Little House Capital LLC Acquires New Holdings in Cisco Systems, Inc. $CSCO

Little House Capital LLC bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the third quarter, according to its most recent Form 13F filing with the SEC. The fund bought 17,258 shares of the network equipment provider’s stock, valued at approximately $1,181,000.

Several other large investors also recently made changes to their positions in CSCO. Bare Financial Services Inc raised its stake in Cisco Systems by 531.0% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after acquiring an additional 308 shares in the last quarter. Marquette Asset Management LLC acquired a new position in shares of Cisco Systems during the third quarter valued at $25,000. Legacy Investment Solutions LLC bought a new stake in shares of Cisco Systems during the second quarter valued at about $28,000. Lowe Wealth Advisors LLC lifted its holdings in Cisco Systems by 96.2% in the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after purchasing an additional 200 shares during the period. Finally, Financial Connections Group Inc. grew its position in Cisco Systems by 89.4% in the 2nd quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 193 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Wall Street Analyst Weigh In

CSCO has been the topic of a number of recent analyst reports. Citic Securities boosted their price target on shares of Cisco Systems from $75.00 to $90.00 in a research report on Monday, November 17th. KeyCorp boosted their target price on Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a report on Thursday, November 13th. Argus upped their target price on Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. Barclays boosted their price objective on Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a research note on Thursday, November 13th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research note on Thursday, October 30th. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and an average target price of $86.81.

Insider Activity

In other news, Director Michael D. Capellas sold 16,150 shares of Cisco Systems stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the transaction, the director owned 157,218 shares in the company, valued at approximately $12,149,807.04. The trade was a 9.32% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Charles Robbins sold 281,860 shares of the company’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $78.35, for a total value of $22,083,731.00. Following the transaction, the chief executive officer directly owned 820,887 shares in the company, valued at $64,316,496.45. The trade was a 25.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 1,044,865 shares of company stock worth $81,397,635. 0.01% of the stock is owned by corporate insiders.

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $78.68 on Wednesday. The stock’s fifty day simple moving average is $76.63 and its 200 day simple moving average is $71.92. The stock has a market capitalization of $310.87 billion, a price-to-earnings ratio of 29.58, a PEG ratio of 2.91 and a beta of 0.87. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $80.82.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The business had revenue of $14.88 billion during the quarter, compared to analyst estimates of $14.77 billion. During the same quarter last year, the company posted $0.91 EPS. Cisco Systems’s revenue for the quarter was up 7.5% on a year-over-year basis. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. As a group, sell-side analysts forecast 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 was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were paid a $0.41 dividend. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a yield of 2.1%. Cisco Systems’s dividend payout ratio (DPR) is currently 61.65%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Evercore ISI upgraded CSCO to “Outperform” and raised its price target to $100, signaling ~27% upside from recent levels and prompting buying interest from investors. Evercore ISI Upgrades Cisco Systems (NASDAQ:CSCO) to “Outperform”
• Positive Sentiment: Multiple analysts have lifted targets and upgraded ratings in the past few days, boosting bullish sentiment and liquidity into the name. Higher analyst conviction supports near-term upside. Cisco Systems Trending as Analysts Lift Targets
• Positive Sentiment: Cisco launched the “Cisco 360” partner program designed for the AI era, intended to accelerate partner-led sales into AI-ready data centers, workplaces, and security — a strategic move to monetize AI infrastructure demand. Cisco Launches New Cisco 360 Partner Program, Built with Partners for the AI Era
• Positive Sentiment: Corporate research from Cisco highlights rising AI-driven spending on privacy, governance and infrastructure — supporting long-term TAM expansion for networking, security and observability products. AI Fuels Surge in Data Privacy Investments and Redefines Governance, Cisco Reports
• Neutral Sentiment: Local wins such as Georgetown’s Wi‑Fi 7 overhaul with Cisco underscore product demand and campus networking relevance but are likely incremental to overall revenue trends. Does Georgetown’s Wi‑Fi 7 Overhaul With Cisco (CSCO) Redefine Its Campus AI Networking Edge?
• Neutral Sentiment: Reported short-interest data this week appears anomalous (showing zero shares), so it’s not a meaningful immediate signal for squeezes or added pressure.
• Neutral Sentiment: Market write-ups and tape headlines (Zacks, Seeking Alpha summaries) note the stock’s recent gains and analyst activity; these amplify momentum but don’t add new fundamentals. Cisco Systems (CSCO) Rises Higher Than Market: Key Facts
• Negative Sentiment: CEO Chuck Robbins warned investors to expect “AI carnage” when the bubble bursts, signaling management awareness of volatile demand dynamics that could lead to differentiation among winners and losers and potential multiple compression. Cisco Boss Robbins Warns Investors of “AI Carnage” Ahead as Winners and Losers Emerge
• Negative Sentiment: Some bearish analyst/commentary pieces (e.g., Forbes suggesting a sell case and lower-price scenarios) add downside narrative that could temper momentum if macro or AI spending headlines turn negative. Is It Time To Sell Cisco Stock?

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.