Swan Global Investments LLC Boosts Position in Cisco Systems, Inc. $CSCO

Swan Global Investments LLC lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 19.3% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 4,473 shares of the network equipment provider’s stock after acquiring an additional 725 shares during the quarter. Swan Global Investments LLC’s holdings in Cisco Systems were worth $310,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also added to or reduced their stakes in the stock. Kornitzer Capital Management Inc. KS boosted its position in shares of Cisco Systems by 0.7% during the first quarter. Kornitzer Capital Management Inc. KS now owns 892,064 shares of the network equipment provider’s stock valued at $55,049,000 after purchasing an additional 6,501 shares in the last quarter. Golden State Wealth Management LLC lifted its position in Cisco Systems by 10.8% during the first quarter. Golden State Wealth Management LLC now owns 6,298 shares of the network equipment provider’s stock valued at $389,000 after buying an additional 612 shares during the period. Shell Asset Management Co. boosted its holdings in shares of Cisco Systems by 53.3% during the 2nd quarter. Shell Asset Management Co. now owns 77,234 shares of the network equipment provider’s stock valued at $5,358,000 after buying an additional 26,840 shares in the last quarter. Acadian Asset Management LLC grew its position in shares of Cisco Systems by 255.9% in the 1st quarter. Acadian Asset Management LLC now owns 7,819,547 shares of the network equipment provider’s stock worth $482,509,000 after buying an additional 5,622,672 shares during the period. Finally, Banque Pictet & Cie SA increased its stake in shares of Cisco Systems by 1.0% in the 2nd quarter. Banque Pictet & Cie SA now owns 55,168 shares of the network equipment provider’s stock worth $3,813,000 after acquiring an additional 535 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the stock. Wall Street Zen lowered shares of Cisco Systems from a “strong-buy” rating to a “buy” rating in a research note on Saturday, July 12th. JPMorgan Chase & Co. boosted their price target on Cisco Systems from $73.00 to $78.00 and gave the stock an “overweight” rating in a research report on Thursday, July 17th. KeyCorp began coverage on Cisco Systems in a research report on Thursday, June 26th. They set an “overweight” rating and a $77.00 price objective for the company. Bank of America boosted their target price on Cisco Systems from $76.00 to $85.00 and gave the stock a “buy” rating in a report on Thursday, August 14th. Finally, Hsbc Global Res downgraded Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Friday, August 15th. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus target price of $74.72.

Cisco Systems Stock Performance

Shares of CSCO opened at $70.13 on Monday. The business’s fifty day simple moving average is $68.20 and its two-hundred day simple moving average is $65.19. The company has a current ratio of 1.00, a quick ratio of 0.91 and a debt-to-equity ratio of 0.49. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $72.55. The company has a market cap of $277.24 billion, a price-to-earnings ratio of 26.77, a P/E/G ratio of 2.95 and a beta of 0.97.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly 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. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The firm had revenue of $14.67 billion for the quarter, compared to the consensus estimate of $14.63 billion. During the same period in the prior year, the company posted $0.87 earnings per share. The company’s quarterly revenue was up 7.6% on a year-over-year basis. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. Research analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 22nd. Stockholders of record on Friday, October 3rd will be paid a $0.41 dividend. The ex-dividend date is Friday, October 3rd. This represents a $1.64 dividend on an annualized basis and a dividend yield of 2.3%. Cisco Systems’s payout ratio is currently 62.60%.

Insider Activity

In related news, EVP Oliver Tuszik sold 17,526 shares of the stock in a transaction that occurred on Friday, September 19th. The shares were sold at an average price of $67.95, for a total transaction of $1,190,891.70. Following the transaction, the executive vice president owned 198,855 shares in the company, valued at $13,512,197.25. This represents a 8.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Deborah L. Stahlkopf sold 9,783 shares of Cisco Systems stock in a transaction that occurred on Friday, August 15th. The stock was sold at an average price of $66.60, for a total transaction of $651,547.80. Following the completion of the sale, the executive vice president directly owned 161,662 shares of the company’s stock, valued at approximately $10,766,689.20. This trade represents a 5.71% decrease in their position. The disclosure for this sale can be found here. Insiders sold 82,965 shares of company stock valued at $5,559,996 over the last three months. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Company 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.