DNB Asset Management AS Increases Position in Cisco Systems, Inc. $CSCO

DNB Asset Management AS lifted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.8% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,475,231 shares of the network equipment provider’s stock after buying an additional 11,250 shares during the quarter. DNB Asset Management AS’s holdings in Cisco Systems were worth $100,935,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Bare Financial Services Inc lifted its position in shares of Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after purchasing an additional 308 shares during the last quarter. Marquette Asset Management LLC purchased a new position in Cisco Systems in the 3rd quarter worth about $25,000. Legacy Investment Solutions LLC bought a new stake in Cisco Systems during the 2nd quarter valued at about $28,000. Lowe Wealth Advisors LLC boosted its position in Cisco Systems by 96.2% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 200 shares during the period. Finally, Cedar Mountain Advisors LLC grew its stake in Cisco Systems by 115.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after acquiring an additional 251 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Down 1.3%

NASDAQ:CSCO opened at $78.10 on Friday. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The company’s 50-day simple moving average is $77.80 and its 200-day simple moving average is $73.65. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The stock has a market capitalization 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 (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.02. The business had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period in the previous year, the company earned $0.94 earnings per share. On average, equities analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be given a dividend of $0.42 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 annualized dividend and a yield of 2.2%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio is currently 57.54%.

Key Headlines Impacting 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

Insider Buying and Selling

In related news, CEO Charles Robbins sold 19,545 shares of the stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $1,485,420.00. Following the completion of the transaction, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at $51,003,220. This trade represents a 2.83% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Jeetendra I. Patel sold 11,248 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $854,848.00. Following the sale, the insider directly owned 262,776 shares in the company, valued at approximately $19,970,976. This represents a 4.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 75,677 shares of company stock valued at $5,811,211 in the last 90 days. 0.01% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

CSCO has been the subject of several research analyst reports. CICC Research lifted their price target on shares of Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research note on Friday, February 13th. President Capital lowered their target price on Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Melius Research raised their price target on Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Erste Group Bank lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, Citic Securities upped their price objective on shares of Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. Three analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and an average price target of $89.55.

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.