Gallacher Capital Management LLC Buys New Holdings in Cisco Systems, Inc. $CSCO

Gallacher Capital Management LLC purchased a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm purchased 11,481 shares of the network equipment provider’s stock, valued at approximately $786,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of CSCO. Bare Financial Services Inc increased its position in shares of Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after acquiring an additional 308 shares during the period. Marquette Asset Management LLC bought a new stake in shares of Cisco Systems in the third quarter worth about $25,000. Legacy Investment Solutions LLC purchased a new position in Cisco Systems during the 2nd quarter valued at about $28,000. Lowe Wealth Advisors LLC raised its position in Cisco Systems by 96.2% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after purchasing an additional 200 shares during the last quarter. Finally, Financial Connections Group Inc. lifted its holdings in Cisco Systems by 89.4% in the 2nd quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock worth $28,000 after buying an additional 193 shares during the period. Institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the company. CICC Research boosted their target price on Cisco Systems from $78.00 to $84.00 and gave the company an “outperform” rating in a research note on Friday, November 14th. Melius Research boosted their price objective on shares of Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. JPMorgan Chase & Co. raised their target price on shares of Cisco Systems from $80.00 to $90.00 and gave the stock an “overweight” rating in a research report on Thursday, November 13th. Barclays boosted their price target on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research report on Thursday, November 13th. Finally, Erste Group Bank upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating in a report on Monday, November 10th. One research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $90.38.

Cisco Systems Trading Down 2.3%

Shares of NASDAQ CSCO opened at $81.16 on Thursday. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $84.24. 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 firm has a 50-day moving average of $77.07 and a 200 day moving average of $72.41. The stock has a market cap of $320.67 billion, a P/E ratio of 30.51, a price-to-earnings-growth ratio of 3.14 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The business had revenue of $14.88 billion during the quarter, compared to the consensus estimate of $14.77 billion. During the same quarter last year, the firm earned $0.91 earnings per share. The business’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. As a group, sell-side analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd were paid a dividend of $0.41 per share. The ex-dividend date was Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a yield of 2.0%. Cisco Systems’s payout ratio is presently 61.65%.

Key Headlines 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

Insiders Place Their Bets

In related news, EVP Thimaya K. Subaiya sold 1,745 shares of the company’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $79.46, for a total value of $138,657.70. Following the transaction, the executive vice president owned 176,319 shares in the company, valued at $14,010,307.74. The trade was a 0.98% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Kristina M. Johnson sold 13,481 shares of the stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the sale, the director directly owned 61,630 shares in the company, valued at $4,753,521.90. This trade represents a 17.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,044,865 shares of company stock valued at $81,397,635. Company insiders own 0.01% of the company’s stock.

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.