Border to Coast Pensions Partnership Ltd Boosts Stock Position in Cisco Systems, Inc. $CSCO

Border to Coast Pensions Partnership Ltd grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 24.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 1,061,021 shares of the network equipment provider’s stock after buying an additional 208,753 shares during the period. Cisco Systems accounts for 1.3% of Border to Coast Pensions Partnership Ltd’s portfolio, making the stock its 21st biggest position. Border to Coast Pensions Partnership Ltd’s holdings in Cisco Systems were worth $72,595,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. HighPoint Advisor Group LLC raised its holdings in Cisco Systems by 3.6% in the third quarter. HighPoint Advisor Group LLC now owns 97,655 shares of the network equipment provider’s stock worth $6,682,000 after purchasing an additional 3,425 shares in the last quarter. HORAN Wealth LLC increased its holdings in shares of Cisco Systems by 100.8% in the 3rd quarter. HORAN Wealth LLC now owns 11,890 shares of the network equipment provider’s stock worth $814,000 after purchasing an additional 5,968 shares in the last quarter. Bessemer Group Inc. lifted its stake in Cisco Systems by 2.7% during the 3rd quarter. Bessemer Group Inc. now owns 127,816 shares of the network equipment provider’s stock valued at $8,745,000 after acquiring an additional 3,307 shares during the period. BI Asset Management Fondsmaeglerselskab A S boosted its holdings in Cisco Systems by 7.5% in the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 1,572,080 shares of the network equipment provider’s stock worth $104,876,000 after purchasing an additional 109,501 shares during the last quarter. Finally, SBI Securities Co. Ltd. boosted its stake in shares of Cisco Systems by 1.0% in the 3rd quarter. SBI Securities Co. Ltd. now owns 27,227 shares of the network equipment provider’s stock worth $1,863,000 after buying an additional 275 shares during the last quarter. 73.33% of the stock is owned by institutional investors.

Cisco Systems Stock Performance

Shares of CSCO opened at $81.16 on Thursday. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $84.24. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. The firm has a market cap of $320.67 billion, a PE ratio of 30.51, a P/E/G ratio of 3.14 and a beta of 0.87. The stock has a fifty day moving average price of $77.07 and a 200-day moving average price of $72.41.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, topping analysts’ consensus estimates of $0.98 by $0.02. The company had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. Cisco Systems’s revenue for the quarter was up 7.5% on a year-over-year basis. During the same period last year, the business earned $0.91 EPS. 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. Equities research analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd were issued a $0.41 dividend. This represents a $1.64 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend was Friday, January 2nd. Cisco Systems’s dividend payout ratio is 61.65%.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, CEO Charles Robbins sold 281,860 shares of the company’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $78.35, for a total value of $22,083,731.00. Following the completion of the transaction, the chief executive officer owned 820,887 shares in the company, valued at approximately $64,316,496.45. This represents a 25.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider Jeetendra I. Patel sold 163,896 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $77.86, for a total value of $12,760,942.56. Following the completion of the sale, the insider directly owned 281,108 shares in the company, valued at approximately $21,887,068.88. The trade was a 36.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,044,865 shares of company stock worth $81,397,635. Insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on CSCO. Melius Research increased their price target on shares of Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Piper Sandler raised their price objective on Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a research report on Thursday, November 13th. Wells Fargo & Company upped their target price on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Citic Securities boosted their price objective on shares of Cisco Systems from $75.00 to $90.00 in a research report on Monday, November 17th. Finally, Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $90.38.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Evercore ISI raised its price target on CSCO from $100 to $175 and kept an “outperform” rating — a very bullish revision that implies substantial upside and likely helped lift sentiment among institutional investors. Evercore price target raise
• Positive Sentiment: Unusual options activity: investors bought ~89,631 call options (≈27% above typical daily call volume), signalling short-term bullish positioning and amplified demand for upside exposure. (No external link available)
• Positive Sentiment: Cisco presented at its second annual AI Summit (prepared remarks published), reiterating product roadmap and go-to-market momentum around AI networking and software — supporting the company’s argument for higher-growth margins from AI-driven workloads. AI Summit remarks transcript
• Positive Sentiment: Corporate/strategy news: Cisco is tying its AI networking push to renewable-powered data centers — a move that can appeal to customers prioritizing sustainability while positioning Cisco for AI infrastructure spending. AI + renewables story
• Neutral Sentiment: Media/analysis pieces: Several articles discuss whether CSCO is a buy after recent highs and summarize analyst views; useful for retail readers but not a direct catalyst. MSN: is CSCO a buy?
• Neutral Sentiment: Zacks and other broker-coverage summaries note broad analyst support; these pieces recap sell-side sentiment but do not add new fundamental data. Zacks analyst summary
• Neutral Sentiment: Reported short-interest data appears corrupted (shows 0 shares / NaN change), so it provides no actionable signal; ignore until clarified by reliable data providers. (No external link available)
• Neutral Sentiment: Aggregate analyst coverage summaries are circulating (MSN roundup), which can influence sentiment but mostly reiterate existing bullish tilt after recent results and guidance. MSN analyst roundup

Cisco Systems Company 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.