Cisco Systems, Inc. $CSCO Shares Bought by Banque Cantonale Vaudoise

Banque Cantonale Vaudoise grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 3.3% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 285,029 shares of the network equipment provider’s stock after acquiring an additional 9,049 shares during the quarter. Cisco Systems comprises approximately 0.7% of Banque Cantonale Vaudoise’s investment portfolio, making the stock its 19th biggest position. Banque Cantonale Vaudoise’s holdings in Cisco Systems were worth $19,501,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently modified their holdings of CSCO. Benchmark Financial Wealth Advisors LLC grew its stake in shares of Cisco Systems by 1.4% in the 3rd quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock valued at $715,000 after buying an additional 142 shares during the period. Cobblestone Capital Advisors LLC NY lifted its holdings in Cisco Systems by 0.6% in the third quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider’s stock valued at $1,685,000 after acquiring an additional 142 shares during the last quarter. Yoder Wealth Management Inc. grew its position in Cisco Systems by 3.8% in the third quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock worth $270,000 after acquiring an additional 143 shares during the period. Weaver Consulting Group grew its position in Cisco Systems by 1.5% in the third quarter. Weaver Consulting Group now owns 9,940 shares of the network equipment provider’s stock worth $680,000 after acquiring an additional 145 shares during the period. Finally, Wynn Capital LLC increased its stake in Cisco Systems by 0.3% during the third quarter. Wynn Capital LLC now owns 48,456 shares of the network equipment provider’s stock worth $3,315,000 after acquiring an additional 150 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco’s “Secure AI Factory” deal puts sovereign and on‑prem AI deployments squarely in Cisco’s addressable market — a strategic win that could lift software and services revenue and support higher long‑term growth expectations. Cisco Secure AI Factory Deal Puts Sovereign AI At Center For Cisco Investors
• Positive Sentiment: Broader cybersecurity market growth (analysts expect the sector to roughly double by 2030) creates a favorable demand backdrop for Cisco’s security portfolio, even as specialist vendors (e.g., CrowdStrike) compete for wallet share. This is a tailwind for Cisco’s software/security revenue mix. The Cybersecurity Market Is Set to Double to $300 Billion by 2030. Here’s the Best Artificial Intelligence (AI) Stock to Buy Now.
• Positive Sentiment: With bond yields shifting, dividend‑oriented flows may favor large, reliable dividend payers like Cisco — a structural buyer base that can support the share price despite near‑term volatility. Bond Yields Are Getting Slashed — These Dividend Stocks Are the Smarter Play Right Now
• Neutral Sentiment: Some Wall Street analysts remain optimistic on CSCO, which can provide episodic support to the stock — but analyst commentary alone may not overcome investor concerns about execution and margin trade‑offs. Wall Street Bulls Look Optimistic About Cisco (CSCO): Should You Buy?
• Neutral Sentiment: Short‑interest data published today appears to be a reporting anomaly (shows zero change), so there’s no clear evidence of rising short pressure driving the move. Monitor for corrected data. (internal short‑interest release)
• Negative Sentiment: A recent analysis highlights that Cisco’s investment push into AI and software raises margin risk — investors are debating whether growth gains will offset near‑term margin compression and valuation pressure if operating leverage lags expectations. How The Cisco Systems (CSCO) Investment Story Is Shifting On Growth Hopes And Margin Risks

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. Argus raised Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Evercore upgraded shares of Cisco Systems from an “in-line” rating to an “outperform” rating and boosted their price objective for the company from $80.00 to $100.00 in a report on Monday, January 26th. KeyCorp increased their target price 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. Melius Research lifted their price target on shares of Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Finally, Bank of America boosted their price target on shares of Cisco Systems from $85.00 to $95.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Three investment 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 stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

Cisco Systems Stock Down 3.1%

Shares of NASDAQ:CSCO opened at $76.21 on Tuesday. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The stock has a market cap of $301.02 billion, a price-to-earnings ratio of 26.74, a price-to-earnings-growth ratio of 2.97 and a beta of 0.87. The firm’s 50 day moving average price is $77.93 and its 200 day moving average price is $74.25.

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, beating analysts’ consensus estimates 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 company’s revenue was up 9.7% on a year-over-year basis. During the same period last year, the business earned $0.94 EPS. As a group, equities research analysts predict 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. Stockholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 annualized dividend and a dividend yield of 2.2%. Cisco Systems’s dividend payout ratio is 57.54%.

Insider Activity

In related news, insider Jeetendra I. Patel sold 11,248 shares of the company’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 value of $854,848.00. Following the completion of the transaction, the insider directly owned 262,776 shares of the company’s stock, valued at $19,970,976. This represents a 4.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the sale, the director owned 61,630 shares of the company’s stock, valued at $4,753,521.90. This represents a 17.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 75,677 shares of company stock valued at $5,811,211 over the last 90 days. Insiders own 0.01% of the company’s stock.

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.