Uhlmann Price Securities LLC Has $5.89 Million Position in Cisco Systems, Inc. $CSCO

Uhlmann Price Securities LLC increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 281.2% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 73,648 shares of the network equipment provider’s stock after buying an additional 54,328 shares during the period. Cisco Systems comprises approximately 0.4% of Uhlmann Price Securities LLC’s investment portfolio, making the stock its 5th biggest holding. Uhlmann Price Securities LLC’s holdings in Cisco Systems were worth $5,892,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also bought and sold shares of CSCO. Intesa Sanpaolo Wealth Management bought a new stake in Cisco Systems during the fourth quarter valued at about $25,000. MidAtlantic Capital Management Inc. purchased a new stake in shares of Cisco Systems during the fourth quarter valued at about $25,000. Jessup Wealth Management Inc bought a new stake in shares of Cisco Systems in the 4th quarter valued at about $29,000. EQ Wealth Advisors LLC purchased a new position in shares of Cisco Systems in the 4th quarter worth approximately $31,000. Finally, Board of the Pension Protection Fund purchased a new stake in Cisco Systems during the fourth quarter valued at approximately $31,000. Institutional investors own 73.33% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
• Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
• Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
• Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
• Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
• Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title

Analyst Ratings Changes

A number of analysts have recently weighed in on CSCO shares. Piper Sandler raised their price objective on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Zacks Research downgraded Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Evercore upped their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Wells Fargo & Company lifted their target price on shares of Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. Finally, Bank of America raised their price target on shares of Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $122.90.

Cisco Systems Price Performance

Shares of CSCO stock opened at $119.54 on Friday. The stock has a 50 day moving average of $106.15 and a 200 day moving average of $88.00. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The stock has a market cap of $471.16 billion, a P/E ratio of 38.81, a P/E/G ratio of 3.05 and a beta of 1.01. Cisco Systems, Inc. has a twelve month low of $65.72 and a twelve month high of $130.37.

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

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is 54.55%.

Insider Buying and Selling at Cisco Systems

In related news, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the completion of the sale, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. The trade was a 3.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed 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 stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the transaction, the executive vice president directly owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. This 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. Over the last ninety days, insiders have sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is owned by 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.