Cisco Systems, Inc. $CSCO Stock Position Reduced by GW&K Investment Management LLC

GW&K Investment Management LLC lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 572,523 shares of the network equipment provider’s stock after selling 5,221 shares during the quarter. GW&K Investment Management LLC’s holdings in Cisco Systems were worth $44,101,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in CSCO. Brighton Jones LLC raised its holdings in shares of Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after acquiring an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after purchasing an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC increased its position in Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares during the last quarter. Schnieders Capital Management LLC. increased its position in Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after purchasing an additional 519 shares during the last quarter. Finally, Marshall Wace LLP raised its stake in shares of Cisco Systems by 118.1% during the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock worth $6,289,000 after purchasing an additional 590,650 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on CSCO shares. Rosenblatt Securities reaffirmed a “buy” rating and set a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. Barclays raised their price target on Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a research note on Thursday, May 14th. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and raised their price target for the stock from $77.00 to $137.00 in a research note on Friday, May 15th. JPMorgan Chase & Co. raised their price target on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Finally, Erste Group Bank downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and an average target price of $120.18.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $150 from $135 and kept a buy rating, signaling further upside potential. Benzinga
• Positive Sentiment: Recent coverage highlighted Cisco as one of the S&P 500 names with solid 2026 potential, helped by AI-related momentum and demand for networking infrastructure. Yahoo Finance
• Positive Sentiment: Dell’Oro Group reported that campus switch revenue grew at double-digit rates for the second straight quarter, a favorable industry signal for Cisco’s core networking business. Yahoo Finance
• Neutral Sentiment: Several articles framed Cisco as nearing its 52-week high and debated whether it is a buy, sell, or hold, suggesting the stock may be pausing after a big rally rather than reacting to a single negative catalyst. 247WallSt
• Neutral Sentiment: Short-interest data showed zero reported shares, which does not indicate a meaningful bearish shift in positioning.
• Negative Sentiment: A Seeking Alpha piece argued that Cisco’s stock looks overvalued, which may be contributing to valuation concerns after the recent run-up. Seeking Alpha
• Negative Sentiment: Broader tech weakness also pressured sentiment, as the Nasdaq pulled back on Tuesday and technology stocks sold off. Yahoo Finance

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $120.36 on Wednesday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The firm has a market cap of $474.39 billion, a price-to-earnings ratio of 39.08, a P/E/G ratio of 3.16 and a beta of 1.01. The business’s 50-day simple moving average is $99.70 and its 200-day simple moving average is $85.63. Cisco Systems, Inc. has a 52 week low of $63.87 and a 52 week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. The business had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.96 EPS. 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, equities research analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently disclosed 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 of this dividend is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio is currently 54.55%.

Insider Buying and Selling at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of the stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the transaction, the executive vice president owned 187,097 shares of the company’s stock, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the transaction, the executive vice president directly owned 156,693 shares in the company, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 50,773 shares of company stock worth $5,517,109 in the last 90 days. 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.