Keudell Morrison Wealth Management Makes New $1.16 Million Investment in Cisco Systems, Inc. $CSCO

Keudell Morrison Wealth Management bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 4th quarter, HoldingsChannel.com reports. The fund bought 15,005 shares of the network equipment provider’s stock, valued at approximately $1,156,000.

Several other hedge funds have also recently modified their holdings of CSCO. EQ Wealth Advisors LLC purchased a new stake in shares of Cisco Systems during the 4th quarter worth approximately $31,000. Board of the Pension Protection Fund purchased a new stake in shares of Cisco Systems during the 4th quarter worth approximately $31,000. Anfield Capital Management LLC increased its stake in shares of Cisco Systems by 248.9% during the 4th quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after purchasing an additional 346 shares during the last quarter. Joseph Group Capital Management purchased a new stake in shares of Cisco Systems during the 4th quarter worth approximately $38,000. Finally, Luken Investment Analytics LLC increased its stake in shares of Cisco Systems by 418.0% during the 4th quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock worth $40,000 after purchasing an additional 418 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Insider Activity at Cisco Systems

In related news, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the sale, the insider owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. This trade represents a 2.82% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems stock in a transaction on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the sale, the executive vice president directly owned 156,693 shares of the company’s stock, valued at $12,076,329.51. This represents a 1.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 32,103 shares of company stock valued at $3,160,587 in the last ninety days. 0.01% of the stock is currently owned by corporate insiders.

Key Cisco Systems News

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

• Positive Sentiment: Recent articles continue to frame Cisco as an AI winner, citing its importance in networking and connectivity for the AI buildout and positioning the company as a long-term infrastructure play. Cisco Systems (CSCO): The AI Winner in 2026
• Positive Sentiment: Wall Street optimism remains strong after Cisco’s recent earnings beat and raised guidance, with analysts and market commentators pointing to solid revenue growth, better-than-expected EPS, and improving demand tied to AI infrastructure. Impressive Financial Results Assert Cisco Systems, Inc. (CSCO) as a Top Tech Stock in Ken Fisher’s Portfolio
• Positive Sentiment: Cisco’s AI infrastructure push and momentum have drawn additional bullish attention, with reports noting strong stock momentum and upgraded price targets from major firms such as HSBC. Cisco’s AI Infrastructure Push Drives Stock Momentum Score Up As Rosenblatt Sees 30% Upside Cisco (CSCO) Gets Major Price Target Increase from HSBC
• Neutral Sentiment: Cisco’s collaboration with Automation Anywhere, NVIDIA, Okta, and OpenAI on an AI-agent platform underscores its strategic relevance, but the announcement does not yet appear to be a near-term revenue catalyst. Cisco Ties AI Agent Push To Data Center Connectivity Standards
• Negative Sentiment: A Benzinga technical note warned that Cisco may be approaching a gap-fill setup, which can signal the possibility of a quick move lower after the recent run-up. Stock Of The Day: Will Cisco Fill The Gap?
• Negative Sentiment: Insider sales by Cisco executives, including Oliver Tuszik, could create a modest headwind for sentiment even though the trades were made under pre-arranged 10b5-1 plans. Oliver Tuszik Sells 2,761 Shares of Cisco Systems (NASDAQ:CSCO) Stock

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. BNP Paribas Exane raised their price target on shares of Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. Truist Financial assumed coverage on shares of Cisco Systems in a research note on Tuesday, March 31st. They set a “buy” rating and a $94.00 price target for the company. Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research note on Monday, April 13th. HSBC upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating and raised their price target for the stock from $77.00 to $137.00 in a research note on Friday, May 15th. Finally, Evercore lifted their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $118.14.

Cisco Systems Stock Up 3.4%

Cisco Systems stock opened at $118.20 on Friday. Cisco Systems, Inc. has a 1-year low of $62.30 and a 1-year high of $119.39. The firm has a market capitalization of $465.88 billion, a price-to-earnings ratio of 38.38, a P/E/G ratio of 3.47 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 firm has a 50 day simple moving average of $88.49 and a 200 day simple moving average of $81.25.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating 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 business had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same period in the previous year, the business earned $0.96 EPS. Cisco Systems’s revenue was up 12.0% compared to the same quarter last year. 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, analysts predict that Cisco Systems, Inc. will post 3.44 earnings per share for the current year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be given a $0.42 dividend. 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 (DPR) is 54.55%.

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.