Stronghold Wealth Management L.L.C. Makes New Investment in Cisco Systems, Inc. $CSCO

Stronghold Wealth Management L.L.C. bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO) in the fourth quarter, according to its most recent disclosure with the SEC. The firm bought 4,946 shares of the network equipment provider’s stock, valued at approximately $381,000.

A number of other hedge funds and other institutional investors have also modified their holdings of CSCO. EQ Wealth Advisors LLC acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $31,000. Board of the Pension Protection Fund acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $31,000. Anfield Capital Management LLC increased its holdings in shares of Cisco Systems by 248.9% during the 4th 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. Joseph Group Capital Management acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $38,000. Finally, Luken Investment Analytics LLC increased its holdings in shares of Cisco Systems by 418.0% during the 4th quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock worth $40,000 after buying an additional 418 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on CSCO. Bank of America raised their price target on shares of Cisco Systems from $95.00 to $114.00 and gave the stock a “buy” rating in a report on Thursday. Piper Sandler raised 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. The Goldman Sachs Group raised their price objective on Cisco Systems from $75.00 to $116.00 and gave the stock a “neutral” rating in a research report on Thursday. CICC Research raised their price objective on Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a research report on Friday, February 13th. Finally, DZ Bank raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.

Cisco Systems Price Performance

Cisco Systems stock opened at $118.21 on Monday. Cisco Systems, Inc. has a fifty-two week low of $62.30 and a fifty-two week high of $119.36. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The firm has a 50 day moving average price of $85.41 and a 200 day moving average price of $80.01. The company has a market capitalization of $466.92 billion, a PE ratio of 38.38, a price-to-earnings-growth ratio of 3.61 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm 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 earned $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. Research analysts expect that Cisco Systems, Inc. will post 3.42 earnings per share for the current 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 given a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s payout ratio is currently 54.55%.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the transaction, the executive vice president directly owned 188,613 shares of the company’s stock, valued at $15,040,000.62. The trade was a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the transaction, the executive vice president directly owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 15,587 shares of company stock valued at $1,230,765. 0.01% of the stock is owned by insiders.

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.