Clifford Swan Investment Counsel LLC Has $28.14 Million Stock Holdings in Cisco Systems, Inc. $CSCO

Clifford Swan Investment Counsel LLC lessened its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 1.9% during the fourth quarter, Holdings Channel reports. The institutional investor owned 365,264 shares of the network equipment provider’s stock after selling 7,210 shares during the quarter. Clifford Swan Investment Counsel LLC’s holdings in Cisco Systems were worth $28,136,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. World Investment Advisors boosted its stake in shares of Cisco Systems by 15.4% during the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after acquiring an additional 26,455 shares during the period. WCG Wealth Advisors LLC boosted its stake in shares of Cisco Systems by 101.8% during the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after acquiring an additional 54,141 shares during the period. Rockland Trust Co. boosted its stake in shares of Cisco Systems by 213.8% during the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock worth $1,402,000 after acquiring an additional 13,966 shares during the period. Truist Financial Corp boosted its stake in shares of Cisco Systems by 6.8% during the 4th quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock worth $332,084,000 after acquiring an additional 275,456 shares during the period. Finally, ABN AMRO Bank N.V. boosted its stake in shares of Cisco Systems by 126.3% during the 3rd quarter. ABN AMRO Bank N.V. now owns 176,715 shares of the network equipment provider’s stock worth $12,018,000 after acquiring an additional 98,630 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: CNBC’s Jim Cramer said Cisco could be a major winner from Anthropic’s cybersecurity-focused AI model, Mythos, suggesting the stock may have more room to run as AI security demand grows. Cisco And Palo Alto Could Be Major Winners From Anthropic’s Mythos AI, According To Jim Cramer
• Positive Sentiment: Cisco has been highlighting its AI networking opportunity, including demand from AI agents that generate far more traffic than humans, reinforcing the company’s growth narrative. Cisco highlights AI networking opportunity as agents generate 450% more traffic than humans
• Positive Sentiment: Cisco rolled out new AI-centric security and infrastructure products, including Cloud Control, Live Protect, and quantum-safe security tools, which could support longer-term revenue growth and improve investor sentiment. Cisco’s AI Platforms And Cybersecurity Push Test Valuation For Investors
• Positive Sentiment: HSBC upgraded Cisco on surging AI infrastructure demand, citing a stronger growth profile and raising its price target, while Morgan Stanley kept a Buy rating. HSBC Upgrades Cisco Systems (CSCO) on Surging AI Infrastructure Demand
• Neutral Sentiment: Goldman Sachs raised its price target on Cisco but kept a Hold rating, signaling cautious optimism rather than a strong bullish call. Goldman Sachs Remains a Hold on Cisco Systems (CSCO)
• Neutral Sentiment: Cisco presented at the Bank of America Global Technology Conference, which typically keeps investors focused on management’s AI and growth commentary, but no major new financial surprise was highlighted in the transcript item. Cisco Systems, Inc. (CSCO) Presents at Bank of America 2026 Global Technology Conference Transcript

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the company’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the transaction, the executive vice president owned 187,097 shares of the company’s stock, valued at $14,874,211.50. This represents a 4.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the sale, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. The trade was a 3.25% 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 have sold 51,324 shares of company stock worth $5,559,834 in the last three months. Insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. KeyCorp lifted their target price on Cisco Systems from $87.00 to $125.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. CICC Research boosted their price target on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a research note on Monday, May 18th. Evercore boosted their price target on Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and boosted their price target for the company from $77.00 to $137.00 in a research note on Friday, May 15th. Finally, Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. Two investment 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 company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $119.50.

Cisco Systems Price Performance

Cisco Systems stock opened at $130.00 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 52 week low of $63.87 and a 52 week high of $130.37. The stock has a market capitalization of $512.39 billion, a P/E ratio of 42.21, a price-to-earnings-growth ratio of 3.24 and a beta of 1.01. The stock has a fifty day moving average of $97.25 and a 200-day moving average of $84.70.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $15.56 billion. During the same quarter in the previous year, the firm earned $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, sell-side analysts expect that Cisco Systems, Inc. will post 3.52 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued 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 dividend yield of 1.3%. Cisco Systems’s payout ratio is 54.55%.

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.