco’s fundamentals. Equities Fall, Yields Jump Intraday After Jobs Report; Tech Leads Sell-Off
• Neutral Sentiment: Goldman Sachs reportedly remained at Hold while Morgan Stanley reiterated Buy, suggesting Wall Street is still divided on how much upside is already priced in. Goldman Sachs Remains a Hold on Cisco Systems (CSCO) Morgan Stanley Sticks to Their Buy Rating for Cisco Systems (CSCO)

Wall Street Analyst Weigh In

CSCO has been the topic of several analyst reports. Piper Sandler lifted their price target on Cisco Systems from $86.00 to $132.00 and gave the stock a "neutral" rating in a report on Thursday, May 14th. HSBC upgraded shares of Cisco Systems from a "hold" rating to a "buy" rating and boosted their price objective for the company from $77.00 to $137.00 in a report on Friday, May 15th. UBS Group boosted their price objective on shares of Cisco Systems from $95.00 to $132.00 and gave the company a "buy" rating in a report on Thursday, May 14th. Erste Group Bank lowered shares of Cisco Systems from a "buy" rating to a "hold" rating in a report on Wednesday, February 18th. Finally, CICC Research boosted their price objective on shares of Cisco Systems from $96.00 to $125.00 and gave the company an "outperform" rating in a report on Monday, May 18th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $119.50.

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.

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