Cullinan Associates Inc. Acquires 7,194 Shares of Cisco Systems, Inc. $CSCO

01 May 2026, 04:37 by Amy Steele · The Cerbat Gem

Cullinan Associates Inc. raised its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 8.1% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 95,625 shares of the network equipment provider’s stock after purchasing an additional 7,194 shares during the quarter. Cullinan Associates Inc.’s holdings in Cisco Systems were worth $7,366,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of the business. Marquette Asset Management LLC bought a new stake in shares of Cisco Systems during the third quarter worth $25,000. Board of the Pension Protection Fund bought a new stake in shares of Cisco Systems during the fourth quarter worth $31,000. Cedar Mountain Advisors LLC raised its position in shares of Cisco Systems by 115.7% during the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after acquiring an additional 251 shares during the last quarter. Joseph Group Capital Management bought a new stake in shares of Cisco Systems during the fourth quarter worth $38,000. Finally, Holos Integrated Wealth LLC bought a new stake in shares of Cisco Systems during the fourth quarter worth $41,000. Institutional investors own 73.33% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently weighed in on CSCO shares. BNP Paribas Exane boosted their target price on Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Erste Group Bank downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Truist Financial started coverage on Cisco Systems in a research report on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price for the company. UBS Group boosted their target price on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Finally, Citigroup boosted their target price on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus price target of $89.81.

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Key Cisco Systems News

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

Positive Sentiment: Strong Q2 update and AI infrastructure momentum — analysis highlights that Cisco’s Q2 results, demand for AI networking infrastructure, and an increase to full‑year guidance have driven investor enthusiasm and valuation re-rating. A Look At Cisco (CSCO) Valuation After Strong Q2 Results And AI Infrastructure Momentum
Positive Sentiment: Daily outperformance note — a Zacks piece flags Cisco as having beaten the broader market upswing in the latest session, reflecting short‑term buying interest. Cisco Systems (CSCO) Beats Stock Market Upswing: What Investors Need to Know
Positive Sentiment: Independent bullish theses gaining circulation — two recent writeups summarize bullish arguments (valuation gap to growth, secular AI/networking tailwinds) that may attract new buyers. Is Cisco Systems, Inc. (CSCO) A Good Stock To Buy Now? Is Cisco Systems, Inc. (CSCO) A Good Stock To Buy Now?
Neutral Sentiment: Broader market tailwind — Investopedia notes the best monthly performance for stocks since 2020, a backdrop that has helped cyclical/tech names including Cisco. Market strength is supportive but not company‑specific. Stocks Just Had Their Best Month Since 2020—Here Are The Big Winners
Neutral Sentiment: Analyst backdrop: modestly positive — coverage summaries show Wall Street remains moderately optimistic but not unanimously bullish; steady analyst sentiment supports but does not guarantee further upside. Is Wall Street Bullish or Bearish on Cisco Systems Stock?
Neutral Sentiment: Non‑financial reporting — Cisco’s FY25 Purpose Report highlights sustainability and energy-efficiency initiatives; relevant for long‑term ESG-minded investors but unlikely to move the stock in the near term. How We’re Building a Cleaner, More Efficient Energy Supply | Cisco FY25 Purpose Report
Negative Sentiment: Relative short‑term underperformance vs. peers on some sessions — a MarketWatch note flags days where Cisco lagged competitors, a reminder that momentum can be uneven and valuation gains may invite profit‑taking or rotation. Cisco Systems Inc. stock underperforms Tuesday when compared to competitors

Insider Transactions at Cisco Systems

In other Cisco Systems news, CEO Charles Robbins sold 19,545 shares of the business’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total value 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 approximately $51,003,220. The trade was a 2.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Jeetendra I. Patel sold 11,248 shares of the business’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $854,848.00. Following the completion of the transaction, the insider directly owned 262,776 shares of the company’s stock, valued at approximately $19,970,976. The trade was a 4.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 46,431 shares of company stock valued at $3,574,820. Insiders own 0.01% of the company’s stock.

Cisco Systems Stock Up 2.2%

NASDAQ:CSCO opened at $91.50 on Friday. Cisco Systems, Inc. has a 1 year low of $57.68 and a 1 year high of $91.67. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The stock has a market cap of $361.41 billion, a price-to-earnings ratio of 32.11, a PEG ratio of 3.38 and a beta of 0.83. The stock has a 50-day moving average price of $81.46 and a two-hundred day moving average price of $77.93.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same period in the previous year, the firm earned $0.94 earnings per share. The company’s revenue was up 9.7% on a year-over-year basis. As a group, equities analysts expect that Cisco Systems, Inc. will post 3.4 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd were paid a $0.42 dividend. The ex-dividend date of this dividend was 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 1.8%. Cisco Systems’s payout ratio is presently 58.95%.

Cisco Systems Company Profile

(Free Report)

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.