Cisco Systems, Inc. $CSCO is Martingale Asset Management L P’s 8th Largest Position

Martingale Asset Management L P lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 548,459 shares of the network equipment provider’s stock after selling 24,276 shares during the quarter. Cisco Systems comprises about 1.1% of Martingale Asset Management L P’s holdings, making the stock its 8th largest holding. Martingale Asset Management L P’s holdings in Cisco Systems were worth $42,248,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of CSCO. MidAtlantic Capital Management Inc. purchased a new position in shares of Cisco Systems during the 4th quarter valued at approximately $25,000. Intesa Sanpaolo Wealth Management purchased a new position in shares of Cisco Systems during the 4th quarter valued at approximately $25,000. Jessup Wealth Management Inc purchased a new position in shares of Cisco Systems during the 4th quarter valued at approximately $29,000. Board of the Pension Protection Fund purchased a new position in shares of Cisco Systems during the 4th quarter valued at approximately $31,000. Finally, EQ Wealth Advisors LLC purchased a new position in shares of Cisco Systems during the 4th quarter valued at approximately $31,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Cisco expanded its AI agentic security portfolio, adding Zero Trust Access for agents and new partnerships aimed at meeting rising enterprise demand for AI protection. Cisco Expands AI Agentic Security Portfolio: What’s Ahead in 2026?
• Positive Sentiment: The company also unveiled broader AI security and quantum-safe initiatives, including Cloud Control and Live Protect, reinforcing the view that Cisco is well positioned for secure AI infrastructure spending. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Positive Sentiment: Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an overweight rating, signaling confidence in further upside. Morgan Stanley price target note
• Positive Sentiment: Technical commentary says Cisco broke above its 20-day moving average, which traders often view as a short-term bullish signal. Cisco Systems (CSCO) Recently Broke Out Above the 20-Day Moving Average
• Neutral Sentiment: Investor and media attention remains elevated, with Cisco among the most searched stocks on Zacks, reflecting continued interest in the name. Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may modestly pressure sentiment. SEC Form 4 filing

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on CSCO shares. BNP Paribas Exane increased their target price on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Citigroup increased their target price on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. KeyCorp increased their target price on Cisco Systems from $87.00 to $125.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Citic Securities upped their price target on Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Finally, Piper Sandler upped their price target on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Two equities research 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. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $120.64.

Cisco Systems Stock Performance

CSCO stock opened at $121.10 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 firm has a market cap of $477.31 billion, a P/E ratio of 39.32, a P/E/G ratio of 3.10 and a beta of 1.01. Cisco Systems, Inc. has a 12-month low of $63.93 and a 12-month high of $130.37. The stock’s 50 day simple moving average is $102.28 and its 200 day simple moving average is $86.50.

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, topping the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same period last year, the company earned $0.96 earnings per share. The firm’s revenue for the quarter 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. As a group, equities research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued 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 of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is 54.55%.

Insiders Place Their Bets

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of the firm’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the transaction, the executive vice president directly owned 187,097 shares of the company’s stock, valued at approximately $14,874,211.50. This trade represents a 4.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Oliver Tuszik sold 3,132 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total value of $249,745.68. Following the transaction, the executive vice president directly owned 188,613 shares of the company’s stock, valued at $15,040,000.62. This represents a 1.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 51,636 shares of company stock valued at $5,698,459 over the last three months. 0.01% of the stock is currently owned by company insiders.

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.