Dorato Capital Management Makes New $2.21 Million Investment in Cisco Systems, Inc. $CSCO

Dorato Capital Management acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 29,675 shares of the network equipment provider’s stock, valued at approximately $2,208,000. Cisco Systems comprises 1.7% of Dorato Capital Management’s investment portfolio, making the stock its 12th largest holding.

A number of other institutional investors and hedge funds have also bought and sold shares of CSCO. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its position in shares of Cisco Systems by 413.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock valued at $1,553,645,000 after buying an additional 18,030,441 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its position in Cisco Systems by 110.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after acquiring an additional 9,648,265 shares in the last quarter. Wellington Management Group LLP grew its position in Cisco Systems by 19.5% in the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after acquiring an additional 5,498,375 shares in the last quarter. Invesco Ltd. increased its stake in Cisco Systems by 10.5% in the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after acquiring an additional 5,081,469 shares during the last quarter. Finally, Danske Bank A S bought a new position in Cisco Systems in the third quarter valued at $233,956,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Trading Up 1.4%

Shares of CSCO stock opened at $79.02 on Friday. The business has a 50-day moving average of $79.27 and a 200 day moving average of $75.53. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18. The stock has a market capitalization of $312.12 billion, a PE ratio of 27.73, a P/E/G ratio of 2.94 and a beta of 0.83.

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

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is currently 57.54%.

Insider Buying and Selling at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of the stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the sale, the executive vice president directly owned 187,097 shares in the company, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, SVP Maria Victoria Wong sold 551 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the sale, the senior vice president directly owned 27,957 shares in the company, valued at $2,167,785.78. The trade was a 1.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 46,431 shares of company stock worth $3,574,820 over the last ninety days. 0.01% of the stock is owned by company insiders.

Analyst Ratings Changes

CSCO has been the subject of several research analyst reports. Evercore raised Cisco Systems from an “in-line” rating to an “outperform” rating and lifted their price target for the stock from $80.00 to $100.00 in a research note on Monday, January 26th. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. Morgan Stanley upped their target price on Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, BNP Paribas Exane boosted their price objective on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. Four research 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 company’s stock. According to MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and an average price target of $89.76.

Key Cisco Systems News

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

• Positive Sentiment: Truist initiated coverage and upgraded Cisco to a strong-buy, providing a visible brokerage endorsement that can support buying interest. Truist Coverage
• Positive Sentiment: Cisco released a State of Wireless report showing widespread enterprise Wi‑Fi investment tied to AI/IoT and reporting revenue/efficiency benefits — this supports Cisco’s networking product demand narrative. State of Wireless Report
• Positive Sentiment: Cisco will keynote at COMPUTEX (first-time appearance) to present a “full stack approach to AI,” raising visibility around its AI infrastructure strategy and potential product announcements later in the quarter. COMPUTEX Keynote
• Positive Sentiment: Cisco’s collaboration with Atom Computing to explore quantum networking expands its long‑term infrastructure story beyond classical networking, which investors may view as strategic optionality. Quantum Networking
• Neutral Sentiment: Private-equity activity in cloud communications (CallTower sale/strategic investment) signals sector consolidation but has limited direct impact on Cisco’s core networking revenue; it’s a thematic industry note. CallTower / Court Square
• Neutral Sentiment: Coverage noting Cisco’s upgrade momentum aligning with Nasdaq trends highlights technical/market-flow support rather than fundamental change. Upgrade Momentum
• Negative Sentiment: Multiple outlets report Cisco’s gross margin contracted sequentially and management’s Q3 commentary points to margin pressure from higher memory costs and an AI revenue mix — this is the primary near-term headwind investors are pricing in. Gross Margin Contracts
• Negative Sentiment: Short-term price weakness was noted in recent market pieces despite strong order trends for AI infrastructure, reflecting profit‑taking or concern that margin pressure could offset revenue growth. Short-term Price Weakness

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.