Cisco Systems, Inc. $CSCO Position Lowered by Applied Finance Capital Management LLC

Applied Finance Capital Management LLC reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 8.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 463,087 shares of the network equipment provider’s stock after selling 45,022 shares during the quarter. Cisco Systems makes up about 2.3% of Applied Finance Capital Management LLC’s investment portfolio, making the stock its 11th biggest holding. Applied Finance Capital Management LLC’s holdings in Cisco Systems were worth $31,682,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the company. Bare Financial Services Inc lifted its position in shares of Cisco Systems by 531.0% in the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after buying an additional 308 shares during the last quarter. Marquette Asset Management LLC bought a new position in Cisco Systems in the third quarter worth about $25,000. Legacy Investment Solutions LLC acquired a new position in Cisco Systems in the second quarter valued at approximately $28,000. Lowe Wealth Advisors LLC grew its holdings in shares of Cisco Systems by 96.2% during the third 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, Cedar Mountain Advisors LLC raised its position in shares of Cisco Systems by 115.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after purchasing an additional 251 shares during the period. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Trading Up 2.3%

Shares of NASDAQ CSCO opened at $86.75 on Tuesday. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. The firm has a market capitalization of $342.76 billion, a PE ratio of 32.61, a PEG ratio of 3.21 and a beta of 0.87. The business has a 50-day moving average price of $77.57 and a two-hundred day moving average price of $72.78. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $87.25.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share (EPS) for the quarter, topping 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 company 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. The company’s revenue was up 7.5% compared to the same quarter last year. 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, analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd were paid a $0.41 dividend. The ex-dividend date was Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a yield of 1.9%. Cisco Systems’s payout ratio is 61.65%.

Wall Street Analysts Forecast Growth

CSCO has been the subject of a number of analyst reports. Argus boosted their price objective on Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. JPMorgan Chase & Co. lifted their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday. KeyCorp boosted their price target on Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a research report on Thursday, November 13th. Morgan Stanley raised their price objective on shares of Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. Finally, Barclays lifted their target price on Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a report on Thursday, November 13th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and an average target price of $94.45.

Insider Activity

In other Cisco Systems news, Director Michael D. Capellas sold 16,150 shares of the firm’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the transaction, the director directly owned 157,218 shares in the company, valued at $12,149,807.04. This trade represents a 9.32% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Thimaya K. Subaiya sold 56,038 shares of the business’s stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $78.33, for a total value of $4,389,456.54. Following the completion of the sale, the executive vice president owned 179,780 shares of the company’s stock, 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. Over the last three months, insiders sold 1,044,865 shares of company stock valued at $81,397,635. Corporate 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.