Cumberland Partners Ltd Sells 52,640 Shares of Cisco Systems, Inc. $CSCO

Cumberland Partners Ltd reduced its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 43.1% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 69,395 shares of the network equipment provider’s stock after selling 52,640 shares during the period. Cumberland Partners Ltd’s holdings in Cisco Systems were worth $5,384,000 as of its most recent SEC filing.

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

Cisco Systems Trading Up 1.3%

CSCO opened at $114.17 on Friday. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 52 week low of $65.75 and a 52 week high of $130.37. The stock has a market cap of $449.99 billion, a PE ratio of 37.07, a PEG ratio of 2.87 and a beta of 1.02. The business has a 50 day moving average of $117.96 and a 200-day moving average of $94.56.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same period in the prior year, the firm earned $0.96 earnings per share. 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 research analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were given a $0.42 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio is currently 54.55%.

Analysts Set New Price Targets

Several analysts recently weighed in on the stock. Weiss Ratings upgraded shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. CICC Research upped their price objective on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. New Street Research raised their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Citic Securities lifted their target price on shares of Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Finally, BNP Paribas Exane boosted their price target on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. 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 data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $123.14.

Key Cisco Systems News

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

• Positive Sentiment: Cisco announced a new partnership with Tech Mahindra to launch an AI-driven Security Service Edge offering for global enterprises, which could strengthen Cisco’s security portfolio and add to future enterprise demand. Tech Mahindra and Cisco Partner to Bring AI-Driven Security Service Edge to Global Enterprises
• Positive Sentiment: Analysts and market coverage have highlighted Cisco after an upgrade, helping sentiment around the stock and suggesting investors see room for more upside ahead of earnings. Cisco Systems (NASDAQ:CSCO) Shares Up 1.3% on Analyst Upgrade
• Positive Sentiment: Cisco is also drawing attention ahead of its quarterly results, with preview coverage pointing to expected double-digit bottom-line growth, which can keep investors focused on earnings momentum. Cisco Systems’ Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Several Yahoo Finance articles referenced Cisco as a cautionary example from the dot-com era while discussing growth stocks, but these pieces were about other companies and did not provide new company-specific news for Cisco. 2 Growth Stocks with All-Star Potential and 1 We Find Risky
• Neutral Sentiment: More analyst commentary compared Cisco’s valuation to its recent partnership-driven momentum, suggesting the stock may already reflect some good news rather than signaling a clear new catalyst. Has Cisco Systems (CSCO) Run Ahead Of Fair Value Following Its Webex Contact Center Deal?
• Neutral Sentiment: Cisco AI security research showed multi-turn attacks can defeat many models, reinforcing Cisco’s credibility in AI security, though the article was more industry-focused than a direct financial catalyst. Multi-turn attacks broke AI models 88% of the time — single-turn testing missed it, Cisco AI security lead warns at VB Transform 2026

Insider Buying and Selling

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the transaction, the executive vice president directly owned 177,223 shares in the company, valued at $20,790,030.13. This trade represents a 3.58% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction of $840,780.32. Following the sale, the insider directly owned 246,737 shares in the company, valued at $28,937,315.36. The trade was a 2.82% decrease in their position. The disclosure for this sale is available in the SEC filing. 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 90 days. Corporate insiders own 0.01% of the company’s stock.

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.