City Holding Co. raised its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 50.5% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 52,435 shares of the network equipment provider’s stock after buying an additional 17,583 shares during the period. City Holding Co.’s holdings in Cisco Systems were worth $6,159,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors also recently modified their holdings of the company. Brighton Jones LLC increased its holdings in Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after purchasing an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after purchasing an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in shares of Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares during the last quarter. Schnieders Capital Management LLC. increased its stake in shares of Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after buying an additional 519 shares in the last quarter. Finally, Marshall Wace LLP raised its holdings in shares of Cisco Systems by 118.1% in the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after buying an additional 590,650 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.
Analysts Set New Price Targets
Several research analysts recently issued reports on CSCO shares. UBS Group upped their price target on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. CICC Research boosted their target price on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Citigroup upped their target price on shares of Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. KeyCorp increased their price target on shares of Cisco Systems from $125.00 to $130.00 and gave the company an “overweight” rating in a research note on Thursday, June 25th. Finally, Argus boosted their price objective on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday, May 19th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $123.14.
Key Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: AI and networking demand are the key upside drivers. Analysts expect Cisco’s results to reflect strong demand for AI-related networking infrastructure, building on the company’s recent revenue growth and earnings beat. Investors will focus on whether orders, backlog and guidance support further gains. Cisco Q4 Earnings Preview: What Investors Should Expect
- Positive Sentiment: Analysts have been raising price targets. The favorable analyst activity ahead of earnings provides additional support for CSCO, which has been trading above both its 50-day and 200-day moving averages. Cisco Systems Is In a Trading Range Ahead of Earnings
- Neutral Sentiment: Earnings are the immediate catalyst. Cisco is among the week’s major reporting companies, making its results, forward guidance and AI-related commentary especially important for the stock. Options activity indicates investors expect CSCO to remain in a relatively defined trading range before the report. Option Volatility and Earnings Report for Aug. 10–14
- Negative Sentiment: Execution and valuation risks remain. Higher memory costs, Splunk’s cloud transition, intense competition and the possibility that AI growth is already priced into CSCO could pressure the shares if results or guidance disappoint. Should Buy, Sell or Hold Cisco Stock Before Q4 Earnings?
Cisco Systems Stock Up 0.9%
Shares of NASDAQ:CSCO opened at $122.57 on Tuesday. 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 stock has a market cap of $483.10 billion, a price-to-earnings ratio of 39.80, a P/E/G ratio of 2.74 and a beta of 1.02. The company has a 50 day moving average of $117.77 and a 200-day moving average of $98.05. Cisco Systems, Inc. has a one year low of $65.75 and a one year high of $130.37.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last announced its quarterly earnings data 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 prior year, the business posted $0.96 earnings per share. 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, sell-side analysts forecast that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.
Cisco Systems Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were paid a $0.42 dividend. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio is 54.55%.
Insiders Place Their Bets
In other Cisco Systems news, insider Jeetendra I. Patel sold 7,169 shares of the 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 transaction, 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 filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the firm’s stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the transaction, the chief executive officer owned 637,085 shares in the company, valued at approximately $76,469,312.55. This trade represents a 3.25% decrease in their position. 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 47,650 shares of company stock worth $5,668,823 over the last three months. Insiders own 0.01% of the company’s stock.
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.
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