Envestnet Asset Management Inc. Sells 37,764 Shares of Cisco Systems, Inc. $CSCO

Envestnet Asset Management Inc. lessened its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,409,980 shares of the network equipment provider’s stock after selling 37,764 shares during the quarter. Envestnet Asset Management Inc. owned 0.24% of Cisco Systems worth $643,831,000 as of its most recent SEC filing.

Several other large investors have also added to or reduced their stakes in CSCO. Bare Financial Services Inc grew its stake in Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after purchasing an additional 308 shares in the last quarter. Marquette Asset Management LLC acquired a new stake in shares of Cisco Systems in the 3rd quarter valued at approximately $25,000. Financial Connections Group Inc. grew its stake in shares of Cisco Systems by 89.4% in the second quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 193 shares in the last quarter. Legacy Investment Solutions LLC acquired a new position in Cisco Systems during the second quarter worth $28,000. Finally, Lowe Wealth Advisors LLC raised its position in Cisco Systems by 96.2% during the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after acquiring an additional 200 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Activity

In other Cisco Systems news, insider Jeetendra I. Patel sold 163,896 shares of Cisco Systems stock in a transaction on Friday, November 14th. The stock was sold at an average price of $77.86, for a total value of $12,760,942.56. Following the completion of the transaction, the insider directly owned 281,108 shares of the company’s stock, valued at $21,887,068.88. The trade was a 36.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Thimaya K. Subaiya sold 56,038 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $78.33, for a total value of $4,389,456.54. Following the sale, the executive vice president owned 179,780 shares of the company’s stock, valued at approximately $14,082,167.40. The trade was a 23.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 1,044,865 shares of company stock worth $81,397,635. 0.01% of the stock is currently owned by insiders.

Analyst Ratings Changes

CSCO has been the topic of several recent analyst reports. Argus boosted their price objective on shares of Cisco Systems from $80.00 to $100.00 in a research note on Thursday, November 13th. Rosenblatt Securities lifted their price target on Cisco Systems from $87.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Citigroup upped their price objective on Cisco Systems from $80.00 to $85.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Melius Research lifted their target price on Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Finally, KeyCorp increased their price target on Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $90.38.

Cisco Systems Trading Up 3.1%

Shares of Cisco Systems stock opened at $83.11 on Wednesday. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $83.25. The stock has a market cap of $328.38 billion, a PE ratio of 31.24, a PEG ratio of 3.05 and a beta of 0.87. The firm has a 50-day moving average of $76.97 and a 200-day moving average of $72.34. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, topping the consensus estimate of $0.98 by $0.02. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The business had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. During the same quarter in the previous year, the company earned $0.91 EPS. The business’s revenue was up 7.5% on a year-over-year basis. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. As a group, sell-side analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were given a dividend of $0.41 per share. The ex-dividend date of this dividend was Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a yield of 2.0%. Cisco Systems’s dividend payout ratio is currently 61.65%.

Key Cisco Systems News

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

• Positive Sentiment: Evercore ISI raised its price target on CSCO to $175 and maintained an “outperform” rating — a large upward revision that signals strong analyst conviction and can attract buyers. Evercore ISI Adjusts Price Target on Cisco Systems to $175
• Positive Sentiment: Unusual options activity: investors bought ~89,631 call options (about 27% above average call volume), indicating bullish bets on near‑term upside and adding upward pressure to the stock. (No external link)
• Positive Sentiment: Cisco presented at its Second Annual AI Summit (prepared remarks available), underscoring its AI strategy and product roadmap — positive for revenue/market‑share expectations in AI networking and infrastructure. Cisco Presents at Second Annual AI Summit — Transcript
• Neutral Sentiment: Cisco scheduled its Q2 FY2026 earnings conference call for Feb. 11 — an upcoming catalyst that could amplify moves both ways depending on results and guidance. Cisco Schedules Conference Call for Q2 FY2026 Results
• Neutral Sentiment: Media/analyst coverage (Zacks, MSN) is highlighting Cisco as a buy candidate and discussing analyst views — this increases visibility but is not new fundamental news. Cisco Is Considered a Good Investment by Brokers — Zacks Where Is Cisco Headed According to Analysts — MSN
• Neutral Sentiment: Short‑interest entries in the notice feed show zero shares/days-to-cover (likely a data glitch or reporting artifact) — not a meaningful signal for market direction. (No external link)
• Neutral Sentiment: Broader AI/agent ecosystem coverage (e.g., OpenClaw story) highlights sector momentum that can be a tailwind for infrastructure vendors like Cisco, but it’s an indirect effect. AI Agent Coverage — CNBC

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.