Houlihan Financial Resource Group Ltd. Makes New Investment in Cisco Systems, Inc. $CSCO

Houlihan Financial Resource Group Ltd. acquired a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 4,672 shares of the network equipment provider’s stock, valued at approximately $361,000.

Other large investors have also recently added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. bought a new stake in Cisco Systems during the fourth quarter worth about $25,000. EQ Wealth Advisors LLC bought a new stake in Cisco Systems during the fourth quarter worth about $31,000. Board of the Pension Protection Fund bought a new stake in Cisco Systems during the fourth quarter worth about $31,000. Anfield Capital Management LLC grew its stake in Cisco Systems by 248.9% during the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after buying an additional 346 shares during the last quarter. Finally, Joseph Group Capital Management bought a new stake in Cisco Systems during the fourth quarter worth about $38,000. 73.33% of the stock is owned by institutional investors.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $135 from $114 and kept a Buy rating, citing stronger demand for networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also boosted its Cisco target to $150 from $100 after the latest earnings report, reinforcing confidence in the company’s results and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Cisco is being positioned as a beneficiary of the AI buildout, with articles highlighting record results and momentum in networking demand. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Qumulo and Cisco launched a CloudBridge architecture aimed at extending file workloads into the cloud, adding another AI/cloud infrastructure use case for Cisco’s platform. Qumulo and Cisco Deliver Industry-First CloudBridge Architecture…
• Positive Sentiment: New coverage suggests Cisco’s security revenue growth could accelerate as it links security to the AI infrastructure cycle, Splunk observability, and AI-agent defenses. Cisco’s Security Revenue Growth Set to Pick Up: What’s Ahead?
• Neutral Sentiment: Several momentum-focused articles are highlighting Cisco as a strong stock pick, but these are mostly commentary pieces rather than new fundamental developments. Are You Looking for a Top Momentum Pick? Why Cisco Systems (CSCO) is a Great Choice
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan; the sale is worth noting, but it appears routine and not a major fundamental signal. SEC filing

Insiders Place Their Bets

In related news, insider Jeetendra I. Patel sold 7,169 shares of the 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 transaction, the insider directly owned 246,737 shares in the company, valued at $28,937,315.36. This represents a 2.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, 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 1,744 shares of the stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total transaction of $134,410.08. Following the completion of the transaction, the executive vice president owned 156,693 shares in the company, valued at $12,076,329.51. This represents a 1.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 51,324 shares of company stock valued at $5,559,834 over the last three months. 0.01% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have weighed in on the stock. Truist Financial assumed coverage on shares of Cisco Systems in a research note on Tuesday, March 31st. They set a “buy” rating and a $94.00 price objective on the stock. Barclays upped their target price on shares of Cisco Systems from $76.00 to $121.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 14th. 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 note on Thursday, May 14th. UBS Group increased their price target on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Finally, Bank of America increased their price target on shares of Cisco Systems from $114.00 to $135.00 and gave the company a “buy” rating in a research note on Tuesday. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus target price of $119.09.

Cisco Systems Price Performance

Shares of CSCO stock opened at $118.64 on Friday. The stock has a 50-day moving average price of $92.59 and a 200 day moving average price of $82.92. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The firm has a market cap of $467.61 billion, a price-to-earnings ratio of 38.52, a PEG ratio of 3.14 and a beta of 0.92. Cisco Systems, Inc. has a 12 month low of $62.30 and a 12 month high of $120.79.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates 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 analyst estimates of $15.56 billion. During the same period last year, the company earned $0.96 earnings per share. The company’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. Research analysts expect that Cisco Systems, Inc. will post 3.44 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio is currently 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.