Zhang Financial LLC Purchases 4,749 Shares of Cisco Systems, Inc. $CSCO

Zhang Financial LLC lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 7.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 72,634 shares of the network equipment provider’s stock after buying an additional 4,749 shares during the period. Zhang Financial LLC’s holdings in Cisco Systems were worth $5,595,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Arrowstreet Capital Limited Partnership boosted its stake in Cisco Systems by 110.2% in the third 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 acquiring an additional 9,648,265 shares in the last quarter. Wellington Management Group LLP increased its position in shares of Cisco Systems by 19.5% during the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after purchasing an additional 5,498,375 shares in the last quarter. Invesco Ltd. increased its position in shares of Cisco Systems by 10.5% during the third 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 in the last quarter. Vanguard Group Inc. increased its position in shares of Cisco Systems by 1.0% during the fourth 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 in the last quarter. Finally, Bank Julius Baer & Co. Ltd Zurich increased its position in shares of Cisco Systems by 875.6% during the fourth quarter. Bank Julius Baer & Co. Ltd Zurich now owns 4,084,965 shares of the network equipment provider’s stock worth $314,925,000 after purchasing an additional 3,666,258 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

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 $135 from $114 and kept a Buy rating, citing stronger demand for networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also boosted its Cisco target to $150 from $100 after the latest earnings report, reinforcing confidence in the company’s results and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Cisco is being positioned as a beneficiary of the AI buildout, with articles highlighting record results and momentum in networking demand. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Qumulo and Cisco launched a CloudBridge architecture aimed at extending file workloads into the cloud, adding another AI/cloud infrastructure use case for Cisco’s platform. Qumulo and Cisco Deliver Industry-First CloudBridge Architecture…
• Positive Sentiment: New coverage suggests Cisco’s security revenue growth could accelerate as it links security to the AI infrastructure cycle, Splunk observability, and AI-agent defenses. Cisco’s Security Revenue Growth Set to Pick Up: What’s Ahead?
• Neutral Sentiment: Several momentum-focused articles are highlighting Cisco as a strong stock pick, but these are mostly commentary pieces rather than new fundamental developments. Are You Looking for a Top Momentum Pick? Why Cisco Systems (CSCO) is a Great Choice
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan; the sale is worth noting, but it appears routine and not a major fundamental signal. SEC filing

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on CSCO shares. UBS Group upped their price target on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Argus boosted their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. The Goldman Sachs Group raised their price target on shares of Cisco Systems from $75.00 to $116.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Morgan Stanley raised their price target on shares of Cisco Systems from $91.00 to $120.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. Finally, Zacks Research cut shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus target price of $119.09.

Cisco Systems Trading Down 0.9%

Shares of NASDAQ:CSCO opened at $118.64 on Friday. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 12-month low of $62.30 and a 12-month high of $120.79. The business has a 50 day moving average of $92.59 and a two-hundred day moving average of $82.92. The company has a market capitalization of $467.61 billion, a PE ratio of 38.52, a PEG ratio of 3.14 and a beta of 0.92.

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, 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 business had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter last year, the company earned $0.96 EPS. The business’s 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. As a group, analysts forecast that Cisco Systems, Inc. will post 3.44 EPS for the current year.

Cisco Systems Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors 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 payout ratio is currently 54.55%.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction on Wednesday, March 18th. The shares were 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 approximately $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the company’s stock in a transaction on 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 $14,874,211.50. This represents a 4.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 51,324 shares of company stock valued at $5,559,834 in the last three months. Company insiders own 0.01% of the company’s stock.

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.