Integrated Investment Consultants LLC Has $2.95 Million Holdings in Cisco Systems, Inc. $CSCO

Integrated Investment Consultants LLC grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 59.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 38,291 shares of the network equipment provider’s stock after buying an additional 14,219 shares during the period. Integrated Investment Consultants LLC’s holdings in Cisco Systems were worth $2,950,000 as of its most recent filing with the SEC.

Several other large investors also recently modified their holdings of the stock. Smithfield Trust Co lifted its position in shares of Cisco Systems by 0.3% during the 4th quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock valued at $2,596,000 after acquiring an additional 117 shares during the period. Main Management ETF Advisors LLC grew its holdings in Cisco Systems by 1.0% in the fourth quarter. Main Management ETF Advisors LLC now owns 12,528 shares of the network equipment provider’s stock worth $965,000 after purchasing an additional 128 shares during the period. First Commonwealth Financial Corp PA grew its holdings in Cisco Systems by 0.9% in the fourth quarter. First Commonwealth Financial Corp PA now owns 13,656 shares of the network equipment provider’s stock worth $1,052,000 after purchasing an additional 128 shares during the period. Cairn Investment Group Inc. increased its stake in Cisco Systems by 0.5% in the fourth quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock valued at $1,860,000 after purchasing an additional 130 shares in the last quarter. Finally, Juncture Wealth Strategies LLC boosted its position in shares of Cisco Systems by 0.9% during the 4th quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider’s stock worth $1,159,000 after purchasing an additional 132 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Activity at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,169 shares of the firm’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction of $840,780.32. Following the transaction, the insider directly owned 246,737 shares in the company, valued at approximately $28,937,315.36. This trade represents a 2.82% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the transaction, the executive vice president directly owned 177,223 shares in the company, valued at $20,790,030.13. This represents a 3.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,650 shares of company stock valued at $5,668,823 over the last 90 days. Corporate insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

Several analysts have recently commented on CSCO shares. Zacks Research downgraded Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. UBS Group increased their price target on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Weiss Ratings raised Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. Piper Sandler boosted their price objective on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Finally, HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and upped their target price for the stock from $77.00 to $137.00 in a research report on Friday, May 15th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus price target of $122.90.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
• Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
• Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
• Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
• Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
• Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $119.54 on Friday. 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 $65.72 and a one year high of $130.37. The company has a market cap of $471.16 billion, a PE ratio of 38.81, a PEG ratio of 3.05 and a beta of 1.01. The firm has a 50-day moving average of $106.15 and a 200-day moving average of $88.00.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm’s revenue for the quarter was up 12.0% compared to the same quarter last year. During the same quarter last year, the firm earned $0.96 EPS. 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, equities research analysts expect that Cisco Systems, Inc. will post 3.54 EPS 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. Stockholders of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

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.