5,000 Shares in Cisco Systems, Inc. $CSCO Bought by Aristotle Atlantic Partners LLC

Aristotle Atlantic Partners LLC purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,000 shares of the network equipment provider’s stock, valued at approximately $388,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. MidAtlantic Capital Management Inc. bought a new stake in shares of Cisco Systems in the fourth quarter valued at about $25,000. Intesa Sanpaolo Wealth Management acquired a new stake in Cisco Systems during the fourth quarter worth about $25,000. Networth Advisors LLC increased its stake in Cisco Systems by 276.4% during the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after acquiring an additional 246 shares during the period. Financial Life Planners bought a new position in Cisco Systems during the first quarter valued at about $27,000. Finally, Manning & Napier Advisors LLC raised its holdings in Cisco Systems by 137.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after acquiring an additional 200 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Price Performance

Shares of CSCO stock opened at $114.17 on Friday. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The firm’s 50 day moving average is $117.96 and its 200-day moving average is $94.56. The firm has a market capitalization of $449.99 billion, a price-to-earnings ratio of 37.07, a PEG ratio of 2.91 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter in the previous year, the company posted $0.96 EPS. Cisco Systems’s revenue was up 12.0% on a year-over-year basis. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. Sell-side analysts forecast that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were given a dividend of $0.42 per share. The ex-dividend date was Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. Cisco Systems’s dividend payout ratio is presently 54.55%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on CSCO shares. New Street Research increased their price objective on shares of Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Wells Fargo & Company raised their target price on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Wall Street Zen upgraded Cisco Systems from a “hold” rating to a “buy” rating in a research note on Monday, July 20th. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and lifted their price objective for the company from $77.00 to $137.00 in a report on Friday, May 15th. Finally, BNP Paribas Exane boosted their target price on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $123.14.

More Cisco Systems News

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

• Positive Sentiment: Cisco announced a new partnership with Tech Mahindra to launch an AI-driven Security Service Edge offering for global enterprises, which could strengthen Cisco’s security portfolio and add to future enterprise demand. Tech Mahindra and Cisco Partner to Bring AI-Driven Security Service Edge to Global Enterprises
• Positive Sentiment: Analysts and market coverage have highlighted Cisco after an upgrade, helping sentiment around the stock and suggesting investors see room for more upside ahead of earnings. Cisco Systems (NASDAQ:CSCO) Shares Up 1.3% on Analyst Upgrade
• Positive Sentiment: Cisco is also drawing attention ahead of its quarterly results, with preview coverage pointing to expected double-digit bottom-line growth, which can keep investors focused on earnings momentum. Cisco Systems’ Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Several Yahoo Finance articles referenced Cisco as a cautionary example from the dot-com era while discussing growth stocks, but these pieces were about other companies and did not provide new company-specific news for Cisco. 2 Growth Stocks with All-Star Potential and 1 We Find Risky
• Neutral Sentiment: More analyst commentary compared Cisco’s valuation to its recent partnership-driven momentum, suggesting the stock may already reflect some good news rather than signaling a clear new catalyst. Has Cisco Systems (CSCO) Run Ahead Of Fair Value Following Its Webex Contact Center Deal?
• Neutral Sentiment: Cisco AI security research showed multi-turn attacks can defeat many models, reinforcing Cisco’s credibility in AI security, though the article was more industry-focused than a direct financial catalyst. Multi-turn attacks broke AI models 88% of the time — single-turn testing missed it, Cisco AI security lead warns at VB Transform 2026

Insider Activity at Cisco Systems

In other news, insider Jeetendra I. Patel sold 7,169 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.28, for a total value of $840,780.32. Following the transaction, the insider owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. This trade represents a 2.82% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the sale, the chief executive officer owned 637,085 shares of the company’s stock, valued at approximately $76,469,312.55. This represents a 3.25% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 47,650 shares of company stock worth $5,668,823. Insiders own 0.01% of the company’s stock.

Cisco Systems 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.