Allium Financial Advisors LLC Increases Position in Cisco Systems, Inc. $CSCO

Allium Financial Advisors LLC boosted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 161.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,809 shares of the network equipment provider’s stock after acquiring an additional 6,668 shares during the quarter. Cisco Systems accounts for approximately 0.6% of Allium Financial Advisors LLC’s portfolio, making the stock its 26th largest holding. Allium Financial Advisors LLC’s holdings in Cisco Systems were worth $750,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in CSCO. Vanguard Group Inc. lifted its stake in shares of Cisco Systems by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock valued at $27,334,996,000 after acquiring an additional 5,039,714 shares during the last quarter. Geode Capital Management LLC boosted its stake in shares of Cisco Systems by 1.2% during the second quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock valued at $6,864,058,000 after purchasing an additional 1,157,704 shares during the period. Norges Bank purchased a new position in shares of Cisco Systems in the second quarter worth $3,816,825,000. Invesco Ltd. raised its stake in shares of Cisco Systems by 3.0% during the second quarter. Invesco Ltd. now owns 48,531,251 shares of the network equipment provider’s stock valued at $3,367,098,000 after acquiring an additional 1,414,105 shares during the last quarter. Finally, Franklin Resources Inc. boosted its holdings in shares of Cisco Systems by 46.2% during the second quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock worth $2,833,261,000 after purchasing an additional 12,904,969 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Price Performance

NASDAQ CSCO opened at $77.76 on Friday. The stock has a market capitalization of $307.24 billion, a price-to-earnings ratio of 29.23, a PEG ratio of 2.95 and a beta of 0.87. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $80.06. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. The business’s fifty day moving average price is $72.46 and its 200-day moving average price is $69.04.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. The company had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.Cisco Systems’s revenue for the quarter was up 7.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.91 earnings per share. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. On average, equities analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd will be given a $0.41 dividend. The ex-dividend date is Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a yield of 2.1%. Cisco Systems’s dividend payout ratio is presently 61.65%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on CSCO. JPMorgan Chase & Co. lifted their price objective on Cisco Systems from $80.00 to $90.00 and gave the stock an “overweight” rating in a research report on Thursday, November 13th. HSBC lifted their price target on shares of Cisco Systems from $69.00 to $74.00 and gave the company a “hold” rating in a report on Friday, November 14th. Wells Fargo & Company upped their price objective on shares of Cisco Systems from $83.00 to $95.00 and gave the stock an “overweight” rating in a report on Thursday, November 13th. Evercore ISI boosted their price target on shares of Cisco Systems from $74.00 to $80.00 and gave the company an “in-line” rating in a research report on Thursday, November 13th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a report on Thursday, October 30th. Seventeen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $84.14.

Insider Activity

In related news, CEO Charles Robbins sold 281,860 shares of the business’s stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $78.35, for a total transaction of $22,083,731.00. Following the completion of the transaction, the chief executive officer directly owned 820,887 shares in the company, valued at approximately $64,316,496.45. The trade was a 25.56% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Oliver Tuszik sold 17,526 shares of Cisco Systems stock in a transaction that occurred on Friday, September 19th. The shares were sold at an average price of $67.95, for a total transaction of $1,190,891.70. Following the transaction, the executive vice president directly owned 198,855 shares in the company, valued at $13,512,197.25. This represents a 8.10% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 1,024,627 shares of company stock worth $79,621,482. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Company Profile

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.