Fulcrum Capital LLC Trims Stock Position in Cisco Systems, Inc. $CSCO

Fulcrum Capital LLC lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 6.2% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 3,200 shares of the network equipment provider’s stock after selling 210 shares during the quarter. Fulcrum Capital LLC’s holdings in Cisco Systems were worth $222,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of CSCO. Brighton Jones LLC lifted its holdings in shares of Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after buying an additional 24,562 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after buying an additional 2,474 shares during the period. GAMMA Investing LLC lifted its holdings in shares of Cisco Systems by 16.6% in the 1st quarter. GAMMA Investing LLC now owns 108,871 shares of the network equipment provider’s stock valued at $6,718,000 after buying an additional 15,514 shares during the period. Assenagon Asset Management S.A. lifted its holdings in shares of Cisco Systems by 0.3% in the 1st quarter. Assenagon Asset Management S.A. now owns 166,173 shares of the network equipment provider’s stock valued at $10,255,000 after buying an additional 484 shares during the period. Finally, Thomasville National Bank lifted its holdings in shares of Cisco Systems by 5.8% in the 1st quarter. Thomasville National Bank now owns 22,653 shares of the network equipment provider’s stock valued at $1,398,000 after buying an additional 1,241 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Price Performance

NASDAQ:CSCO opened at $67.94 on Friday. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $72.55. The stock has a 50 day moving average of $68.24 and a two-hundred day moving average of $64.86. The company has a current ratio of 1.00, a quick ratio of 0.91 and a debt-to-equity ratio of 0.49. The firm has a market cap of $268.58 billion, a P/E ratio of 25.93, a price-to-earnings-growth ratio of 2.94 and a beta of 0.97.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, August 13th. The network equipment provider reported $0.99 EPS for the quarter, topping the consensus estimate of $0.98 by $0.01. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The company had revenue of $14.67 billion during the quarter, compared to analyst estimates of $14.63 billion. During the same period in the previous year, the business earned $0.87 EPS. Cisco Systems’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. On average, analysts expect that Cisco Systems, Inc. will post 3.04 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, October 22nd. Shareholders of record on Friday, October 3rd will be paid a dividend of $0.41 per share. This represents a $1.64 annualized dividend and a yield of 2.4%. The ex-dividend date is Friday, October 3rd. Cisco Systems’s payout ratio is 62.60%.

Analyst Upgrades and Downgrades

CSCO has been the subject of several analyst reports. Wolfe Research started coverage on Cisco Systems in a report on Tuesday, July 8th. They issued a “peer perform” rating for the company. CICC Research started coverage on Cisco Systems in a report on Monday, July 14th. They issued an “outperform” rating and a $78.00 price target for the company. JPMorgan Chase & Co. upped their price target on Cisco Systems from $73.00 to $78.00 and gave the stock an “overweight” rating in a report on Thursday, July 17th. Deutsche Bank Aktiengesellschaft raised Cisco Systems from a “hold” rating to a “buy” rating and upped their price target for the stock from $65.00 to $73.00 in a report on Monday, June 16th. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Cisco Systems in a report on Wednesday. One equities research 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 company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $74.89.

Insider Activity at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 2,718 shares of the company’s stock in a transaction that occurred on Thursday, September 11th. The stock was sold at an average price of $68.08, for a total value of $185,041.44. Following the completion of the sale, the executive vice president directly owned 157,184 shares in the company, valued at $10,701,086.72. This represents a 1.70% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Oliver Tuszik sold 17,526 shares of the company’s stock in a transaction that occurred on Friday, September 19th. The shares were sold at an average price of $67.95, for a total value of $1,190,891.70. Following the completion of the sale, the executive vice president owned 198,855 shares of the company’s stock, valued at $13,512,197.25. This trade represents a 8.10% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold 82,965 shares of company stock worth $5,559,996 in the last quarter. Corporate insiders own 0.01% of the company’s stock.

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.