Cullen Capital Management LLC Reduces Stock Holdings in Cisco Systems, Inc. $CSCO

Cullen Capital Management LLC reduced its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 2.4% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,937,772 shares of the network equipment provider’s stock after selling 97,824 shares during the quarter. Cisco Systems accounts for approximately 2.9% of Cullen Capital Management LLC’s holdings, making the stock its 3rd biggest position. Cullen Capital Management LLC owned 0.10% of Cisco Systems worth $269,422,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Avantax Advisory Services Inc. grew its stake in Cisco Systems by 1.1% during the second quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock worth $29,163,000 after buying an additional 4,525 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of Cisco Systems by 6.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock worth $218,236,000 after acquiring an additional 205,043 shares in the last quarter. Greystone Financial Group LLC bought a new stake in Cisco Systems during the 3rd quarter worth approximately $8,563,000. Jones Financial Companies Lllp increased its holdings in Cisco Systems by 8.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock valued at $46,165,000 after purchasing an additional 56,057 shares in the last quarter. Finally, Drive Wealth Management LLC raised its position in Cisco Systems by 2.7% in the 2nd quarter. Drive Wealth Management LLC now owns 16,605 shares of the network equipment provider’s stock valued at $1,152,000 after purchasing an additional 436 shares during the last quarter. 73.33% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on the company. Morgan Stanley raised their target price on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, November 22nd. Barclays raised their price target on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a report on Thursday, November 13th. Finally, KeyCorp increased their price objective on Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $90.38.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $81.16 on Thursday. The firm has a fifty day moving average of $77.07 and a two-hundred day moving average of $72.41. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. The stock has a market capitalization of $320.67 billion, a price-to-earnings ratio of 30.51, a PEG ratio of 3.14 and a beta of 0.87. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $84.24.

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

Cisco Systems Announces Dividend

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

Cisco Systems News Roundup

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

Insider Buying and Selling at Cisco Systems

In related news, insider Jeetendra I. Patel sold 163,896 shares of the business’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $77.86, for a total transaction of $12,760,942.56. Following the completion of the transaction, the insider owned 281,108 shares in the company, valued at approximately $21,887,068.88. The trade was a 36.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Thimaya K. Subaiya sold 56,038 shares of the stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $78.33, for a total transaction of $4,389,456.54. Following the completion of the sale, the executive vice president owned 179,780 shares in the company, valued at approximately $14,082,167.40. This trade represents a 23.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,044,865 shares of company stock worth $81,397,635 over the last ninety days. 0.01% of the stock is owned by corporate insiders.

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.