Kathmere Capital Management LLC increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 11.9% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 72,729 shares of the network equipment provider’s stock after purchasing an additional 7,724 shares during the period. Kathmere Capital Management LLC’s holdings in Cisco Systems were worth $5,643,000 at the end of the most recent reporting period.
Several other hedge funds have also recently added to or reduced their stakes in CSCO. MidAtlantic Capital Management Inc. bought a new position in Cisco Systems in the 4th quarter worth approximately $25,000. Intesa Sanpaolo Wealth Management bought a new stake in shares of Cisco Systems in the fourth quarter valued at approximately $25,000. Networth Advisors LLC boosted its position in shares of Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after acquiring an additional 246 shares during the period. Financial Life Planners acquired a new stake in shares of Cisco Systems in the first quarter worth $27,000. Finally, Jessup Wealth Management Inc acquired a new stake in shares of Cisco Systems in the fourth quarter worth $29,000. Institutional investors own 73.33% of the company’s stock.
Cisco Systems News Roundup
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco is being highlighted as a potential AI infrastructure winner after reporting record quarterly revenue, raising full-year guidance, and saying it expects about $9 billion in AI infrastructure orders from hyperscalers in FY26. Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target
- Positive Sentiment: Zacks Research upgraded Cisco from hold to strong-buy, reinforcing a more constructive analyst view on the stock. Zacks.com
- Positive Sentiment: Several market writeups continue to frame Cisco as a beneficiary of AI demand and a blue-chip pick for the second half of 2026, which may support investor sentiment. Dow Records Best 1H Performance Since 2021: 5 Top Picks for 2H 2026
- Neutral Sentiment: One article compared Cisco’s stock performance with the broader technology sector this year, suggesting investors are still evaluating whether CSCO is outperforming peers or simply benefiting from sector rotation. Are Computer and Technology Stocks Lagging Cisco Systems (CSCO) This Year?
- Neutral Sentiment: Cisco also announced an AP Cybersecurity partnership with the College Board, a positive brand and education initiative, but one that is likely not a major near-term stock driver. Cisco Partners With College Board To Launch AP Cybersecurity and Expand Career-Connected Learning
- Negative Sentiment: Some commentators are warning that Cisco’s valuation looks stretched on cash flow terms, even if earnings multiples remain reasonable, which could limit upside after the recent rally. Cisco (CSCO) Stock Looks Stretched On Cash Flow Yet Reasonable On Earnings
- Negative Sentiment: Another article explicitly said Cisco stock moved lower in the prior session, reflecting ongoing profit-taking and caution after a strong run-up. Cisco Systems (CSCO) Stock Moves -3.69%: What You Should Know
- Negative Sentiment: Recent “growth stock” pieces used Cisco as an example of what can go wrong when growth slows, adding a cautious narrative around the company’s long-term growth profile. 2 Growth Stocks with All-Star Potential and 1 Facing Challenges
Cisco Systems Stock Performance
Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted 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 for the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business’s revenue was up 12.0% compared to the same quarter last year. During the same quarter in the previous year, the company 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. Sell-side analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current year.
Cisco Systems Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is 54.55%.
Wall Street Analyst Weigh In
Several research firms recently commented on CSCO. Weiss Ratings upgraded shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. JPMorgan Chase & Co. raised their price target on shares of Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Citigroup boosted their price objective on shares of Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Barclays upped their price objective on shares of Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research report on Thursday, May 14th. Finally, Morgan Stanley increased their target price on shares of Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research note on Friday, June 12th. Three analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and an average target price of $123.14.
Get Our Latest Analysis on CSCO
Insiders Place Their Bets
In other Cisco Systems news, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems 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 directly owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. The trade was a 2.82% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the sale, the executive vice president owned 177,223 shares in the company, valued at approximately $20,790,030.13. This represents a 3.58% 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 have sold a total of 47,650 shares of company stock valued at $5,668,823 over the last 90 days. Company insiders own 0.01% of the company’s stock.
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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