Western Wealth Management LLC Raises Stock Position in Cisco Systems, Inc. $CSCO

Western Wealth Management LLC increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 60.5% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 76,372 shares of the network equipment provider’s stock after acquiring an additional 28,792 shares during the period. Western Wealth Management LLC’s holdings in Cisco Systems were worth $5,926,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. World Investment Advisors boosted its stake in Cisco Systems by 15.4% during the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after buying an additional 26,455 shares during the last quarter. WCG Wealth Advisors LLC raised its holdings in shares of Cisco Systems by 101.8% during the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after acquiring an additional 54,141 shares during the period. Vise Technologies Inc. raised its holdings in shares of Cisco Systems by 47.1% during the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock worth $15,432,000 after acquiring an additional 64,144 shares during the period. Truist Financial Corp boosted its position in shares of Cisco Systems by 6.8% during the 4th quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock valued at $332,084,000 after acquiring an additional 275,456 shares during the last quarter. Finally, Principal Financial Group Inc. boosted its position in shares of Cisco Systems by 3.2% during the 4th quarter. Principal Financial Group Inc. now owns 4,873,274 shares of the network equipment provider’s stock valued at $375,388,000 after acquiring an additional 151,395 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Cisco Systems news, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the sale, the chief executive officer directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of the stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total transaction of $854,598.57. Following the sale, the executive vice president directly owned 140,857 shares in the company, valued at $16,890,162.87. This represents a 4.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,650 shares of company stock worth $5,668,823 in the last quarter. Insiders own 0.01% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: AI-related networking orders have strengthened Cisco’s outlook, prompting a modest increase in estimates of the stock’s fair value. The demand suggests Cisco is gaining from data-center and artificial-intelligence infrastructure spending. Cisco Stock Fair Value Edges Higher After AI Networking Order Strength
• Positive Sentiment: New alliances focused on AI and quantum-safe security could broaden Cisco’s investment story beyond traditional networking, supporting longer-term demand for its security and infrastructure products. Cisco AI and Quantum-Safe Security Alliances
• Neutral Sentiment: Cisco pulled back after six consecutive sessions of gains, a move characterized as profit-taking rather than a clear deterioration in the company’s fundamentals. Cisco Slips After Six Straight Sessions of Gains
• Neutral Sentiment: Palantir’s upcoming earnings are renewing debate about whether exceptionally high valuations can be justified by AI growth. Although the story concerns PLTR, the read-through may influence sentiment toward highly valued AI beneficiaries such as Cisco. Palantir’s Earnings Setup Puts Its AI Growth Story Back on Trial Again
• Negative Sentiment: Analysts argue that much of Cisco’s AI upside may already be reflected in the share price ahead of its quarterly report, increasing the risk of disappointment even if results are solid. Cisco Q4 Preview
• Negative Sentiment: Valuation remains a concern: Cisco’s strong AI-related rally has raised questions about whether expected growth is sufficient to support the current multiple, potentially limiting further upside. Cisco Valuation Concerns
• Negative Sentiment: Concerns that the AI capital-spending boom resembles the late-1990s technology bubble create a risk for Cisco because its networking growth is tied to continued data-center investment. A slowdown or spending reset could pressure orders and the stock’s valuation. AI Capital-Expenditure Boom Concerns

Analysts Set New Price Targets

Several equities research analysts recently issued reports on CSCO shares. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. BNP Paribas Exane boosted their target price on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. JPMorgan Chase & Co. raised their price target on shares of Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Citigroup lifted their price target on shares of Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Finally, CICC Research increased their price objective on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research report on Monday, May 18th. Three investment 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 stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $123.14.

Cisco Systems Price Performance

Cisco Systems stock opened at $113.56 on Friday. The company’s 50 day simple moving average is $117.75 and its 200-day simple moving average is $95.81. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37. The company has a market capitalization of $447.59 billion, a price-to-earnings ratio of 36.87, a price-to-earnings-growth ratio of 2.87 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping 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 net margin of 20.14% and a return on equity of 28.44%. The firm’s quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter last year, the company posted $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. As a group, equities research 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 announced a quarterly dividend, which was paid on Wednesday, July 22nd. Investors of record on Monday, July 6th were paid a dividend of $0.42 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.5%. 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.