True North Advisors LLC Has $879,000 Stake in Cisco Systems, Inc. $CSCO

23 Dec 2025, 13:24 by Sarita Garza · The Markets Daily

True North Advisors LLC raised its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 233.3% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 12,848 shares of the network equipment provider’s stock after buying an additional 8,993 shares during the period. True North Advisors LLC’s holdings in Cisco Systems were worth $879,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of CSCO. Brighton Jones LLC boosted its position in Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after purchasing an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after purchasing an additional 2,474 shares during the last quarter. Groupe la Francaise grew its holdings in Cisco Systems by 23.5% during the first quarter. Groupe la Francaise now owns 8,010 shares of the network equipment provider’s stock worth $484,000 after purchasing an additional 1,526 shares during the period. Northwestern Mutual Wealth Management Co. raised its stake in Cisco Systems by 1.1% in the first quarter. Northwestern Mutual Wealth Management Co. now owns 408,763 shares of the network equipment provider’s stock valued at $25,225,000 after buying an additional 4,435 shares during the period. Finally, Quantitative Investment Management LLC boosted its stake in shares of Cisco Systems by 97.0% during the 1st quarter. Quantitative Investment Management LLC now owns 31,418 shares of the network equipment provider’s stock worth $1,938,000 after acquiring an additional 15,469 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Stock Down 0.4%

Shares of NASDAQ CSCO opened at $78.11 on Tuesday. The company has a market cap of $308.62 billion, a price-to-earnings ratio of 29.36, a PEG ratio of 2.97 and a beta of 0.87. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $80.82. The stock has a 50-day moving average price of $74.80 and a two-hundred day moving average price of $70.35.

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

Cisco Systems Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on CSCO. Citigroup raised their price target on Cisco Systems from $80.00 to $85.00 and gave the company a “buy” rating in a report on Thursday, November 13th. HSBC increased their price target on shares of Cisco Systems from $69.00 to $74.00 and gave the company a “hold” rating in a report on Friday, November 14th. Erste Group Bank raised Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. Barclays boosted their price target on Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research note on Thursday, November 13th. Finally, CICC Research lifted their target price on Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a report on Friday, November 14th. Seventeen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $84.55.

Get Our Latest Stock Report on Cisco Systems

Insider Buying and Selling at Cisco Systems

In related news, Director Kristina M. Johnson sold 13,481 shares of the stock in a transaction 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 sale, the director directly owned 61,630 shares in the company, valued at $4,753,521.90. This represents a 17.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,745 shares of Cisco Systems stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $79.46, for a total value of $138,657.70. Following the transaction, the executive vice president directly owned 176,319 shares in the company, valued at $14,010,307.74. The trade was a 0.98% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,044,865 shares of company stock worth $81,397,635 over the last quarter. Insiders own 0.01% of the company’s stock.

About Cisco Systems

(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.