Cisco Systems, Inc. $CSCO Shares Acquired by Quantinno Capital Management LP

Key Points

• Quantinno Capital Management increased its Cisco stake by 18% in the first quarter, adding 430,639 shares to own 2.82 million shares valued at approximately $219 million. Institutional investors collectively own 73.33% of Cisco.
• Cisco recently exceeded quarterly expectations, reporting $1.06 in adjusted EPS and $15.84 billion in revenue, with revenue up 12% year over year. The company also provided fiscal 2026 EPS guidance of $4.27–$4.29.
• Analyst sentiment remains favorable, with a consensus rating of “Moderate Buy” and an average price target of $123.14, while insiders have sold 47,650 shares worth about $5.67 million over the past 90 days.

Quantinno Capital Management LP increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 18.0% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 2,823,100 shares of the network equipment provider's stock after acquiring an additional 430,639 shares during the period. Cisco Systems makes up about 0.4% of Quantinno Capital Management LP's portfolio, making the stock its 24th largest holding. Quantinno Capital Management LP owned 0.07% of Cisco Systems worth $219,044,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of CSCO. Signature Resources Capital Management LLC boosted its position in Cisco Systems by 2.3% during the first quarter. Signature Resources Capital Management LLC now owns 5,061 shares of the network equipment provider's stock worth $393,000 after purchasing an additional 116 shares in the last quarter. Smithfield Trust Co increased its position in shares of Cisco Systems by 0.3% in the fourth quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider's stock valued at $2,596,000 after buying an additional 117 shares in the last quarter. Pacific Sage Partners LLC raised its stake in shares of Cisco Systems by 0.7% during the 1st quarter. Pacific Sage Partners LLC now owns 16,185 shares of the network equipment provider's stock worth $1,256,000 after buying an additional 118 shares during the period. Capstone Wealth Management Group LLC lifted its position in shares of Cisco Systems by 3.2% during the 4th quarter. Capstone Wealth Management Group LLC now owns 3,818 shares of the network equipment provider's stock valued at $294,000 after buying an additional 120 shares in the last quarter. Finally, Hilton Head Capital Partners LLC grew its stake in Cisco Systems by 0.9% in the 1st quarter. Hilton Head Capital Partners LLC now owns 13,488 shares of the network equipment provider's stock valued at $1,047,000 after acquiring an additional 120 shares during the period. Hedge funds and other institutional investors own 73.33% of the company's stock.

Insiders Place Their Bets

In related news, CEO Charles Robbins sold 21,400 shares of the company's stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the transaction, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. This represents a 3.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible 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 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 completion of the transaction, the insider owned 246,737 shares of the company's stock, valued at $28,937,315.36. The trade was a 2.82% decrease in their ownership of the stock. 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 90 days, insiders have sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several brokerages recently commented on CSCO. JPMorgan Chase & Co. boosted their price target on shares of Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Wall Street Zen lowered shares of Cisco Systems from a "buy" rating to a "hold" rating in a research report on Tuesday. New Street Research boosted their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a "neutral" rating in a research note on Thursday, May 14th. CICC Research upped their price target on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an "outperform" rating in a research report on Monday, May 18th. Finally, HSBC raised shares of Cisco Systems from a "hold" rating to a "buy" rating and raised their price target for the company from $77.00 to $137.00 in a research note on Friday, May 15th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus price target of $123.14.

Cisco Systems Stock Performance

CSCO opened at $114.57 on Tuesday. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37. The firm has a market capitalization of $451.57 billion, a PE ratio of 37.20, a PEG ratio of 2.91 and a beta of 1.02. 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 firm's 50-day moving average price is $117.88 and its 200 day moving average price is $94.97.

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, topping analysts' consensus estimates of $1.03 by $0.03. The business had revenue of $15.84 billion during 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 company's revenue for the quarter was up 12.0% on a year-over-year basis. During the same period 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. As a group, sell-side analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

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

About Cisco Systems

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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