IFP Advisors Inc Acquires 5,441 Shares of Cisco Systems, Inc. $CSCO

IFP Advisors Inc increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 126,668 shares of the network equipment provider’s stock after acquiring an additional 5,441 shares during the quarter. IFP Advisors Inc’s holdings in Cisco Systems were worth $9,757,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the company. Cairn Investment Group Inc. increased its holdings in Cisco Systems by 0.5% in the 4th quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock valued at $1,860,000 after buying an additional 130 shares during the period. Juncture Wealth Strategies LLC increased its holdings in Cisco Systems by 0.9% in the 4th quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider’s stock valued at $1,159,000 after buying an additional 132 shares during the period. Northstar Advisory Group LLC increased its holdings in Cisco Systems by 1.6% in the 4th quarter. Northstar Advisory Group LLC now owns 8,203 shares of the network equipment provider’s stock valued at $632,000 after buying an additional 133 shares during the period. Roman Butler Fullerton & Co. increased its holdings in Cisco Systems by 0.8% in the 4th quarter. Roman Butler Fullerton & Co. now owns 15,917 shares of the network equipment provider’s stock valued at $1,183,000 after buying an additional 133 shares during the period. Finally, MMA Asset Management LLC increased its holdings in Cisco Systems by 2.3% in the 4th quarter. MMA Asset Management LLC now owns 6,167 shares of the network equipment provider’s stock valued at $475,000 after buying an additional 139 shares during the period. 73.33% of the stock is owned by institutional investors.

Cisco Systems Trading Down 2.9%

NASDAQ:CSCO opened at $115.38 on Wednesday. The firm’s fifty day moving average is $86.92 and its 200-day moving average is $80.64. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. Cisco Systems, Inc. has a 52 week low of $62.30 and a 52 week high of $119.39. The firm has a market cap of $455.74 billion, a P/E ratio of 37.46, a P/E/G ratio of 3.61 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter in the previous year, the company earned $0.96 EPS. Cisco Systems’s quarterly 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. Equities analysts expect that Cisco Systems, Inc. will post 3.44 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be issued a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems’s dividend payout ratio is presently 54.55%.

Analysts Set New Price Targets

CSCO has been the topic of several recent analyst reports. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Weiss Ratings lowered shares of Cisco Systems from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday. Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. BNP Paribas Exane lifted their price target on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Finally, CICC Research lifted their price target on shares of Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday. Two research analysts have rated the stock with a Strong Buy rating, sixteen 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 target price of $118.14.

Insider Activity

In other news, SVP Maria Victoria Wong sold 2,179 shares of the stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total value of $169,395.46. Following the completion of the sale, the senior vice president owned 28,807 shares in the company, valued at $2,239,456.18. This represents a 7.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Jeetendra I. Patel sold 7,169 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the sale, the insider owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. This represents a 2.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 32,103 shares of company stock valued at $3,160,587. 0.01% of the stock is currently owned by insiders.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco’s strong fiscal Q1 results and raised outlook continue to drive bullish sentiment, with revenue and EPS both beating expectations and management pointing to robust AI infrastructure demand. CSCO Q1 Deep Dive: AI Demand and Networking Modernization Drive Double-Digit Growth
• Positive Sentiment: HSBC upgraded Cisco to Buy and nearly doubled its price target to $137, while Argus also raised its target to $150, signaling growing confidence in further upside. HSBC nearly doubles Cisco stock price target for 2026 Argus adjusts price target on Cisco Systems to 150 from 100, maintains Buy rating
• Positive Sentiment: Analysts and media coverage continue to frame Cisco as a new AI networking infrastructure leader, helped by hyperscaler orders, restructuring efforts, and improved long-term growth expectations. Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift – Has The Bull Case Changed?
• Neutral Sentiment: Automation Anywhere said it is collaborating with Cisco on a new AI-agent capability for enterprise systems, which highlights Cisco’s relevance in enterprise AI but is not yet a clearly material revenue driver. Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI
• Negative Sentiment: Several Cisco executives sold shares under pre-arranged 10b5-1 plans, including Jeetendra I. Patel, Deborah L. Stahlkopf, and Oliver Tuszik, which can weigh on sentiment even though the sales were disclosed as planned transactions. SEC Form 4 Jeetendra I. Patel SEC Form 4 Deborah L. Stahlkopf SEC Form 4 Oliver Tuszik
• Negative Sentiment: Some commentary also flagged lower free cash flow and margins, raising a caution that the stock’s strong run may be getting stretched after the earnings rally. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?

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.