Pinnbrook Capital Management LP Buys Shares of 91,265 Cisco Systems, Inc. $CSCO

Pinnbrook Capital Management LP bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 91,265 shares of the network equipment provider’s stock, valued at approximately $7,030,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of CSCO. Plan A Wealth LLC boosted its holdings in Cisco Systems by 3.7% in the fourth quarter. Plan A Wealth LLC now owns 6,260 shares of the network equipment provider’s stock valued at $482,000 after acquiring an additional 224 shares during the last quarter. Global Retirement Partners LLC boosted its holdings in Cisco Systems by 60.8% in the fourth quarter. Global Retirement Partners LLC now owns 138,196 shares of the network equipment provider’s stock valued at $10,645,000 after acquiring an additional 52,232 shares during the last quarter. KDT Advisors LLC boosted its holdings in Cisco Systems by 14.9% in the fourth quarter. KDT Advisors LLC now owns 8,652 shares of the network equipment provider’s stock valued at $666,000 after acquiring an additional 1,119 shares during the last quarter. Twin Capital Management Inc. boosted its holdings in Cisco Systems by 16.3% in the fourth quarter. Twin Capital Management Inc. now owns 53,318 shares of the network equipment provider’s stock valued at $4,107,000 after acquiring an additional 7,457 shares during the last quarter. Finally, Mach 1 Financial Group LLC boosted its holdings in Cisco Systems by 758.7% in the fourth quarter. Mach 1 Financial Group LLC now owns 49,823 shares of the network equipment provider’s stock valued at $3,838,000 after acquiring an additional 44,021 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Cisco Systems News Roundup

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 Stock Up 3.4%

Shares of NASDAQ:CSCO opened at $118.20 on Friday. The company has a market capitalization of $465.88 billion, a PE ratio of 38.38, a price-to-earnings-growth ratio of 3.47 and a beta of 0.92. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The business has a fifty day moving average price of $88.49 and a two-hundred day moving average price of $81.25. Cisco Systems, Inc. has a 1 year low of $62.30 and a 1 year high of $119.39.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same quarter last year, the firm posted $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. Analysts forecast that Cisco Systems, Inc. will post 3.44 earnings per share for the current year.

Cisco Systems Dividend Announcement

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 paid a $0.42 dividend. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Insiders Place Their Bets

In other Cisco Systems news, SVP Maria Victoria Wong sold 2,179 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total value of $169,395.46. Following the completion of the transaction, the senior vice president owned 28,807 shares in the company, valued at $2,239,456.18. This trade represents a 7.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the firm’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the sale, the executive vice president directly owned 187,097 shares in the company, valued at approximately $14,874,211.50. The trade was a 4.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 32,103 shares of company stock worth $3,160,587 over the last quarter. Insiders own 0.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on CSCO shares. Argus boosted their price target on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday. Weiss Ratings lowered Cisco Systems from a “buy (b)” rating to a “buy (b-)” rating in a research note on Friday, May 15th. Morgan Stanley boosted their price target on Cisco Systems from $91.00 to $120.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Erste Group Bank lowered Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, Truist Financial started coverage on Cisco Systems in a research note on Tuesday, March 31st. They issued a “buy” rating and a $94.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus target price of $118.14.

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.