Eubel Brady & Suttman Asset Management Inc. Has $554,000 Stock Position in Cisco Systems, Inc. $CSCO

Eubel Brady & Suttman Asset Management Inc. trimmed its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 53.0% during the fourth quarter, Holdings Channel reports. The firm owned 7,196 shares of the network equipment provider’s stock after selling 8,121 shares during the period. Eubel Brady & Suttman Asset Management Inc.’s holdings in Cisco Systems were worth $554,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. EQ Wealth Advisors LLC acquired a new position in Cisco Systems during the fourth quarter worth $31,000. Board of the Pension Protection Fund acquired a new position in Cisco Systems during the fourth quarter worth $31,000. Anfield Capital Management LLC raised its stake in Cisco Systems by 248.9% during the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after acquiring an additional 346 shares in the last quarter. Joseph Group Capital Management acquired a new position in Cisco Systems in the fourth quarter valued at about $38,000. Finally, Luken Investment Analytics LLC boosted its position in Cisco Systems by 418.0% in the fourth quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock valued at $40,000 after buying an additional 418 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Stock Up 2.3%

Shares of NASDAQ CSCO opened at $118.21 on Friday. The firm’s 50-day simple moving average is $85.41 and its 200 day simple moving average is $79.95. The company has a market cap of $466.92 billion, a price-to-earnings ratio of 38.38, a price-to-earnings-growth ratio of 4.44 and a beta of 0.92. The company has a quick ratio of 0.85, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 12-month low of $62.30 and a 12-month high of $119.36.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion for 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%. The firm’s quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the company 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. On average, research analysts expect that Cisco Systems, Inc. will post 3.42 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

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 issued a $0.42 dividend. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Insider Activity at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 7,981 shares of the firm’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the sale, the executive vice president owned 187,097 shares of the company’s stock, valued at $14,874,211.50. This trade represents a 4.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Maria Victoria Wong sold 551 shares of the firm’s stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total transaction of $42,724.54. Following the completion of the sale, the senior vice president directly owned 27,957 shares of the company’s stock, valued at approximately $2,167,785.78. This represents a 1.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 15,587 shares of company stock worth $1,230,765. 0.01% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Truist Financial assumed coverage on shares of Cisco Systems in a research report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 price target on the stock. Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. BNP Paribas Exane raised their price target on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a report on Thursday. Finally, Morgan Stanley raised their price target on Cisco Systems from $91.00 to $120.00 and gave the company an “overweight” rating in a report on Thursday. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $114.55.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

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.