Altrius Capital Management Inc Sells 15,481 Shares of Cisco Systems, Inc. $CSCO

Altrius Capital Management Inc lessened its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 16.9% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 76,014 shares of the network equipment provider’s stock after selling 15,481 shares during the period. Altrius Capital Management Inc’s holdings in Cisco Systems were worth $5,201,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Norges Bank purchased a new stake in shares of Cisco Systems during the 2nd quarter worth $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position in Cisco Systems by 413.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock worth $1,553,645,000 after acquiring an additional 18,030,441 shares during the period. Franklin Resources Inc. increased its holdings in Cisco Systems by 46.2% in the 2nd quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock worth $2,833,261,000 after buying an additional 12,904,969 shares during the period. Laurel Wealth Advisors LLC lifted its position in Cisco Systems by 6,778.2% during the second quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock valued at $472,479,000 after purchasing an additional 6,711,004 shares during the period. Finally, Vanguard Group Inc. raised its position in Cisco Systems by 1.3% during the second 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 in the last quarter. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Stock Down 2.3%

Shares of NASDAQ CSCO opened at $81.16 on Thursday. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46. The stock has a market cap of $320.67 billion, a PE ratio of 30.51, a price-to-earnings-growth ratio of 3.14 and a beta of 0.87. The business has a 50-day moving average price of $77.07 and a 200 day moving average price of $72.41. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $84.24.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, beating the consensus estimate of $0.98 by $0.02. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The firm had revenue of $14.88 billion during the quarter, compared to the consensus estimate of $14.77 billion. During the same quarter in the prior year, the firm earned $0.91 EPS. Cisco Systems’s revenue for the quarter was up 7.5% on a year-over-year basis. 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. Equities research analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd were paid a $0.41 dividend. This represents a $1.64 annualized dividend and a dividend yield of 2.0%. The ex-dividend date was Friday, January 2nd. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.

Wall Street Analysts Forecast Growth

Several equities analysts recently weighed in on CSCO shares. Melius Research lifted their price target on Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Citigroup lifted their price objective on Cisco Systems from $80.00 to $85.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Wells Fargo & Company lifted their price target on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Morgan Stanley upped their price objective on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Finally, Erste Group Bank raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $90.38.

Insider Activity at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 163,896 shares of the stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $77.86, for a total value of $12,760,942.56. Following the completion of the transaction, the insider directly owned 281,108 shares of the company’s stock, valued at approximately $21,887,068.88. This trade represents a 36.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Deborah L. Stahlkopf sold 164,584 shares of the business’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $77.85, for a total value of $12,812,864.40. Following the sale, the executive vice president owned 196,738 shares in the company, valued at approximately $15,316,053.30. The trade was a 45.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,044,865 shares of company stock worth $81,397,635 in the last three months. 0.01% of the stock is currently owned by corporate insiders.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Evercore ISI raised its price target on CSCO from $100 to $175 and kept an “outperform” rating — a very bullish revision that implies substantial upside and likely helped lift sentiment among institutional investors. Evercore price target raise
• Positive Sentiment: Unusual options activity: investors bought ~89,631 call options (≈27% above typical daily call volume), signalling short-term bullish positioning and amplified demand for upside exposure. (No external link available)
• Positive Sentiment: Cisco presented at its second annual AI Summit (prepared remarks published), reiterating product roadmap and go-to-market momentum around AI networking and software — supporting the company’s argument for higher-growth margins from AI-driven workloads. AI Summit remarks transcript
• Positive Sentiment: Corporate/strategy news: Cisco is tying its AI networking push to renewable-powered data centers — a move that can appeal to customers prioritizing sustainability while positioning Cisco for AI infrastructure spending. AI + renewables story
• Neutral Sentiment: Media/analysis pieces: Several articles discuss whether CSCO is a buy after recent highs and summarize analyst views; useful for retail readers but not a direct catalyst. MSN: is CSCO a buy?
• Neutral Sentiment: Zacks and other broker-coverage summaries note broad analyst support; these pieces recap sell-side sentiment but do not add new fundamental data. Zacks analyst summary
• Neutral Sentiment: Reported short-interest data appears corrupted (shows 0 shares / NaN change), so it provides no actionable signal; ignore until clarified by reliable data providers. (No external link available)
• Neutral Sentiment: Aggregate analyst coverage summaries are circulating (MSN roundup), which can influence sentiment but mostly reiterate existing bullish tilt after recent results and guidance. MSN analyst roundup

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.