Profund Advisors LLC Has $34.65 Million Stock Position in Cisco Systems, Inc. $CSCO

Profund Advisors LLC grew its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.0% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 449,776 shares of the network equipment provider’s stock after acquiring an additional 17,223 shares during the period. Cisco Systems comprises approximately 1.1% of Profund Advisors LLC’s portfolio, making the stock its 14th largest position. Profund Advisors LLC’s holdings in Cisco Systems were worth $34,646,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of Cisco Systems by 6.9% in the 3rd 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 buying an additional 205,043 shares during the period. World Investment Advisors grew its holdings in shares of Cisco Systems by 15.4% in the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock valued at $13,905,000 after buying an additional 26,455 shares during the period. Jones Financial Companies Lllp grew its holdings in shares of Cisco Systems by 8.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock valued at $46,165,000 after buying an additional 56,057 shares during the period. Rockland Trust Co. grew its holdings in shares of Cisco Systems by 213.8% in the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock valued at $1,402,000 after buying an additional 13,966 shares during the period. Finally, Thrivent Financial for Lutherans grew its holdings in shares of Cisco Systems by 40.0% in the 3rd quarter. Thrivent Financial for Lutherans now owns 3,490,482 shares of the network equipment provider’s stock valued at $238,818,000 after buying an additional 997,738 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco reported Q1 revenue of $15.84 billion, up 12% year over year, with EPS of $1.06 beating estimates; management also issued stronger-than-expected next-quarter guidance, reinforcing confidence in growth momentum. Why Cisco (CSCO) Stock Is Up Today
• Positive Sentiment: Analysts are becoming more constructive on Cisco’s AI networking opportunity, with coverage highlighting hyperscaler demand, networking modernization, and Cisco’s role as a key AI infrastructure provider. CSCO Q1 Deep Dive: AI Demand and Networking Modernization Drive Double-Digit Growth
• Positive Sentiment: CICC Research raised its price target on Cisco to $125 from $96 and kept an outperform rating, signaling more upside after the post-earnings rally. MarketScreener
• Positive Sentiment: Commentary from investors and media emphasized that Cisco’s recent run may be justified by improving sales and earnings trends, especially as AI reshapes the networking market. Jim Cramer Says “This Time, Cisco Deserved the Run”
• Neutral Sentiment: Cisco presented at the J.P. Morgan Global Technology, Media and Communications Conference, keeping investor focus on management’s execution and outlook after earnings. Cisco Systems, Inc. (CSCO) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
• Neutral Sentiment: Some coverage noted that Cisco’s free cash flow and margins were lower than last year, which could temper enthusiasm if investors focus more on profitability quality than top-line growth. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?
• Negative Sentiment: Cisco is also undergoing a major restructuring with nearly 4,000 job cuts, which may raise concerns about disruption even though management says the move is about reallocating resources toward AI, security, silicon, and optics. Cisco Lays Off 4,000 Employees In AI Overhaul, CFO Mark Patterson Says Move Not ‘Savings’ Driven But About ‘Realigning’ Resources

Insider Buying and Selling at Cisco Systems

In other news, SVP Maria Victoria Wong sold 2,179 shares of the 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 transaction, the senior vice president directly owned 28,807 shares in the company, valued at $2,239,456.18. This represents a 7.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $77.07, for a total transaction of $134,410.08. Following the transaction, the executive vice president owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 15,587 shares of company stock valued at $1,230,765. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

CSCO stock opened at $118.88 on Tuesday. The stock has a 50-day moving average price of $86.18 and a two-hundred day moving average price of $80.33. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 1 year low of $62.30 and a 1 year high of $119.39. The stock has a market cap of $469.56 billion, a PE ratio of 38.60, a price-to-earnings-growth ratio of 3.61 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS 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 during the quarter, compared to the consensus estimate of $15.56 billion. During the same period in the prior year, the business posted $0.96 EPS. The company’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. Equities analysts forecast that Cisco Systems, Inc. will post 3.42 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio is currently 54.55%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on CSCO shares. Piper Sandler boosted their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. New Street Research increased their target price on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. JPMorgan Chase & Co. increased their target price on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Argus upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Finally, Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and a consensus target price of $115.86.

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.