Sepio Capital LP Raises Stake in Cisco Systems, Inc. $CSCO

Sepio Capital LP increased its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 24.4% during the fourth quarter, according to its most recent filing with the SEC. The fund owned 57,291 shares of the network equipment provider’s stock after buying an additional 11,247 shares during the quarter. Sepio Capital LP’s holdings in Cisco Systems were worth $4,413,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in CSCO. MidAtlantic Capital Management Inc. purchased a new position in shares of Cisco Systems in the 4th quarter worth about $25,000. Jessup Wealth Management Inc bought a new stake in Cisco Systems in the 4th quarter valued at about $29,000. Board of the Pension Protection Fund bought a new stake in Cisco Systems in the 4th quarter valued at about $31,000. EQ Wealth Advisors LLC bought a new stake in Cisco Systems in the 4th quarter valued at about $31,000. Finally, Anfield Capital Management LLC raised its stake in Cisco Systems by 248.9% in the 4th quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock valued at $37,000 after acquiring an additional 346 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco expanded its AI agentic security portfolio, adding Zero Trust Access for agents and new partnerships aimed at meeting growing enterprise demand for AI protection. Cisco Expands AI Agentic Security Portfolio: What’s Ahead in 2026?
• Positive Sentiment: The company also unveiled broader AI security and quantum-safe initiatives, including Cloud Control and Live Protect, which suggest Cisco is positioning itself as a key supplier for secure AI and networking deployments. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Neutral Sentiment: Analysts and media commentary continue to cite Cisco as one of the names benefiting from the broader AI buildout theme, reinforcing investor interest in the stock. The AI buildout is still intact — what to buy this week
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may slightly temper sentiment, though it does not necessarily signal a change in outlook. SEC Form 4 filing

Insider Activity at Cisco Systems

In other news, CEO Charles Robbins sold 21,400 shares of the firm’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the completion of the sale, the chief executive officer directly 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 position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the firm’s 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 completion of the sale, the executive vice president directly owned 187,097 shares of the company’s stock, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 51,636 shares of company stock valued at $5,698,459 over the last quarter. Company insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

Shares of Cisco Systems stock opened at $121.83 on Friday. Cisco Systems, Inc. has a 12-month low of $63.93 and a 12-month high of $130.37. The firm has a market cap of $480.19 billion, a PE ratio of 39.56, a price-to-earnings-growth ratio of 3.03 and a beta of 1.01. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The company’s fifty day simple moving average is $101.42 and its two-hundred day simple moving average is $86.26.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same period in the previous year, the firm earned $0.96 earnings per share. The business’s 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. As a group, equities analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s payout ratio is presently 54.55%.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Morgan Stanley upped their target price 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. Piper Sandler upped their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Erste Group Bank cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Rosenblatt Securities restated a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a research report on Thursday, February 12th. Finally, CICC Research increased their price target on shares of Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. Two 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 stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $120.18.

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.