Weiss Asset Management LP Acquires Shares of 78,635 Cisco Systems, Inc. $CSCO

Weiss Asset Management LP bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the 1st quarter, according to the company in its most recent filing with the SEC. The fund bought 78,635 shares of the network equipment provider’s stock, valued at approximately $6,101,000.

A number of other large investors also recently made changes to their positions in the stock. MidAtlantic Capital Management Inc. acquired a new stake in shares of Cisco Systems during the fourth quarter worth $25,000. Intesa Sanpaolo Wealth Management acquired a new position in Cisco Systems in the fourth quarter valued at about $25,000. Networth Advisors LLC boosted its holdings in Cisco Systems by 276.4% during the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after buying an additional 246 shares during the last quarter. Financial Life Planners acquired a new position in shares of Cisco Systems during the 1st quarter worth about $27,000. Finally, Manning & Napier Advisors LLC grew its position in shares of 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 buying an additional 200 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, CEO Charles Robbins sold 21,400 shares of the company’s stock in a transaction that occurred on 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 sale, the chief executive officer owned 637,085 shares in the company, valued at $76,469,312.55. This represents a 3.25% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at 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 firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of the sale, the insider directly owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. The trade was a 2.82% 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. Insiders have sold a total of 47,650 shares of company stock valued at $5,668,823 in the last three months. Corporate insiders own 0.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on the stock. HSBC raised shares of Cisco Systems from a “hold” rating to a “buy” rating and lifted their price objective for the stock from $77.00 to $137.00 in a research note on Friday, May 15th. Citic Securities boosted their price target on shares of Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. Piper Sandler raised their price objective on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Barclays raised their price target on Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 14th. Finally, Wall Street Zen upgraded Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, July 20th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $123.14.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco announced a new partnership with Tech Mahindra to launch an AI-driven Security Service Edge offering for global enterprises, which could strengthen Cisco’s security portfolio and add to future enterprise demand. Tech Mahindra and Cisco Partner to Bring AI-Driven Security Service Edge to Global Enterprises
• Positive Sentiment: Analysts and market coverage have highlighted Cisco after an upgrade, helping sentiment around the stock and suggesting investors see room for more upside ahead of earnings. Cisco Systems (NASDAQ:CSCO) Shares Up 1.3% on Analyst Upgrade
• Positive Sentiment: Cisco is also drawing attention ahead of its quarterly results, with preview coverage pointing to expected double-digit bottom-line growth, which can keep investors focused on earnings momentum. Cisco Systems’ Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Several Yahoo Finance articles referenced Cisco as a cautionary example from the dot-com era while discussing growth stocks, but these pieces were about other companies and did not provide new company-specific news for Cisco. 2 Growth Stocks with All-Star Potential and 1 We Find Risky
• Neutral Sentiment: More analyst commentary compared Cisco’s valuation to its recent partnership-driven momentum, suggesting the stock may already reflect some good news rather than signaling a clear new catalyst. Has Cisco Systems (CSCO) Run Ahead Of Fair Value Following Its Webex Contact Center Deal?
• Neutral Sentiment: Cisco AI security research showed multi-turn attacks can defeat many models, reinforcing Cisco’s credibility in AI security, though the article was more industry-focused than a direct financial catalyst. Multi-turn attacks broke AI models 88% of the time — single-turn testing missed it, Cisco AI security lead warns at VB Transform 2026

Cisco Systems Stock Up 1.3%

Cisco Systems stock opened at $114.17 on Friday. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The company has a fifty day simple moving average of $117.96 and a 200 day simple moving average of $94.56. The company has a market cap of $449.99 billion, a P/E ratio of 37.07, a price-to-earnings-growth ratio of 2.91 and a beta of 1.02. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37.

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. The business had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.Cisco Systems’s revenue was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.96 earnings per share. 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. Research analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend was Monday, July 6th. Cisco Systems’s dividend payout ratio is presently 54.55%.

Cisco Systems 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.