Cisco Systems, Inc. $CSCO Shares Purchased by Leuthold Group LLC

Leuthold Group LLC raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 46.7% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 123,562 shares of the network equipment provider’s stock after buying an additional 39,356 shares during the quarter. Leuthold Group LLC’s holdings in Cisco Systems were worth $8,573,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in CSCO. Brighton Jones LLC raised its position in shares of Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after buying an additional 24,562 shares during the period. Revolve Wealth Partners LLC increased its stake in 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 worth $542,000 after acquiring an additional 2,474 shares during the last quarter. Baker Avenue Asset Management LP raised its position in Cisco Systems by 40.2% in the first quarter. Baker Avenue Asset Management LP now owns 27,331 shares of the network equipment provider’s stock valued at $1,687,000 after purchasing an additional 7,833 shares during the period. Strategic Family Wealth Counselors L.L.C. raised its position in Cisco Systems by 4.6% in the first quarter. Strategic Family Wealth Counselors L.L.C. now owns 4,609 shares of the network equipment provider’s stock valued at $284,000 after purchasing an additional 203 shares during the period. Finally, TIAA Trust National Association lifted its stake in shares of Cisco Systems by 31.8% in the 1st quarter. TIAA Trust National Association now owns 494,577 shares of the network equipment provider’s stock valued at $30,520,000 after purchasing an additional 119,220 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $77.08 on Friday. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $80.06. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.00 and a quick ratio of 0.91. The firm has a market capitalization of $304.53 billion, a PE ratio of 29.42, a price-to-earnings-growth ratio of 3.00 and a beta of 0.95. The business’s fifty day moving average price is $71.70 and its 200 day moving average price is $68.68.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.98 by $0.02. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The business had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. During the same period in the prior year, the firm posted $0.91 EPS. The business’s quarterly revenue was up 7.5% compared to the same quarter last year. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS. Q2 2026 guidance at 1.010-1.030 EPS. On average, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd will be paid a $0.41 dividend. This represents a $1.64 annualized dividend and a yield of 2.1%. The ex-dividend date is Friday, January 2nd. Cisco Systems’s dividend payout ratio is currently 61.65%.

Wall Street Analyst Weigh In

A number of research analysts have commented on the stock. Rosenblatt Securities upped their target price on shares of Cisco Systems from $87.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Barclays lifted their target price on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a report on Thursday, November 13th. Citigroup increased their target price on Cisco Systems from $80.00 to $85.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. William Blair upgraded shares of Cisco Systems to a “hold” rating in a research note on Thursday, August 14th. Finally, BNP Paribas Exane raised their price objective on shares of Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a research note on Thursday, November 13th. Seventeen equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $84.14.

Insider Activity at Cisco Systems

In other news, SVP Maria Victoria Wong sold 9,801 shares of the business’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $76.38, for a total value of $748,600.38. Following the completion of the sale, the senior vice president directly owned 33,026 shares of the company’s stock, valued at approximately $2,522,525.88. The trade was a 22.89% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Thimaya K. Subaiya sold 56,038 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The shares were sold at an average price of $78.33, for a total value of $4,389,456.54. Following the completion of the sale, the executive vice president owned 179,780 shares of the company’s stock, valued at approximately $14,082,167.40. This represents a 23.76% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,024,627 shares of company stock valued at $79,621,482 in the last quarter. Company insiders own 0.01% of the company’s stock.

About Cisco Systems

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.