Cisco Systems, Inc. $CSCO Shares Sold by Osprey Private Wealth LLC

Osprey Private Wealth LLC lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 6.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 57,785 shares of the network equipment provider’s stock after selling 4,200 shares during the period. Cisco Systems comprises approximately 1.3% of Osprey Private Wealth LLC’s investment portfolio, making the stock its 29th largest holding. Osprey Private Wealth LLC’s holdings in Cisco Systems were worth $4,484,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in Cisco Systems by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after purchasing an additional 4,049,893 shares in the last quarter. State Street Corp raised its stake in shares of Cisco Systems by 0.5% during the 4th quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock worth $15,060,995,000 after buying an additional 1,057,962 shares during the period. Morgan Stanley lifted its position in shares of Cisco Systems by 0.3% during the 4th quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock valued at $5,802,382,000 after buying an additional 206,352 shares in the last quarter. Invesco Ltd. grew its stake in Cisco Systems by 11.6% in the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after acquiring an additional 6,224,062 shares during the period. Finally, Norges Bank purchased a new stake in Cisco Systems in the 4th quarter worth $4,473,272,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco was highlighted as an AI infrastructure leader, with its networking, optics, Splunk, and hyperscaler exposure seen as key drivers of stronger long-term demand. Cisco, IBD Stock Of The Day, Went From Slow-Growth Tech Icon To AI Infrastructure Leader
• Positive Sentiment: Zacks included CSCO among cloud computing stocks positioned to benefit from AI-driven data-center growth in the second half of 2026, supporting the stock’s bull case. 5 Cloud Computing Stocks to Buy for 2H 2026 as Digital Demand Soars
• Positive Sentiment: Cisco landed a $230 million Army-related role, adding another sign of demand for its networking and security offerings. Cisco (CSCO) Lands $230 Million Army Role And Backs AP Cybersecurity Course
• Positive Sentiment: Cisco also partnered with the College Board to launch a new AP Cybersecurity course, which could help strengthen its long-term brand in cybersecurity education and talent development. Cisco (CSCO) Partners With College Board to Launch AP Cybersecurity Course
• Neutral Sentiment: A data-center infrastructure market report named Cisco among industry participants benefiting from AI adoption and cloud expansion, but this was more of an industry overview than a company-specific catalyst. Data Center Infrastructure Management (DCIM) Software Market Report Published; Profiles Schneider Electric, Vertiv, IBM, Cisco, HPE & 10 Others
• Neutral Sentiment: One note said short interest in Cisco increased in July, but the figures reported zero shares on both dates, so it does not appear to be a meaningful trading signal.

Insider Buying and Selling

In related news, EVP Oliver Tuszik sold 2,761 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $114.61, for a total value of $316,438.21. Following the transaction, the executive vice president directly owned 180,877 shares in the company, valued at approximately $20,730,312.97. This represents a 1.50% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through 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 on Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the sale, the insider directly owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. This trade represents a 2.82% 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 sold a total of 47,650 shares of company stock worth $5,668,823 over the last ninety days. 0.01% of the stock is currently owned by insiders.

Cisco Systems Trading Up 2.5%

Cisco Systems stock traded up $3.00 during trading on Friday, reaching $121.31. 26,175,468 shares of the company were exchanged, compared to its average volume of 23,114,244. The stock’s 50 day simple moving average is $115.32 and its two-hundred day simple moving average is $92.08. The company has a market capitalization of $478.14 billion, a P/E ratio of 39.39, a PEG ratio of 3.01 and a beta of 1.02. 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, Inc. has a 52-week low of $65.75 and a 52-week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last issued its 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 during 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 company’s revenue for the quarter was up 12.0% on a year-over-year basis. During the same period last year, the company earned $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. On average, equities research analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be paid a dividend of $0.42 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems’s payout ratio is 54.55%.

Analyst Upgrades and Downgrades

Several brokerages have recently issued reports on CSCO. UBS Group lifted their target price on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research 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 research note on Monday, May 11th. New Street Research boosted their price objective on Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. KeyCorp increased their target price on Cisco Systems from $125.00 to $130.00 and gave the company an “overweight” rating in a report on Thursday, June 25th. Finally, BNP Paribas Exane raised their target price on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. Three research 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 company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $123.14.

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.