Cisco Systems, Inc. $CSCO Stock Position Cut by Clarius Group LLC

Clarius Group LLC decreased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 30.6% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 17,886 shares of the network equipment provider’s stock after selling 7,884 shares during the period. Clarius Group LLC’s holdings in Cisco Systems were worth $1,224,000 as of its most recent SEC filing.

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

Cisco Systems Stock Up 1.9%

CSCO stock opened at $78.42 on Monday. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. The firm has a market capitalization of $309.84 billion, a P/E ratio of 29.48, a P/E/G ratio of 2.97 and a beta of 0.87. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $80.82. The company’s 50 day simple moving average is $74.59 and its 200-day simple moving average is $70.26.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, topping analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The firm had revenue of $14.88 billion during the quarter, compared to analyst estimates of $14.77 billion. During the same quarter last year, the business posted $0.91 EPS. The company’s revenue 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 anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, January 21st. Investors of record on Friday, January 2nd will be given 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 payout ratio is presently 61.65%.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 1,745 shares of the firm’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $79.46, for a total transaction of $138,657.70. Following the completion of the sale, the executive vice president directly owned 176,319 shares in the company, valued at approximately $14,010,307.74. This trade represents a 0.98% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Charles Robbins sold 116,734 shares of Cisco Systems stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $77.30, for a total value of $9,023,538.20. Following the transaction, the chief executive officer directly owned 704,153 shares in the company, valued at approximately $54,431,026.90. This trade represents a 14.22% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,044,865 shares of company stock worth $81,397,635. 0.01% of the stock is currently owned by company insiders.

More Cisco Systems News

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

• Positive Sentiment: Analyst upgrade/price-target lift: Morgan Stanley raised its price target on CSCO to $91, supporting upside expectations and likely helping buying interest. Morgan Stanley Boosts Cisco Systems Price Target
• Positive Sentiment: Dividend and corporate cash returns remain supportive: Cisco’s recent dividend (annualized $1.64, yield ~2.1%) and strong cash metrics underpin investor confidence in the name. Positive Sentiment: dividend
• Neutral Sentiment: Valuation/watch-the-run: Coverage pieces are reassessing Cisco after a ~37% one‑year share-price climb — investors should balance growth story vs. stretched multiples. Reassessing Valuation
• Negative Sentiment: Security risk: Researchers disclosed that a China‑linked hacking group is exploiting a vulnerability in popular Cisco products to target enterprise customers — this raises potential remediation costs, reputation risk, and near‑term customer concern. TechCrunch: Chinese hacking campaign
• Negative Sentiment: Insider sales: Two directors disclosed multi‑hundred‑thousand to >$1M stock sales (Michael D. Capellas and Kristina M. Johnson), which reduces insider ownership and can be interpreted negatively by some investors. SEC filings: Capellas Form 4 and Johnson Form 4

Wall Street Analyst Weigh In

CSCO has been the topic of several research reports. Evercore ISI boosted their price target on shares of Cisco Systems from $74.00 to $80.00 and gave the stock an “in-line” rating in a research report on Thursday, November 13th. Wells Fargo & Company lifted their price objective on shares of Cisco Systems from $83.00 to $95.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. JPMorgan Chase & Co. increased 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. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a research report on Thursday, October 30th. Finally, Morgan Stanley upped their price target on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Seventeen equities research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $84.55.

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.