Cisco Systems, Inc. $CSCO Stock Holdings Decreased by KMG Fiduciary Partners LLC

KMG Fiduciary Partners LLC lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 38.4% during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 87,853 shares of the network equipment provider’s stock after selling 54,796 shares during the quarter. Cisco Systems accounts for about 1.0% of KMG Fiduciary Partners LLC’s holdings, making the stock its 28th largest position. KMG Fiduciary Partners LLC’s holdings in Cisco Systems were worth $10,319,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in Cisco Systems by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after purchasing an additional 4,049,893 shares during the period. State Street Corp boosted its position in shares of Cisco Systems by 0.5% in the fourth quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock worth $15,060,995,000 after buying an additional 1,057,962 shares during the period. Morgan Stanley grew its holdings in shares of Cisco Systems by 0.3% during the fourth quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock valued at $5,802,382,000 after buying an additional 206,352 shares in the last quarter. Invesco Ltd. raised its position in Cisco Systems by 11.6% during the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after buying an additional 6,224,062 shares during the period. Finally, Norges Bank acquired a new position in Cisco Systems during the fourth quarter valued at $4,473,272,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Wall Street Analysts Forecast Growth

CSCO has been the subject of a number of research reports. Wells Fargo & Company raised their price objective on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Evercore upped their target price on Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. KeyCorp increased their price target on shares of Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. Argus boosted their price objective on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research report on Tuesday, May 19th. Finally, Piper Sandler upped their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and an average price target of $123.14.

Cisco Systems Trading Up 0.9%

NASDAQ:CSCO opened at $122.57 on Tuesday. The company has a market capitalization of $483.10 billion, a P/E ratio of 39.80, a P/E/G ratio of 2.74 and a beta of 1.02. The stock’s 50 day moving average price is $117.77 and its 200 day moving average price is $98.05. 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 $65.75 and a 52 week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted 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. The firm had revenue of $15.84 billion during 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 company’s revenue was up 12.0% compared to the same quarter last year. During the same period in the previous year, the company 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. On average, research analysts forecast that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Investors of record on Monday, July 6th were paid a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Monday, July 6th. Cisco Systems’s payout ratio is presently 54.55%.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: AI and networking demand are the key upside drivers. Analysts expect Cisco’s results to reflect strong demand for AI-related networking infrastructure, building on the company’s recent revenue growth and earnings beat. Investors will focus on whether orders, backlog and guidance support further gains. Cisco Q4 Earnings Preview: What Investors Should Expect
• Positive Sentiment: Analysts have been raising price targets. The favorable analyst activity ahead of earnings provides additional support for CSCO, which has been trading above both its 50-day and 200-day moving averages. Cisco Systems Is In a Trading Range Ahead of Earnings
• Neutral Sentiment: Earnings are the immediate catalyst. Cisco is among the week’s major reporting companies, making its results, forward guidance and AI-related commentary especially important for the stock. Options activity indicates investors expect CSCO to remain in a relatively defined trading range before the report. Option Volatility and Earnings Report for Aug. 10–14
• Negative Sentiment: Execution and valuation risks remain. Higher memory costs, Splunk’s cloud transition, intense competition and the possibility that AI growth is already priced into CSCO could pressure the shares if results or guidance disappoint. Should Buy, Sell or Hold Cisco Stock Before Q4 Earnings?

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction on Friday, May 15th. The shares were 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 of the company’s stock, valued at $20,790,030.13. This represents a 3.58% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the transaction, the executive vice president owned 140,857 shares in the company, valued at approximately $16,890,162.87. This trade represents a 4.82% decrease in their ownership of the stock. 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 a total of 47,650 shares of company stock valued at $5,668,823 in the last three months. 0.01% of the stock is currently owned by company insiders.

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.