Kensington Investment Counsel LLC Buys 63,233 Shares of Cisco Systems, Inc. $CSCO

Posted by Francis Steltz on Jul 30th, 2026

Kensington Investment Counsel LLC raised its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 775.5% in the 1st quarter, HoldingsChannel reports. The fund owned 71,387 shares of the network equipment provider’s stock after purchasing an additional 63,233 shares during the period. Cisco Systems makes up about 2.7% of Kensington Investment Counsel LLC’s investment portfolio, making the stock its 12th biggest holding. Kensington Investment Counsel LLC’s holdings in Cisco Systems were worth $5,539,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of CSCO. Intesa Sanpaolo Wealth Management bought a new position in Cisco Systems during the fourth quarter worth about $25,000. MidAtlantic Capital Management Inc. acquired a new position in shares of Cisco Systems in the 4th quarter worth approximately $25,000. Networth Advisors LLC boosted its stake in Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after buying an additional 246 shares in the last quarter. Manning & Napier Advisors LLC grew its position in Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after acquiring an additional 200 shares during the period. Finally, Financial Life Planners acquired a new position in Cisco Systems during the first quarter worth $27,000. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares of the company’s stock, valued at $20,790,030.13. The trade was a 3.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, 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 the stock in a transaction dated 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 directly owned 140,857 shares in the company, valued at $16,890,162.87. The trade was a 4.82% decrease in their position. 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 worth $5,668,823 over the last 90 days. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems News Summary

Here are the key news stories impacting Cisco Systems this week:

Positive Sentiment: Coverage highlights Cisco’s AI-related cloud demand and enterprise digital-transformation exposure, identifying CSCO alongside Alphabet and Cloudflare as a cloud-computing stock benefiting from increased AI infrastructure spending. 3 Top Cloud Computing Stocks Worth Buying Before August
Positive Sentiment: An analysis of Cisco’s new AI and quantum-safe security alliances suggests the partnerships could strengthen the company’s cybersecurity positioning and support a more growth-oriented investment narrative over time. Did Cisco’s New AI and Quantum-Safe Security Alliances Just Shift Cisco Systems’ Investment Narrative?
Neutral Sentiment: Market commentary argues that the semiconductor selloff may be temporary and that investor sentiment could stabilize within days, but it also revives concerns about the volatility of technology stocks. As Semis Sell Off, Rattled Investors Should Heed Last Millennium’s Lesson From Cisco Systems
Negative Sentiment: Networking-industry coverage points to ongoing headwinds, while a Wall Street Zen downgrade to “Hold” likely reduced enthusiasm among some investors. Wall Street Zen Downgrades Cisco Systems to Hold
Negative Sentiment: Cisco underperformed the broader market in the latest trading session, reflecting pressure across semiconductors and technology stocks. With a valuation near 34 times earnings, investors may be particularly sensitive to sector weakness and concerns about whether AI-driven growth can justify the premium.

Analysts Set New Price Targets

CSCO has been the topic of several analyst reports. New Street Research upped their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Wells Fargo & Company lifted their target price on shares of Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a research report on Tuesday. Argus boosted their price objective on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, May 19th. Finally, Piper Sandler increased their target price on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $123.14.

Get Our Latest Analysis on Cisco Systems

Cisco Systems Stock Performance

Cisco Systems stock opened at $112.44 on Thursday. The company has a market cap of $443.17 billion, a PE ratio of 36.51, a PEG ratio of 2.94 and a beta of 1.02. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37. The company’s 50-day moving average is $117.84 and its two-hundred day moving average is $95.53.

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. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same period in the previous year, the firm posted $0.96 earnings per share. Cisco Systems’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. Equities analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were given a dividend of $0.42 per share. The ex-dividend date was Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. Cisco Systems’s payout ratio is presently 54.55%.

About Cisco Systems

(Free Report)

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.