Twin Capital Management Inc. Boosts Holdings in Cisco Systems, Inc. $CSCO

Twin Capital Management Inc. lifted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 12.9% in the first quarter, according to the company in its most recent filing with the SEC. The fund owned 60,202 shares of the network equipment provider’s stock after acquiring an additional 6,884 shares during the quarter. Twin Capital Management Inc.’s holdings in Cisco Systems were worth $4,671,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in CSCO. Brighton Jones LLC lifted its stake in Cisco Systems by 49.5% in the fourth 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 during the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after buying an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Cisco Systems by 7.5% in the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after buying an additional 712 shares during the period. Schnieders Capital Management LLC. increased its holdings in shares of Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after buying an additional 519 shares during the period. Finally, Marshall Wace LLP lifted its stake in shares of Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after acquiring an additional 590,650 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

Cisco Systems stock opened at $111.77 on Thursday. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The firm has a market cap of $440.53 billion, a P/E ratio of 36.29, a P/E/G ratio of 2.98 and a beta of 1.02. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37. The firm has a 50-day moving average of $116.74 and a 200-day moving average of $92.98.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.Cisco Systems’s revenue was up 12.0% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.96 EPS. 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. Sell-side analysts expect 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 dividend of $0.42 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. Cisco Systems’s payout ratio is 54.55%.

Insider Activity at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the transaction, the executive vice president owned 177,223 shares in the company, valued at $20,790,030.13. This represents a 3.58% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of Cisco Systems stock in a transaction on Friday, May 15th. The shares were sold at an average price of $114.61, for a total transaction of $316,438.21. Following the completion of the sale, the executive vice president owned 180,877 shares in the company, valued at approximately $20,730,312.97. This trade represents a 1.50% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,650 shares of company stock valued at $5,668,823 over the last 90 days. Company insiders own 0.01% of the company’s stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Analysts and media continue to highlight Cisco’s strong year-to-date run, supported by rising AI-related orders, networking growth, security momentum, and improved earnings visibility. Cisco Jumps 52% YTD: Is There More Room for the Stock to Rise?
• Positive Sentiment: Cisco also announced a partnership with SuccessKPI to integrate AI-native workforce engagement tools into Webex Contact Center, reinforcing its push into AI-enabled enterprise communications. SuccessKPI Powers Next Generation Hybrid Contact Centers with WEM for Webex Cloud
• Positive Sentiment: Several recent articles remain constructive on Cisco’s AI and cybersecurity positioning, arguing that demand for AI-driven networking and security tools could support further upside. Top Cybersecurity Stocks to Buy Now as AI Changes Tech Defense
• Neutral Sentiment: Technical commentary says CSCO is now in a correction phase after slipping below key short-term support, and the next move may determine whether the longer-term uptrend stays intact. Cisco Systems (CSCO) Price Forecast: Correction Deepens as Key Support Nears
• Neutral Sentiment: Other coverage notes Cisco remains a popular AI and networking beneficiary, but some analysts also point out valuation and trading-range concerns, suggesting the stock may need another catalyst to extend its move. The AI Boom Isn’t Over: 3 Stocks to Buy for 2H 2026
• Negative Sentiment: Today’s weakness appears tied to investors locking in gains after Cisco’s big run, with some reports also citing broader pressure on large tech names and evidence that the stock had become extended. Cisco Systems slips as investors appear to be taking profits after a big post-earnings run

Wall Street Analysts Forecast Growth

CSCO has been the subject of several analyst reports. Evercore increased their target price on Cisco Systems from $110.00 to $150.00 and gave the company an “outperform” rating in a report on Thursday, May 14th. Weiss Ratings raised Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. Wells Fargo & Company boosted their price objective on Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 30th. Finally, Bank of America raised their target price on shares of Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $123.14.

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.