IFP Advisors Inc Acquires 5,441 Shares of Cisco Systems, Inc. $CSCO

IFP Advisors Inc lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.5% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 126,668 shares of the network equipment provider’s stock after purchasing an additional 5,441 shares during the period. IFP Advisors Inc’s holdings in Cisco Systems were worth $9,757,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in shares of Cisco Systems by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after buying an additional 4,049,893 shares in the last quarter. Invesco Ltd. raised its stake in Cisco Systems by 10.5% in the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after purchasing an additional 5,081,469 shares in the last quarter. Northern Trust Corp raised its stake in Cisco Systems by 3.5% in the third quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider’s stock valued at $3,318,275,000 after purchasing an additional 1,631,703 shares in the last quarter. Franklin Resources Inc. raised its stake in Cisco Systems by 4.4% in the third quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider’s stock valued at $2,917,530,000 after purchasing an additional 1,804,625 shares in the last quarter. Finally, Legal & General Group Plc raised its stake in Cisco Systems by 7.2% in the third quarter. Legal & General Group Plc now owns 37,674,954 shares of the network equipment provider’s stock valued at $2,577,720,000 after purchasing an additional 2,535,716 shares in the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 1,744 shares of the business’s 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 completion of the sale, the executive vice president directly owned 156,693 shares in the company, valued at $12,076,329.51. The trade was a 1.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. 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 value of $169,395.46. Following the sale, the senior vice president owned 28,807 shares of the company’s stock, valued at approximately $2,239,456.18. This represents a 7.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 32,103 shares of company stock worth $3,160,587 in the last quarter. Insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $115.38 on Wednesday. Cisco Systems, Inc. has a 12 month low of $62.30 and a 12 month high of $119.39. The stock has a market cap of $455.74 billion, a PE ratio of 37.46, a price-to-earnings-growth ratio of 3.61 and a beta of 0.92. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The company’s fifty day moving average price is $86.92 and its 200-day moving average price is $80.64.

Cisco Systems (NASDAQ:CSCO) last posted 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 firm had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.Cisco Systems’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the previous 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. On average, equities analysts expect that Cisco Systems, Inc. will post 3.44 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be given 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 yield of 1.5%. Cisco Systems’s payout ratio is 54.55%.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on CSCO. Citigroup raised 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, May 14th. HSBC raised shares of Cisco Systems from a “hold” rating to a “buy” rating and raised their target price for the company from $77.00 to $137.00 in a research note on Friday, May 15th. Morgan Stanley raised their target price on shares of Cisco Systems from $91.00 to $120.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Weiss Ratings downgraded shares of Cisco Systems from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday. Finally, UBS Group raised their target price on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $118.14.

More Cisco Systems News

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

• Positive Sentiment: Cisco’s strong fiscal Q1 results and raised outlook continue to drive bullish sentiment, with revenue and EPS both beating expectations and management pointing to robust AI infrastructure demand. CSCO Q1 Deep Dive: AI Demand and Networking Modernization Drive Double-Digit Growth
• Positive Sentiment: HSBC upgraded Cisco to Buy and nearly doubled its price target to $137, while Argus also raised its target to $150, signaling growing confidence in further upside. HSBC nearly doubles Cisco stock price target for 2026 Argus adjusts price target on Cisco Systems to 150 from 100, maintains Buy rating
• Positive Sentiment: Analysts and media coverage continue to frame Cisco as a new AI networking infrastructure leader, helped by hyperscaler orders, restructuring efforts, and improved long-term growth expectations. Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift – Has The Bull Case Changed?
• Neutral Sentiment: Automation Anywhere said it is collaborating with Cisco on a new AI-agent capability for enterprise systems, which highlights Cisco’s relevance in enterprise AI but is not yet a clearly material revenue driver. Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI
• Negative Sentiment: Several Cisco executives sold shares under pre-arranged 10b5-1 plans, including Jeetendra I. Patel, Deborah L. Stahlkopf, and Oliver Tuszik, which can weigh on sentiment even though the sales were disclosed as planned transactions. SEC Form 4 Jeetendra I. Patel SEC Form 4 Deborah L. Stahlkopf SEC Form 4 Oliver Tuszik
• Negative Sentiment: Some commentary also flagged lower free cash flow and margins, raising a caution that the stock’s strong run may be getting stretched after the earnings rally. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?

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.