Altshuler Shaham Ltd Cuts Position in Cisco Systems, Inc. $CSCO

Altshuler Shaham Ltd lessened its position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 66.3% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,151,949 shares of the network equipment provider's stock after selling 2,268,619 shares during the quarter. Cisco Systems accounts for approximately 1.4% of Altshuler Shaham Ltd's portfolio, making the stock its 26th largest holding. Altshuler Shaham Ltd's holdings in Cisco Systems were worth $89,380,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of CSCO. World Investment Advisors boosted its position in Cisco Systems by 15.4% during the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider's stock valued at $13,905,000 after buying an additional 26,455 shares during the period. WCG Wealth Advisors LLC increased its position in shares of Cisco Systems by 101.8% in the fourth 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 period. Vise Technologies Inc. raised its stake in shares of Cisco Systems by 47.1% during the fourth 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 last quarter. Truist Financial Corp grew its stake in shares of Cisco Systems by 6.8% in the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider's stock worth $332,084,000 after purchasing an additional 275,456 shares during the last quarter. Finally, Principal Financial Group Inc. increased its holdings 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 valued at $375,388,000 after purchasing an additional 151,395 shares during the period. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $115.58 on Wednesday. The company has a 50 day simple moving average of $117.88 and a two-hundred day simple moving average of $95.26. Cisco Systems, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37. The company has a market capitalization of $455.55 billion, a price-to-earnings ratio of 37.53, a P/E/G ratio of 2.92 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 (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate 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 return on equity of 28.44% and a net margin of 20.14%.The firm's quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the prior year, the business posted $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. Analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were issued a dividend of $0.42 per share. The ex-dividend date was Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems's dividend payout ratio is presently 54.55%.

Insider Activity at Cisco Systems

In related news, insider Jeetendra I. Patel sold 7,169 shares of the company'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 directly owned 246,737 shares of the company's stock, valued at approximately $28,937,315.36. This represents a 2.82% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares of the company's stock, valued at approximately $20,790,030.13. The trade was 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. Insiders have sold 47,650 shares of company stock valued at $5,668,823 over the last ninety days. Corporate insiders own 0.01% of the company's stock.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on CSCO. Wells Fargo & Company lifted their price objective on Cisco Systems from $95.00 to $130.00 and gave the stock an "overweight" rating in a research report on Thursday, May 14th. The Goldman Sachs Group raised their price target on Cisco Systems from $116.00 to $125.00 and gave the stock a "neutral" rating in a research note on Wednesday, June 3rd. Citic Securities boosted their price objective on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Morgan Stanley upped their price objective on shares of Cisco Systems from $120.00 to $130.00 and gave the stock an "overweight" rating in a report on Friday, June 12th. Finally, Weiss Ratings raised shares of Cisco Systems from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, May 29th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $123.14.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: AI and cloud demand support the investment case: Cisco is highlighted alongside Alphabet and Cloudflare as a cloud-computing stock benefiting from AI adoption, enterprise digital transformation and demand for networking infrastructure. 3 Top Cloud Computing Stocks Worth Buying Before August
• Positive Sentiment: Cybersecurity expansion adds a growth catalyst: Cisco joined an AI cybersecurity alliance and partnered with Tech Mahindra on security service edge offerings. The moves could strengthen Cisco’s position in cloud-delivered security as companies seek protection against AI-enabled threats. Cisco Joins AI Cybersecurity Alliance And Teams With Tech Mahindra On SSE
• Neutral Sentiment: Industry conference highlights cybersecurity opportunity: The upcoming EWF 2026 conference is expected to bring together more than 700 cybersecurity and risk-management executives. While not a direct Cisco announcement, the event underscores sustained enterprise demand for practical AI and cybersecurity solutions. As AI Reshapes Cybersecurity, EWF 2026 Brings Together Industry Leaders
• Negative Sentiment: Analyst sentiment softened: Wall Street Zen downgraded Cisco to “Hold,” potentially limiting near-term upside after the stock’s strong advance. Cisco trades at a relatively elevated earnings multiple, making execution and growth expectations important. Wall Street Zen Downgrades Cisco Systems to Hold
• Negative Sentiment: Sector volatility and historical risks remain overhangs: Commentary on the semiconductor selloff recalls Cisco’s 2000-era collapse after customers curtailed spending, while broader networking stocks are facing industry headwinds. The comparison may reinforce concerns about cyclical AI and technology valuations, even though Cisco’s current business and earnings profile differ materially. As Semis Sell Off, Investors Should Heed Cisco’s Historical Lesson

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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