SVB Wealth LLC Reduces Position in Cisco Systems, Inc. $CSCO

SVB Wealth LLC trimmed its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 6.0% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 201,008 shares of the network equipment provider’s stock after selling 12,780 shares during the period. Cisco Systems accounts for approximately 0.7% of SVB Wealth LLC’s holdings, making the stock its 28th largest position. SVB Wealth LLC’s holdings in Cisco Systems were worth $13,753,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently bought and sold shares of CSCO. Wesbanco Bank Inc. grew its holdings in Cisco Systems by 11.9% during the third quarter. Wesbanco Bank Inc. now owns 406,281 shares of the network equipment provider’s stock valued at $27,798,000 after purchasing an additional 43,096 shares during the period. BridgePort Financial Solutions LLC lifted its position in shares of Cisco Systems by 85.2% during the 3rd quarter. BridgePort Financial Solutions LLC now owns 7,409 shares of the network equipment provider’s stock valued at $507,000 after buying an additional 3,409 shares in the last quarter. Rockland Trust Co. grew its stake in shares of Cisco Systems by 213.8% during the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock valued at $1,402,000 after acquiring an additional 13,966 shares during the period. Wealthfront Advisers LLC increased its holdings in Cisco Systems by 1.4% in the 3rd quarter. Wealthfront Advisers LLC now owns 374,768 shares of the network equipment provider’s stock worth $25,642,000 after acquiring an additional 5,169 shares in the last quarter. Finally, Navellier & Associates Inc. raised its stake in Cisco Systems by 5.3% during the 3rd quarter. Navellier & Associates Inc. now owns 65,163 shares of the network equipment provider’s stock worth $4,458,000 after acquiring an additional 3,291 shares during the period. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

CSCO has been the subject of a number of analyst reports. KeyCorp increased their price objective on shares of Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. Erste Group Bank upgraded Cisco Systems from a “hold” rating to a “buy” rating in a research note on Monday, November 10th. JPMorgan Chase & Co. boosted their price objective on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday. Rosenblatt Securities increased their target price on Cisco Systems from $87.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Finally, Evercore ISI lifted their target price on Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a research note on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $94.45.

Cisco Systems Trading Up 2.3%

Shares of CSCO stock opened at $86.75 on Tuesday. 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 stock has a market capitalization of $342.76 billion, a price-to-earnings ratio of 32.61, a price-to-earnings-growth ratio of 3.21 and a beta of 0.87. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $87.25. The stock’s 50-day moving average price is $77.57 and its 200-day moving average price is $72.78.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 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 during the quarter, compared to analyst estimates of $14.77 billion. During the same period in the prior year, the company earned $0.91 earnings per share. The firm’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. Equities research analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

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 $0.41 dividend. This represents a $1.64 annualized dividend and a yield of 1.9%. The ex-dividend date was Friday, January 2nd. Cisco Systems’s payout ratio is currently 61.65%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco unveiled a new AI networking chip and router to compete with Broadcom and Nvidia for AI infrastructure spending, signaling potential revenue upside from hyperscale and enterprise AI network upgrades. Cisco unveils new AI networking chip, taking on Broadcom and Nvidia
• Positive Sentiment: Announcement of the new Silicon One G300 and G300-powered N9000/8000 systems plus advanced optics positions Cisco to capture higher-value AI networking deals by touting performance, energy efficiency and lower operating costs for AI data centers. Cisco Announces New Silicon One G300, Advanced Systems and Optics
• Positive Sentiment: Cisco expanded “AgenticOps” automation across networking, security and observability — a software-led push that could raise software/recurring revenue mix and simplify deployments for customers adopting AI at scale. Cisco Expands AgenticOps Innovations Across Portfolio
• Positive Sentiment: Major updates to Cisco’s AI Defense and AI-aware SASE add AI supply-chain governance and runtime protections — a timely security pitch that may help win enterprise AI deals and reduce adoption friction. Cisco Redefines Security for the Agentic Era with AI Defense Expansion
• Positive Sentiment: JPMorgan raised its price target on CSCO to $95 and maintained an overweight rating — an analyst endorsement that can lift sentiment and drive buying ahead of earnings. JPMorgan adjusts price target on Cisco Systems to $95
• Neutral Sentiment: Investors are also focused on the upcoming fiscal Q2 earnings (est. revenue ~$15–15.2B) and guidance — results could validate the AI-story or introduce near-term volatility depending on bookings and margins. Cisco Q2 Earnings Loom: Buy or Hold the CSCO Stock Ahead of Results?
• Neutral Sentiment: Macro/calendar events (jobs, inflation, retail-sales) noted by market commentators could influence risk appetite around tech names like Cisco this week, adding potential short-term market noise. What to Expect in Markets This Week

Insider Activity at Cisco Systems

In other news, Director Kristina M. Johnson sold 13,481 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the sale, the director directly owned 61,630 shares in the company, valued at approximately $4,753,521.90. This represents a 17.95% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Thimaya K. Subaiya sold 1,745 shares of Cisco Systems stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $79.46, for a total value of $138,657.70. Following the completion of the transaction, 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,044,865 shares of company stock valued at $81,397,635 over the last quarter. 0.01% of the stock is currently owned by insiders.

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.