First National Bank of Omaha Purchases Shares of 86,623 Cisco Systems, Inc. $CSCO

First National Bank of Omaha acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm acquired 86,623 shares of the network equipment provider’s stock, valued at approximately $5,927,000.

Other hedge funds also recently made changes to their positions in the company. Benchmark Financial Wealth Advisors LLC grew its position in Cisco Systems by 1.4% in the third quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock worth $715,000 after acquiring an additional 142 shares in the last quarter. Yoder Wealth Management Inc. increased its holdings in Cisco Systems by 3.8% during the third quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock valued at $270,000 after buying an additional 143 shares during the period. Wynn Capital LLC raised its holdings in Cisco Systems by 0.3% in the third quarter. Wynn Capital LLC now owns 48,456 shares of the network equipment provider’s stock worth $3,315,000 after purchasing an additional 150 shares in the last quarter. Old North State Trust LLC boosted its position in shares of Cisco Systems by 0.6% in the 2nd quarter. Old North State Trust LLC now owns 24,534 shares of the network equipment provider’s stock worth $1,702,000 after purchasing an additional 151 shares in the last quarter. Finally, Boyd Watterson Asset Management LLC OH increased its stake in Cisco Systems by 1.5% during the 2nd quarter. Boyd Watterson Asset Management LLC OH now owns 10,445 shares of the network equipment provider’s stock valued at $725,000 after purchasing an additional 152 shares in the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems News Summary

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

• Positive Sentiment: UBS raised its price target on CSCO to $95 (from $90) and kept a Buy rating, citing stronger AI order momentum that supports the company’s revenue outlook. UBS Lifts PT on Cisco Systems, Inc. (CSCO) Stock
• Positive Sentiment: Wall Street coverage highlighted continued upside — analysts’ average target (~$88.8) implies roughly ~16% upside versus recent levels, framing the recent pullback as a potential buying opportunity. Wall Street Sees 16% Upside in Cisco (CSCO) Despite Recent 9.4% Selloff
• Positive Sentiment: Coverage notes Cisco has widened its AI moat and adjusted its dividend payout policy, which supports income investors and bolsters the case for durable secular growth from AI-related demand. Cisco stock resets dividend payout as AI moat widens | CSCO
• Neutral Sentiment: Zacks highlights Cisco among names to watch in a challenged networking sector, noting both macro headwinds and company-specific tailwinds (AI demand, product mix). This is informative but not an immediate catalyst. 3 Stocks to Consider From a Troubled Networking Industry
• Neutral Sentiment: Zacks also flagged shifts in Cisco’s international revenue trends and increased investor attention; these articles explain drivers but don’t present a clear immediate buy/sell trigger. Why Cisco (CSCO) International Revenue Trends Deserve Your Attention
• Neutral Sentiment: Search and interest metrics coverage notes heavy investor attention on CSCO recently — useful context for liquidity and volatility but not a directional catalyst on its own. Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
• Neutral Sentiment: Short‑interest notices in recent feeds report a “large increase” but the data posted shows zero shares (likely a reporting error). The headline can spook traders, but the underlying data appears unreliable. Short Interest Notices (data appears erroneous)
• Negative Sentiment: Coverage on the post‑earnings period highlights a notable stock slide (reported ~9.4% over the past week), which has driven short‑term selling and higher volatility — a clear near‑term headwind for the share price. What’s next for Cisco after its post-earnings stock slide?

Wall Street Analyst Weigh In

Several equities research analysts have commented on the stock. Argus upped their price target on shares of Cisco Systems from $80.00 to $100.00 in a report on Thursday, November 13th. President Capital lowered their price target on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Rosenblatt Securities reissued a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. Finally, KeyCorp upped their target price on shares of Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $89.55.

Cisco Systems Stock Performance

CSCO opened at $76.85 on Wednesday. The business’s 50 day moving average is $77.74 and its two-hundred day moving average is $73.27. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18. The firm has a market cap of $303.64 billion, a price-to-earnings ratio of 26.97, a price-to-earnings-growth ratio of 2.86 and a beta of 0.87. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping the consensus estimate of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same quarter in the prior year, the business earned $0.94 earnings per share. The company’s quarterly revenue was up 9.7% compared to the same quarter last year. On average, research analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. The ex-dividend date is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 2.2%. Cisco Systems’s dividend payout ratio (DPR) is presently 57.54%.

Insiders Place Their Bets

In other news, CEO Charles Robbins sold 19,545 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the completion of the transaction, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at $51,003,220. This trade represents a 2.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Jeetendra I. Patel sold 11,248 shares of Cisco Systems stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $854,848.00. Following the sale, the insider owned 262,776 shares of the company’s stock, valued at approximately $19,970,976. This trade represents a 4.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 83,299 shares of company stock worth $6,390,416. 0.01% of the stock is owned by company insiders.

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.