Deltec Asset Management LLC Has $3.66 Million Position in Cisco Systems, Inc. $CSCO

Deltec Asset Management LLC reduced its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 15.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 47,446 shares of the network equipment provider’s stock after selling 8,500 shares during the period. Deltec Asset Management LLC’s holdings in Cisco Systems were worth $3,655,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in CSCO. Brighton Jones LLC increased its stake in Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after buying an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC increased its stake 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 valued at $542,000 after buying an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC increased 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 buying an additional 712 shares during the last quarter. Schnieders Capital Management LLC. increased its stake in Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after buying an additional 519 shares during the last quarter. Finally, Marshall Wace LLP increased its stake in Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after buying an additional 590,650 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco unveiled a working prototype of a “Universal Quantum Switch” that can route quantum information between different types of quantum systems — a tangible step toward quantum networking that expands Cisco’s addressable market beyond traditional routers and switches. Cisco shows switch that can connect quantum computers of different kinds
• Positive Sentiment: The company’s Universal Quantum Switch press release reported proof-of-concept results (under 4% fidelity degradation) and stressed interoperability over standard telecom fiber — a credibility boost for long-term revenue potential in an emerging market. Cisco Introduces Universal Quantum Switch, Advancing the Path to a Quantum Network
• Positive Sentiment: Analysts and trade pieces are positioning Cisco as a beneficiary of the AI-quantum convergence and as a “pick-and-shovel” supplier to AI infrastructure builds — sentiment that supports multiple-year upside if Cisco converts research into commercial products and services. AI Meets Quantum: Best Pick-and-Shovel Stocks for a Multi-Year Shift
• Positive Sentiment: Market commentary ranks Cisco among AI/infra names with multi‑trillion-dollar potential over time, reflecting investor expectations that its transformation into higher‑margin software/subscriptions and AI hardware could materially re-rate valuation. Cisco Systems (CSCO): Can It Hit Trillion Dollar Milestone?
• Neutral Sentiment: Cisco added Qmulos continuous‑compliance products to its Global Price List, easing procurement for joint customers — a modest commercial win that supports software and services momentum but is not material on its own. Qmulos Now Available on Cisco Global Price List (GPL)
• Neutral Sentiment: Reported short‑interest data for April appears inconsistent (shows 0 shares / NaN change) and is not indicating a meaningful short squeeze or cover signal at this time.
• Negative Sentiment: Despite the upbeat product news, Cisco shares pulled back on April 23 (a larger decline than the market), showing that investors still react to near‑term macro/earnings/rotation risk even as the company invests in new growth areas. Cisco Systems (CSCO) Registers a Bigger Fall Than the Market

Cisco Systems Stock Performance

Shares of CSCO opened at $89.01 on Monday. The firm has a 50-day moving average of $80.55 and a 200-day moving average of $77.49. Cisco Systems, Inc. has a one year low of $56.07 and a one year high of $90.45. The company has a market cap of $351.58 billion, a PE ratio of 31.23, a price-to-earnings-growth ratio of 3.35 and a beta of 0.83. 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 (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The company 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%. The company’s quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter last year, the firm posted $0.94 EPS. As a group, equities analysts forecast that Cisco Systems, Inc. will post 3.4 earnings per share for the current year.

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd were paid a dividend of $0.42 per share. The ex-dividend date was Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.9%. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio is 58.95%.

Analyst Ratings Changes

CSCO has been the subject of a number of analyst reports. Citigroup lifted their price objective on shares of Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, Zacks Research downgraded shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Three analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $89.81.

Insider Activity at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of the firm’s 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 owned 187,097 shares in the company, valued at approximately $14,874,211.50. This trade represents a 4.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the firm’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $77.07, for a total transaction of $134,410.08. Following the sale, the executive vice president owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their position. 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 in the last quarter. 0.01% of the stock is owned by corporate insiders.

About Cisco Systems

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.