Cisco Systems, Inc. $CSCO is LVM Capital Management Ltd. MI’s 7th Largest Position

LVM Capital Management Ltd. MI lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 3.0% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 378,528 shares of the network equipment provider’s stock after selling 11,546 shares during the quarter. Cisco Systems accounts for approximately 3.7% of LVM Capital Management Ltd. MI’s investment portfolio, making the stock its 7th biggest holding. LVM Capital Management Ltd. MI’s holdings in Cisco Systems were worth $44,462,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. MidAtlantic Capital Management Inc. bought a new position in Cisco Systems in the 4th quarter valued at $25,000. Intesa Sanpaolo Wealth Management bought a new stake in shares of Cisco Systems during the 4th quarter worth $25,000. Networth Advisors LLC boosted its holdings in shares of Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after buying an additional 246 shares during the last quarter. Financial Life Planners purchased a new position in shares of Cisco Systems in the 1st quarter worth about $27,000. Finally, Manning & Napier Advisors LLC grew its position in Cisco Systems by 137.0% during the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after buying an additional 200 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

CSCO has been the subject of a number of research analyst reports. Evercore raised their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Bank of America increased their target price on shares of Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Argus lifted their price target on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a report on Tuesday, May 19th. New Street Research upped their price objective on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Finally, Morgan Stanley increased their price objective on Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a report on Friday, June 12th. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $123.14.

Insiders Place Their Bets

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction dated 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 of the company’s stock, valued at $20,790,030.13. The trade was a 3.58% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the stock in a transaction dated 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 completion of the sale, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. The trade was a 3.25% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 47,650 shares of company stock worth $5,668,823 over the last quarter. Insiders own 0.01% of the company’s stock.

Cisco Systems News Roundup

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

• Positive Sentiment: AI and networking demand are the key upside drivers. Analysts expect Cisco’s results to reflect strong demand for AI-related networking infrastructure, building on the company’s recent revenue growth and earnings beat. Investors will focus on whether orders, backlog and guidance support further gains. Cisco Q4 Earnings Preview: What Investors Should Expect
• Positive Sentiment: Analysts have been raising price targets. The favorable analyst activity ahead of earnings provides additional support for CSCO, which has been trading above both its 50-day and 200-day moving averages. Cisco Systems Is In a Trading Range Ahead of Earnings
• Neutral Sentiment: Earnings are the immediate catalyst. Cisco is among the week’s major reporting companies, making its results, forward guidance and AI-related commentary especially important for the stock. Options activity indicates investors expect CSCO to remain in a relatively defined trading range before the report. Option Volatility and Earnings Report for Aug. 10–14
• Negative Sentiment: Execution and valuation risks remain. Higher memory costs, Splunk’s cloud transition, intense competition and the possibility that AI growth is already priced into CSCO could pressure the shares if results or guidance disappoint. Should Buy, Sell or Hold Cisco Stock Before Q4 Earnings?

Cisco Systems Stock Up 0.9%

Cisco Systems stock opened at $122.57 on Tuesday. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37. The firm has a market capitalization of $483.10 billion, a price-to-earnings ratio of 39.80, a P/E/G ratio of 2.74 and a beta of 1.02. 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 50 day simple moving average of $117.77 and a 200 day simple moving average of $98.05.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) 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 firm had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter in the prior year, the business posted $0.96 earnings per share. The business’s quarterly 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, analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Investors of record on Monday, July 6th were issued a dividend of $0.42 per share. The ex-dividend date of this dividend was Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems’s dividend 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.