Tulsa Wealth Advisors INC purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the fourth quarter, Holdings Channel reports. The firm purchased 5,702 shares of the network equipment provider’s stock, valued at approximately $439,000.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Integrated Investment Consultants LLC lifted its position in Cisco Systems by 59.1% during the fourth quarter. Integrated Investment Consultants LLC now owns 38,291 shares of the network equipment provider’s stock worth $2,950,000 after buying an additional 14,219 shares in the last quarter. NWF Advisory Services Inc. boosted its stake in Cisco Systems by 1.5% during the fourth quarter. NWF Advisory Services Inc. now owns 10,195 shares of the network equipment provider’s stock worth $785,000 after buying an additional 147 shares during the last quarter. Bank of Hawaii grew its holdings in Cisco Systems by 5.2% in the 4th quarter. Bank of Hawaii now owns 43,656 shares of the network equipment provider’s stock valued at $3,363,000 after buying an additional 2,171 shares in the last quarter. Caitong International Asset Management Co. Ltd increased its stake in shares of Cisco Systems by 139.2% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 8,864 shares of the network equipment provider’s stock worth $683,000 after acquiring an additional 5,158 shares during the last quarter. Finally, Reflection Asset Management acquired a new stake in shares of Cisco Systems in the 4th quarter worth $344,000. Institutional investors and hedge funds own 73.33% of the company’s stock.
Trending Headlines about Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
- Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
- Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
- Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
- Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
- Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title
Insider Transactions at Cisco Systems
Analyst Ratings Changes
CSCO has been the topic of several analyst reports. Truist Financial began coverage on Cisco Systems in a report on Tuesday, March 31st. They set a “buy” rating and a $94.00 price target on the stock. KeyCorp raised their price objective on shares of Cisco Systems from $87.00 to $125.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. The Goldman Sachs Group lifted their target price on shares of Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research note on Wednesday, June 3rd. Bank of America boosted their target price on shares of Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a report on Monday, June 8th. Finally, Citic Securities increased their price target on shares of Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $122.90.
Get Our Latest Analysis on Cisco Systems
Cisco Systems Stock Performance
NASDAQ CSCO opened at $119.54 on Friday. The firm’s 50-day moving average is $106.15 and its two-hundred day moving average is $88.00. Cisco Systems, Inc. has a 12 month low of $65.72 and a 12 month high of $130.37. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The stock has a market capitalization of $471.16 billion, a P/E ratio of 38.81, a PEG ratio of 3.05 and a beta of 1.01.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. The business had revenue of $15.84 billion during the quarter, compared to analysts’ expectations 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 for the quarter was up 12.0% on a year-over-year basis. During the same period last year, the business 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. On average, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.
Cisco Systems Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is 54.55%.
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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