Cisco Systems, Inc. $CSCO Shares Acquired by Andra AP fonden

Andra AP fonden lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 29.2% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 534,978 shares of the network equipment provider’s stock after acquiring an additional 120,800 shares during the period. Andra AP fonden’s holdings in Cisco Systems were worth $36,603,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of CSCO. Sumitomo Mitsui Financial Group Inc. lifted its holdings in shares of Cisco Systems by 14.2% in the 3rd quarter. Sumitomo Mitsui Financial Group Inc. now owns 52,429 shares of the network equipment provider’s stock valued at $3,587,000 after buying an additional 6,512 shares during the period. Whalerock Point Partners LLC raised its position in Cisco Systems by 2.6% in the third quarter. Whalerock Point Partners LLC now owns 28,389 shares of the network equipment provider’s stock worth $1,942,000 after acquiring an additional 725 shares in the last quarter. Banco Santander S.A. lifted its holdings in Cisco Systems by 3.1% in the third quarter. Banco Santander S.A. now owns 400,352 shares of the network equipment provider’s stock valued at $27,392,000 after acquiring an additional 12,109 shares during the period. R Squared Ltd acquired a new stake in Cisco Systems in the third quarter valued at $1,343,000. Finally, Lansing Street Advisors boosted its position in shares of Cisco Systems by 11.1% during the 3rd quarter. Lansing Street Advisors now owns 3,539 shares of the network equipment provider’s stock worth $242,000 after purchasing an additional 355 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Trading Down 1.3%

NASDAQ CSCO opened at $78.10 on Friday. The company has a market cap of $308.47 billion, a P/E ratio of 27.40, a P/E/G ratio of 2.99 and a beta of 0.87. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month 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 0.85. The company has a 50-day moving average of $77.80 and a 200-day moving average of $73.65.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The firm had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. Cisco Systems’s revenue was up 9.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.94 earnings per share. As a group, equities analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is currently 57.54%.

Insiders Place Their Bets

In other news, insider Jeetendra I. Patel sold 11,248 shares of Cisco Systems stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $854,848.00. Following the transaction, the insider directly owned 262,776 shares of the company’s stock, valued at $19,970,976. The trade was a 4.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Michael D. Capellas sold 16,150 shares of the business’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $77.28, for a total value of $1,248,072.00. Following the sale, the director owned 157,218 shares of the company’s stock, valued at $12,149,807.04. The trade was a 9.32% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 75,677 shares of company stock worth $5,811,211. Corporate insiders own 0.01% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Quarterly results and AI-driven networking momentum — Cisco beat Q2 estimates (revenue up ~9.7% y/y) and analysts highlight accelerating networking sales tied to AI and campus upgrades, supporting revenue and gross‑profit leverage. Zacks Analyst Blog Highlights Dell, Hewlett-Packard, Cisco Systems and Super Micro Computers
• Positive Sentiment: Partnerships and workforce initiatives expand go‑to‑market — Cisco launched regional AI/security initiatives and is expanding training and hiring pathways (e.g., Networking Academy partnership with Indeed in India), which should help adoption of its software/subscription stack over time. Cisco Networking Academy and Indeed Launch Global Partnership, Debut Dedicated Career Hub for India
• Positive Sentiment: Shareholder returns — Cisco recently raised the quarterly dividend, reinforcing cash‑flow strength and making the stock more attractive to income investors.
• Neutral Sentiment: Valuation debate — Analysts and commentators are debating whether multi‑year share gains leave CSCO fairly priced, creating mixed signals for new buyers. Is Cisco Systems (CSCO) Fairly Priced After Strong Multi‑Year Share Price Gains?
• Neutral Sentiment: High‑profile comparisons — Market commentary (including Michael Burry’s remarks comparing Nvidia to Cisco) adds broad market noise about tech leadership cycles but does not directly change Cisco’s order book today. ‘Big Short’ Michael Burry warns Nvidia mirrors Cisco
• Neutral Sentiment: Mixed analyst views — Several firms have raised targets (Citigroup, JPMorgan, Bank of America) while others remain cautious; consensus remains a moderate buy with upside to ~?$89 on average.
• Negative Sentiment: Security disclosure — Cisco disclosed that a critical bug in a widely used product has been actively exploited since 2023; the U.S. and allies urged remediation. This raises near‑term remediation costs, potential contract/renewal risk with large customers and reputational headwinds. Cisco says hackers have been exploiting a critical bug to break into big customer networks since 2023
• Negative Sentiment: Insider selling — A senior VP disclosed a sale of ~2,179 shares, which can create short‑term perception pressure even if not large vs. institutional ownership. SEC Filing – Insider Sale
• Negative Sentiment: Margin concerns and downgrade — At least one analyst lowered their rating to Hold over gross‑margin worries, which could limit multiple expansion if margins don’t stabilize. Erste Group Downgrades Cisco Systems, Inc. (CSCO) to Hold on Margin Concerns

Wall Street Analysts Forecast Growth

Several brokerages recently commented on CSCO. Barclays raised their price objective on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research note on Thursday, November 13th. DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. President Capital reduced their price target on shares of Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. Citigroup upped their price target on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, Melius Research lifted their price objective on Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $89.55.

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.