Xponance LLC Buys 76,773 Shares of Cisco Systems, Inc. $CSCO

Xponance LLC increased its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 11.5% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 743,865 shares of the network equipment provider’s stock after purchasing an additional 76,773 shares during the quarter. Cisco Systems makes up approximately 0.4% of Xponance LLC’s portfolio, making the stock its 29th biggest holding. Xponance LLC’s holdings in Cisco Systems were worth $57,300,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Smithfield Trust Co boosted its stake in shares of Cisco Systems by 0.3% in the fourth quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock valued at $2,596,000 after purchasing an additional 117 shares during the period. Main Management ETF Advisors LLC boosted its stake in shares of Cisco Systems by 1.0% in the fourth quarter. Main Management ETF Advisors LLC now owns 12,528 shares of the network equipment provider’s stock valued at $965,000 after purchasing an additional 128 shares during the period. Cairn Investment Group Inc. boosted its stake in shares of Cisco Systems by 0.5% in the fourth quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock valued at $1,860,000 after purchasing an additional 130 shares during the period. Juncture Wealth Strategies LLC boosted its stake in shares of Cisco Systems by 0.9% in the fourth quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider’s stock valued at $1,159,000 after purchasing an additional 132 shares during the period. Finally, Clearwater Capital Advisors LLC boosted its stake in shares of Cisco Systems by 2.5% in the fourth quarter. Clearwater Capital Advisors LLC now owns 5,407 shares of the network equipment provider’s stock valued at $417,000 after purchasing an additional 132 shares during the period. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Stock Up 2.6%

Shares of NASDAQ:CSCO opened at $121.83 on Friday. The firm’s 50 day moving average price is $101.42 and its 200 day moving average price is $86.26. The stock has a market cap of $480.19 billion, a price-to-earnings ratio of 39.56, a price-to-earnings-growth ratio of 3.03 and a beta of 1.01. Cisco Systems, Inc. has a fifty-two week low of $63.93 and a fifty-two week high of $130.37. 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 (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share 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 analysts’ expectations of $15.56 billion. During the same quarter last year, the company earned $0.96 earnings per share. The firm’s revenue for the quarter 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, equities research analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share 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. Shareholders 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 yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 2,607 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $121.12, for a total transaction of $315,759.84. Following the sale, the executive vice president owned 172,727 shares of the company’s stock, valued at approximately $20,920,694.24. This trade represents a 1.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the firm’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the sale, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. The trade was a 3.25% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 51,636 shares of company stock worth $5,698,459 in the last ninety days. Company insiders own 0.01% of the company’s stock.

Trending Headlines about 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

Analysts Set New Price Targets

CSCO has been the topic of several analyst reports. DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. CICC Research raised their target price on shares of Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Piper Sandler raised their target price on shares of Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Morgan Stanley raised their target price on shares of Cisco Systems from $91.00 to $120.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Finally, Weiss Ratings raised shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus target price of $120.18.

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.