Twin Capital Management Inc. increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 16.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 53,318 shares of the network equipment provider’s stock after purchasing an additional 7,457 shares during the quarter. Twin Capital Management Inc.’s holdings in Cisco Systems were worth $4,107,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors also recently modified their holdings of the company. Board of the Pension Protection Fund bought a new stake in shares of Cisco Systems in the fourth quarter worth about $31,000. EQ Wealth Advisors LLC bought a new stake in shares of Cisco Systems in the fourth quarter worth about $31,000. Anfield Capital Management LLC grew its stake in shares of Cisco Systems by 248.9% in the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after purchasing an additional 346 shares during the last quarter. Joseph Group Capital Management bought a new stake in shares of Cisco Systems in the fourth quarter worth about $38,000. Finally, Luken Investment Analytics LLC grew its stake in shares of Cisco Systems by 418.0% in the fourth quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock worth $40,000 after purchasing an additional 418 shares during the last quarter. 73.33% of the stock is owned by institutional investors.
Cisco Systems Stock Performance
Cisco Systems stock opened at $114.35 on Thursday. The stock’s 50 day simple moving average is $87.68 and its two-hundred day simple moving average is $80.93. 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 market cap of $451.67 billion, a price-to-earnings ratio of 37.13, a PEG ratio of 3.51 and a beta of 0.92. Cisco Systems, Inc. has a fifty-two week low of $62.30 and a fifty-two week high of $119.39.
Cisco Systems Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be given a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s payout ratio is currently 54.55%.
Key Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco’s latest earnings and guidance continue to support the bull case, with management highlighting strong AI infrastructure demand and improving long-term growth prospects. Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift
- Positive Sentiment: HSBC upgraded Cisco to Buy and sharply raised its price target, while Argus also lifted its target, reinforcing expectations for continued share-price strength. HSBC nearly doubles Cisco stock price target for 2026 Argus adjusts price target on Cisco Systems to 150 from 100, maintains Buy rating
- Positive Sentiment: New coverage is positioning Cisco as an AI networking and infrastructure beneficiary, with articles pointing to hyperscaler demand and Cisco’s role in enterprise AI standards. Cisco Ties AI Agent Push To Data Center Connectivity Standards
- Neutral Sentiment: Automation Anywhere’s collaboration with Cisco on EnterpriseClaw underscores Cisco’s relevance in enterprise AI, but the announcement is still more strategic than financially material for now. Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI
- Neutral Sentiment: Cisco was also highlighted in broader “AI infrastructure” and “big data” stock lists, which may help keep the name in focus, but these mentions do not add new fundamentals. Invest in These 5 Big Data Behemoths to Gain From Wall Street Rally
- Negative Sentiment: Several insiders sold shares under pre-arranged 10b5-1 plans, including Jeetendra I. Patel, Deborah L. Stahlkopf, and Oliver Tuszik, which can create a modest overhang on sentiment despite being scheduled transactions. SEC Form 4 Jeetendra I. Patel SEC Form 4 Deborah L. Stahlkopf SEC Form 4 Oliver Tuszik
- Negative Sentiment: Some commentary suggests Cisco’s strong rally may be getting extended, with concerns around lower free cash flow and margins potentially limiting near-term upside. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?
Insider Transactions at Cisco Systems
In other news, EVP Oliver Tuszik sold 2,761 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $114.61, for a total value of $316,438.21. Following the sale, the executive vice president directly owned 180,877 shares of the company’s stock, valued at $20,730,312.97. The trade was a 1.50% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was 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 directly 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. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 32,103 shares of company stock worth $3,160,587. Company insiders own 0.01% of the company’s stock.
Wall Street Analyst Weigh In
Several analysts recently issued reports on the company. New Street Research raised their target price on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Piper Sandler raised their target price on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Zacks Research cut Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Barclays lifted their price objective on 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, Citigroup lifted their price objective on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus target price of $118.14.
Read Our Latest Analysis on Cisco Systems
About Cisco Systems
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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