Leuthold Group LLC Purchases 18,776 Shares of Cisco Systems, Inc. $CSCO

Leuthold Group LLC raised its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 13.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 154,877 shares of the network equipment provider’s stock after purchasing an additional 18,776 shares during the period. Cisco Systems accounts for 1.3% of Leuthold Group LLC’s investment portfolio, making the stock its 16th biggest position. Leuthold Group LLC’s holdings in Cisco Systems were worth $11,930,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the company. Soltis Investment Advisors LLC boosted its holdings in Cisco Systems by 2.4% in the 4th quarter. Soltis Investment Advisors LLC now owns 15,124 shares of the network equipment provider’s stock valued at $1,165,000 after purchasing an additional 350 shares during the period. Ranch Capital Advisors Inc. boosted its holdings in Cisco Systems by 4.7% in the 4th quarter. Ranch Capital Advisors Inc. now owns 51,827 shares of the network equipment provider’s stock valued at $3,992,000 after purchasing an additional 2,309 shares during the period. iA Global Asset Management Inc. boosted its holdings in Cisco Systems by 7.1% in the 4th quarter. iA Global Asset Management Inc. now owns 495,052 shares of the network equipment provider’s stock valued at $38,134,000 after purchasing an additional 32,696 shares during the period. May Hill Capital LLC grew its holdings in shares of Cisco Systems by 117.0% during the fourth quarter. May Hill Capital LLC now owns 16,156 shares of the network equipment provider’s stock worth $1,245,000 after purchasing an additional 8,712 shares in the last quarter. Finally, Accredited Investors Inc. grew its holdings in shares of Cisco Systems by 9.0% during the fourth quarter. Accredited Investors Inc. now owns 10,322 shares of the network equipment provider’s stock worth $795,000 after purchasing an additional 856 shares in the last quarter. 73.33% of the stock is owned by institutional investors.

Cisco Systems Stock Up 2.3%

Shares of NASDAQ:CSCO opened at $118.21 on Friday. Cisco Systems, Inc. has a 52-week low of $62.30 and a 52-week high of $119.36. The firm has a fifty day moving average of $85.41 and a 200 day moving average of $79.95. The firm has a market capitalization of $466.92 billion, a PE ratio of 38.38, a price-to-earnings-growth ratio of 4.44 and a beta of 0.92. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.85 and a current ratio of 0.92.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same period in the previous year, the business earned $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, research analysts anticipate that Cisco Systems, Inc. will post 3.42 EPS for the current fiscal year.

Cisco Systems Announces Dividend

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

Wall Street Analyst Weigh In

CSCO has been the topic of a number of recent analyst reports. Evercore raised their target price on shares of Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a research note on Thursday. New Street Research raised their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research note on Thursday. BNP Paribas Exane raised their target price on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research note on Thursday. Weiss Ratings downgraded shares of Cisco Systems from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday. Finally, Bank of America upped their target price on shares of Cisco Systems from $95.00 to $114.00 and gave the stock a “buy” rating in a research report on Thursday. Three equities research 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. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.55.

Key Cisco Systems News

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the sale, the executive vice president directly owned 187,097 shares of the company’s stock, valued at $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Maria Victoria Wong sold 551 shares of the business’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total transaction of $42,724.54. Following the completion of the sale, the senior vice president directly owned 27,957 shares of the company’s stock, valued at $2,167,785.78. This represents a 1.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 15,587 shares of company stock valued at $1,230,765. Company insiders own 0.01% of the company’s 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.