Uhlmann Price Securities LLC lifted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 281.2% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 73,648 shares of the network equipment provider's stock after purchasing an additional 54,328 shares during the quarter. Cisco Systems accounts for about 0.4% of Uhlmann Price Securities LLC's investment portfolio, making the stock its 5th biggest holding. Uhlmann Price Securities LLC's holdings in Cisco Systems were worth $5,892,000 as of its most recent SEC filing.
Several other institutional investors also recently modified their holdings of CSCO. Intesa Sanpaolo Wealth Management bought a new stake in shares of Cisco Systems in the fourth quarter worth approximately $25,000. MidAtlantic Capital Management Inc. purchased a new position in shares of Cisco Systems during the fourth quarter valued at approximately $25,000. Jessup Wealth Management Inc bought a new position in Cisco Systems during the fourth quarter valued at approximately $29,000. EQ Wealth Advisors LLC bought a new position in Cisco Systems during the fourth quarter valued at approximately $31,000. Finally, Board of the Pension Protection Fund purchased a new stake in Cisco Systems in the fourth quarter worth approximately $31,000. 73.33% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at Cisco Systems
In other news, insider Jeetendra I. Patel sold 7,169 shares of the business'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 transaction of $840,780.32. Following the transaction, the insider owned 246,737 shares of the company's stock, valued at approximately $28,937,315.36. The trade was a 2.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the business's stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the transaction, the chief executive officer owned 637,085 shares in the company, valued at $76,469,312.55. This trade represents a 3.25% 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.
Key Stories Impacting Cisco Systems
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
Analyst Upgrades and Downgrades
CSCO has been the subject of several research analyst reports. UBS Group lifted their price objective on Cisco Systems from $95.00 to $132.00 and gave the stock a "buy" rating in a report on Thursday, May 14th. The Goldman Sachs Group increased their target price on Cisco Systems from $116.00 to $125.00 and gave the company a "neutral" rating in a report on Wednesday, June 3rd. JPMorgan Chase & Co. raised their target price on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. KeyCorp boosted their price target on Cisco Systems from $87.00 to $125.00 and gave the company an "overweight" rating in a research note on Thursday, May 14th. Finally, Wells Fargo & Company upped their price target 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. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $122.90.
Get Our Latest Stock Analysis on Cisco Systems
Cisco Systems Stock Performance
Shares of Cisco Systems stock opened at $119.54 on Friday. Cisco Systems, Inc. has a fifty-two week low of $65.72 and a fifty-two week high of $130.37. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The company has a market capitalization of $471.16 billion, a P/E ratio of 38.81, a P/E/G ratio of 3.05 and a beta of 1.01. The company has a fifty day moving average of $106.15 and a 200 day moving average of $88.00.
Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (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 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% on a year-over-year basis. During the same quarter last year, the company 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. On average, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share 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. Investors of record on Monday, July 6th will be paid a dividend of $0.42 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems's dividend payout ratio is presently 54.55%.
About Cisco Systems
(
Free Report)
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.
See Also
Want to see what other hedge funds are holding CSCO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cisco Systems, Inc. (NASDAQ:CSCO - Free Report).
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