China Universal Asset Management Co. Ltd. Raises Holdings in Cisco Systems, Inc. $CSCO

China Universal Asset Management Co. Ltd. lifted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 10.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 114,690 shares of the network equipment provider’s stock after purchasing an additional 11,203 shares during the quarter. Cisco Systems comprises about 0.6% of China Universal Asset Management Co. Ltd.’s portfolio, making the stock its 29th largest holding. China Universal Asset Management Co. Ltd.’s holdings in Cisco Systems were worth $7,847,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in CSCO. Bare Financial Services Inc increased its holdings in Cisco Systems by 531.0% in the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after buying an additional 308 shares during the period. Marquette Asset Management LLC acquired a new stake in shares of Cisco Systems in the third quarter valued at about $25,000. Legacy Investment Solutions LLC acquired a new stake in shares of Cisco Systems in the second quarter valued at approximately $28,000. Lowe Wealth Advisors LLC increased its holdings in shares of Cisco Systems by 96.2% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after buying an additional 200 shares during the last quarter. Finally, Cedar Mountain Advisors LLC raised its position in Cisco Systems by 115.7% in the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after purchasing an additional 251 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems Stock Up 0.5%

Shares of NASDAQ:CSCO opened at $78.56 on Friday. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The company has a market cap of $310.30 billion, a PE ratio of 27.57, a price-to-earnings-growth ratio of 2.95 and a beta of 0.87. The firm has a 50 day simple moving average of $77.68 and a 200 day simple moving average of $73.34.

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, beating analysts’ consensus estimates of $1.02 by $0.02. The business had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.Cisco Systems’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.94 earnings per share. As a group, research analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current 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 given a $0.42 dividend. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is presently 57.54%.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, SVP Maria Victoria Wong sold 9,801 shares of the business’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $76.38, for a total value of $748,600.38. Following the completion of the sale, the senior vice president owned 33,026 shares of the company’s stock, valued at $2,522,525.88. The trade was a 22.89% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Kristina M. Johnson sold 13,481 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the transaction, the director directly owned 61,630 shares in the company, valued at $4,753,521.90. The trade was a 17.95% 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 worth $6,390,416 in the last ninety days. Company insiders own 0.01% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: UBS raised its price target to $95 and kept a Buy rating, citing stronger AI order momentum that supports Cisco’s revenue outlook. UBS Lifts PT on Cisco Systems, Inc. (CSCO) Stock
• Positive Sentiment: Wall Street commentary highlights an analyst consensus implying meaningful upside (~16% from recent levels), framing the pullback as a potential buying opportunity for investors focused on AI and recurring software revenue. Wall Street Sees 16% Upside in Cisco (CSCO)
• Positive Sentiment: Technically, CSCO has broken above its 50‑day moving average—a short‑term bullish signal that often attracts momentum buyers. Cisco Crossed Above the 50-Day Moving Average (Zacks)
• Positive Sentiment: R&D/market‑leadership news: Cisco and startup Qunnect demonstrated a quantum network over NYC fiber—an innovation signal for long‑term network/security leadership. Cisco, Qunnect build quantum network (Reuters)
• Positive Sentiment: Cisco raised its quarterly dividend (now $0.42/share), which supports income investors and can stabilize flows into the stock. Cisco profile (MarketBeat)
• Neutral Sentiment: Coverage is mixed on valuation: some pieces argue the rally has pushed multiples above historical norms even as revenue growth is modest—useful context but not an immediate catalyst. Buy Or Sell Cisco Stock At $78? (Forbes) Cisco’s New AI Push And Partnerships Weigh On Stock Valuation Story (Yahoo)
• Neutral Sentiment: Zacks and other outlets flag Cisco as a name to watch in a challenged networking sector—useful for positioning but not a clear immediate buy/sell trigger. 3 Stocks to Consider From a Troubled Networking Industry (Zacks)
• Neutral Sentiment: Short‑interest headlines showed a “large increase” but the underlying feed reports zero shares—likely a reporting error that can spook traders despite no real short‑position signal. Short Interest Notices (data appears erroneous)
• Negative Sentiment: Post‑earnings volatility: the stock experienced a sharp post‑earnings slide last week (~9%+) as investors digested margin pressures and integration costs tied to the Splunk deal. How Low Can Cisco Stock Go? (Forbes)
• Negative Sentiment: Insider selling from CEO Charles Robbins and other insiders was reported (mid‑Feb Form 4 filings), which can be read as a near‑term negative signal by traders. Cisco Insider Selling Alerts (InsiderTrades)
• Negative Sentiment: Erste Group cut its rating (buy→hold), adding to mixed analyst sentiment and giving momentum traders a reason to trim positions. Finviz quote / analyst updates

Analysts Set New Price Targets

A number of research firms have issued reports on CSCO. Piper Sandler increased their price target on Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a research report on Thursday, November 13th. UBS Group increased their target price on shares of Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Morgan Stanley boosted their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Finally, Argus raised shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

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.