Cisco Systems, Inc. $CSCO Stock Holdings Decreased by John G Ullman & Associates Inc.

John G Ullman & Associates Inc. lowered its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 2.8% during the first quarter, HoldingsChannel reports. The firm owned 320,574 shares of the network equipment provider’s stock after selling 9,236 shares during the quarter. Cisco Systems comprises approximately 3.3% of John G Ullman & Associates Inc.’s portfolio, making the stock its 4th biggest holding. John G Ullman & Associates Inc.’s holdings in Cisco Systems were worth $24,873,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of CSCO. Cornerstone Planning Group LLC lifted its holdings in shares of Cisco Systems by 14.5% during the first quarter. Cornerstone Planning Group LLC now owns 2,481 shares of the network equipment provider’s stock worth $193,000 after purchasing an additional 314 shares during the period. Gryphon Financial Partners LLC increased its stake in Cisco Systems by 12.6% in the 1st quarter. Gryphon Financial Partners LLC now owns 30,197 shares of the network equipment provider’s stock valued at $2,343,000 after buying an additional 3,385 shares during the period. Advisortrust Partners LLC increased its stake in Cisco Systems by 4.5% in the 1st quarter. Advisortrust Partners LLC now owns 3,610 shares of the network equipment provider’s stock valued at $280,000 after buying an additional 157 shares during the period. Gallacher Capital Management LLC raised its position in Cisco Systems by 2.4% during the 1st quarter. Gallacher Capital Management LLC now owns 11,745 shares of the network equipment provider’s stock worth $911,000 after buying an additional 277 shares during the last quarter. Finally, Gould Asset Management LLC CA lifted its stake in shares of Cisco Systems by 3.2% in the 1st quarter. Gould Asset Management LLC CA now owns 8,107 shares of the network equipment provider’s stock worth $629,000 after acquiring an additional 248 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Buying and Selling at Cisco Systems

In related news, CEO Charles Robbins sold 21,400 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the sale, the chief executive officer owned 637,085 shares in the company, valued at $76,469,312.55. This represents a 3.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the firm’s stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $121.12, for a total value of $315,759.84. Following the completion of the transaction, the executive vice president directly owned 172,727 shares of the company’s stock, valued at $20,920,694.24. The trade was a 1.49% 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. Over the last three months, insiders have sold 47,650 shares of company stock worth $5,668,823. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $111.94 on Friday. 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 one year low of $65.75 and a one year high of $130.37. The firm has a market capitalization of $441.20 billion, a P/E ratio of 36.34, a PEG ratio of 2.79 and a beta of 1.02. The company’s fifty day moving average is $117.40 and its two-hundred day moving average is $93.33.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) 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 business had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter last year, the firm posted $0.96 EPS. The business’s revenue was up 12.0% compared to the same quarter last year. 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. Analysts forecast that Cisco Systems, Inc. will post 3.54 EPS 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. Shareholders of record on Monday, July 6th will be issued a $0.42 dividend. 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 1.5%. Cisco Systems’s dividend payout ratio (DPR) is 54.55%.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco is being highlighted as a key AI infrastructure play, with commentary arguing the company could benefit from rising demand for networking gear tied to AI buildouts. Price Prediction: Cisco Will Hit $170 on This Date
• Positive Sentiment: Investor sentiment is also supported by a favorable long-term track record under CEO Chuck Robbins, with a recent article pointing to strong returns since he took over in 2015. A $10,000 Investment in Cisco When Chuck Robbins Became CEO Is Worth This Much Today
• Neutral Sentiment: One analysis says Cisco stock looks fairly valued around current levels, suggesting upside may depend on future execution rather than an obvious valuation discount. Cisco (CSCO) Stock Looks About Right As Security Deal Talk Grows
• Neutral Sentiment: Cisco was also mentioned in a dividend-focused roundup of legacy tech names, reinforcing its appeal as a cash-generating, shareholder-friendly stock. 4 Tech Stocks Throwing Off Dividends
• Negative Sentiment: Technical traders are watching a weakening chart, with Cisco reportedly below its 50-day moving average and near key support, which could cap gains if buyers fail to step in. Cisco Systems (CSCO) Price Forecast: Correction Deepens as Key Support Nears

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the stock. Evercore lifted their target price on shares of Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a 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 stock a “neutral” rating in a report on Thursday, May 14th. Citigroup raised their price objective 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. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Sunday, July 12th. Finally, Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, June 30th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and an average 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.