Gotham Asset Management Adds $11M in Cisco Systems, Inc. ($CSCO)

Gotham Asset Management recently increased its stake in Cisco Systems, Inc. (NasdaqGS: CSCO), according to its latest Form 13F filing with the SEC. The fund added 91,319 shares, boosting its holdings by 13.49% to a total of 768,342 shares. The value of this position is approximately $93 million as of the filing date.

What Changed in Gotham Asset Management's Cisco Position

Gotham Asset Management's recent filing reveals that it increased its Cisco Systems holdings significantly. Prior to this, the fund held 677,023 shares, and it has now upped its stake by 91,319 shares, a 13.49% increase. This brings its total to 768,342 shares with a reported value of $93 million.

Other Institutional Activity in Cisco Systems

Other major institutional investors have also been active in Cisco Systems. BlackRock, Inc. trimmed its holdings by 13,276,196 shares, leaving it with 365,059,875 shares valued at about $28.3 billion. Vanguard Capital Management LLC made a significant addition, now holding 243,780,205 shares worth approximately $18.9 billion. State Street Corp slightly reduced its position by 1,927,464 shares, ending with 193,593,697 shares valued at $15 billion. Geode Capital Management, LLC added 2,510,076 shares, bringing its total to 102,134,942 shares, valued at $7.9 billion.

Cisco Systems Stock Snapshot

Shares of Cisco Systems, Inc. (NasdaqGS: CSCO) traded recently at around $121.06. The company has a market capitalization of $477.3 billion and a P/E ratio of 40.37. Cisco's stock has a 52-week range between $63.93 and $130.37. Its 50-day moving average is $101.12, while the 200-day moving average stands at $81.37. The company has a beta of 1.004, indicating its stock price moves in line with the broader market.

Recent Earnings

Cisco Systems reported revenue of $60.75 billion, showing a 12% growth. The company's net margin stands at 19.7%, with a return on equity of 25.2%. Earnings per share were $3.00. Cisco's next earnings release is scheduled for August 12, 2026.

Dividend

Cisco Systems pays an annual dividend rate of $1.68, yielding 1.38% with a payout ratio of 55%. This provides a steady income stream for investors.

Insider Buying and Selling at Cisco Systems, Inc.

Recent insider activity at Cisco Systems includes planned sales by EVP Global Sales Oliver Tuszik and EVP and CFO Mark Patterson on June 11, 2026. Tuszik sold 2,607 shares at an average price of $121.12, and Patterson sold 7,397 shares at $119.96. On June 10, 2026, Patterson also sold 6,399 shares at $120.36, while Tuszik sold 5,543 shares at the same price. EVP Operations Thimaya Subaiya sold 1,716 shares on the same day. SVP and Chief Accounting Officer Nichlas Fink bought 4,501 shares on June 3, 2026.

Analysts Set New Price Targets

Analysts have been active on Cisco Systems. On June 12, 2026, Morgan Stanley maintained its 'buy' rating with a price target of $130. B of A Securities also maintained a 'buy' rating, setting a target of $150 on June 8, 2026. HSBC upgraded the stock to 'buy' with a target of $137 on May 15, 2026. The consensus among 22 analysts is a 'buy' rating, with an average target price of $126.50.

About Cisco Systems, Inc.

Cisco Systems, Inc. is a leading technology company that designs and sells networking hardware, software, and telecommunications equipment. Headquartered in San Jose, California, and led by CEO Charles H. Robbins, Cisco serves businesses and governments worldwide. The company employs approximately 86,200 people and is known for its innovation in network security, collaboration tools, and data center solutions.

Bottom Line

Gotham Asset Management's increased stake in Cisco Systems is a notable move, reflecting confidence in the company's future prospects. Investors closely watch these 13F filings to gauge institutional sentiment, though they are backward-looking and may not reflect current positions. Cisco's strong market presence and consistent analyst support underscore its position as a key player in the technology sector.