Cisco Systems, Inc. $CSCO Position Decreased by First National Trust Co

First National Trust Co lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 3.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 290,386 shares of the network equipment provider’s stock after selling 9,650 shares during the period. First National Trust Co’s holdings in Cisco Systems were worth $19,868,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Wealthfront Advisers LLC boosted its holdings in Cisco Systems by 1.4% during the third quarter. Wealthfront Advisers LLC now owns 374,768 shares of the network equipment provider’s stock worth $25,642,000 after buying an additional 5,169 shares in the last quarter. Navellier & Associates Inc. boosted its stake in shares of Cisco Systems by 5.3% during the 3rd quarter. Navellier & Associates Inc. now owns 65,163 shares of the network equipment provider’s stock worth $4,458,000 after acquiring an additional 3,291 shares in the last quarter. Integrity Financial Corp WA grew its holdings in shares of Cisco Systems by 11.2% in the 3rd quarter. Integrity Financial Corp WA now owns 10,738 shares of the network equipment provider’s stock worth $735,000 after acquiring an additional 1,082 shares during the last quarter. Edgemoor Investment Advisors Inc. raised its position in shares of Cisco Systems by 6.9% during the third quarter. Edgemoor Investment Advisors Inc. now owns 10,347 shares of the network equipment provider’s stock worth $708,000 after purchasing an additional 671 shares during the period. Finally, Arista Wealth Management LLC lifted its holdings in shares of Cisco Systems by 13.2% during the third quarter. Arista Wealth Management LLC now owns 29,745 shares of the network equipment provider’s stock valued at $2,035,000 after purchasing an additional 3,464 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems Stock Up 2.3%

CSCO stock opened at $86.75 on Tuesday. The company has a 50 day moving average of $77.57 and a two-hundred day moving average of $72.78. The company has a market cap of $342.76 billion, a price-to-earnings ratio of 32.61, a PEG ratio of 3.21 and a beta of 0.87. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $87.25. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO) last posted 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 business had revenue of $14.88 billion for the quarter, compared to analysts’ expectations of $14.77 billion. During the same period in the previous year, the company posted $0.91 EPS. Cisco Systems’s revenue 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. On average, equities analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd were paid a dividend of $0.41 per share. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a dividend yield of 1.9%. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.

Analysts Set New Price Targets

A number of brokerages recently weighed in on CSCO. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Melius Research boosted their price target on shares of Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Argus upped their price target on shares of Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. CICC Research lifted their price objective on shares of Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a research report on Friday, November 14th. Finally, Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 22nd. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and an average target price of $94.45.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, Director Kristina M. Johnson sold 13,481 shares of Cisco Systems stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the sale, the director directly owned 61,630 shares in the company, valued at $4,753,521.90. The trade was a 17.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Charles Robbins sold 116,734 shares of the stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $77.30, for a total transaction of $9,023,538.20. Following the transaction, the chief executive officer owned 704,153 shares in the company, valued at approximately $54,431,026.90. This trade represents a 14.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,044,865 shares of company stock worth $81,397,635 over the last quarter. Insiders own 0.01% of the company’s stock.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco unveiled a new AI networking chip and router to compete with Broadcom and Nvidia for AI infrastructure spending, signaling potential revenue upside from hyperscale and enterprise AI network upgrades. Cisco unveils new AI networking chip, taking on Broadcom and Nvidia
• Positive Sentiment: Announcement of the new Silicon One G300 and G300-powered N9000/8000 systems plus advanced optics positions Cisco to capture higher-value AI networking deals by touting performance, energy efficiency and lower operating costs for AI data centers. Cisco Announces New Silicon One G300, Advanced Systems and Optics
• Positive Sentiment: Cisco expanded “AgenticOps” automation across networking, security and observability — a software-led push that could raise software/recurring revenue mix and simplify deployments for customers adopting AI at scale. Cisco Expands AgenticOps Innovations Across Portfolio
• Positive Sentiment: Major updates to Cisco’s AI Defense and AI-aware SASE add AI supply-chain governance and runtime protections — a timely security pitch that may help win enterprise AI deals and reduce adoption friction. Cisco Redefines Security for the Agentic Era with AI Defense Expansion
• Positive Sentiment: JPMorgan raised its price target on CSCO to $95 and maintained an overweight rating — an analyst endorsement that can lift sentiment and drive buying ahead of earnings. JPMorgan adjusts price target on Cisco Systems to $95
• Neutral Sentiment: Investors are also focused on the upcoming fiscal Q2 earnings (est. revenue ~$15–15.2B) and guidance — results could validate the AI-story or introduce near-term volatility depending on bookings and margins. Cisco Q2 Earnings Loom: Buy or Hold the CSCO Stock Ahead of Results?
• Neutral Sentiment: Macro/calendar events (jobs, inflation, retail-sales) noted by market commentators could influence risk appetite around tech names like Cisco this week, adding potential short-term market noise. What to Expect in Markets This Week

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.