Cisco Systems, Inc. $CSCO Shares Sold by MASTERINVEST Kapitalanlage GmbH

MASTERINVEST Kapitalanlage GmbH cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 19.2% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 166,428 shares of the network equipment provider’s stock after selling 39,525 shares during the period. Cisco Systems makes up about 1.3% of MASTERINVEST Kapitalanlage GmbH’s holdings, making the stock its 14th biggest position. MASTERINVEST Kapitalanlage GmbH’s holdings in Cisco Systems were worth $12,913,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of CSCO. Intesa Sanpaolo Wealth Management purchased a new position in Cisco Systems in the 4th quarter worth about $25,000. MidAtlantic Capital Management Inc. purchased a new stake in Cisco Systems during the fourth quarter valued at about $25,000. Networth Advisors LLC boosted its holdings in shares of Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after buying an additional 246 shares during the period. Manning & Napier Advisors LLC boosted its holdings in shares of Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after buying an additional 200 shares during the period. Finally, Financial Life Planners purchased a new position in shares of Cisco Systems in the first quarter worth approximately $27,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently commented on CSCO shares. Citic Securities upped their price target on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Sunday. Truist Financial started coverage on shares of Cisco Systems in a research note on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price on the stock. KeyCorp increased their target price on Cisco Systems from $125.00 to $130.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Finally, HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and raised their target price for the stock from $77.00 to $137.00 in a research report on Friday, May 15th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $123.14.

Key Cisco Systems News

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

• Positive Sentiment: Cisco is being highlighted as a beneficiary of the AI buildout, with multiple articles pointing to strong demand for its AI infrastructure products and broader networking solutions. Bull of the Day: Cisco Systems (CSCO)
• Positive Sentiment: Recent commentary says Cisco still has room to rerate, suggesting the market may be underappreciating its earnings power and growth potential. Why Cisco Still Has Room To Rerate
• Positive Sentiment: Analysts continue to point to Cisco as an attractive cybersecurity and AI-related stock, citing improving AI security demand and a relatively reasonable valuation versus peers. CRWD vs. CSCO: Which Cybersecurity Stock Should You Buy Right Now?
• Positive Sentiment: Cisco’s rumored interest in acquiring SentinelOne, along with its data center expansion in Italy and Bahrain, could strengthen its security portfolio and expand its AI/infrastructure footprint. Cisco (CSCO) Eyes SentinelOne As Italy And Bahrain Data Center Push Expands
• Positive Sentiment: The company recently beat earnings and revenue expectations, with management also issuing guidance that supports continued growth.
• Neutral Sentiment: Some coverage describes CSCO as trading in a range and suggests short-term options strategies rather than a major directional catalyst. Cisco Systems Stock Is in a Trading Range – Good For Shorting Puts and Calls
• Neutral Sentiment: Broader media coverage also frames Cisco as a mature “growth” name with recurring comparisons to its past cycles, which does not materially change the near-term outlook. 3 Growth Stocks to Stash
• Negative Sentiment: Despite the positive long-term narrative, Cisco shares have been underperforming in the latest session and have recently traded lower, reflecting some near-term profit-taking or consolidation. Cisco Systems (CSCO) Stock Dips While Market Gains: Key Facts
• Negative Sentiment: One article notes Cisco underperformed peers on Monday, signaling that the stock may be lagging the broader tech/cybersecurity group in the short term. Cisco Systems Inc. stock underperforms Monday when compared to competitors

Cisco Systems Trading Down 1.8%

NASDAQ CSCO opened at $117.09 on Wednesday. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The company has a market capitalization of $461.50 billion, a PE ratio of 38.02, a price-to-earnings-growth ratio of 3.04 and a beta of 1.02. The firm’s fifty day simple moving average is $116.33 and its 200-day simple moving average is $92.74.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data 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 return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter last year, the firm earned $0.96 earnings per share. The business’s revenue for the quarter was up 12.0% on a year-over-year basis. 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 3.54 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 issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is currently 54.55%.

Insider Buying and Selling at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the sale, the executive vice president owned 177,223 shares of the company’s stock, valued at approximately $20,790,030.13. The trade was a 3.58% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the stock in a transaction that occurred on Thursday, June 11th. The stock was sold at an average price of $121.12, for a total value of $315,759.84. Following the completion of the transaction, the executive vice president owned 172,727 shares in the company, valued at $20,920,694.24. This represents a 1.49% 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. Insiders sold 47,650 shares of company stock worth $5,668,823 over the last quarter. Insiders own 0.01% of the company’s stock.

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.