Syon Capital LLC Boosts Holdings in Cisco Systems, Inc. $CSCO

Syon Capital LLC raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 31.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 37,295 shares of the network equipment provider’s stock after buying an additional 9,006 shares during the period. Syon Capital LLC’s holdings in Cisco Systems were worth $2,552,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of CSCO. Brighton Jones LLC lifted its stake in Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after acquiring an additional 24,562 shares during the period. Revolve Wealth Partners LLC boosted 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 worth $542,000 after purchasing an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after acquiring an additional 712 shares in the last quarter. Balboa Wealth Partners lifted its holdings in shares of Cisco Systems by 1.7% during the second quarter. Balboa Wealth Partners now owns 9,150 shares of the network equipment provider’s stock valued at $635,000 after purchasing an additional 153 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after acquiring an additional 519 shares during the period. 73.33% of the stock is owned by institutional investors.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: UBS raised its price target on CSCO to $95 (from $90) and kept a Buy rating, citing stronger AI order momentum that supports the company’s revenue outlook. UBS Lifts PT on Cisco Systems, Inc. (CSCO) Stock
• Positive Sentiment: Wall Street coverage highlighted continued upside — analysts’ average target (~$88.8) implies roughly ~16% upside versus recent levels, framing the recent pullback as a potential buying opportunity. Wall Street Sees 16% Upside in Cisco (CSCO) Despite Recent 9.4% Selloff
• Positive Sentiment: Coverage notes Cisco has widened its AI moat and adjusted its dividend payout policy, which supports income investors and bolsters the case for durable secular growth from AI-related demand. Cisco stock resets dividend payout as AI moat widens | CSCO
• Neutral Sentiment: Zacks highlights Cisco among names to watch in a challenged networking sector, noting both macro headwinds and company-specific tailwinds (AI demand, product mix). This is informative but not an immediate catalyst. 3 Stocks to Consider From a Troubled Networking Industry
• Neutral Sentiment: Zacks also flagged shifts in Cisco’s international revenue trends and increased investor attention; these articles explain drivers but don’t present a clear immediate buy/sell trigger. Why Cisco (CSCO) International Revenue Trends Deserve Your Attention
• Neutral Sentiment: Search and interest metrics coverage notes heavy investor attention on CSCO recently — useful context for liquidity and volatility but not a directional catalyst on its own. Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
• Neutral Sentiment: Short‑interest notices in recent feeds report a “large increase” but the data posted shows zero shares (likely a reporting error). The headline can spook traders, but the underlying data appears unreliable. Short Interest Notices (data appears erroneous)
• Negative Sentiment: Coverage on the post‑earnings period highlights a notable stock slide (reported ~9.4% over the past week), which has driven short‑term selling and higher volatility — a clear near‑term headwind for the share price. What’s next for Cisco after its post-earnings stock slide?

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $76.85 on Wednesday. The firm’s 50 day simple moving average is $77.74 and its two-hundred day simple moving average is $73.27. The firm has a market capitalization of $303.64 billion, a price-to-earnings ratio of 26.97, a PEG ratio of 2.86 and a beta of 0.87. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45.

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

Cisco Systems Increases Dividend

The business also recently announced 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. This represents a $1.68 annualized dividend and a yield of 2.2%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s dividend payout ratio is 57.54%.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on CSCO shares. CICC Research upped their price target on shares of Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Citigroup lifted their price objective on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Wells Fargo & Company lifted their target price on Cisco Systems from $83.00 to $95.00 and gave the stock an “overweight” rating in a report on Thursday, November 13th. KeyCorp upped their target price on Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Finally, Citic Securities lifted their price target on shares of Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. One equities research analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $89.55.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 1,745 shares of the company’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $79.46, for a total value of $138,657.70. Following the completion of the transaction, the executive vice president owned 176,319 shares in the company, valued at approximately $14,010,307.74. This represents a 0.98% 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 11,248 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $854,848.00. Following the completion of the sale, the insider directly owned 262,776 shares in the company, valued at approximately $19,970,976. The trade was a 4.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 83,299 shares of company stock valued at $6,390,416 in the last quarter. 0.01% of the stock is currently owned by insiders.

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.