Caisse Des Depots ET Consignations Buys 5,945 Shares of Cisco Systems, Inc. $CSCO

Caisse Des Depots ET Consignations raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 3.7% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 168,078 shares of the network equipment provider’s stock after purchasing an additional 5,945 shares during the period. Cisco Systems accounts for approximately 0.5% of Caisse Des Depots ET Consignations’ investment portfolio, making the stock its 26th biggest position. Caisse Des Depots ET Consignations’ holdings in Cisco Systems were worth $11,500,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of CSCO. Vanguard Group Inc. raised its holdings in Cisco Systems by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock valued at $27,334,996,000 after acquiring an additional 5,039,714 shares during the period. State Street Corp boosted its holdings in shares of Cisco Systems by 0.6% during the second quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock worth $13,507,956,000 after acquiring an additional 1,067,872 shares during the period. Geode Capital Management LLC grew its position in shares of Cisco Systems by 1.2% in the second quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock valued at $6,864,058,000 after purchasing an additional 1,157,704 shares during the last quarter. Norges Bank bought a new position in shares of Cisco Systems during the second quarter worth approximately $3,816,825,000. Finally, Invesco Ltd. lifted its holdings in Cisco Systems by 3.0% during the 2nd quarter. Invesco Ltd. now owns 48,531,251 shares of the network equipment provider’s stock worth $3,367,098,000 after purchasing an additional 1,414,105 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Buying and Selling

In other news, CEO Charles Robbins sold 281,860 shares of the business’s stock in a transaction on Monday, November 17th. The stock was sold at an average price of $78.35, for a total transaction of $22,083,731.00. Following the completion of the transaction, the chief executive officer owned 820,887 shares of the company’s stock, valued at approximately $64,316,496.45. The trade was a 25.56% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Thimaya K. Subaiya sold 56,038 shares of the company’s stock in a transaction on Wednesday, November 19th. The stock was 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. This represents a 23.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 1,044,865 shares of company stock worth $81,397,635. 0.01% of the stock is owned by company insiders.

Cisco Systems Trading Down 0.9%

Shares of Cisco Systems stock opened at $85.54 on Thursday. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The company has a market capitalization of $337.98 billion, a price-to-earnings ratio of 32.16, a PEG ratio of 3.26 and a beta of 0.87. The firm’s 50-day moving average price is $77.91 and its two-hundred day moving average price is $72.99.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping 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 18.38% and a return on equity of 27.29%. The firm’s quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.94 EPS. On average, analysts forecast 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. Shareholders of record on Thursday, April 2nd will be issued a $0.42 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.0%. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.

Wall Street Analyst Weigh In

A number of research analysts have commented on CSCO shares. Evercore upped their price objective on Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a report on Tuesday, February 3rd. KeyCorp boosted their target price on shares of Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Citic Securities raised their price target on shares of Cisco Systems from $75.00 to $90.00 in a research report on Monday, November 17th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Finally, Argus increased their target price on shares of Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and a consensus target price of $94.45.

Key Cisco Systems News

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

• Positive Sentiment: Record revenue, AI demand and raised full‑year outlook: Cisco reported Q2 revenue of ~$15.3B (up ~10% YoY), highlighted $2.1B of AI infrastructure orders from hyperscalers, and raised FY26 revenue and EPS ranges — supportive for longer‑term growth expectations. CISCO REPORTS SECOND QUARTER EARNINGS
• Positive Sentiment: New AI networking silicon and systems: Cisco unveiled the Silicon One G300 and G300‑powered systems (N9000/8000) targeting AI data centers — a strategic product push into hyperscaler AI networking that can expand addressable market and margins over time. Cisco unveils new AI networking chip
• Positive Sentiment: Orders and margin strength: Management reported accelerating product orders (networking orders >20% YoY) and improved non‑GAAP margins — evidence demand is translating into higher‑quality revenue and pricing leverage. CISCO REPORTS SECOND QUARTER EARNINGS
• Neutral Sentiment: Reported beats but small and mixed: Cisco beat consensus on non‑GAAP EPS (~$1.04 vs ~$1.02) and revenue vs some estimates, but the beats were modest — results reinforce the business story but didn’t dramatically exceed expectations. Cisco Systems (CSCO) Tops Q2 Earnings and Revenue Estimates
• Neutral Sentiment: Analyst upgrades and targets supportive but mixed: Several firms recently raised ratings/targets (median ~$90.5); this underpins investor conviction but doesn’t eliminate sensitivity to near‑term guidance. Cisco Systems (NASDAQ:CSCO) Stock Price Expected to Rise, JPMorgan Chase & Co. Analyst Says
• Negative Sentiment: Market sold off on “mediocre” near‑term outlook: Despite beats and AI commentary, investors reacted to guidance that was generally in‑line with, not above, elevated expectations — headlines noted a multi‑percent drop after the print. Cisco’s stock drops 7% on mediocre forecast even as earnings and revenue top estimates
• Negative Sentiment: GAAP vs non‑GAAP nuance, cash‑flow and insider selling flagged: Some reports highlighted lower GAAP EPS/cash‑from‑operations dynamics and extensive insider selling disclosures — items that can increase short‑term volatility and investor caution. Cisco Systems (CSCO) Releases Q2 2026 Earnings: Revenue Growth but EPS Miss
• Neutral Sentiment: Short‑interest reporting appears anomalous: recent short‑interest entries show 0 shares (data likely erroneous) and do not provide a reliable signal today.

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.