Signet Private Wealth LLC acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the fourth quarter, Holdings Channel.com reports. The fund acquired 9,552 shares of the network equipment provider’s stock, valued at approximately $736,000.
Several other large investors have also recently added to or reduced their stakes in CSCO. Brighton Jones LLC increased its stake in shares of Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after acquiring an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after purchasing an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC grew its stake in Cisco Systems by 7.5% in the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after purchasing an additional 712 shares in the last quarter. Schnieders Capital Management LLC. increased its position in Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after purchasing an additional 519 shares during the last quarter. Finally, Marshall Wace LLP increased its position in Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock worth $6,289,000 after purchasing an additional 590,650 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.
Insider Activity
In related news, EVP Oliver Tuszik sold 2,761 shares of the firm’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $114.61, for a total value of $316,438.21. Following the transaction, the executive vice president directly owned 180,877 shares in the company, valued at approximately $20,730,312.97. This trade represents a 1.50% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems 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 completion of the transaction, the insider owned 246,737 shares in the company, valued at $28,937,315.36. This trade represents a 2.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 49,029 shares of company stock valued at $5,382,699 in the last quarter. 0.01% of the stock is currently owned by corporate insiders.
Cisco Systems Stock Performance
Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its 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 firm had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same period in the previous year, the company 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 earnings per share for the current fiscal year.
Cisco Systems Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid 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 payout ratio is presently 54.55%.
Analyst Upgrades and Downgrades
Several equities research analysts have recently issued reports on CSCO shares. CICC Research lifted their price target on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Barclays increased their price objective on Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a report on Thursday, May 14th. Bank of America lifted their target price on shares of Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday. BNP Paribas Exane boosted their target price on shares of Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Finally, Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and an average target price of $120.18.
Get Our Latest Stock Analysis on CSCO
Key Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Investor commentary from Patrick Moorhead said the AI buildout is still intact and named Cisco as one of the companies best positioned to benefit, which supports the bull case for CSCO as AI infrastructure spending continues. The AI buildout is still intact — what to buy this week
- Positive Sentiment: Another AI-focused segment repeated Cisco as a preferred way to play ongoing data-center and networking demand, keeping attention on CSCO as a beneficiary of enterprise AI spending. The AI Buildout Is Still Intact — Stocks To Buy This Week
- Positive Sentiment: Market research showing double-digit growth in campus switch shipments and rising prices due to component shortages suggests healthy networking demand, which could support Cisco’s core switching business. 1Q 2026 Campus Switch Shipments Grow Double Digits as Prices Rise Due to Component Shortages, According to Dell’Oro Group
- Neutral Sentiment: Cisco was included on a list of solid stocks to buy amid broad market strength and AI-driven momentum, but the mention was more thematic than company-specific. 4 Solid Stocks to Buy as S&P 500 Hits Fresh All-Time Closing High
- Neutral Sentiment: Short-interest data showed no meaningful change, so this does not appear to be a major trading signal for CSCO right now.
- Negative Sentiment: A broader tech pullback and Nasdaq weakness may be weighing on Cisco shares today, especially after recent gains across the sector. Nasdaq Composite Falls to 5-Week Low Amid Tech Pullback
- Negative Sentiment: One article argued Cisco stock is overvalued, which could be nudging sentiment lower even though it also said the valuation is more justified than during the dot-com era. Cisco: Stock Price Overvalued But More Justified Than Dot-Com Era
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.
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