M Holdings Securities Inc. Takes Position in Cisco Systems, Inc. $CSCO

M Holdings Securities Inc. bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 43,900 shares of the network equipment provider’s stock, valued at approximately $3,382,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Jessup Wealth Management Inc purchased a new stake in shares of Cisco Systems in the fourth quarter valued at about $29,000. Signet Private Wealth LLC purchased a new stake in shares of Cisco Systems in the fourth quarter valued at about $736,000. Hughes Financial Services LLC raised its holdings in shares of Cisco Systems by 52.4% in the fourth quarter. Hughes Financial Services LLC now owns 2,689 shares of the network equipment provider’s stock valued at $207,000 after purchasing an additional 925 shares during the last quarter. Ameritas Investment Partners Inc. raised its holdings in shares of Cisco Systems by 3.9% in the fourth quarter. Ameritas Investment Partners Inc. now owns 248,664 shares of the network equipment provider’s stock valued at $19,155,000 after purchasing an additional 9,237 shares during the last quarter. Finally, Wellspring Financial Advisors LLC raised its holdings in shares of Cisco Systems by 22.8% in the fourth quarter. Wellspring Financial Advisors LLC now owns 8,712 shares of the network equipment provider’s stock valued at $671,000 after purchasing an additional 1,620 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently commented on the stock. Barclays increased their target price on shares of Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a report on Thursday, May 14th. New Street Research increased their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Citic Securities raised their price objective on shares of Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. Rosenblatt Securities restated a “buy” rating and set a $100.00 price objective on shares of Cisco Systems in a report on Thursday, February 12th. Finally, Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $120.18.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $118.80 on Thursday. Cisco Systems, Inc. has a 52-week low of $63.87 and a 52-week high of $130.37. The company has a 50-day simple moving average of $100.53 and a 200 day simple moving average of $85.94. 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 company has a market capitalization of $468.24 billion, a PE ratio of 38.57, a price-to-earnings-growth ratio of 3.07 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 quarter last year, the company posted $0.96 earnings per share. The firm’s quarterly revenue was up 12.0% compared to the same quarter last year. 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, research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders 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 dividend yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Investor commentary from Patrick Moorhead said the AI buildout is still intact and named Cisco as one of the companies best positioned to benefit, which supports the bull case for CSCO as AI infrastructure spending continues. The AI buildout is still intact — what to buy this week
• Positive Sentiment: Another AI-focused segment repeated Cisco as a preferred way to play ongoing data-center and networking demand, keeping attention on CSCO as a beneficiary of enterprise AI spending. The AI Buildout Is Still Intact — Stocks To Buy This Week
• Positive Sentiment: Market research showing double-digit growth in campus switch shipments and rising prices due to component shortages suggests healthy networking demand, which could support Cisco’s core switching business. 1Q 2026 Campus Switch Shipments Grow Double Digits as Prices Rise Due to Component Shortages, According to Dell’Oro Group
• Neutral Sentiment: Cisco was included on a list of solid stocks to buy amid broad market strength and AI-driven momentum, but the mention was more thematic than company-specific. 4 Solid Stocks to Buy as S&P 500 Hits Fresh All-Time Closing High
• Neutral Sentiment: Short-interest data showed no meaningful change, so this does not appear to be a major trading signal for CSCO right now.
• Negative Sentiment: A broader tech pullback and Nasdaq weakness may be weighing on Cisco shares today, especially after recent gains across the sector. Nasdaq Composite Falls to 5-Week Low Amid Tech Pullback
• Negative Sentiment: One article argued Cisco stock is overvalued, which could be nudging sentiment lower even though it also said the valuation is more justified than during the dot-com era. Cisco: Stock Price Overvalued But More Justified Than Dot-Com Era

Insider Buying and Selling at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of Cisco Systems 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 transaction, the executive vice president owned 187,097 shares in the company, valued at $14,874,211.50. This trade represents a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, 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 transaction of $249,745.68. Following the completion of the transaction, the executive vice president 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 49,029 shares of company stock worth $5,382,699 over the last three months. Company 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.