Integrated Investment Consultants LLC lifted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 59.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 38,291 shares of the network equipment provider’s stock after purchasing an additional 14,219 shares during the quarter. Integrated Investment Consultants LLC’s holdings in Cisco Systems were worth $2,950,000 at the end of the most recent reporting period.
Several other institutional investors also recently modified their holdings of the stock. Mirae Asset Global Investments Co. Ltd. raised its holdings in shares of Cisco Systems by 6.9% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after buying an additional 205,043 shares in the last quarter. World Investment Advisors raised its holdings in shares of 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 in the last quarter. Jones Financial Companies Lllp raised its holdings in shares of Cisco Systems by 8.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock valued at $46,165,000 after buying an additional 56,057 shares in the last quarter. Rockland Trust Co. raised its holdings in shares of Cisco Systems by 213.8% during the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock valued at $1,402,000 after buying an additional 13,966 shares in the last quarter. Finally, Thrivent Financial for Lutherans raised its holdings in shares of Cisco Systems by 40.0% during the 3rd quarter. Thrivent Financial for Lutherans now owns 3,490,482 shares of the network equipment provider’s stock valued at $238,818,000 after buying an additional 997,738 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.
Analyst Upgrades and Downgrades
CSCO has been the topic of a number of research reports. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and raised their price objective for the company from $77.00 to $137.00 in a report on Friday. Citigroup lifted their price target on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research note on Thursday. Morgan Stanley lifted their price target on Cisco Systems from $91.00 to $120.00 and gave the stock an “overweight” rating in a research note on Thursday. Erste Group Bank cut Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, Zacks Research cut Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $114.55.
Cisco Systems News Summary
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
- Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
- Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
- Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
- Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
- Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title
Insiders Place Their Bets
In related news, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction dated Wednesday, March 18th. The shares were 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 directly owned 188,613 shares of the company’s stock, valued at $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, SVP Maria Victoria Wong sold 551 shares of the stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total transaction of $42,724.54. Following the completion of the transaction, the senior vice president directly owned 27,957 shares of the company’s stock, valued at approximately $2,167,785.78. The trade was a 1.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 15,587 shares of company stock valued at $1,230,765 in the last 90 days. 0.01% of the stock is owned by corporate insiders.
Cisco Systems Price Performance
Shares of CSCO stock opened at $118.21 on Monday. The firm has a market cap of $466.92 billion, a P/E ratio of 38.38, a P/E/G ratio of 3.61 and a beta of 0.92. Cisco Systems, Inc. has a fifty-two week low of $62.30 and a fifty-two week high of $119.36. The business’s 50 day moving average price is $85.41 and its 200-day moving average price is $80.01. 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 issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The firm had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business’s quarterly revenue was up 12.0% compared to the same quarter last year. 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. On average, equities research analysts anticipate that Cisco Systems, Inc. will post 3.42 earnings per share for the current year.
Cisco Systems Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be given a $0.42 dividend. 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 dividend payout ratio (DPR) is currently 54.55%.
Cisco Systems 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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