Phoenix Financial Ltd. Acquires 8,752 Shares of Cisco Systems, Inc. $CSCO

Phoenix Financial Ltd. grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 7.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 132,672 shares of the network equipment provider’s stock after buying an additional 8,752 shares during the quarter. Phoenix Financial Ltd.’s holdings in Cisco Systems were worth $10,218,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Bessemer Group Inc. increased its stake in Cisco Systems by 1,961.5% during the fourth quarter. Bessemer Group Inc. now owns 2,634,961 shares of the network equipment provider’s stock worth $202,972,000 after acquiring an additional 2,507,145 shares during the last quarter. Arbejdsmarkedets Tillaegspension bought a new stake in shares of Cisco Systems in the 4th quarter valued at approximately $22,534,000. Petix & Botte Co bought a new stake in shares of Cisco Systems in the 4th quarter valued at approximately $217,000. New York Life Investment Management LLC boosted its holdings in shares of Cisco Systems by 0.9% in the 4th quarter. New York Life Investment Management LLC now owns 585,333 shares of the network equipment provider’s stock worth $45,088,000 after purchasing an additional 5,308 shares during the period. Finally, Cornerstone Wealth Management LLC increased its position in shares of Cisco Systems by 4.1% during the 4th quarter. Cornerstone Wealth Management LLC now owns 47,466 shares of the network equipment provider’s stock valued at $3,656,000 after purchasing an additional 1,888 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Price Performance

Shares of CSCO stock opened at $115.53 on Friday. The stock has a 50 day moving average price of $84.66 and a 200 day moving average price of $79.68. Cisco Systems, Inc. has a 52-week low of $62.30 and a 52-week high of $119.36. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The firm has a market capitalization of $456.33 billion, a P/E ratio of 37.51, a P/E/G ratio of 3.82 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data 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. Cisco Systems had a return on equity of 28.70% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter in the prior year, the company posted $0.96 EPS. Cisco Systems’s quarterly 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, sell-side analysts predict that Cisco Systems, Inc. will post 3.42 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently declared 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 yield of 1.5%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco reported record quarterly revenue of $15.84 billion and adjusted EPS of $1.06, both ahead of estimates, showing broad-based demand strength across networking and related products.
• Positive Sentiment: The company raised its FY2026 and Q4 guidance, signaling management confidence that demand remains strong and AI-related orders should continue to support growth.
• Positive Sentiment: Cisco said hyperscaler AI infrastructure orders are accelerating, with commentary around a “networking supercycle” helping shift investor sentiment toward a longer growth runway. Article: Cisco CEO says tech is entering a ‘networking supercycle’ as stock pops 14% on strong AI demand
• Positive Sentiment: Several brokerages lifted price targets after the earnings beat, reinforcing optimism that the stock still has room to run.
• Neutral Sentiment: Cisco also announced a restructuring plan and roughly 4,000 job cuts to redirect spending toward AI, which may improve efficiency but adds some execution risk as the business mix changes.
• Neutral Sentiment: There was notable insider selling activity in recent months, though the market today appears focused more on the earnings and AI growth story than on governance signals.

Wall Street Analyst Weigh In

Several analysts recently weighed in on CSCO shares. The Goldman Sachs Group increased their price target on Cisco Systems from $75.00 to $116.00 and gave the company a “neutral” rating in a report on Thursday. Zacks Research cut shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Piper Sandler increased their target price on shares of Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research note on Thursday. Citigroup increased their target price on shares of Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research note on Thursday. Finally, DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Three analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and nine have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Cisco Systems has an average rating of “Moderate Buy” and a consensus price target of $110.00.

Insider Activity at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 7,981 shares of Cisco Systems stock in a transaction dated Tuesday, March 17th. The shares were 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 owned 187,097 shares in the company, valued at $14,874,211.50. This trade represents a 4.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, SVP Maria Victoria Wong sold 2,179 shares of the business’s stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the sale, the senior vice president directly owned 28,807 shares of the company’s stock, valued at approximately $2,239,456.18. This trade represents a 7.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 15,587 shares of company stock worth $1,230,765. 0.01% of the stock is currently owned by corporate insiders.

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.