ABN Amro Investment Solutions Cuts Position in Cisco Systems, Inc. $CSCO

ABN Amro Investment Solutions reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 33.5% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 157,457 shares of the network equipment provider’s stock after selling 79,243 shares during the quarter. ABN Amro Investment Solutions’ holdings in Cisco Systems were worth $10,773,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Brighton Jones LLC increased its position in Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after buying an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after acquiring an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC raised its stake in Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after acquiring an additional 712 shares during the period. Stratos Wealth Partners LTD. boosted its position in Cisco Systems by 4.9% during the second quarter. Stratos Wealth Partners LTD. now owns 116,502 shares of the network equipment provider’s stock worth $8,083,000 after purchasing an additional 5,467 shares during the period. Finally, Nicholson Wealth Management Group LLC raised its position in shares of Cisco Systems by 2.5% in the second quarter. Nicholson Wealth Management Group LLC now owns 27,335 shares of the network equipment provider’s stock valued at $1,897,000 after purchasing an additional 667 shares during the period. Institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on CSCO shares. Piper Sandler boosted their target price on shares of Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a report 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. Evercore lifted their target price on Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a report on Tuesday, February 3rd. HSBC increased their price target on shares of Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a report on Friday. Finally, CICC Research upped their target price on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $97.19.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 56,038 shares of Cisco Systems stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $78.33, for a total value of $4,389,456.54. Following the transaction, the executive vice president directly owned 179,780 shares of the company’s stock, valued at $14,082,167.40. The trade was a 23.76% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Michael D. Capellas sold 16,150 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.28, for a total value of $1,248,072.00. Following the sale, the director directly owned 157,218 shares of the company’s stock, valued at approximately $12,149,807.04. This trade represents a 9.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 507,122 shares of company stock valued at $39,545,816. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Stock Up 2.5%

Shares of CSCO opened at $76.85 on Friday. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.83. The stock has a 50 day simple moving average of $77.83 and a two-hundred day simple moving average of $73.10. The firm has a market cap of $303.64 billion, a P/E ratio of 26.97, a P/E/G ratio of 2.90 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The firm had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. During the same period in the previous year, the business posted $0.94 EPS. The business’s quarterly revenue was up 9.7% on a year-over-year basis. On average, analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is 61.65%.

More Cisco Systems News

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

• Positive Sentiment: Cisco unveiled the Silicon One G300 switching chip designed for large AI cluster buildouts, positioning the company to compete in a multi‑hundred‑billion dollar AI infrastructure market — a clear long‑term growth catalyst. Silicon One G300 announcement
• Positive Sentiment: Q2 results beat both EPS and revenue expectations and management highlighted strong AI/customer orders (notably ~$2.1B of AI infrastructure orders), supporting revenue momentum and the firm’s raised FY guidance. That underpins upside if Cisco converts AI demand into sustained margin expansion. Zacks coverage
• Positive Sentiment: Multiple sell‑side firms raised price targets and reiterated buy/outperform views (examples: CICC raised its target to $96; UBS, Citi, BNP/Exane and others increased targets), which can support further upside via analyst-driven flows and ETF reweighting. CICC price target update
• Neutral Sentiment: Free cash flow fell year‑over‑year but remains positive with healthy margins; analysts note strong FCF long term despite higher capex for AI initiatives — this reduces downside risk but flags near‑term investment drag. TalkMarkets FCF piece
• Neutral Sentiment: MarketBeat and other bullish pieces argue for large long‑term upside (price‑target extrapolations to $150–$182), but these are speculative scenarios that rely on sustained AI share gains and margin recovery. MarketBeat long-term thesis
• Negative Sentiment: Investors punished Cisco after management disclosed gross‑margin pressure driven by a global memory shortage and higher component costs; that margin miss triggered a sharp selloff and created near‑term volatility risk for CSCO. CNBC margin story
• Negative Sentiment: Despite upbeat revenue/guidance, some analysts and market commentary viewed Cisco’s margin outlook and guidance as mixed, prompting sector weakness and headline risk that could keep short‑term selling pressure elevated. MarketWatch on market impact
• Neutral Sentiment: Reported short‑interest data in the feed is inconsistent/zero and appears not to be a meaningful new factor for intraday moves. (Days‑to‑cover figures show no material change.)

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.