Penserra Capital Management LLC Has $170.17 Million Holdings in Cisco Systems, Inc. $CSCO

Penserra Capital Management LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 3.4% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 2,487,146 shares of the network equipment provider’s stock after selling 87,693 shares during the quarter. Cisco Systems accounts for about 2.0% of Penserra Capital Management LLC’s portfolio, making the stock its 2nd largest position. Penserra Capital Management LLC owned about 0.06% of Cisco Systems worth $170,167,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also added to or reduced their stakes in CSCO. Vanguard Group Inc. increased its holdings in Cisco Systems by 1.3% in the 2nd 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 boosted its stake in shares of Cisco Systems by 0.6% during the second 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 in the last quarter. Geode Capital Management LLC grew its holdings in shares of Cisco Systems by 1.2% during the second quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock worth $6,864,058,000 after purchasing an additional 1,157,704 shares during the last quarter. Norges Bank acquired a new position in shares of Cisco Systems in the second quarter valued at approximately $3,816,825,000. Finally, Invesco Ltd. increased its stake 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. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Up 3.1%

Shares of NASDAQ:CSCO opened at $83.11 on Wednesday. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $83.25. 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 business’s 50-day moving average is $76.97 and its 200-day moving average is $72.34. The company has a market capitalization of $328.38 billion, a price-to-earnings ratio of 31.24, a P/E/G ratio of 3.05 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, topping 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 business had revenue of $14.88 billion during the quarter, compared to the consensus estimate of $14.77 billion. During the same period in the previous year, the company posted $0.91 earnings per share. The firm’s revenue for the quarter 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. Equities research analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently announced 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 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date was Friday, January 2nd. Cisco Systems’s payout ratio is presently 61.65%.

Insider Buying and Selling at Cisco Systems

In other news, insider Jeetendra I. Patel sold 163,896 shares of the company’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $77.86, for a total transaction of $12,760,942.56. Following the transaction, the insider owned 281,108 shares in the company, valued at approximately $21,887,068.88. This represents a 36.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Charles Robbins sold 281,860 shares of the firm’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $78.35, for a total value of $22,083,731.00. Following the completion of the sale, the chief executive officer owned 820,887 shares of the company’s stock, valued at approximately $64,316,496.45. This represents a 25.56% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,044,865 shares of company stock valued at $81,397,635 over the last 90 days. Insiders own 0.01% of the company’s stock.

Cisco Systems News Roundup

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

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on CSCO shares. Piper Sandler lifted their target price on shares of Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a research report on Thursday, November 13th. Citigroup raised their price target on shares of Cisco Systems from $80.00 to $85.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Rosenblatt Securities boosted their price objective on shares of Cisco Systems from $87.00 to $100.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Morgan Stanley increased their price objective on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Finally, BNP Paribas Exane lifted their target price on Cisco Systems from $76.00 to $86.00 and gave the stock an “outperform” rating in a report on Thursday, November 13th. One research 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. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price 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.