XML Financial LLC Trims Holdings in Cisco Systems, Inc. $CSCO

XML Financial LLC decreased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 14.4% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 130,053 shares of the network equipment provider’s stock after selling 21,953 shares during the quarter. XML Financial LLC’s holdings in Cisco Systems were worth $10,018,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its position in Cisco Systems by 1.0% during 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. Norges Bank purchased a new stake in Cisco Systems in the fourth quarter valued at $4,473,272,000. Invesco Ltd. raised its position 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 during the period. Northern Trust Corp raised its position 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 during the period. Finally, Bank of New York Mellon Corp raised its position in Cisco Systems by 2.6% in the fourth quarter. Bank of New York Mellon Corp now owns 45,470,400 shares of the network equipment provider’s stock valued at $3,502,585,000 after purchasing an additional 1,162,500 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems News Summary

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

• Positive Sentiment: Jim Cramer highlighted Cisco as a top Dow performer, saying legacy tech names like Cisco are benefiting from the AI data-center boom. Jim Cramer Highlights Cisco Systems as the Top Dow Performer
• Positive Sentiment: Analyst commentary is increasingly bullish, with upgrades tied to expectations that Cisco could generate about $6 billion in FY2027 AI revenue. Analyst Upgrades Cisco Systems As It Anticipates $6 Billion in FY2027 AI Revenue
• Positive Sentiment: Reports from Cisco’s conference appearance and product rollout emphasized its AI-centric Cloud Control platform, expanded cybersecurity tools, and partnerships aimed at secure AI infrastructure, supporting the view that Cisco can monetize AI beyond hardware refresh cycles. Cisco’s AI Platforms And Cybersecurity Push Test Valuation For Investors
• Neutral Sentiment: Broader market headlines about tech selling off, rising yields, and “bubble” comparisons to Cisco’s dot-com era may create short-term volatility, but they are not specific to Cisco’s fundamentals. Equities Fall, Yields Jump Intraday After Jobs Report; Tech Leads Sell-Off
• Neutral Sentiment: Goldman Sachs reportedly remained at Hold while Morgan Stanley reiterated Buy, suggesting Wall Street is still divided on how much upside is already priced in. Goldman Sachs Remains a Hold on Cisco Systems (CSCO) Morgan Stanley Sticks to Their Buy Rating for Cisco Systems (CSCO)

Cisco Systems Price Performance

CSCO stock opened at $121.64 on Friday. 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 has a market capitalization of $479.44 billion, a PE ratio of 39.49, a P/E/G ratio of 3.10 and a beta of 1.01. Cisco Systems, Inc. has a 12-month low of $63.87 and a 12-month high of $130.37. The business’s fifty day moving average price is $98.05 and its 200 day moving average price is $84.96.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.03. The firm had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the previous year, the business 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, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The company also recently disclosed 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. 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 currently 54.55%.

Insider Transactions at Cisco Systems

In other news, insider Jeetendra I. Patel sold 7,169 shares of the company’s 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 sale, the insider owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. This represents a 2.82% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of the stock in a transaction on Friday, May 15th. The shares were sold at an average price of $114.61, for a total value of $316,438.21. Following the completion of the sale, the executive vice president owned 180,877 shares in the company, valued at approximately $20,730,312.97. The trade was a 1.50% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 51,324 shares of company stock worth $5,559,834. 0.01% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

CSCO has been the topic of a number of research analyst reports. Erste Group Bank downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Wells Fargo & Company lifted their target price on Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Piper Sandler lifted their target price on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Morgan Stanley lifted their target price on Cisco Systems from $91.00 to $120.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Finally, Citic Securities lifted their target price on Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. 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. According to data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $119.50.

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.