Cisco Systems, Inc. $CSCO Shares Sold by Northside Capital Management LLC

Northside Capital Management LLC trimmed its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 11.7% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 40,265 shares of the network equipment provider’s stock after selling 5,347 shares during the period. Northside Capital Management LLC’s holdings in Cisco Systems were worth $4,730,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. World Investment Advisors boosted its position in shares of Cisco Systems by 15.4% during the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after buying an additional 26,455 shares during the period. WCG Wealth Advisors LLC lifted its stake in Cisco Systems by 101.8% during the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after acquiring an additional 54,141 shares in the last quarter. Vise Technologies Inc. boosted its holdings in Cisco Systems by 47.1% during the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after acquiring an additional 64,144 shares during the period. Western Wealth Management LLC grew its holdings in shares of Cisco Systems by 60.5% in the first quarter. Western Wealth Management LLC now owns 76,372 shares of the network equipment provider’s stock valued at $5,926,000 after purchasing an additional 28,792 shares in the last quarter. Finally, Truist Financial Corp raised its position in Cisco Systems by 6.8% in the 4th quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock valued at $332,084,000 after purchasing an additional 275,456 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Analysts Set New Price Targets

CSCO has been the subject of several recent research reports. Bank of America lifted their price objective on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday, June 8th. UBS Group raised their target price on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a report on Thursday, May 14th. The Goldman Sachs Group lifted their price target on shares of Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research note on Wednesday, June 3rd. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Tuesday, July 28th. Finally, Morgan Stanley boosted their target price on shares of Cisco Systems from $120.00 to $130.00 and gave the stock an “overweight” rating in a research note on Friday, June 12th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $123.14.

Insider Activity

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction on Friday, May 15th. The shares were sold at an average price of $117.31, for a total transaction of $772,603.66. Following the sale, the executive vice president directly owned 177,223 shares in the company, valued at $20,790,030.13. This trade represents a 3.58% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the company’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the transaction, the insider owned 246,737 shares of the company’s stock, valued at $28,937,315.36. This represents a 2.82% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 47,650 shares of company stock worth $5,668,823 over the last three months. Company insiders own 0.01% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Analysts expect strong fourth-quarter growth, with consensus estimates calling for approximately $1.17 in adjusted EPS and $16.85 billion in revenue. Investors are looking for evidence that AI infrastructure demand is translating into accelerating orders and sales. Cisco earnings preview
• Positive Sentiment: Cisco’s rollout of personalized AI agents across its roughly 90,000-person workforce, combined with infrastructure investment and specific AI-related revenue targets, reinforces the company’s strategy to monetize artificial intelligence beyond hardware sales. Cisco AI agents and revenue targets
• Positive Sentiment: Recent analyst coverage has highlighted Cisco’s networking momentum and raised the possibility of the shares challenging prior highs if earnings, guidance and AI infrastructure commentary exceed expectations. Cisco also received a 2026 Frost & Sullivan recognition for enterprise communications innovation, supporting its competitive-position narrative. Cisco stock poised for new highs

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $120.46 on Wednesday. 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, Inc. has a 52 week low of $65.75 and a 52 week high of $130.37. The firm’s 50 day moving average is $117.61 and its two-hundred day moving average is $98.38. The firm has a market capitalization of $474.79 billion, a P/E ratio of 39.11, a P/E/G ratio of 2.76 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share 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 business had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter in the previous year, the firm earned $0.96 EPS. The company’s revenue was up 12.0% compared to the same quarter last year. Research analysts forecast that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

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.