John G Ullman & Associates Inc. Sells 9,236 Shares of Cisco Systems, Inc. $CSCO

John G Ullman & Associates Inc. decreased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 2.8% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 320,574 shares of the network equipment provider’s stock after selling 9,236 shares during the quarter. Cisco Systems accounts for about 3.3% of John G Ullman & Associates Inc.’s holdings, making the stock its 4th biggest holding. John G Ullman & Associates Inc.’s holdings in Cisco Systems were worth $24,873,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in CSCO. MidAtlantic Capital Management Inc. purchased a new position in Cisco Systems in the 4th quarter valued at approximately $25,000. Intesa Sanpaolo Wealth Management acquired a new stake in shares of Cisco Systems in the fourth quarter valued at $25,000. Networth Advisors LLC boosted its holdings in Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after purchasing an additional 246 shares during the period. Financial Life Planners acquired a new position in Cisco Systems during the 1st quarter worth $27,000. Finally, Manning & Napier Advisors LLC increased its holdings in Cisco Systems by 137.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after purchasing an additional 200 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Stock Up 2.1%

CSCO opened at $111.94 on Friday. Cisco Systems, Inc. has a one year low of $65.75 and a one year 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 stock has a market capitalization of $441.20 billion, a P/E ratio of 36.34, a price-to-earnings-growth ratio of 2.79 and a beta of 1.02. The business’s 50-day simple moving average is $117.40 and its 200-day simple moving average is $93.33.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. The firm had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business’s revenue was up 12.0% on a year-over-year basis. During the same period in the prior year, the firm earned $0.96 EPS. 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. Analysts anticipate that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The company also recently disclosed 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 1.5%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio is presently 54.55%.

Insider Buying and Selling at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction on Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the transaction, the executive vice president directly owned 177,223 shares of the company’s stock, valued at $20,790,030.13. The trade was a 3.58% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the company’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the sale, the insider 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. 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 quarter, insiders sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is owned by company insiders.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco is being highlighted as a key AI infrastructure play, with commentary arguing the company could benefit from rising demand for networking gear tied to AI buildouts. Price Prediction: Cisco Will Hit $170 on This Date
• Positive Sentiment: Investor sentiment is also supported by a favorable long-term track record under CEO Chuck Robbins, with a recent article pointing to strong returns since he took over in 2015. A $10,000 Investment in Cisco When Chuck Robbins Became CEO Is Worth This Much Today
• Neutral Sentiment: One analysis says Cisco stock looks fairly valued around current levels, suggesting upside may depend on future execution rather than an obvious valuation discount. Cisco (CSCO) Stock Looks About Right As Security Deal Talk Grows
• Neutral Sentiment: Cisco was also mentioned in a dividend-focused roundup of legacy tech names, reinforcing its appeal as a cash-generating, shareholder-friendly stock. 4 Tech Stocks Throwing Off Dividends
• Negative Sentiment: Technical traders are watching a weakening chart, with Cisco reportedly below its 50-day moving average and near key support, which could cap gains if buyers fail to step in. Cisco Systems (CSCO) Price Forecast: Correction Deepens as Key Support Nears

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on the company. Evercore boosted their price objective on Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Barclays boosted their price target on shares of Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a report on Thursday, May 14th. Piper Sandler increased their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. KeyCorp raised their price objective on shares of Cisco Systems from $125.00 to $130.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Finally, Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $123.14.

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.