PFG Investments LLC Acquires 6,213 Shares of Cisco Systems, Inc. $CSCO

PFG Investments LLC grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 3.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 171,228 shares of the network equipment provider’s stock after buying an additional 6,213 shares during the period. Cisco Systems accounts for about 0.6% of PFG Investments LLC’s portfolio, making the stock its 25th biggest holding. PFG Investments LLC’s holdings in Cisco Systems were worth $13,286,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. MidAtlantic Capital Management Inc. bought a new position in Cisco Systems during the fourth quarter worth $25,000. Intesa Sanpaolo Wealth Management bought a new position in shares of Cisco Systems in the fourth quarter valued at about $25,000. Networth Advisors LLC raised its position in shares of 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 in the 1st quarter valued at about $27,000. Finally, Jessup Wealth Management Inc bought a new position in Cisco Systems in the 4th quarter valued at about $29,000. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $112.69 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 stock has a market cap of $444.16 billion, a P/E ratio of 36.59, a price-to-earnings-growth ratio of 2.87 and a beta of 1.02. The stock has a 50 day simple moving average of $112.59 and a 200 day simple moving average of $90.73. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The business had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the prior year, the business 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. On average, research analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a dividend of $0.42 per share. 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 54.55%.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on CSCO shares. Wells Fargo & Company upped their target price on Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. JPMorgan Chase & Co. boosted their price target on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Piper Sandler increased their price objective on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Argus boosted their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research report on Tuesday, May 19th. Finally, Wall Street Zen upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating in a research note on Saturday. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $123.14.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco is being highlighted as a potential AI infrastructure winner after reporting record quarterly revenue, raising full-year guidance, and saying it expects about $9 billion in AI infrastructure orders from hyperscalers in FY26. Cisco’s Forecast Beats the Bearish Retail Crowd. Here’s the Target
• Positive Sentiment: Zacks Research upgraded Cisco from hold to strong-buy, reinforcing a more constructive analyst view on the stock. Zacks.com
• Positive Sentiment: Several market writeups continue to frame Cisco as a beneficiary of AI demand and a blue-chip pick for the second half of 2026, which may support investor sentiment. Dow Records Best 1H Performance Since 2021: 5 Top Picks for 2H 2026
• Neutral Sentiment: One article compared Cisco’s stock performance with the broader technology sector this year, suggesting investors are still evaluating whether CSCO is outperforming peers or simply benefiting from sector rotation. Are Computer and Technology Stocks Lagging Cisco Systems (CSCO) This Year?
• Neutral Sentiment: Cisco also announced an AP Cybersecurity partnership with the College Board, a positive brand and education initiative, but one that is likely not a major near-term stock driver. Cisco Partners With College Board To Launch AP Cybersecurity and Expand Career-Connected Learning
• Negative Sentiment: Some commentators are warning that Cisco’s valuation looks stretched on cash flow terms, even if earnings multiples remain reasonable, which could limit upside after the recent rally. Cisco (CSCO) Stock Looks Stretched On Cash Flow Yet Reasonable On Earnings
• Negative Sentiment: Another article explicitly said Cisco stock moved lower in the prior session, reflecting ongoing profit-taking and caution after a strong run-up. Cisco Systems (CSCO) Stock Moves -3.69%: What You Should Know
• Negative Sentiment: Recent “growth stock” pieces used Cisco as an example of what can go wrong when growth slows, adding a cautious narrative around the company’s long-term growth profile. 2 Growth Stocks with All-Star Potential and 1 Facing Challenges

Insider Buying and Selling

In other Cisco Systems news, EVP Oliver Tuszik sold 2,761 shares of the stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $114.61, for a total transaction of $316,438.21. Following the sale, the executive vice president directly owned 180,877 shares in the company, valued at $20,730,312.97. This represents a 1.50% 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 Deborah L. Stahlkopf sold 6,586 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the transaction, the executive vice president directly owned 177,223 shares in the company, valued at approximately $20,790,030.13. This represents a 3.58% 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 47,650 shares of company stock valued at $5,668,823 in the last ninety days. 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.