Pathfinder Wealth Consulting Inc. acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 6,335 shares of the network equipment provider’s stock, valued at approximately $488,000.
A number of other institutional investors and hedge funds also recently modified their holdings of CSCO. Board of the Pension Protection Fund acquired a new stake in Cisco Systems during the 4th quarter worth approximately $31,000. EQ Wealth Advisors LLC acquired a new stake in Cisco Systems during the 4th quarter worth approximately $31,000. Anfield Capital Management LLC increased its position in Cisco Systems by 248.9% during the 4th quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after purchasing an additional 346 shares in the last quarter. Joseph Group Capital Management acquired a new stake in Cisco Systems during the 4th quarter worth approximately $38,000. Finally, Luken Investment Analytics LLC increased its position in Cisco Systems by 418.0% during the 4th quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock worth $40,000 after purchasing an additional 418 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.
Analysts Set New Price Targets
A number of analysts recently issued reports on the stock. Evercore increased their target price on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Truist Financial assumed coverage on shares of Cisco Systems in a research report on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price for the company. Zacks Research downgraded shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Citic Securities increased their target price on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Finally, Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $118.14.
Cisco Systems Stock Up 1.9%
NASDAQ CSCO opened at $120.41 on Friday. The stock has a market cap of $474.59 billion, a PE ratio of 39.09, a P/E/G ratio of 3.66 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 $120.79. The business has a 50 day moving average price of $89.34 and a two-hundred day moving average price of $81.52. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last released its quarterly earnings results 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 during 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%.Cisco Systems’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the prior year, the business 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 predict that Cisco Systems, Inc. will post 3.44 EPS for the current fiscal year.
Cisco Systems Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio is currently 54.55%.
Key Stories Impacting 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
Insider Transactions at Cisco Systems
In other news, SVP Maria Victoria Wong sold 2,179 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the transaction, the senior vice president directly owned 28,807 shares in the company, valued at approximately $2,239,456.18. This represents a 7.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the stock in a transaction that occurred on Thursday, March 12th. The shares were 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 of the company’s stock, valued at approximately $12,076,329.51. This trade represents a 1.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 32,103 shares of company stock worth $3,160,587 over the last 90 days. 0.01% of the stock is owned by corporate insiders.
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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