Talbot Financial LLC Buys 12,117 Shares of Cisco Systems, Inc. $CSCO

19 Dec 2025, 11:52 by Tristan Rich · The Markets Daily

Talbot Financial LLC raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 5.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 234,822 shares of the network equipment provider’s stock after buying an additional 12,117 shares during the period. Talbot Financial LLC’s holdings in Cisco Systems were worth $16,067,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Bare Financial Services Inc increased its position in Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after acquiring an additional 308 shares during the last quarter. Financial Connections Group Inc. grew its stake in shares of Cisco Systems by 89.4% during the 2nd quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock valued at $28,000 after purchasing an additional 193 shares during the period. Legacy Investment Solutions LLC bought a new stake in shares of Cisco Systems during the 2nd quarter valued at about $28,000. Nova Wealth Management Inc. purchased a new stake in shares of Cisco Systems during the 1st quarter valued at about $31,000. Finally, Brown Shipley& Co Ltd bought a new position in shares of Cisco Systems in the 2nd quarter worth approximately $32,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Cisco Systems news, Director Kristina M. Johnson sold 13,481 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the transaction, the director directly owned 61,630 shares in the company, valued at $4,753,521.90. This represents a 17.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Jeetendra I. Patel sold 163,896 shares of Cisco Systems stock in a transaction that occurred on 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 sale, the insider owned 281,108 shares in the company, valued at approximately $21,887,068.88. The trade was a 36.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,017,865 shares of company stock worth $79,312,702 in the last quarter. 0.01% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on CSCO shares. BNP Paribas Exane boosted their target price on shares of Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a research report on Thursday, November 13th. Morgan Stanley lifted their price target on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research note on Wednesday. Erste Group Bank raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. HSBC raised their target price on Cisco Systems from $69.00 to $74.00 and gave the stock a “hold” rating in a report on Friday, November 14th. Finally, CICC Research boosted their price target on Cisco Systems from $78.00 to $84.00 and gave the company an “outperform” rating in a report on Friday, November 14th. Seventeen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus target price of $84.55.

Read Our Latest Report on CSCO

Cisco Systems Stock Up 1.3%

Shares of CSCO stock opened at $76.95 on Friday. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $80.82. The company’s fifty day moving average price is $74.38 and its 200-day moving average price is $70.07. The company has a market capitalization of $304.04 billion, a price-to-earnings ratio of 28.93, a PEG ratio of 2.87 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last issued its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.98 by $0.02. The business had revenue of $14.88 billion during the quarter, compared to analyst estimates of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.Cisco Systems’s revenue for the quarter was up 7.5% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.91 EPS. 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. Sell-side analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, January 21st. Investors of record on Friday, January 2nd will be paid a dividend of $0.41 per share. This represents a $1.64 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Friday, January 2nd. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.

Cisco Systems Profile

(Free Report)

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.