Houlihan Financial Resource Group Ltd. Buys New Stake in Cisco Systems, Inc. $CSCO

Houlihan Financial Resource Group Ltd. bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the fourth quarter, according to its most recent filing with the SEC. The firm bought 4,672 shares of the network equipment provider’s stock, valued at approximately $361,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Godfrey Financial Associates Inc. acquired a new position in Cisco Systems in the 4th quarter valued at $236,000. MidAtlantic Capital Management Inc. bought a new stake in shares of Cisco Systems in the fourth quarter valued at approximately $25,000. Murphy & Mullick Capital Management Corp boosted its position in shares of Cisco Systems by 21.4% in the fourth quarter. Murphy & Mullick Capital Management Corp now owns 1,700 shares of the network equipment provider’s stock valued at $131,000 after acquiring an additional 300 shares during the period. Connecticut Capital Management Group LLC bought a new stake in shares of Cisco Systems in the fourth quarter valued at approximately $483,000. Finally, Kingsview Wealth Management LLC boosted its position in shares of Cisco Systems by 1.1% in the fourth quarter. Kingsview Wealth Management LLC now owns 79,138 shares of the network equipment provider’s stock valued at $6,096,000 after acquiring an additional 878 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several research firms have issued reports on CSCO. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Barclays raised their price target on shares of Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 14th. JPMorgan Chase & Co. raised their price target on shares of Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Erste Group Bank lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, CICC Research raised their price target on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Two investment 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 MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $119.09.

More Cisco Systems News

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $135 from $114 and kept a Buy rating, citing stronger demand for networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also boosted its Cisco target to $150 from $100 after the latest earnings report, reinforcing confidence in the company’s results and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Cisco is being positioned as a beneficiary of the AI buildout, with articles highlighting record results and momentum in networking demand. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Qumulo and Cisco launched a CloudBridge architecture aimed at extending file workloads into the cloud, adding another AI/cloud infrastructure use case for Cisco’s platform. Qumulo and Cisco Deliver Industry-First CloudBridge Architecture…
• Positive Sentiment: New coverage suggests Cisco’s security revenue growth could accelerate as it links security to the AI infrastructure cycle, Splunk observability, and AI-agent defenses. Cisco’s Security Revenue Growth Set to Pick Up: What’s Ahead?
• Neutral Sentiment: Several momentum-focused articles are highlighting Cisco as a strong stock pick, but these are mostly commentary pieces rather than new fundamental developments. Are You Looking for a Top Momentum Pick? Why Cisco Systems (CSCO) is a Great Choice
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan; the sale is worth noting, but it appears routine and not a major fundamental signal. SEC filing

Insider Buying and Selling at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total transaction of $772,603.66. Following the sale, the executive vice president directly owned 177,223 shares in the company, valued at approximately $20,790,030.13. The trade was a 3.58% decrease in their position. The sale was disclosed in a legal 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, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the sale, the insider owned 246,737 shares in the company, valued at approximately $28,937,315.36. This trade represents a 2.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 51,324 shares of company stock worth $5,559,834 in the last 90 days. 0.01% of the stock is currently owned by insiders.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $118.64 on Friday. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The firm has a market capitalization of $467.61 billion, a price-to-earnings ratio of 38.52, a P/E/G ratio of 3.14 and a beta of 0.92. The company’s fifty day moving average is $92.59 and its two-hundred day moving average is $82.92. Cisco Systems, Inc. has a 52-week low of $62.30 and a 52-week high of $120.79.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $15.56 billion. During the same period in the previous year, the business earned $0.96 EPS. The firm’s 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 research analysts forecast that Cisco Systems, Inc. will post 3.44 EPS for the current year.

Cisco Systems Dividend Announcement

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

Cisco Systems 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.