Cisco Systems, Inc. $CSCO Position Increased by AE Wealth Management LLC

AE Wealth Management LLC grew its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 13.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,191,011 shares of the network equipment provider’s stock after buying an additional 142,259 shares during the quarter. AE Wealth Management LLC’s holdings in Cisco Systems were worth $81,489,000 at the end of the most recent quarter.

Several other hedge funds have also made changes to their positions in the company. Vanguard Group Inc. raised its stake in Cisco Systems by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock valued at $27,334,996,000 after purchasing an additional 5,039,714 shares during the period. State Street Corp grew its holdings in shares of Cisco Systems by 0.6% during the second quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock valued at $13,507,956,000 after buying an additional 1,067,872 shares in the last quarter. Geode Capital Management LLC raised its position in Cisco Systems by 1.2% during the second quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock valued at $6,864,058,000 after buying an additional 1,157,704 shares during the period. Norges Bank purchased a new stake in Cisco Systems in the 2nd quarter worth about $3,816,825,000. Finally, Invesco Ltd. boosted its position in Cisco Systems by 3.0% during the 2nd quarter. Invesco Ltd. now owns 48,531,251 shares of the network equipment provider’s stock worth $3,367,098,000 after acquiring an additional 1,414,105 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Transactions at Cisco Systems

In other Cisco Systems news, Director Michael D. Capellas sold 16,150 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the completion of the sale, the director directly owned 157,218 shares in the company, valued at $12,149,807.04. This represents a 9.32% decrease in their ownership of the stock. The transaction was disclosed in a legal filing 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 completion of the sale, the chief executive officer directly owned 820,887 shares in the company, valued at approximately $64,316,496.45. This represents a 25.56% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,044,865 shares of company stock worth $81,397,635. Corporate insiders own 0.01% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Multiple analyst upgrades pushed optimism — Evercore ISI raised CSCO to “Outperform” and Zacks upgraded the stock to “Strong-Buy,” prompting buy-side attention and short-term buying. Evercore ISI Upgrade Zacks Upgrade
• Positive Sentiment: Market reaction to the upgrades: coverage noted CSCO trading up following analyst action, reinforcing the short-term lift from broker sentiment. Trading Up After Upgrade
• Neutral Sentiment: Local deals and product relevance stories (e.g., Georgetown’s Wi‑Fi 7 overhaul using Cisco gear) highlight demand for Cisco networking in campus/AI-edge projects — supportive for long-term revenue but not an immediate catalyst. Georgetown Wi‑Fi 7 Story
• Neutral Sentiment: Contributor piece and analyst roundup coverage (Wall Street calls, “moderate buy” consensus articles) are adding attention but contain mixed views — useful context but not decisive by itself. Analyst Calls Roundup Analyst Consensus
• Neutral Sentiment: Reported short-interest data looks anomalous (entries show 0 shares and NaN changes); this appears to be a data error and is unlikely to be a real market-moving factor today.
• Negative Sentiment: CEO Chuck Robbins warned of potential “AI carnage” where winners and losers emerge as AI spending evolves — comments add caution about future demand concentration and execution risk. Robbins AI Warning
• Negative Sentiment: Some outlets (e.g., a Forbes analysis) argue CSCO could face downside and even suggest selling — such bearish takes can pressure sentiment among retail and momentum traders. Forbes Sell Thesis

Wall Street Analyst Weigh In

CSCO has been the topic of a number of research reports. Wells Fargo & Company upped their target price on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. Morgan Stanley upped 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. JPMorgan Chase & Co. lifted their target price on shares of Cisco Systems from $80.00 to $90.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Evercore ISI raised shares of Cisco Systems from an “in-line” rating to an “outperform” rating and upped their price target for the stock from $80.00 to $100.00 in a research note on Monday. Finally, Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $86.81.

Cisco Systems Stock Performance

CSCO opened at $78.96 on Thursday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. The company has a market cap of $311.98 billion, a PE ratio of 29.68, a price-to-earnings-growth ratio of 2.98 and a beta of 0.87. The stock has a 50-day moving average of $76.64 and a 200-day moving average of $71.97. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $80.82.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, topping the consensus estimate of $0.98 by $0.02. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The firm had revenue of $14.88 billion during the quarter, compared to analyst estimates of $14.77 billion. During the same period in the previous year, the company earned $0.91 EPS. The company’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. As a group, equities research analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Wednesday, January 21st. Investors 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 2.1%. Cisco Systems’s dividend payout ratio (DPR) is presently 61.65%.

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.