Capitolis Liquid Global Markets LLC boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 6.4% in the 4th quarter, Holdings Channel reports. The fund owned 3,048,500 shares of the network equipment provider’s stock after acquiring an additional 182,172 shares during the quarter. Cisco Systems accounts for 1.4% of Capitolis Liquid Global Markets LLC’s holdings, making the stock its 15th largest holding. Capitolis Liquid Global Markets LLC’s holdings in Cisco Systems were worth $234,826,000 at the end of the most recent reporting period.
Other large investors also recently bought and sold shares of the company. MidAtlantic Capital Management Inc. acquired a new position in Cisco Systems in the 4th quarter valued at about $25,000. Intesa Sanpaolo Wealth Management acquired a new position in Cisco Systems in the 4th quarter valued at about $25,000. Jessup Wealth Management Inc acquired a new position in Cisco Systems in the 4th quarter valued at about $29,000. Board of the Pension Protection Fund acquired a new position in Cisco Systems in the 4th quarter valued at about $31,000. Finally, EQ Wealth Advisors LLC acquired a new position in Cisco Systems in the 4th quarter valued at about $31,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.
Analysts Set New Price Targets
Several equities analysts have weighed in on CSCO shares. Morgan Stanley boosted their target price on shares of Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a report on Friday, June 12th. Argus boosted their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. CICC Research upped their price objective on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. Wells Fargo & Company upped their price objective on shares of Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Finally, UBS Group upped their price objective on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $122.90.
Insider Activity at Cisco Systems
In other Cisco Systems news, EVP Thimaya K. Subaiya sold 7,127 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the sale, the executive vice president directly owned 140,857 shares in the company, valued at $16,890,162.87. This represents a 4.82% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 transaction of $840,780.32. Following the sale, the insider owned 246,737 shares in the company, valued at approximately $28,937,315.36. This trade represents a 2.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 47,650 shares of company stock worth $5,668,823 over the last 90 days. 0.01% of the stock is currently owned by corporate insiders.
Cisco Systems Stock Performance
Shares of CSCO stock opened at $117.33 on Thursday. The firm’s 50 day moving average price is $104.65 and its 200-day moving average price is $87.48. 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, Inc. has a one year low of $65.38 and a one year high of $130.37. The firm has a market cap of $462.45 billion, a P/E ratio of 38.09, a P/E/G ratio of 3.05 and a beta of 1.01.
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 the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same period in the prior year, the business posted $0.96 EPS. The business’s revenue for the quarter was up 12.0% compared to the same quarter last year. 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, equities research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.
Cisco Systems Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be issued a dividend of $0.42 per share. The ex-dividend date 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 54.55%.
Trending Headlines about Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Equinix expanded its partnerships with Cisco and NVIDIA to speed enterprise AI adoption, highlighting Cisco’s involvement in standardized “AI factory” deployments that could support longer-term networking demand. Equinix Strengthens AI Infrastructure With Cisco & NVIDIA Partnerships
- Positive Sentiment: Recent commentary says Cisco is capitalizing on the AI networking boom, with strong revenue growth and surging orders across segments suggesting more upside if AI infrastructure spending stays strong. Cisco Systems Capitalizes on AI Networking Boom: More Upside Ahead?
- Positive Sentiment: A separate piece argues Cisco is still benefiting from the agentic AI boom, with order momentum and disciplined cost control supporting earnings growth and margin stability. Cisco: Riding The Agentic AI Boom
- Neutral Sentiment: New articles comparing Cisco’s stock performance with technology peers and asking whether the valuation is still reasonable may reinforce debate that a lot of the AI optimism is already priced in. Cisco Systems (CSCO) Stock After 87% One-Year Rally Is The Price Still Reasonable
- Negative Sentiment: Investors may also react cautiously to disclosure that Cisco EVP Thimaya K. Subaiya sold 7,127 shares, even though the sale was made under a pre-arranged 10b5-1 plan and does not necessarily signal a negative outlook. Insider trade disclosure
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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