RFG Advisory LLC Trims Stock Position in Cisco Systems, Inc. $CSCO

RFG Advisory LLC lowered its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 25.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 76,020 shares of the network equipment provider’s stock after selling 25,538 shares during the quarter. RFG Advisory LLC’s holdings in Cisco Systems were worth $5,201,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently bought and sold shares of the stock. Brighton Jones LLC grew its stake in Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after purchasing an additional 24,562 shares during the period. Revolve Wealth Partners LLC grew its holdings in Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after purchasing an additional 2,474 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after purchasing an additional 712 shares in the last quarter. M3 Advisory Group LLC lifted its holdings in shares of Cisco Systems by 6.9% during the second quarter. M3 Advisory Group LLC now owns 4,312 shares of the network equipment provider’s stock valued at $299,000 after purchasing an additional 280 shares during the last quarter. Finally, Ellis Investment Partners LLC raised its stake in Cisco Systems by 4.8% during the second quarter. Ellis Investment Partners LLC now owns 7,667 shares of the network equipment provider’s stock valued at $532,000 after buying an additional 349 shares during the last quarter. 73.33% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

CSCO has been the subject of several analyst reports. Erste Group Bank upgraded Cisco Systems from a “hold” rating to a “buy” rating in a report on Monday, November 10th. Bank of America raised their price objective on shares of Cisco Systems from $85.00 to $95.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Citic Securities lifted their target price on shares of Cisco Systems from $75.00 to $90.00 in a report on Monday, November 17th. President Capital cut their price target on shares of Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Finally, Argus raised their price target on shares of Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $94.45.

Insider Transactions 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 transaction of $12,760,942.56. Following the completion of the transaction, the insider owned 281,108 shares of the company’s stock, valued at $21,887,068.88. This represents a 36.83% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Charles Robbins sold 281,860 shares of the firm’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $78.35, for a total value of $22,083,731.00. Following the transaction, the chief executive officer owned 820,887 shares of the company’s stock, valued at approximately $64,316,496.45. The trade was a 25.56% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. 0.01% of the stock is owned by corporate insiders.

Key Cisco Systems News

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

Cisco Systems Stock Performance

CSCO opened at $86.75 on Tuesday. The company has a 50 day simple moving average of $77.57 and a two-hundred day simple moving average of $72.78. 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 market cap of $342.76 billion, a P/E ratio of 32.61, a PEG ratio of 3.21 and a beta of 0.87. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-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 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 company had revenue of $14.88 billion for the quarter, compared to analysts’ expectations of $14.77 billion. During the same quarter in the previous year, the company 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 analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

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

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.