Knights of Columbus Asset Advisors LLC Acquires 19,345 Shares of Cisco Systems, Inc. $CSCO

Knights of Columbus Asset Advisors LLC lifted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 7.5% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 277,951 shares of the network equipment provider’s stock after acquiring an additional 19,345 shares during the period. Cisco Systems makes up approximately 1.2% of Knights of Columbus Asset Advisors LLC’s investment portfolio, making the stock its 13th largest position. Knights of Columbus Asset Advisors LLC’s holdings in Cisco Systems were worth $21,411,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of CSCO. Expressive Wealth LLC acquired a new position in shares of Cisco Systems during the 4th quarter worth approximately $616,000. GHE LLC raised its position in shares of Cisco Systems by 7.0% in the fourth quarter. GHE LLC now owns 30,492 shares of the network equipment provider’s stock valued at $2,349,000 after buying an additional 2,000 shares in the last quarter. Syverson Strege & Co raised its position in shares of Cisco Systems by 2.2% in the fourth quarter. Syverson Strege & Co now owns 9,033 shares of the network equipment provider’s stock valued at $696,000 after buying an additional 192 shares in the last quarter. TrustBank bought a new stake in shares of Cisco Systems in the fourth quarter valued at approximately $623,000. Finally, Roundview Capital LLC grew its position in Cisco Systems by 13.6% during the fourth quarter. Roundview Capital LLC now owns 17,876 shares of the network equipment provider’s stock worth $1,377,000 after buying an additional 2,136 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Bank of America raised Cisco’s price target to $135 from $114 and kept a Buy rating, citing stronger demand for high-speed optical networking equipment tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also raised its price target on Cisco to $150 from $100 and maintained a Buy rating after the company’s latest quarterly results, reinforcing bullish sentiment around the post-earnings setup. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Coverage highlighted Cisco as a major beneficiary of the AI networking buildout, with investors increasingly favoring Cisco over some peers in the AI infrastructure trade. Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner
• Positive Sentiment: Recent reports said Cisco and NVIDIA delivered record results this earnings cycle, suggesting Cisco is benefiting from strong AI-driven demand trends. AI Buildout Fuels Record Results for These Companies
• Neutral Sentiment: Articles comparing Nvidia’s growth trajectory to Cisco’s 1990s expansion keep Cisco in the market conversation, but this is more of a valuation/history narrative than a direct catalyst. Nvidia Sales Growth Looks Like Cisco. That’s Not Necessarily a Bad Thing.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on CSCO shares. Morgan Stanley raised their price objective on Cisco Systems from $91.00 to $120.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. KeyCorp upped their target price on Cisco Systems from $87.00 to $125.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Argus raised their price target on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. DZ Bank raised Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Finally, Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $119.09.

Insider Transactions at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total value of $634,489.50. Following the sale, the executive vice president directly 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 transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Maria Victoria Wong sold 551 shares of Cisco Systems stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total transaction of $42,724.54. Following the sale, the senior vice president directly owned 27,957 shares in the company, valued at $2,167,785.78. This trade represents a 1.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 29,924 shares of company stock valued at $2,991,192. Company insiders own 0.01% of the company’s stock.

Cisco Systems Stock Down 1.7%

Shares of CSCO opened at $118.33 on Wednesday. The firm has a 50 day simple moving average of $90.99 and a two-hundred day simple moving average of $82.24. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. Cisco Systems, Inc. has a one year low of $62.30 and a one year high of $120.79. The company has a market cap of $466.39 billion, a P/E ratio of 38.42, a P/E/G ratio of 3.66 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 earnings per share for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter last year, the business posted $0.96 EPS. The company’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 forecast that Cisco Systems, Inc. will post 3.44 EPS for the current fiscal year.

Cisco Systems Announces Dividend

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

About Cisco Systems

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.