Cisco Systems, Inc. $CSCO Position Boosted by Rational Advisors Inc.

Rational Advisors Inc. raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 923.3% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,014 shares of the network equipment provider’s stock after acquiring an additional 10,840 shares during the quarter. Rational Advisors Inc.’s holdings in Cisco Systems were worth $925,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in CSCO. Norges Bank bought a new stake in shares of Cisco Systems in the 4th quarter valued at approximately $4,473,272,000. Arrowstreet Capital Limited Partnership grew its stake in shares of Cisco Systems by 110.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock valued at $1,259,369,000 after buying an additional 9,648,265 shares in the last quarter. Wellington Management Group LLP grew its stake in shares of Cisco Systems by 19.5% in the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock valued at $2,309,066,000 after buying an additional 5,498,375 shares in the last quarter. Invesco Ltd. lifted its holdings in Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after purchasing an additional 5,081,469 shares during the last quarter. Finally, Vanguard Group Inc. lifted its holdings in Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after purchasing an additional 4,049,893 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on CSCO. Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. JPMorgan Chase & Co. boosted their target price on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Argus boosted their target price on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a report on Tuesday, May 19th. UBS Group boosted their target price on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Finally, Erste Group Bank lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $119.09.

Cisco Systems Stock Up 5.5%

Shares of CSCO stock opened at $128.00 on Wednesday. Cisco Systems, Inc. has a 12 month low of $63.72 and a 12 month high of $128.22. The firm has a market cap of $504.50 billion, a PE ratio of 41.56, a price-to-earnings-growth ratio of 3.09 and a beta of 1.01. The stock has a 50 day moving average of $94.31 and a 200-day moving average of $83.61. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.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 company earned $0.96 earnings per share. The company’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. On average, equities analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.3%. Cisco Systems’s payout ratio is 54.55%.

Insider Activity at Cisco Systems

In other news, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the completion of the transaction, the executive vice president directly owned 188,613 shares in the company, valued at $15,040,000.62. The trade was a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Charles Robbins sold 21,400 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the transaction, the chief executive officer owned 637,085 shares of the company’s stock, valued at approximately $76,469,312.55. This trade represents a 3.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 51,324 shares of company stock valued at $5,559,834. 0.01% of the stock is owned by corporate insiders.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco introduced new AI-security products and an agentic platform, including Cloud Control and Live Protect, which may strengthen its position in cybersecurity and enterprise infrastructure. Cisco Unveils Agentic Platform for Operating and Defending Critical IT Infrastructure
• Positive Sentiment: Shares are also getting a boost from a broader market focus on AI cybersecurity after President Trump’s executive order increased scrutiny of frontier AI models for cyber risks, which highlights the importance of Cisco’s security offerings. 3 Stocks At The Center Of Trump’s AI Security Order
• Positive Sentiment: Unusual call option buying suggests traders are positioning for more upside in Cisco after the stock’s strong recent rally. Cisco Advances 5% to Record Highs on AI Cybersecurity Push, Arista Climbs as Networking Trade Extends
• Neutral Sentiment: Multiple articles note Cisco is trending with investors after a strong earnings report and record AI infrastructure orders, reinforcing already positive sentiment around the stock. Cisco Systems (CSCO) Valuation Check After Record Revenue And Strong AI Infrastructure Momentum

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.