Lawood & Co. Takes Position in Cisco Systems, Inc. $CSCO

Lawood & Co. bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the 4th quarter, HoldingsChannel reports. The fund bought 46,756 shares of the network equipment provider’s stock, valued at approximately $3,602,000. Cisco Systems accounts for about 3.4% of Lawood & Co.’s portfolio, making the stock its 5th biggest holding.

Several other large investors have also recently made changes to their positions in CSCO. Sherman Asset Management Inc. grew its stake in shares of Cisco Systems by 734.0% during the 4th quarter. Sherman Asset Management Inc. now owns 10,567 shares of the network equipment provider’s stock worth $814,000 after acquiring an additional 9,300 shares during the period. Cauble & Harre Wealth Management Inc. bought a new position in shares of Cisco Systems during the 4th quarter worth $853,000. DNB Asset Management AS grew its stake in shares of Cisco Systems by 4.0% during the 4th quarter. DNB Asset Management AS now owns 1,534,364 shares of the network equipment provider’s stock worth $118,192,000 after acquiring an additional 59,133 shares during the period. Applied Finance Capital Management LLC grew its stake in shares of Cisco Systems by 10.6% during the 4th quarter. Applied Finance Capital Management LLC now owns 512,168 shares of the network equipment provider’s stock worth $39,452,000 after acquiring an additional 49,081 shares during the period. Finally, AMJ Financial Wealth Management grew its stake in shares of Cisco Systems by 2.5% during the 4th quarter. AMJ Financial Wealth Management now owns 11,532 shares of the network equipment provider’s stock worth $888,000 after acquiring an additional 280 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on CSCO. Wells Fargo & Company increased their price target on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday. Rosenblatt Securities reiterated a “buy” rating and set a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. Wall Street Zen downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. JPMorgan Chase & Co. increased their price target on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Finally, UBS Group increased their price target on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $114.55.

Cisco Systems Stock Up 2.3%

Shares of NASDAQ CSCO opened at $118.21 on Friday. Cisco Systems, Inc. has a 52 week low of $62.30 and a 52 week high of $119.36. The business has a 50-day simple moving average of $85.41 and a two-hundred day simple moving average of $79.95. The company has a quick ratio of 0.85, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The company has a market cap of $466.92 billion, a P/E ratio of 38.38, a P/E/G ratio of 4.34 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter last year, the company earned $0.96 EPS. The firm’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. Research analysts anticipate that Cisco Systems, Inc. will post 3.42 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be paid a $0.42 dividend. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Insider Buying and Selling

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of Cisco Systems stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the sale, the executive vice president owned 187,097 shares in the company, valued at approximately $14,874,211.50. This trade represents a 4.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the sale, the executive vice president owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This trade represents a 1.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 15,587 shares of company stock worth $1,230,765 in the last 90 days. 0.01% of the stock is owned by company insiders.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

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.