Osprey Private Wealth LLC Lowers Holdings in Cisco Systems, Inc. $CSCO

Osprey Private Wealth LLC lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 6.8% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 57,785 shares of the network equipment provider’s stock after selling 4,200 shares during the quarter. Cisco Systems makes up about 1.3% of Osprey Private Wealth LLC’s portfolio, making the stock its 29th biggest position. Osprey Private Wealth LLC’s holdings in Cisco Systems were worth $4,484,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Conning Inc. boosted its stake in shares of Cisco Systems by 9.2% during the first quarter. Conning Inc. now owns 487,603 shares of the network equipment provider’s stock valued at $37,833,000 after purchasing an additional 40,989 shares in the last quarter. Sequoia Financial Advisors LLC raised its stake in Cisco Systems by 1.1% in the first quarter. Sequoia Financial Advisors LLC now owns 200,092 shares of the network equipment provider’s stock worth $15,525,000 after buying an additional 2,217 shares in the last quarter. Cedar Mountain Advisors LLC lifted its holdings in Cisco Systems by 88.0% during the first quarter. Cedar Mountain Advisors LLC now owns 880 shares of the network equipment provider’s stock worth $68,000 after buying an additional 412 shares during the period. Manning & Napier Advisors LLC lifted its holdings in Cisco Systems by 137.0% during the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after buying an additional 200 shares during the period. Finally, Equitable Trust Co. increased its holdings in shares of Cisco Systems by 1.9% in the 1st quarter. Equitable Trust Co. now owns 61,451 shares of the network equipment provider’s stock valued at $4,768,000 after acquiring an additional 1,149 shares during the period. 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: Cisco was highlighted as an AI infrastructure leader, with its networking, optics, Splunk, and hyperscaler exposure seen as key drivers of stronger long-term demand. Cisco, IBD Stock Of The Day, Went From Slow-Growth Tech Icon To AI Infrastructure Leader
• Positive Sentiment: Zacks included CSCO among cloud computing stocks positioned to benefit from AI-driven data-center growth in the second half of 2026, supporting the stock’s bull case. 5 Cloud Computing Stocks to Buy for 2H 2026 as Digital Demand Soars
• Positive Sentiment: Cisco landed a $230 million Army-related role, adding another sign of demand for its networking and security offerings. Cisco (CSCO) Lands $230 Million Army Role And Backs AP Cybersecurity Course
• Positive Sentiment: Cisco also partnered with the College Board to launch a new AP Cybersecurity course, which could help strengthen its long-term brand in cybersecurity education and talent development. Cisco (CSCO) Partners With College Board to Launch AP Cybersecurity Course
• Neutral Sentiment: A data-center infrastructure market report named Cisco among industry participants benefiting from AI adoption and cloud expansion, but this was more of an industry overview than a company-specific catalyst. Data Center Infrastructure Management (DCIM) Software Market Report Published; Profiles Schneider Electric, Vertiv, IBM, Cisco, HPE & 10 Others
• Neutral Sentiment: One note said short interest in Cisco increased in July, but the figures reported zero shares on both dates, so it does not appear to be a meaningful trading signal.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on CSCO shares. JPMorgan Chase & Co. upped their price objective on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Morgan Stanley boosted their target price on shares of Cisco Systems from $120.00 to $130.00 and gave the stock an “overweight” rating in a report on Friday, June 12th. New Street Research increased their price target on shares of Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Citigroup raised their price target on shares of Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Finally, Evercore increased their target price on shares of Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $123.14.

Cisco Systems Stock Performance

CSCO stock traded up $3.00 during trading on Friday, reaching $121.31. The company had a trading volume of 26,175,468 shares, compared to its average volume of 23,114,244. The company has a market cap of $478.14 billion, a price-to-earnings ratio of 39.39, a price-to-earnings-growth ratio of 3.01 and a beta of 1.02. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The firm has a 50-day simple moving average of $115.32 and a 200-day simple moving average of $92.08.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping 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 analysts’ expectations of $15.56 billion. During the same quarter last year, the company posted $0.96 earnings per share. The business’s quarterly 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. As a group, sell-side analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is presently 54.55%.

Insiders Place Their Bets

In related news, EVP Oliver Tuszik sold 2,761 shares of the stock in a transaction that occurred 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 transaction, the executive vice president owned 180,877 shares in the company, valued at approximately $20,730,312.97. This represents a 1.50% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.31, for a total transaction of $772,603.66. Following the sale, the executive vice president owned 177,223 shares of the company’s stock, valued at approximately $20,790,030.13. The trade was a 3.58% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 47,650 shares of company stock valued at $5,668,823. Insiders own 0.01% of the company’s stock.

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.