Y Intercept Hong Kong Ltd increased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 232.5% during the 1st quarter, HoldingsChannel.com reports. The fund owned 255,435 shares of the network equipment provider’s stock after purchasing an additional 178,619 shares during the period. Cisco Systems makes up approximately 0.4% of Y Intercept Hong Kong Ltd’s holdings, making the stock its 22nd biggest holding. Y Intercept Hong Kong Ltd’s holdings in Cisco Systems were worth $19,819,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also recently bought and sold shares of CSCO. Smithfield Trust Co lifted its position in shares of Cisco Systems by 0.3% during the fourth quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock worth $2,596,000 after purchasing an additional 117 shares in the last quarter. Pacific Sage Partners LLC grew its holdings in 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 valued at $1,256,000 after purchasing an additional 118 shares in the last quarter. Capstone Wealth Management Group LLC grew its holdings in 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 purchasing an additional 120 shares in the last quarter. Hilton Head Capital Partners LLC increased its stake in Cisco Systems by 0.9% during the 1st quarter. Hilton Head Capital Partners LLC now owns 13,488 shares of the network equipment provider’s stock worth $1,047,000 after buying an additional 120 shares during the period. Finally, Narus Financial Partners LLC lifted its holdings in Cisco Systems by 2.9% in the 1st quarter. Narus Financial Partners LLC now owns 4,369 shares of the network equipment provider’s stock worth $339,000 after buying an additional 123 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.
Key Headlines Impacting Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Zacks upgraded Cisco to Strong Buy, signaling improving earnings expectations and stronger analyst confidence in the stock’s outlook. Article Title
- Positive Sentiment: Recent commentary highlighted Cisco as a potential AI infrastructure winner, citing record quarterly revenue, raised full-year guidance, and expected $9 billion in AI infrastructure orders from hyperscalers in fiscal 2026. Article Title
- Positive Sentiment: Analyst coverage from Zacks also placed Cisco among the blue-chip names to watch for the second half of 2026, reinforcing its appeal as a defensive-growth stock. Article Title
- Neutral Sentiment: Cisco partnered with College Board to launch AP Cybersecurity and expand career-connected learning, a positive long-term brand and talent-development move but not an immediate earnings driver. Article Title
- Neutral Sentiment: Market coverage noted the stock’s recent move lower, but the broader catalyst discussion suggests investors are weighing the pullback against stronger fundamentals and upgrade-driven optimism. Article Title
- Negative Sentiment: One article referenced past Cisco performance during the Dot-Com era as a cautionary comparison, which may temper enthusiasm for some growth-focused investors, though it is not a new fundamental concern. Article Title
Wall Street Analyst Weigh In
Check Out Our Latest Analysis on Cisco Systems
Cisco Systems Stock Performance
Shares of CSCO opened at $112.69 on Friday. The business’s fifty day moving average price is $112.13 and its 200 day moving average price is $90.58. Cisco Systems, Inc. has a 12-month low of $65.75 and a 12-month high of $130.37. The stock has a market capitalization of $444.16 billion, a PE ratio of 36.59, a price-to-earnings-growth ratio of 2.98 and a beta of 1.02. 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 released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.03. The firm had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $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 research analysts forecast that Cisco Systems, Inc. will post 3.54 EPS for the current year.
Cisco Systems Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be paid a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems’s dividend payout ratio is 54.55%.
Insider Activity
In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,586 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the transaction, the executive vice president owned 177,223 shares of the company’s stock, valued at $20,790,030.13. This trade represents a 3.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of Cisco Systems stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the transaction, the executive vice president owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. The trade was a 4.82% 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. Insiders have sold 47,650 shares of company stock valued at $5,668,823 over the last quarter. Corporate insiders own 0.01% of the company’s stock.
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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