Martin Capital Partners LLC lessened its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 25.9% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 85,898 shares of the network equipment provider’s stock after selling 30,068 shares during the period. Cisco Systems makes up approximately 3.7% of Martin Capital Partners LLC’s portfolio, making the stock its 5th biggest position. Martin Capital Partners LLC’s holdings in Cisco Systems were worth $10,090,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also bought and sold shares of the company. GAMMA Investing LLC increased its holdings in Cisco Systems by 8.1% in the 2nd quarter. GAMMA Investing LLC now owns 142,415 shares of the network equipment provider’s stock worth $16,728,000 after purchasing an additional 10,724 shares in the last quarter. Grant Private Wealth Management Inc boosted its position in Cisco Systems by 39.4% during the 2nd quarter. Grant Private Wealth Management Inc now owns 12,374 shares of the network equipment provider’s stock worth $1,453,000 after buying an additional 3,496 shares during the period. Wisconsin Wealth Advisors LLC acquired a new position in Cisco Systems in the 2nd quarter valued at approximately $204,000. Central Pacific Bank Trust Division raised its stake in shares of Cisco Systems by 4.7% during the second quarter. Central Pacific Bank Trust Division now owns 52,419 shares of the network equipment provider’s stock valued at $6,157,000 after acquiring an additional 2,331 shares during the last quarter. Finally, Canandaigua National Bank & Trust Co. bought a new stake in shares of Cisco Systems in the second quarter worth $10,079,000. Institutional investors own 73.33% of the company’s stock.
Insider Transactions at Cisco Systems
In other news, EVP Thimaya K. Subaiya sold 7,127 shares of the company’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the transaction, the executive vice president owned 140,857 shares in the company, valued at approximately $16,890,162.87. This represents a 4.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the firm’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $121.12, for a total value of $315,759.84. Following the completion of the sale, the executive vice president owned 172,727 shares of the company’s stock, valued at approximately $20,920,694.24. This represents a 1.49% 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. In the last quarter, insiders sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is owned by insiders.
Cisco Systems News Roundup
- Positive Sentiment: UBS expects Q4 upside: Industry checks indicate Cisco could deliver revenue and EPS above consensus, reinforcing expectations for another solid quarter. Cisco Likely to Deliver Q4 Revenue, EPS Upside, UBS Says
- Positive Sentiment: AI and networking momentum: Rising demand for AI infrastructure and networking equipment is supporting optimism that Cisco’s upcoming results and outlook will remain strong. Dear Cisco Stock Fans, Earnings Are Just Around the Corner
- Positive Sentiment: Analysts remain broadly bullish: Cisco has outperformed the broader market over the past year, while Wall Street commentary—including a bullish stance from Bank of America ahead of earnings—continues to support the shares. Are Wall Street Analysts Predicting Cisco Systems Stock Will Climb or Sink?
- Positive Sentiment: Technical strength: Cisco has held up relatively well during the AI-related technology selloff and is trading near its highs ahead of earnings, suggesting continued investor demand. 5 Tech Stocks Holding Their Ground Through the AI Trade Pullback
- Neutral Sentiment: Cisco participated in a seven-company virtual power-purchase agreement tied to a 180-megawatt Texas solar facility. The project supports Cisco’s sustainability goals but is unlikely to materially affect near-term earnings. SR Inc Net Zero Consortium for Buyers
- Neutral Sentiment: Cisco joined the Chainguard-led Athena Coalition to address open-source software vulnerabilities alongside other technology companies. The move may strengthen its security ecosystem, although no immediate financial impact was disclosed. Apiiro Joins Chainguard’s Athena Coalition
- Negative Sentiment: Valuation limits upside: Analysts note that Cisco’s strong multiyear performance has pushed the stock near estimated intrinsic value. With shares trading at a premium cash-flow valuation, further gains may depend on earnings and guidance exceeding already-positive expectations. Cisco Stock May Trade at a Cash Flow Premium While Earnings Look Fair
Cisco Systems Trading Up 5.1%
Shares of CSCO stock opened at $121.74 on Wednesday. Cisco Systems, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The stock has a 50 day simple moving average of $117.64 and a two-hundred day simple moving average of $96.73. The company has a market cap of $479.83 billion, a P/E ratio of 39.53, a PEG ratio of 2.61 and a beta of 1.02.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last announced 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 company had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter last year, the firm posted $0.96 EPS. The company’s quarterly revenue was up 12.0% on a year-over-year basis. 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. Research analysts forecast that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.
Cisco Systems Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were paid a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend was Monday, July 6th. Cisco Systems’s payout ratio is 54.55%.
Wall Street Analyst Weigh In
Several brokerages recently issued reports on CSCO. BNP Paribas Exane raised their target price on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 30th. Weiss Ratings upgraded shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. The Goldman Sachs Group upped their price objective on shares of Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research note on Wednesday, June 3rd. Finally, JPMorgan Chase & Co. lifted their target price on shares of Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $123.14.
View Our Latest Stock Analysis on Cisco Systems
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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