Cisco Systems, Inc. $CSCO is Bryn Mawr Trust Advisors LLC’s 10th Largest Position

Bryn Mawr Trust Advisors LLC reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 7.5% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 376,373 shares of the network equipment provider’s stock after selling 30,525 shares during the quarter. Cisco Systems comprises approximately 1.4% of Bryn Mawr Trust Advisors LLC’s investment portfolio, making the stock its 10th largest position. Bryn Mawr Trust Advisors LLC’s holdings in Cisco Systems were worth $29,203,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in CSCO. MidAtlantic Capital Management Inc. purchased a new stake in shares of Cisco Systems during the fourth quarter worth $25,000. Intesa Sanpaolo Wealth Management purchased a new position in shares of Cisco Systems in the fourth quarter worth about $25,000. Networth Advisors LLC lifted its stake in shares of Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after buying an additional 246 shares in the last quarter. Financial Life Planners acquired a new position in Cisco Systems during the first quarter worth about $27,000. Finally, Manning & Napier Advisors LLC boosted its position in Cisco Systems by 137.0% during the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after acquiring an additional 200 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Analysts are highlighting Cisco’s favorable fundamentals after its recent earnings beat, including stronger-than-expected revenue, EPS, and guidance, which supports the stock’s upward momentum. Analysts Offer Insights on Technology Companies: Cisco Systems (CSCO) and Asana (ASAN)
• Positive Sentiment: Investor interest remains high in Cisco’s AI infrastructure business, with commentary pointing to it as an underappreciated growth engine that could help drive future sales. The Overlooked Growth Engine Powering Cisco Systems Stock
• Positive Sentiment: Cisco’s president said AI is likely to create more work than it eliminates, reinforcing the company’s view that AI will increase demand for networking and enterprise infrastructure rather than reduce it. Cisco president says ‘the future will likely have more jobs’ as AI could create more work than it eliminates
• Positive Sentiment: A bullish market note argued Cisco has been “red-hot” in 2026 thanks to strong demand for AI infrastructure solutions, suggesting the stock’s recent strength is tied to improving growth expectations. Bull of the Day: Cisco Systems (CSCO)
• Neutral Sentiment: One report said Cisco underperformed competitors on Monday, which may reflect short-term relative weakness even amid a broader positive trend. Cisco Systems Inc. stock underperforms Monday when compared to competitors
• Neutral Sentiment: Coverage on the UCaaS market’s long-term growth outlook is broadly favorable for networking and communications vendors, but it is more of an industry tailwind than a direct Cisco-specific catalyst. Global Unified Communication as a Service (UCaaS) Market Size to Reach USD 605.5 Billion by 2035
• Neutral Sentiment: A general article on AI and cybersecurity deal activity is not directly tied to Cisco’s operations, so it is unlikely to be a major stock driver by itself. The $6 Billion Cybersecurity Prize Tech Giants Are Circling

Analyst Ratings Changes

A number of analysts have commented on the stock. Barclays increased their price objective on shares of Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a report on Thursday, May 14th. Piper Sandler boosted their target price on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 29th. Argus increased their price target on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. Finally, Morgan Stanley lifted their price objective on Cisco Systems from $120.00 to $130.00 and gave the stock an “overweight” rating in a research report on Friday, June 12th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $123.14.

Insider Transactions at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the transaction, the executive vice president directly owned 177,223 shares in the company, valued at approximately $20,790,030.13. This trade represents a 3.58% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of the company’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $114.61, for a total value of $316,438.21. Following the sale, the executive vice president owned 180,877 shares in the company, valued at approximately $20,730,312.97. This trade represents a 1.50% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 47,650 shares of company stock valued at $5,668,823 in the last 90 days. Insiders own 0.01% of the company’s stock.

Cisco Systems Trading Down 1.7%

Shares of CSCO stock opened at $119.25 on Tuesday. Cisco Systems, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37. The company has a 50 day moving average price of $115.88 and a 200 day moving average price of $92.47. The stock has a market capitalization of $470.02 billion, a P/E ratio of 38.72, a price-to-earnings-growth ratio of 3.09 and a beta of 1.02. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $15.56 billion. During the same period in the prior year, the business earned $0.96 EPS. The firm’s quarterly revenue was up 12.0% on a year-over-year basis. 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. Equities research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Announces Dividend

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 paid a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

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.