Strs Ohio Grows Position in Cisco Systems, Inc. $CSCO

Strs Ohio boosted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 11.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 1,488,892 shares of the network equipment provider’s stock after acquiring an additional 148,430 shares during the quarter. Strs Ohio’s holdings in Cisco Systems were worth $115,523,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. purchased a new position in Cisco Systems in the fourth quarter valued at $25,000. Intesa Sanpaolo Wealth Management acquired a new stake in Cisco Systems in the fourth quarter valued at $25,000. Networth Advisors LLC lifted its holdings in Cisco Systems by 276.4% during the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after buying an additional 246 shares during the last quarter. Financial Life Planners acquired a new position in shares of Cisco Systems during the 1st quarter worth about $27,000. Finally, Jessup Wealth Management Inc acquired a new position in shares of Cisco Systems during the 4th quarter worth about $29,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares of the company’s stock, valued at $20,790,030.13. This represents a 3.58% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of the company’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the sale, the executive vice president directly owned 140,857 shares of the company’s stock, valued at approximately $16,890,162.87. This represents a 4.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 47,650 shares of company stock valued at $5,668,823. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $112.69 on Friday. The firm’s fifty day simple moving average is $112.13 and its 200-day simple moving average is $90.58. The stock has a market capitalization of $444.16 billion, a price-to-earnings ratio of 36.59, a PEG ratio of 2.98 and a beta of 1.02. Cisco Systems, Inc. has a 12 month low of $65.75 and a 12 month high of $130.37. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating the consensus estimate of $1.03 by $0.03. The firm had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. Cisco Systems’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.96 EPS. 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 forecast that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio is presently 54.55%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Zacks upgraded Cisco to Strong Buy, signaling improving earnings expectations and stronger analyst confidence in the stock’s outlook. Article Title
• Positive Sentiment: Recent commentary highlighted Cisco as a potential AI infrastructure winner, citing record quarterly revenue, raised full-year guidance, and expected $9 billion in AI infrastructure orders from hyperscalers in fiscal 2026. Article Title
• Positive Sentiment: Analyst coverage from Zacks also placed Cisco among the blue-chip names to watch for the second half of 2026, reinforcing its appeal as a defensive-growth stock. Article Title
• Neutral Sentiment: Cisco partnered with College Board to launch AP Cybersecurity and expand career-connected learning, a positive long-term brand and talent-development move but not an immediate earnings driver. Article Title
• Neutral Sentiment: Market coverage noted the stock’s recent move lower, but the broader catalyst discussion suggests investors are weighing the pullback against stronger fundamentals and upgrade-driven optimism. Article Title
• Negative Sentiment: One article referenced past Cisco performance during the Dot-Com era as a cautionary comparison, which may temper enthusiasm for some growth-focused investors, though it is not a new fundamental concern. Article Title

Analyst Upgrades and Downgrades

CSCO has been the topic of several recent analyst reports. BNP Paribas Exane increased their price target on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Evercore boosted their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. CICC Research increased their target price 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. Weiss Ratings raised shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 29th. Finally, Piper Sandler lifted their price target on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $123.14.

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.