Cisco Systems, Inc. $CSCO Holdings Lifted by Machina Capital S.A.S.

Machina Capital S.A.S. raised its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 41.9% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 75,392 shares of the network equipment provider’s stock after purchasing an additional 22,247 shares during the quarter. Cisco Systems comprises approximately 0.9% of Machina Capital S.A.S.’s investment portfolio, making the stock its 16th biggest holding. Machina Capital S.A.S.’s holdings in Cisco Systems were worth $5,158,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in CSCO. Norges Bank acquired a new position in shares of Cisco Systems during the second quarter valued at $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its holdings in Cisco Systems by 413.3% in 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 period. Franklin Resources Inc. grew its position in 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 valued at $2,833,261,000 after buying an additional 12,904,969 shares in the last quarter. Laurel Wealth Advisors LLC increased its stake in 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 buying an additional 6,711,004 shares during the period. Finally, Vanguard Group Inc. increased its stake in 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 during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Key Cisco Systems News

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

• Positive Sentiment: Evercore ISI raised its price target on CSCO to $175 and maintained an “outperform” rating — a large upward revision that signals strong analyst conviction and can attract buyers. Evercore ISI Adjusts Price Target on Cisco Systems to $175
• Positive Sentiment: Unusual options activity: investors bought ~89,631 call options (about 27% above average call volume), indicating bullish bets on near‑term upside and adding upward pressure to the stock. (No external link)
• Positive Sentiment: Cisco presented at its Second Annual AI Summit (prepared remarks available), underscoring its AI strategy and product roadmap — positive for revenue/market‑share expectations in AI networking and infrastructure. Cisco Presents at Second Annual AI Summit — Transcript
• Neutral Sentiment: Cisco scheduled its Q2 FY2026 earnings conference call for Feb. 11 — an upcoming catalyst that could amplify moves both ways depending on results and guidance. Cisco Schedules Conference Call for Q2 FY2026 Results
• Neutral Sentiment: Media/analyst coverage (Zacks, MSN) is highlighting Cisco as a buy candidate and discussing analyst views — this increases visibility but is not new fundamental news. Cisco Is Considered a Good Investment by Brokers — Zacks Where Is Cisco Headed According to Analysts — MSN
• Neutral Sentiment: Short‑interest entries in the notice feed show zero shares/days-to-cover (likely a data glitch or reporting artifact) — not a meaningful signal for market direction. (No external link)
• Neutral Sentiment: Broader AI/agent ecosystem coverage (e.g., OpenClaw story) highlights sector momentum that can be a tailwind for infrastructure vendors like Cisco, but it’s an indirect effect. AI Agent Coverage — CNBC

Cisco Systems Stock Up 3.1%

CSCO stock opened at $83.11 on Wednesday. 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 $328.38 billion, a P/E ratio of 31.24, a P/E/G ratio of 3.05 and a beta of 0.87. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $83.25. The company’s 50 day simple moving average is $76.97 and its 200-day simple moving average is $72.34.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, topping the consensus estimate of $0.98 by $0.02. The firm had revenue of $14.88 billion for the quarter, compared to analysts’ expectations of $14.77 billion. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The company’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same period in the previous year, the company 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. 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 was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were given a dividend of $0.41 per share. This represents a $1.64 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Friday, January 2nd. Cisco Systems’s payout ratio is presently 61.65%.

Insider Transactions at Cisco Systems

In other news, CEO Charles Robbins sold 116,734 shares of the stock in a transaction that occurred on 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 completion of the sale, the chief executive officer directly owned 704,153 shares of the company’s stock, valued at $54,431,026.90. This represents a 14.22% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Thimaya K. Subaiya sold 1,745 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $79.46, for a total transaction of $138,657.70. Following the sale, the executive vice president owned 176,319 shares of the company’s stock, valued at approximately $14,010,307.74. This represents a 0.98% decrease in their ownership of the stock. 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.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Bank of America upped their price target on shares of Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Morgan Stanley upped their target price on Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Piper Sandler increased their price target on Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a research note on Thursday, November 13th. CICC Research boosted their price objective on Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a research note on Friday, November 14th. Finally, Barclays raised their target price 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. One analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $90.38.

Cisco Systems Company 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.