Staley Capital Advisers Inc. Has $46.27 Million Stock Position in Cisco Systems, Inc. $CSCO

Staley Capital Advisers Inc. lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 1.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 600,651 shares of the network equipment provider’s stock after selling 7,439 shares during the period. Cisco Systems makes up about 1.9% of Staley Capital Advisers Inc.’s portfolio, making the stock its 17th largest position. Staley Capital Advisers Inc.’s holdings in Cisco Systems were worth $46,268,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of CSCO. Board of the Pension Protection Fund acquired a new position in Cisco Systems in the fourth quarter valued at about $31,000. EQ Wealth Advisors LLC acquired a new position in Cisco Systems in the fourth quarter valued at about $31,000. Anfield Capital Management LLC raised its stake in Cisco Systems by 248.9% in the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock valued at $37,000 after purchasing an additional 346 shares in the last quarter. Joseph Group Capital Management acquired a new position in Cisco Systems in the fourth quarter valued at about $38,000. Finally, Luken Investment Analytics LLC raised its stake in Cisco Systems by 418.0% in the fourth quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock valued at $40,000 after purchasing an additional 418 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Analyst Upgrades and Downgrades

CSCO has been the subject of a number of analyst reports. Evercore boosted their price target on Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a research note on Thursday. BNP Paribas Exane boosted their price target on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research note on Thursday. KeyCorp boosted their price target on Cisco Systems from $87.00 to $125.00 and gave the company an “overweight” rating in a research note on Thursday. Truist Financial began coverage on Cisco Systems in a research note on Tuesday, March 31st. They issued a “buy” rating and a $94.00 price target for the company. Finally, HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and boosted their target price for the stock from $77.00 to $137.00 in a research note on Friday. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and an average price target of $114.55.

Cisco Systems Stock Up 2.3%

Shares of NASDAQ CSCO opened at $118.21 on Friday. The company has a current ratio of 0.92, a quick ratio of 0.85 and a debt-to-equity ratio of 0.40. The company has a market cap of $466.92 billion, a price-to-earnings ratio of 38.38, a PEG ratio of 4.44 and a beta of 0.92. Cisco Systems, Inc. has a 12 month low of $62.30 and a 12 month high of $119.36. The stock has a 50-day moving average price of $85.41 and a two-hundred day moving average price of $79.95.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping the consensus estimate of $1.03 by $0.03. The firm had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business’s quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.96 earnings per share. 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, analysts forecast that Cisco Systems, Inc. will post 3.42 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently announced 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. 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 presently 54.55%.

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 Transactions at Cisco Systems

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

Cisco Systems 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.