Fourier Capital Management Ltd Purchases New Holdings in Cisco Systems, Inc. $CSCO

Fourier Capital Management Ltd purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 46,379 shares of the network equipment provider’s stock, valued at approximately $3,573,000. Cisco Systems accounts for approximately 3.8% of Fourier Capital Management Ltd’s holdings, making the stock its 10th largest holding.

Several other institutional investors have also made changes to their positions in CSCO. Brighton Jones LLC increased its stake in shares of Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after purchasing an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in shares of Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after buying an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC lifted its position in shares of Cisco Systems by 7.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after buying an additional 712 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after buying an additional 519 shares in the last quarter. Finally, Marshall Wace LLP grew its position in Cisco Systems by 118.1% in the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after acquiring an additional 590,650 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the stock. Zacks Research cut shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Evercore increased their target price on shares of Cisco Systems from $100.00 to $110.00 and gave the stock an “outperform” rating in a report on Monday, May 4th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Friday, April 24th. Citigroup increased their target price on shares of Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, Truist Financial began coverage on shares of Cisco Systems in a report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 target price for the company. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $90.29.

Insiders Place Their Bets

In related news, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the sale, the executive vice president directly owned 188,613 shares in the company, valued at $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, SVP Maria Victoria Wong sold 551 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the sale, the senior vice president owned 27,957 shares of the company’s stock, valued at $2,167,785.78. The trade was a 1.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 46,431 shares of company stock valued at $3,574,820 over the last ninety days. 0.01% of the stock is currently owned by corporate insiders.

More Cisco Systems News

Here are the key news stories impacting Cisco Systems this week:

• Positive Sentiment: Cisco beat Wall Street expectations, reporting non-GAAP EPS of $1.06 versus $1.04 expected and revenue of $15.8 billion versus $15.56 billion expected, signaling solid demand across the business. CISCO REPORTS THIRD QUARTER EARNINGS
• Positive Sentiment: The company raised its outlook for both fiscal 2026 and Q4 2026, with guidance coming in above analyst estimates, which is helping drive investor confidence in the stock. Earnings report and conference call
• Positive Sentiment: Management said AI infrastructure demand is accelerating, supporting a “beat and raise” narrative and suggesting Cisco is benefiting from enterprise networking and data-center spending tied to AI buildouts. Cisco stock pops as Q3 earnings defy memory headwinds
• Neutral Sentiment: Cisco also announced a restructuring that will eliminate about 4,000 jobs as it shifts resources toward AI growth, a move that may improve long-term focus but creates near-term execution and restructuring-cost questions. Cisco to Cut Jobs in Shift to Capture More AI Demand
• Neutral Sentiment: Earlier reports showed Cisco entering earnings at all-time highs and potentially overbought, so some of the move may reflect momentum and investor enthusiasm already building ahead of results. Cisco stock at its most overbought since 2018

Cisco Systems Stock Up 2.6%

Shares of CSCO opened at $101.87 on Thursday. Cisco Systems, Inc. has a 52 week low of $60.85 and a 52 week high of $102.01. The stock has a market capitalization of $402.38 billion, a price-to-earnings ratio of 35.74, a PEG ratio of 3.73 and a beta of 0.92. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The stock has a fifty day moving average of $83.93 and a 200-day moving average of $79.36.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The company had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. During the same period in the prior year, the company earned $0.96 EPS. Cisco Systems’s revenue was up 12.0% compared to the same quarter last year. 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. As a group, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.42 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio is presently 58.95%.

Cisco Systems Company 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.