Yousif Capital Management LLC Has $39.28 Million Position in Cisco Systems, Inc. $CSCO

Yousif Capital Management LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.0% in the second quarter, according to the company in its most recent disclosure with the SEC. The firm owned 566,158 shares of the network equipment provider’s stock after selling 23,684 shares during the quarter. Cisco Systems makes up 0.4% of Yousif Capital Management LLC’s portfolio, making the stock its 29th largest holding. Yousif Capital Management LLC’s holdings in Cisco Systems were worth $39,280,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in CSCO. Brighton Jones LLC lifted its holdings in shares of Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after acquiring an additional 24,562 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after acquiring an additional 2,474 shares during the period. GAMMA Investing LLC lifted its holdings in shares of Cisco Systems by 16.6% during the first quarter. GAMMA Investing LLC now owns 108,871 shares of the network equipment provider’s stock valued at $6,718,000 after acquiring an additional 15,514 shares during the period. Elevation Point Wealth Partners LLC lifted its holdings in shares of Cisco Systems by 92.7% during the first quarter. Elevation Point Wealth Partners LLC now owns 26,867 shares of the network equipment provider’s stock valued at $1,658,000 after acquiring an additional 12,925 shares during the period. Finally, Azzad Asset Management Inc. ADV lifted its holdings in shares of Cisco Systems by 1.3% during the first quarter. Azzad Asset Management Inc. ADV now owns 41,627 shares of the network equipment provider’s stock valued at $2,569,000 after acquiring an additional 527 shares during the period. 73.33% of the stock is owned by institutional investors.

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $67.94 on Monday. The stock has a market capitalization of $268.58 billion, a P/E ratio of 25.93, a P/E/G ratio of 2.86 and a beta of 0.97. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $72.55. The company has a current ratio of 1.00, a quick ratio of 0.91 and a debt-to-equity ratio of 0.49. The business has a 50-day moving average price of $68.24 and a two-hundred day moving average price of $64.90.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, August 13th. The network equipment provider reported $0.99 earnings per share for the quarter, topping the consensus estimate of $0.98 by $0.01. The firm had revenue of $14.67 billion during the quarter, compared to analysts’ expectations of $14.63 billion. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The company’s quarterly revenue was up 7.6% compared to the same quarter last year. During the same period in the previous year, the business posted $0.87 EPS. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. Equities analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 22nd. Shareholders of record on Friday, October 3rd will be issued a dividend of $0.41 per share. This represents a $1.64 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend is Friday, October 3rd. Cisco Systems’s payout ratio is currently 62.60%.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on CSCO. HSBC reissued a “hold” rating and set a $69.00 price objective on shares of Cisco Systems in a report on Friday, August 15th. Evercore ISI lifted their price target on Cisco Systems from $72.00 to $74.00 and gave the company an “in-line” rating in a report on Thursday, August 14th. Piper Sandler lifted their price target on Cisco Systems from $64.00 to $70.00 and gave the company a “neutral” rating in a report on Thursday, August 14th. Wall Street Zen cut Cisco Systems from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 12th. Finally, KeyCorp initiated coverage on Cisco Systems in a report on Thursday, June 26th. They issued an “overweight” rating and a $77.00 price target for the company. One analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $74.89.

Insider Activity at Cisco Systems

In other news, insider Jeetendra I. Patel sold 9,061 shares of the company’s stock in a transaction dated Friday, August 15th. The stock was sold at an average price of $66.60, for a total value of $603,462.60. Following the completion of the sale, the insider directly owned 237,405 shares of the company’s stock, valued at $15,811,173. This represents a 3.68% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Thimaya K. Subaiya sold 7,511 shares of the company’s stock in a transaction dated Wednesday, August 20th. The shares were sold at an average price of $66.84, for a total value of $502,035.24. Following the completion of the sale, the executive vice president directly owned 161,467 shares of the company’s stock, valued at approximately $10,792,454.28. This trade represents a 4.44% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last three months, insiders sold 82,965 shares of company stock worth $5,559,996. 0.01% of the stock is owned by company insiders.

Cisco Systems Company Profile

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.