Rathbones Group PLC Sells 12,375 Shares of Cisco Systems, Inc. $CSCO

Rathbones Group PLC lessened its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 279,687 shares of the network equipment provider’s stock after selling 12,375 shares during the period. Rathbones Group PLC’s holdings in Cisco Systems were worth $21,544,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in CSCO. Brighton Jones LLC increased its holdings in Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after purchasing an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after purchasing an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Cisco Systems by 7.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares in the last quarter. Schnieders Capital Management LLC. increased its holdings in Cisco Systems by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after purchasing an additional 519 shares in the last quarter. Finally, Marshall Wace LLP boosted its stake in shares of Cisco Systems by 118.1% during the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock worth $6,289,000 after buying an additional 590,650 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Recent articles continue to frame Cisco as an AI winner, citing its importance in networking and connectivity for the AI buildout and positioning the company as a long-term infrastructure play. Cisco Systems (CSCO): The AI Winner in 2026
• Positive Sentiment: Wall Street optimism remains strong after Cisco’s recent earnings beat and raised guidance, with analysts and market commentators pointing to solid revenue growth, better-than-expected EPS, and improving demand tied to AI infrastructure. Impressive Financial Results Assert Cisco Systems, Inc. (CSCO) as a Top Tech Stock in Ken Fisher’s Portfolio
• Positive Sentiment: Cisco’s AI infrastructure push and momentum have drawn additional bullish attention, with reports noting strong stock momentum and upgraded price targets from major firms such as HSBC. Cisco’s AI Infrastructure Push Drives Stock Momentum Score Up As Rosenblatt Sees 30% Upside Cisco (CSCO) Gets Major Price Target Increase from HSBC
• Neutral Sentiment: Cisco’s collaboration with Automation Anywhere, NVIDIA, Okta, and OpenAI on an AI-agent platform underscores its strategic relevance, but the announcement does not yet appear to be a near-term revenue catalyst. Cisco Ties AI Agent Push To Data Center Connectivity Standards
• Negative Sentiment: A Benzinga technical note warned that Cisco may be approaching a gap-fill setup, which can signal the possibility of a quick move lower after the recent run-up. Stock Of The Day: Will Cisco Fill The Gap?
• Negative Sentiment: Insider sales by Cisco executives, including Oliver Tuszik, could create a modest headwind for sentiment even though the trades were made under pre-arranged 10b5-1 plans. Oliver Tuszik Sells 2,761 Shares of Cisco Systems (NASDAQ:CSCO) Stock

Cisco Systems Trading Up 3.4%

Cisco Systems stock opened at $118.20 on Friday. Cisco Systems, Inc. has a one year low of $62.30 and a one year high of $119.39. The company has a market cap of $465.88 billion, a price-to-earnings ratio of 38.38, a P/E/G ratio of 3.47 and a beta of 0.92. The firm has a 50-day moving average of $88.49 and a 200-day moving average of $81.25. 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 issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) 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 business had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same period last year, the business posted $0.96 EPS. Cisco Systems’s revenue 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, equities analysts expect that Cisco Systems, Inc. will post 3.44 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

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

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on CSCO shares. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. New Street Research increased their price objective on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Evercore increased their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. Bank of America increased their price objective on shares of Cisco Systems from $95.00 to $114.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Finally, Truist Financial started coverage on shares of Cisco Systems in a research note on Tuesday, March 31st. They set a “buy” rating and a $94.00 price objective for the company. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $118.14.

Insiders Place Their Bets

In related news, SVP Maria Victoria Wong sold 551 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the sale, the senior vice president directly owned 27,957 shares in the company, valued at approximately $2,167,785.78. This trade represents a 1.93% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Jeetendra I. Patel sold 7,169 shares of the firm’s 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 of the company’s stock, valued at $28,937,315.36. This trade represents a 2.82% decrease in their ownership of the stock. 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. Insiders sold a total of 32,103 shares of company stock worth $3,160,587 in the last three months. 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.