Townsquare Capital LLC Has $7.86 Million Stock Position in Cisco Systems, Inc. $CSCO

Townsquare Capital LLC cut its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 17.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 114,930 shares of the network equipment provider’s stock after selling 24,650 shares during the period. Cisco Systems makes up approximately 1.2% of Townsquare Capital LLC’s investment portfolio, making the stock its 17th largest position. Townsquare Capital LLC’s holdings in Cisco Systems were worth $7,864,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also bought and sold shares of CSCO. Avantax Advisory Services Inc. raised its holdings in Cisco Systems by 1.1% in the 2nd quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock valued at $29,163,000 after acquiring an additional 4,525 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. raised its stake in Cisco Systems by 6.9% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after purchasing an additional 205,043 shares in the last quarter. Greystone Financial Group LLC bought a new stake in Cisco Systems during the third quarter worth about $8,563,000. Drive Wealth Management LLC grew its stake in Cisco Systems by 2.7% during the second quarter. Drive Wealth Management LLC now owns 16,605 shares of the network equipment provider’s stock worth $1,152,000 after buying an additional 436 shares in the last quarter. Finally, CX Institutional increased its holdings in Cisco Systems by 11.0% in the 3rd quarter. CX Institutional now owns 144,336 shares of the network equipment provider’s stock valued at $9,875,000 after buying an additional 14,334 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have commented on CSCO. Bank of America boosted their price objective on shares of Cisco Systems from $85.00 to $95.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Barclays lifted their target price on Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research report on Thursday, November 13th. JPMorgan Chase & Co. raised their price target on shares of Cisco Systems from $80.00 to $90.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Erste Group Bank upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. Finally, Piper Sandler raised their target price on shares of Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a research report on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $86.81.

Insider Activity at Cisco Systems

In other Cisco Systems news, Director Kristina M. Johnson sold 13,481 shares of the stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the completion of the sale, the director directly owned 61,630 shares in the company, valued at approximately $4,753,521.90. This trade represents a 17.95% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Michael D. Capellas sold 10,850 shares of Cisco Systems stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $77.13, for a total value of $836,860.50. Following the completion of the transaction, the director directly owned 146,368 shares of the company’s stock, valued at approximately $11,289,363.84. This trade represents a 6.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,044,865 shares of company stock valued at $81,397,635 over the last 90 days. 0.01% of the stock is owned by company insiders.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $78.43 on Friday. The stock has a market cap of $309.88 billion, a price-to-earnings ratio of 29.48, a P/E/G ratio of 2.99 and a beta of 0.87. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $80.82. The company’s fifty day moving average is $76.70 and its 200 day moving average is $72.01. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, topping the consensus estimate of $0.98 by $0.02. The firm had revenue of $14.88 billion for the quarter, compared to the consensus estimate of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The business’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.91 EPS. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. Sell-side analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd were given a $0.41 dividend. The ex-dividend date was Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a dividend yield of 2.1%. Cisco Systems’s payout ratio is 61.65%.

Cisco Systems News Summary

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

• Positive Sentiment: Evercore ISI upgraded Cisco and expects high-single-digit revenue growth in the coming period, a key bullish catalyst that supports upside to revenue and earnings expectations. Evercore ISI sees high-single-digit revenue growth ahead for Cisco (CSCO)
• Positive Sentiment: Zacks Research moved CSCO from “hold” to “strong-buy,” and media reports show shares reacted to analyst upgrades with intraday gains—supporting short-term bullish momentum. Zacks Research upgrade
• Neutral Sentiment: Coverage pieces are urging investors to reassess Cisco after multi‑year share gains — useful for framing valuation risk but not a direct catalyst. Is It Time To Reassess Cisco Systems (CSCO) After Strong Multi‑Year Share Price Gains?
• Neutral Sentiment: Data on short interest is effectively meaningless/zero in the latest release (odd reporting), so it’s not currently a clear driver of price. (May change if accurate shorting picks up.)
• Negative Sentiment: Commentary in Forbes warns the current rally could be a “trap” — a cautionary view that may prompt profit-taking and increase volatility. Cisco Is Rallying, But Is It A Trap?
• Negative Sentiment: Cisco CEO Chuck Robbins warned investors of potential “AI carnage” when the cycle shakes out, signaling company-level caution that could temper enthusiasm around Cisco’s AI positioning. Cisco Boss Robbins Warns Investors of “AI Carnage” Ahead as Winners and Losers Emerge

About Cisco Systems

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.