Ironwood Investment Counsel LLC cut its stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 10.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 40,491 shares of the network equipment provider’s stock after selling 4,525 shares during the period. Ironwood Investment Counsel LLC’s holdings in Cisco Systems were worth $3,119,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. EQ Wealth Advisors LLC acquired a new position in Cisco Systems in the 4th quarter valued at $31,000. Board of the Pension Protection Fund acquired a new position in Cisco Systems in the 4th quarter valued at $31,000. Anfield Capital Management LLC raised its holdings in Cisco Systems by 248.9% in the 4th quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock valued at $37,000 after acquiring an additional 346 shares in the last quarter. Joseph Group Capital Management acquired a new position in Cisco Systems in the 4th quarter valued at $38,000. Finally, Luken Investment Analytics LLC raised its holdings in Cisco Systems by 418.0% in the 4th quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock valued at $40,000 after acquiring an additional 418 shares in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.
Analyst Ratings Changes
CSCO has been the topic of several recent analyst reports. CICC Research lifted their price target on Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research note on Friday, February 13th. Evercore lifted their price target on Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a research note on Thursday. The Goldman Sachs Group lifted their price target on Cisco Systems from $75.00 to $116.00 and gave the company a “neutral” rating in a research note on Thursday. Piper Sandler lifted their price target on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research note on Thursday. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $114.55.
Insider Transactions at Cisco Systems
In related news, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the sale, the executive vice president owned 188,613 shares in the company, valued at $15,040,000.62. The trade was a 1.63% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, SVP Maria Victoria Wong sold 551 shares of the business’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the sale, the senior vice president owned 27,957 shares in the company, valued at $2,167,785.78. This represents a 1.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 15,587 shares of company stock worth $1,230,765. 0.01% of the stock is currently owned by insiders.
Cisco Systems Stock Performance
Shares of CSCO opened at $118.21 on Monday. Cisco Systems, Inc. has a 52-week low of $62.30 and a 52-week high of $119.36. The business’s fifty day moving average is $85.41 and its 200-day moving average is $80.01. 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 firm has a market cap of $466.92 billion, a price-to-earnings ratio of 38.38, a PEG ratio of 3.61 and a beta of 0.92.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same quarter last year, the company posted $0.96 EPS. 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 3.42 EPS for the current fiscal year.
Cisco Systems Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be given 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 payout ratio is currently 54.55%.
Key Stories Impacting Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
- Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
- Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
- Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
- Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
- Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title
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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