47,212 Shares in Cisco Systems, Inc. $CSCO Acquired by Cornerstone Planning LLC

Cornerstone Planning LLC acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor acquired 47,212 shares of the network equipment provider’s stock, valued at approximately $3,637,000.

A number of other hedge funds have also recently added to or reduced their stakes in CSCO. MidAtlantic Capital Management Inc. acquired a new position in shares of Cisco Systems during the fourth quarter worth $25,000. Intesa Sanpaolo Wealth Management acquired a new stake in shares of Cisco Systems during the 4th quarter valued at $25,000. Jessup Wealth Management Inc acquired a new stake in shares of Cisco Systems during the 4th quarter valued at $29,000. Board of the Pension Protection Fund bought a new stake in Cisco Systems during the 4th quarter worth $31,000. Finally, EQ Wealth Advisors LLC bought a new stake in Cisco Systems during the 4th quarter worth $31,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insiders Place Their Bets

In other news, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of the transaction, the insider directly 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 position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 180,877 shares in the company, valued at $20,730,312.97. This represents a 1.50% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,650 shares of company stock valued at $5,668,823 over the last quarter. Company insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

Cisco Systems stock opened at $119.54 on Friday. The stock’s 50 day moving average is $106.15 and its 200 day moving average is $88.00. Cisco Systems, Inc. has a one year low of $65.72 and a one year high of $130.37. The firm has a market cap of $471.16 billion, a P/E ratio of 38.81, a P/E/G ratio of 3.05 and a beta of 1.01. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81.

Cisco Systems (NASDAQ:CSCO) last released its earnings results 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 the consensus estimate of $15.56 billion. During the same quarter in the prior year, the firm posted $0.96 EPS. The company’s revenue for the quarter 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. As a group, research analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Cisco Systems News Roundup

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

• Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
• Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
• Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
• Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
• Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
• Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title

Wall Street Analyst Weigh In

Several research firms have commented on CSCO. New Street Research increased their target price on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and upped their price objective for the company from $77.00 to $137.00 in a research note on Friday, May 15th. Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. The Goldman Sachs Group lifted their target price on shares of Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research report on Wednesday, June 3rd. Finally, Morgan Stanley upped their price target on shares of Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $122.90.

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.