NewEdge Advisors LLC Boosts Stock Position in Cisco Systems, Inc. $CSCO

NewEdge Advisors LLC increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 18.6% during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,467,602 shares of the network equipment provider’s stock after acquiring an additional 386,151 shares during the period. Cisco Systems comprises 0.7% of NewEdge Advisors LLC’s investment portfolio, making the stock its 23rd biggest position. NewEdge Advisors LLC’s holdings in Cisco Systems were worth $191,461,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. First Nebraska Trust Co purchased a new stake in Cisco Systems during the 1st quarter worth approximately $16,203,000. Foguth Wealth Management LLC. boosted its position in Cisco Systems by 38.8% in the 1st quarter. Foguth Wealth Management LLC. now owns 12,355 shares of the network equipment provider’s stock valued at $959,000 after buying an additional 3,454 shares during the period. Financial Solutions Advisory Group Inc. acquired a new position in shares of Cisco Systems in the first quarter worth $484,000. Dala Group LLC purchased a new stake in shares of Cisco Systems during the first quarter worth $405,000. Finally, Cozad Asset Management Inc. increased its position in shares of Cisco Systems by 0.3% during the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock worth $2,033,000 after acquiring an additional 87 shares during the period. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems News Summary

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

• Positive Sentiment: AI infrastructure demand is expected to support earnings upside. UBS expects Cisco to exceed consensus revenue and EPS estimates for the July quarter, citing stronger demand from hyperscale cloud and “neocloud” customers, rising networking product orders, and resilient campus-networking spending. Cisco Systems to report amid expectations of continued AI infrastructure strength
• Positive Sentiment: Analysts remain constructive on Cisco’s AI growth trajectory. Recent previews point to solid networking demand and expectations for another strong quarter, supporting the view that Cisco is benefiting from data-center and AI-related infrastructure investment. Cisco: Ahead of Earnings, We’re On Board With the AI Growth Trajectory
• Positive Sentiment: Cisco has scheduled its earnings announcement. The company will report fiscal fourth-quarter results after the market closes on Aug. 12, with a conference call at 4:30 p.m. ET. The event is a near-term catalyst, particularly because expectations for revenue and EPS upside are building. Cisco Schedules Conference Call for Q4 Fiscal Year 2026 Financial Results
• Neutral Sentiment: Cisco is participating in an aggregated renewable-energy purchase agreement tied to a 180-megawatt Texas solar facility. The initiative supports sustainability goals but is unlikely to materially affect near-term earnings. SR Inc Net Zero Consortium for Buyers
• Negative Sentiment: Valuation is limiting the upside. After gaining roughly 60% this year and about 140% over five years, valuation measures suggest CSCO is near estimated fair value rather than clearly undervalued. That leaves the shares vulnerable if earnings or forward guidance fail to justify the AI-driven optimism. Cisco Stock May Trade At A Cash Flow Premium While Earnings Look Fair

Insider Buying and Selling at Cisco Systems

In other news, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of the sale, the insider directly owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. The trade was a 2.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible 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 company’s 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 completion of the sale, the chief executive officer directly owned 637,085 shares of the company’s stock, valued at approximately $76,469,312.55. This trade represents 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. In the last three months, insiders have sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on CSCO. New Street Research lifted their target price on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a report on Thursday, May 14th. Piper Sandler increased their price target on Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and lifted their price objective for the company from $77.00 to $137.00 in a research note on Friday, May 15th. Argus raised their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. Finally, Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Tuesday, July 28th. Three analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus target price of $123.14.

Cisco Systems Stock Down 0.2%

Cisco Systems stock opened at $121.50 on Thursday. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The stock has a market cap of $478.88 billion, a PE ratio of 39.45, a P/E/G ratio of 2.74 and a beta of 1.02. The stock’s fifty day moving average is $117.68 and its two-hundred day moving average is $97.05.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data 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. The business had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $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. On average, sell-side analysts expect that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders 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 annualized dividend and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

About Cisco Systems

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.