Nelson Capital Management LLC Has $9.15 Million Stock Holdings in Cisco Systems, Inc. $CSCO

Nelson Capital Management LLC increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 1.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 131,876 shares of the network equipment provider’s stock after buying an additional 1,983 shares during the quarter. Cisco Systems accounts for approximately 1.2% of Nelson Capital Management LLC’s holdings, making the stock its 17th largest holding. Nelson Capital Management LLC’s holdings in Cisco Systems were worth $9,150,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also made changes to their positions in CSCO. Northern Financial Advisors Inc raised its position in Cisco Systems by 6.5% in the 2nd quarter. Northern Financial Advisors Inc now owns 18,893 shares of the network equipment provider’s stock valued at $1,311,000 after buying an additional 1,151 shares during the last quarter. Winthrop Advisory Group LLC increased its holdings in Cisco Systems by 8.3% during the second quarter. Winthrop Advisory Group LLC now owns 9,400 shares of the network equipment provider’s stock worth $652,000 after buying an additional 723 shares during the last quarter. Abel Hall LLC increased its stake in shares of Cisco Systems by 30.9% during the 2nd quarter. Abel Hall LLC now owns 4,773 shares of the network equipment provider’s stock worth $331,000 after purchasing an additional 1,128 shares during the last quarter. Spectrum Asset Management Inc. NB CA increased its stake in shares of Cisco Systems by 0.7% during the 2nd quarter. Spectrum Asset Management Inc. NB CA now owns 65,280 shares of the network equipment provider’s stock worth $4,529,000 after purchasing an additional 433 shares during the last quarter. Finally, Triasima Portfolio Management inc. increased its stake in shares of Cisco Systems by 67.5% during the 2nd quarter. Triasima Portfolio Management inc. now owns 25,574 shares of the network equipment provider’s stock worth $1,774,000 after purchasing an additional 10,302 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Stock Performance

CSCO opened at $68.99 on Wednesday. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.91 and a current ratio of 1.00. The firm has a market cap of $272.73 billion, a P/E ratio of 26.33, a price-to-earnings-growth ratio of 2.90 and a beta of 0.97. The business’s fifty day moving average is $68.14 and its 200-day moving average is $64.71. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $72.55.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, August 13th. The network equipment provider reported $0.99 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.98 by $0.01. The firm had revenue of $14.67 billion for the quarter, compared to analysts’ expectations of $14.63 billion. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The business’s revenue for the quarter was up 7.6% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.87 earnings per share. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. Sell-side analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 22nd. Stockholders of record on Friday, October 3rd will be given a dividend of $0.41 per share. This represents a $1.64 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date of this dividend is Friday, October 3rd. Cisco Systems’s dividend payout ratio is 62.60%.

Insiders Place Their Bets

In related news, insider Jeetendra I. Patel sold 9,061 shares of the firm’s stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $66.60, for a total value of $603,462.60. Following the transaction, the insider owned 237,405 shares of the company’s stock, valued at approximately $15,811,173. This trade represents a 3.68% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Deborah L. Stahlkopf sold 9,783 shares of the firm’s stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $66.60, for a total transaction of $651,547.80. Following the completion of the transaction, the executive vice president directly owned 161,662 shares in the company, valued at approximately $10,766,689.20. The trade was a 5.71% decrease in their position. The disclosure for this sale can be found here. In the last quarter, insiders have sold 82,965 shares of company stock valued at $5,559,996. 0.01% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Evercore ISI boosted their price target on Cisco Systems from $72.00 to $74.00 and gave the stock an “in-line” rating in a research report on Thursday, August 14th. Piper Sandler boosted their target price on Cisco Systems from $64.00 to $70.00 and gave the stock a “neutral” rating in a report on Thursday, August 14th. KeyCorp started coverage on shares of Cisco Systems in a report on Thursday, June 26th. They issued an “overweight” rating and a $77.00 price objective on the stock. Morgan Stanley increased their price objective on shares of Cisco Systems from $67.00 to $70.00 and gave the company an “overweight” rating in a research report on Friday, July 18th. Finally, Bank of America increased their price objective on shares of Cisco Systems from $76.00 to $85.00 and gave the company a “buy” rating in a research report on Thursday, August 14th. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus target price of $74.53.

Cisco Systems Profile

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.