Advanced Portfolio Management LLC Purchases New Position in Cisco Systems, Inc. $CSCO

Key Points

• Advanced Portfolio Management LLC opened a new position in Cisco Systems, buying 10,241 shares worth about $789,000 in the fourth quarter. The stake represents roughly 2.4% of its portfolio and ranks as its 18th largest holding.
• Cisco’s latest results were solid, with earnings and revenue both topping expectations: EPS came in at $1.06 versus $1.03 expected, and revenue rose 12% year over year to $15.84 billion. The company also issued guidance for Q4 FY2026 and FY2026 that points to continued growth.
• The stock remains supported by positive AI networking sentiment and a steady dividend. Cisco recently announced a quarterly dividend of $0.42 per share, while analysts currently rate the stock a Moderate Buy with a consensus price target of $122.90.

Advanced Portfolio Management LLC bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 10,241 shares of the network equipment provider's stock, valued at approximately $789,000. Cisco Systems comprises about 2.4% of Advanced Portfolio Management LLC's portfolio, making the stock its 18th largest position.

Other institutional investors also recently modified their holdings of the company. MidAtlantic Capital Management Inc. bought a new position in shares of Cisco Systems in the fourth quarter worth about $25,000. Intesa Sanpaolo Wealth Management acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $25,000. Jessup Wealth Management Inc acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $29,000. Board of the Pension Protection Fund acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $31,000. Finally, EQ Wealth Advisors LLC acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $31,000. 73.33% of the stock is owned by institutional investors.

Cisco Systems News Roundup

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 Price Performance

Shares of CSCO stock opened at $117.33 on Thursday. The firm has a market capitalization of $462.45 billion, a price-to-earnings ratio of 38.09, a price-to-earnings-growth ratio of 3.05 and a beta of 1.01. Cisco Systems, Inc. has a 12-month low of $65.38 and a 12-month high of $130.37. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The firm has a fifty day moving average of $104.65 and a 200-day moving average of $87.48.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to analysts' expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business's quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the prior 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. On average, 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 declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a $0.42 dividend. 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 dividend payout ratio is 54.55%.

Analyst Upgrades and Downgrades

CSCO has been the subject of several analyst reports. Erste Group Bank cut shares of Cisco Systems from a "buy" rating to a "hold" rating in a research report on Wednesday, February 18th. Weiss Ratings upgraded shares of Cisco Systems from a "buy (b-)" rating to a "buy (b)" rating in a research report on Friday, May 29th. Wall Street Zen cut shares of Cisco Systems from a "buy" rating to a "hold" rating in a research report on Saturday, March 14th. Truist Financial initiated coverage on shares of Cisco Systems in a research report on Tuesday, March 31st. They set a "buy" rating and a $94.00 price target for the company. Finally, Argus lifted their price target 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. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $122.90.

Insider Buying and Selling

In other news, CEO Charles Robbins sold 21,400 shares of the company's stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the completion of the transaction, the chief executive officer owned 637,085 shares in the company, valued at $76,469,312.55. This represents a 3.25% decrease in their ownership of the stock. The transaction was disclosed in a filing 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 Deborah L. Stahlkopf sold 6,586 shares of the business's stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares in the company, valued at approximately $20,790,030.13. This represents a 3.58% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is owned by corporate insiders.

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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