Cumberland Partners Ltd Lowers Stock Holdings in Cisco Systems, Inc. $CSCO

Key Points

• Cumberland Partners Ltd cut its Cisco Systems stake by 11.1% in the fourth quarter, selling 15,270 shares and ending with 122,035 shares worth about $9.4 million.
• Cisco reported better-than-expected quarterly results, with EPS of $1.06 versus estimates of $1.03 and revenue of $15.84 billion versus $15.56 billion expected, while revenue rose 12% year over year.
• The company also announced a quarterly dividend of $0.42 per share, and analysts remain broadly positive, with a consensus rating of Moderate Buy and an average price target of $118.14.

Cumberland Partners Ltd lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 11.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 122,035 shares of the network equipment provider's stock after selling 15,270 shares during the period. Cumberland Partners Ltd's holdings in Cisco Systems were worth $9,400,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. EQ Wealth Advisors LLC acquired a new position in Cisco Systems in the fourth quarter valued at $31,000. Board of the Pension Protection Fund acquired a new position in Cisco Systems in the fourth quarter valued at $31,000. Anfield Capital Management LLC boosted its holdings in Cisco Systems by 248.9% in the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider's stock valued at $37,000 after acquiring an additional 346 shares during the last quarter. Joseph Group Capital Management acquired a new position in Cisco Systems in the fourth quarter valued at $38,000. Finally, Luken Investment Analytics LLC boosted its holdings in Cisco Systems by 418.0% in the fourth quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider's stock valued at $40,000 after acquiring an additional 418 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company's stock.

Cisco Systems Trading Up 1.9%

Shares of CSCO opened at $120.41 on Friday. The stock's 50-day moving average is $89.34 and its two-hundred day moving average is $81.52. The stock has a market cap of $474.59 billion, a PE ratio of 39.09, a P/E/G ratio of 3.59 and a beta of 0.92. Cisco Systems, Inc. has a 12 month low of $62.30 and a 12 month high of $120.79. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts' consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion for the quarter, compared to analysts' expectations 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 in the previous year, the firm posted $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. Equities analysts forecast that Cisco Systems, Inc. will post 3.44 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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

Insider Activity at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 1,744 shares of the business's stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the transaction, the executive vice president owned 156,693 shares in the company, valued at approximately $12,076,329.51. The trade was a 1.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Oliver Tuszik sold 3,132 shares of the business's stock in a transaction dated 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 transaction, the executive vice president owned 188,613 shares in the company, valued at approximately $15,040,000.62. This trade represents a 1.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 32,103 shares of company stock valued at $3,160,587 over the last 90 days. Corporate insiders own 0.01% of the company's stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco is being viewed as an AI networking winner, with multiple reports citing surging hyperscaler orders and stronger campus upgrade activity that could support revenue growth and the company’s AI outlook. Cisco Gains From AI Networking Boom : More Upside Ahead?
• Positive Sentiment: Another bullish article said Cisco has climbed sharply over the past month because investors are rewarding its exposure to AI networking demand, even though margin pressure remains a concern. Cisco Rises 33% in a Month: Here's Why You Should Buy the Stock
• Positive Sentiment: Coverage also emphasized Cisco’s strong recent financial results, pointing to solid top- and bottom-line growth that reinforces its role as a core tech holding for long-term investors. Impressive Financial Results Assert Cisco Systems, Inc. (CSCO) as a Top Tech Stock in Ken Fisher’s Portfolio
• Neutral Sentiment: Wall Street commentary remained broadly constructive, with articles noting bullish analyst views on Cisco, but these pieces did not add a new catalyst beyond reinforcing existing optimism. Should You Invest in Cisco (CSCO) Based on Bullish Wall Street Views?
• Neutral Sentiment: Cisco was also mentioned as part of a broader AI optics alliance focused on standardizing optical connectivity for AI infrastructure, which supports the company’s strategic positioning but is not a direct company-specific development. 3M Joins AI Optics Alliance As Shares Screen Undervalued
• Negative Sentiment: Recent insider selling by a Cisco executive could create some caution, even though it is not necessarily a sign of deteriorating fundamentals. Cisco Systems NASDAQ: CSCO EVP Sells $772,603.66 in Stock
• Negative Sentiment: Another report flagged additional insider selling, which may weigh on sentiment at the margin after the stock’s recent strong run. Insider Selling: Cisco Systems NASDAQ: CSCO Insider Sells $840,780.32 in Stock

Analysts Set New Price Targets

A number of research analysts recently weighed in on CSCO shares. Citigroup lifted their target price on Cisco Systems from $90.00 to $112.00 and gave the company a "buy" rating in a report on Thursday, May 14th. Erste Group Bank cut Cisco Systems from a "buy" rating to a "hold" rating in a report on Wednesday, February 18th. Morgan Stanley lifted their target price on Cisco Systems from $91.00 to $120.00 and gave the company an "overweight" rating in a report on Thursday, May 14th. Zacks Research cut Cisco Systems from a "strong-buy" rating to a "hold" rating in a report on Monday, April 13th. Finally, Citic Securities lifted their target price on Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $118.14.

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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