Mutual of America Capital Management LLC Trims Position in Cisco Systems, Inc. $CSCO

Mutual of America Capital Management LLC lessened its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 1.4% in the fourth quarter, Holdings Channel reports. The institutional investor owned 423,097 shares of the network equipment provider’s stock after selling 6,095 shares during the quarter. Mutual of America Capital Management LLC’s holdings in Cisco Systems were worth $32,591,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in CSCO. World Investment Advisors raised its holdings in shares of Cisco Systems by 15.4% during the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock valued at $13,905,000 after buying an additional 26,455 shares in the last quarter. Jones Financial Companies Lllp increased its stake in Cisco Systems by 8.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after purchasing an additional 56,057 shares during the period. Rockland Trust Co. increased its stake in shares of Cisco Systems by 213.8% during the third quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock valued at $1,402,000 after buying an additional 13,966 shares during the period. Truist Financial Corp grew its stake in Cisco Systems by 6.8% in the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock worth $332,084,000 after purchasing an additional 275,456 shares during the period. Finally, ABN AMRO Bank N.V. boosted its holdings in shares of Cisco Systems by 126.3% during the 3rd quarter. ABN AMRO Bank N.V. now owns 176,715 shares of the network equipment provider’s stock valued at $12,018,000 after buying an additional 98,630 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,586 shares of the firm’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the transaction, the executive vice president directly owned 177,223 shares in the company, valued at $20,790,030.13. This trade represents a 3.58% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available 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 the firm’s stock in a transaction on 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 in the company, valued at $28,937,315.36. The trade was a 2.82% 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 90 days, insiders sold 51,324 shares of company stock valued at $5,559,834. Company insiders own 0.01% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Wall Street sentiment is turning more bullish on Cisco after its strong quarter, with BofA reportedly raising its price target to $135 from $114 and reiterating a Buy rating. Wall Street Turns More Bullish on Cisco (CSCO) after Strong Quarter
• Positive Sentiment: Cisco’s valuation and momentum are being highlighted again after record quarterly revenue, $5.3 billion in year-to-date AI infrastructure orders, and guidance that came in above expectations, reinforcing the growth narrative behind the recent stock strength. Cisco Systems (CSCO) Valuation Check After Record Revenue And Strong AI Infrastructure Momentum
• Positive Sentiment: Brokerage coverage remains constructive, with Cisco receiving a consensus “Moderate Buy” rating, which can help sustain investor confidence. Cisco Systems, Inc. (NASDAQ:CSCO) Given Consensus Rating of “Moderate Buy” by Brokerages
• Neutral Sentiment: Cisco is also showing up on stock-watch lists and search trends, reflecting elevated investor interest rather than a new fundamental catalyst. Here is What to Know Beyond Why Cisco Systems, Inc. (CSCO) is a Trending Stock

Analyst Upgrades and Downgrades

A number of analysts have recently commented on CSCO shares. CICC Research boosted their target price on shares of Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Piper Sandler boosted their target price on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Barclays upped their price objective on Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research report on Thursday, May 14th. Finally, Morgan Stanley upped their price objective on Cisco Systems from $91.00 to $120.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Two research 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 data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus price target of $119.09.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $121.33 on Tuesday. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 12-month low of $62.71 and a 12-month high of $121.95. The stock has a 50-day moving average price of $94.31 and a 200 day moving average price of $83.61. The stock has a market capitalization of $478.21 billion, a P/E ratio of 39.39, a P/E/G ratio of 3.16 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) 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 during the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter last year, the business posted $0.96 earnings per share. 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 fiscal 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 $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 dividend payout ratio is presently 54.55%.

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.