Cisco Systems, Inc. $CSCO is PharVision Advisers LLC’s 10th Largest Position

PharVision Advisers LLC grew its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 61.7% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,865 shares of the network equipment provider’s stock after purchasing an additional 3,383 shares during the period. Cisco Systems makes up 0.8% of PharVision Advisers LLC’s portfolio, making the stock its 10th biggest holding. PharVision Advisers LLC’s holdings in Cisco Systems were worth $547,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the company. Ashton Thomas Securities LLC grew its position in shares of Cisco Systems by 2.9% during the 1st quarter. Ashton Thomas Securities LLC now owns 5,654 shares of the network equipment provider’s stock valued at $349,000 after purchasing an additional 159 shares in the last quarter. Greenline Partners LLC grew its position in shares of Cisco Systems by 0.5% during the 1st quarter. Greenline Partners LLC now owns 32,570 shares of the network equipment provider’s stock valued at $2,010,000 after purchasing an additional 162 shares in the last quarter. Legacy Financial Group Inc. lifted its holdings in shares of Cisco Systems by 3.4% during the 4th quarter. Legacy Financial Group Inc. now owns 5,100 shares of the network equipment provider’s stock worth $302,000 after acquiring an additional 169 shares during the last quarter. Avalon Trust Co lifted its holdings in shares of Cisco Systems by 5.4% during the 1st quarter. Avalon Trust Co now owns 3,433 shares of the network equipment provider’s stock worth $212,000 after acquiring an additional 177 shares during the last quarter. Finally, Rossmore Private Capital lifted its holdings in shares of Cisco Systems by 0.3% during the 1st quarter. Rossmore Private Capital now owns 69,220 shares of the network equipment provider’s stock worth $4,272,000 after acquiring an additional 181 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

CSCO has been the subject of a number of research analyst reports. Wells Fargo & Company lifted their price objective on shares of Cisco Systems from $75.00 to $83.00 and gave the stock an “overweight” rating in a report on Thursday, August 14th. Morgan Stanley lifted their price objective on shares of Cisco Systems from $67.00 to $70.00 and gave the stock an “overweight” rating in a report on Friday, July 18th. JPMorgan Chase & Co. boosted their price target on shares of Cisco Systems from $73.00 to $78.00 and gave the stock an “overweight” rating in a research note on Thursday, July 17th. Barclays boosted their price target on shares of Cisco Systems from $66.00 to $71.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 14th. Finally, Deutsche Bank Aktiengesellschaft raised shares of Cisco Systems from a “hold” rating to a “buy” rating and boosted their price target for the stock from $65.00 to $73.00 in a research note on Monday, June 16th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $74.53.

Cisco Systems Price Performance

CSCO stock opened at $66.90 on Friday. The firm’s 50-day moving average price is $68.44 and its two-hundred day moving average price is $63.89. Cisco Systems, Inc. has a 12-month low of $47.85 and a 12-month high of $72.55. The stock has a market capitalization of $264.47 billion, a price-to-earnings ratio of 25.53, a PEG ratio of 2.88 and a beta of 0.99. The company has a current ratio of 1.01, a quick ratio of 0.92 and a debt-to-equity ratio of 0.49.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data 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 net margin of 18.45% and a return on equity of 27.02%. The firm had revenue of $14.67 billion for the quarter, compared to analysts’ expectations of $14.63 billion. During the same quarter in the previous year, the company earned $0.87 earnings per share. The company’s revenue for the quarter was up 7.6% compared to the same quarter last year. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. As a group, equities analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 22nd. Investors of record on Friday, October 3rd will be given a dividend of $0.41 per share. The ex-dividend date is Friday, October 3rd. This represents a $1.64 annualized dividend and a dividend yield of 2.5%. Cisco Systems’s payout ratio is currently 62.60%.

Insider Activity at Cisco Systems

In related news, CEO Charles Robbins sold 30,557 shares of the business’s stock in a transaction dated Friday, August 15th. The shares were sold at an average price of $66.63, for a total transaction of $2,036,012.91. Following the transaction, the chief executive officer owned 639,000 shares in the company, valued at $42,576,570. The trade was a 4.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Richard Scott Herren sold 15,678 shares of the business’s stock in a transaction dated Tuesday, June 17th. The shares were sold at an average price of $65.52, for a total transaction of $1,027,222.56. Following the transaction, the chief financial officer owned 309,543 shares in the company, valued at $20,281,257.36. This represents a 4.82% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 89,311 shares of company stock valued at $5,916,823 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.