6,801 Shares in Cisco Systems, Inc. $CSCO Acquired by Westerkirk Capital Inc.

Westerkirk Capital Inc. purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 6,801 shares of the network equipment provider’s stock, valued at approximately $524,000.

Several other hedge funds have also made changes to their positions in the stock. Smithfield Trust Co lifted its holdings in shares of Cisco Systems by 0.3% in the 4th quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock worth $2,596,000 after purchasing an additional 117 shares during the last quarter. Main Management ETF Advisors LLC lifted its holdings in shares of Cisco Systems by 1.0% in the 4th quarter. Main Management ETF Advisors LLC now owns 12,528 shares of the network equipment provider’s stock worth $965,000 after purchasing an additional 128 shares during the last quarter. Cairn Investment Group Inc. lifted its holdings in shares of Cisco Systems by 0.5% in the 4th quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock worth $1,860,000 after purchasing an additional 130 shares during the last quarter. Juncture Wealth Strategies LLC lifted its holdings in shares of Cisco Systems by 0.9% in the 4th quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider’s stock worth $1,159,000 after purchasing an additional 132 shares during the last quarter. Finally, Clearwater Capital Advisors LLC lifted its holdings in shares of Cisco Systems by 2.5% in the 4th quarter. Clearwater Capital Advisors LLC now owns 5,407 shares of the network equipment provider’s stock worth $417,000 after purchasing an additional 132 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on CSCO. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and raised their price target for the stock from $77.00 to $137.00 in a report on Friday, May 15th. BNP Paribas Exane raised their target price on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research report on Thursday, May 14th. New Street Research raised their target price on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Rosenblatt Securities restated a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a research report on Thursday, February 12th. Finally, Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 29th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus price target of $120.18.

Cisco Systems Stock Down 3.1%

Shares of CSCO stock opened at $120.36 on Wednesday. Cisco Systems, Inc. has a 1 year low of $63.87 and a 1 year high of $130.37. The stock has a market cap of $474.39 billion, a PE ratio of 39.08, a price-to-earnings-growth ratio of 3.16 and a beta of 1.01. The business’s fifty day moving average is $99.70 and its 200-day moving average is $85.63. 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 (NASDAQ:CSCO) last issued its quarterly 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 return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same period 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. Equities analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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

More Cisco Systems News

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $150 from $135 and kept a buy rating, signaling confidence that the company can keep benefiting from AI-driven networking demand and security growth. Benzinga
• Positive Sentiment: Several recent articles highlight Cisco as a stock to buy or hold near its 52-week high, reflecting optimism around its enterprise networking franchise, cybersecurity position, and AI infrastructure exposure. Cisco Stock Nearing 52-Week High: Buy, Sell or Hold?
• Positive Sentiment: Industry commentary points to strong campus switch demand and rising prices due to component shortages, which could support Cisco’s networking revenue if the refresh cycle continues. 1Q 2026 Campus Switch Shipments Grow Double Digits
• Neutral Sentiment: Trading in tech has been volatile, with the Nasdaq hitting a five-week low Tuesday before rebounding earlier in the week; that broader sector pullback may be pressuring Cisco even though the company-specific outlook remains intact. Nasdaq Composite Falls to 5-Week Low Amid Tech Pullback
• Neutral Sentiment: New commentary says Cisco may be overvalued, but the valuation is still viewed as more justified than during the dot-com era, suggesting the stock could be prone to consolidation even if the long-term story remains positive. Seeking Alpha article
• Neutral Sentiment: Reported short-interest data showed essentially zero shares outstanding, which does not point to a meaningful bearish positioning change in Cisco.

Insider Activity at Cisco Systems

In other news, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the transaction, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. This trade represents a 3.25% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total value of $249,745.68. Following the transaction, the executive vice president owned 188,613 shares in the company, valued at approximately $15,040,000.62. This trade represents a 1.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 50,773 shares of company stock worth $5,517,109 in the last quarter. Company insiders own 0.01% of the company’s stock.

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.