Nicolet Advisory Services LLC Raises Stock Position in Cisco Systems, Inc. $CSCO

Nicolet Advisory Services LLC grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 16.4% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 44,183 shares of the network equipment provider’s stock after buying an additional 6,232 shares during the period. Nicolet Advisory Services LLC’s holdings in Cisco Systems were worth $3,270,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. MidAtlantic Capital Management Inc. purchased a new position in shares of Cisco Systems in the 4th quarter worth $25,000. Intesa Sanpaolo Wealth Management purchased a new position in shares of Cisco Systems in the 4th quarter worth $25,000. Jessup Wealth Management Inc purchased a new position in shares of Cisco Systems in the 4th quarter worth $29,000. Board of the Pension Protection Fund purchased a new position in shares of Cisco Systems in the 4th quarter worth $31,000. Finally, EQ Wealth Advisors LLC purchased a new position in shares of Cisco Systems in the 4th quarter worth $31,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Trading Down 0.6%

Shares of CSCO opened at $121.10 on Friday. Cisco Systems, Inc. has a 1-year low of $63.93 and a 1-year high of $130.37. The company has a 50-day moving average of $102.28 and a 200 day moving average of $86.50. The firm has a market capitalization of $477.31 billion, a price-to-earnings ratio of 39.32, a PEG ratio of 3.09 and a beta of 1.01. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating 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 company had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same quarter last year, the business posted $0.96 EPS. The firm’s revenue for the quarter 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. On average, research analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The business 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 dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on CSCO shares. JPMorgan Chase & Co. raised their target price on shares of Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Citic Securities raised their target price on shares of Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. Barclays raised their target price 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. Weiss Ratings upgraded shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. Finally, Morgan Stanley raised 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. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and an average price target of $120.64.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco expanded its AI agentic security portfolio, adding Zero Trust Access for agents and new partnerships aimed at meeting rising enterprise demand for AI protection. Cisco Expands AI Agentic Security Portfolio: What’s Ahead in 2026?
• Positive Sentiment: The company also unveiled broader AI security and quantum-safe initiatives, including Cloud Control and Live Protect, reinforcing the view that Cisco is well positioned for secure AI infrastructure spending. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Positive Sentiment: Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an overweight rating, signaling confidence in further upside. Morgan Stanley price target note
• Positive Sentiment: Technical commentary says Cisco broke above its 20-day moving average, which traders often view as a short-term bullish signal. Cisco Systems (CSCO) Recently Broke Out Above the 20-Day Moving Average
• Neutral Sentiment: Investor and media attention remains elevated, with Cisco among the most searched stocks on Zacks, reflecting continued interest in the name. Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may modestly pressure sentiment. SEC Form 4 filing

Insider Activity at Cisco Systems

In related news, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction dated 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 in the company, valued at $28,937,315.36. This trade represents a 2.82% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of Cisco Systems stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $121.12, for a total transaction of $315,759.84. Following the sale, the executive vice president owned 172,727 shares of the company’s stock, valued at $20,920,694.24. The trade was a 1.49% 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. Over the last 90 days, insiders have sold 51,636 shares of company stock worth $5,698,459. Corporate insiders own 0.01% of the company’s stock.

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.