Hussman Strategic Advisors Inc. Buys New Position in Cisco Systems, Inc. $CSCO

Hussman Strategic Advisors Inc. purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 33,600 shares of the network equipment provider’s stock, valued at approximately $2,299,000.

Several other institutional investors and hedge funds have also recently made changes to their positions in CSCO. Norges Bank purchased a new position in Cisco Systems in the second quarter worth $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its stake in Cisco Systems by 413.3% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock worth $1,553,645,000 after purchasing an additional 18,030,441 shares during the last quarter. Franklin Resources Inc. boosted its holdings in shares of Cisco Systems by 46.2% in the 2nd quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock worth $2,833,261,000 after purchasing an additional 12,904,969 shares in the last quarter. Laurel Wealth Advisors LLC increased its position in shares of Cisco Systems by 6,778.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock valued at $472,479,000 after purchasing an additional 6,711,004 shares during the last quarter. Finally, Vanguard Group Inc. raised its holdings in shares of Cisco Systems by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock valued at $27,334,996,000 after buying an additional 5,039,714 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $78.68 on Wednesday. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. The company has a 50-day moving average price of $76.63 and a 200-day moving average price of $71.92. The company has a market cap of $310.87 billion, a price-to-earnings ratio of 29.58, a price-to-earnings-growth ratio of 2.91 and a beta of 0.87. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $80.82.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The company had revenue of $14.88 billion for the quarter, compared to the consensus estimate of $14.77 billion. During the same quarter in the previous year, the business earned $0.91 EPS. Cisco Systems’s revenue was up 7.5% compared to the same quarter last year. 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 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 was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were paid a $0.41 dividend. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a yield of 2.1%. Cisco Systems’s dividend payout ratio (DPR) is presently 61.65%.

Insiders Place Their Bets

In related news, Director Michael D. Capellas sold 10,850 shares of the business’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $77.13, for a total transaction of $836,860.50. Following the transaction, the director owned 146,368 shares in the company, valued at $11,289,363.84. The trade was a 6.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,745 shares of the 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 transaction, the executive vice president directly owned 176,319 shares of the company’s stock, valued at approximately $14,010,307.74. The trade was a 0.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,044,865 shares of company stock valued at $81,397,635 over the last quarter. 0.01% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have commented on the stock. Argus increased their price target on shares of Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. Melius Research increased their target price on shares of Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Citigroup boosted their price target on shares of Cisco Systems from $80.00 to $85.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Wells Fargo & Company raised their price objective on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Finally, JPMorgan Chase & Co. boosted their target price on Cisco Systems from $80.00 to $90.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Sixteen analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $86.81.

Key Cisco Systems News

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

• Positive Sentiment: Evercore ISI upgraded CSCO to “Outperform” and lifted its price target to $100 (from $80), giving the stock visible upside and providing a catalyst for buyer demand. Cisco (CSCO) Stock: Why This Tech Bargain Just Got Upgraded
• Positive Sentiment: Cisco launched the “Cisco 360 Partner Program,” positioning its partner ecosystem to sell AI-ready data centers and workplace solutions — a strategic push that should help convert AI demand into sales. Cisco Launches New Cisco 360 Partner Program, Built with Partners for the AI Era
• Positive Sentiment: Customer wins spotlighting Cisco’s AI networking edge — e.g., Georgetown’s Wi‑Fi 7 overhaul using Cisco tech — help validate product demand and real-world AI-networking deployments. Does Georgetown’s Wi‑Fi 7 Overhaul With Cisco (CSCO) Redefine Its Campus AI Networking Edge?
• Neutral Sentiment: Analyst sentiment broadly lifted: multiple outlets note analysts raising targets and an overall “Moderate Buy” consensus, which supports market confidence but is not a guaranteed catalyst for sustained upside. Cisco Systems Trending as Analysts Lift Targets
• Neutral Sentiment: Cisco’s report on AI-driven privacy investment shows strong enterprise focus on governance and security — a favorable industry trend for Cisco’s security and networking offerings, though indirect as a near-term stock mover. AI Fuels Surge in Data Privacy Investments and Redefines Governance, Cisco Reports
• Neutral Sentiment: Short-interest data in recent filings shows effectively zero days-to-cover (reported zero shares), so short-squeeze dynamics are not a factor in today’s move. (Internal short-interest summary)
• Negative Sentiment: A Forbes analysis argues Cisco may be overvalued and suggests a bearish scenario where shares could revisit much lower levels; that piece may temper gains and encourage profit-taking for some investors. Is It Time To Sell Cisco Stock?

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.