Cisco Systems, Inc. $CSCO Shares Acquired by Bleakley Financial Group LLC

Bleakley Financial Group LLC increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 5.3% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 169,144 shares of the network equipment provider’s stock after purchasing an additional 8,583 shares during the quarter. Bleakley Financial Group LLC’s holdings in Cisco Systems were worth $11,573,000 as of its most recent filing with the SEC.

Several other large investors also recently bought and sold shares of CSCO. OneDigital Investment Advisors LLC grew its stake in Cisco Systems by 1.5% in the 3rd quarter. OneDigital Investment Advisors LLC now owns 85,229 shares of the network equipment provider’s stock valued at $5,831,000 after acquiring an additional 1,281 shares during the last quarter. Inspire Trust Co. N.A. grew its position in shares of Cisco Systems by 17.6% in the third quarter. Inspire Trust Co. N.A. now owns 80,000 shares of the network equipment provider’s stock valued at $5,474,000 after purchasing an additional 12,000 shares during the last quarter. Premier Fund Managers Ltd increased its stake in shares of Cisco Systems by 26.4% during the 3rd quarter. Premier Fund Managers Ltd now owns 138,990 shares of the network equipment provider’s stock worth $9,416,000 after purchasing an additional 29,000 shares in the last quarter. AMJ Financial Wealth Management acquired a new position in shares of Cisco Systems during the 3rd quarter worth approximately $770,000. Finally, Lansforsakringar Fondforvaltning AB publ lifted its stake in Cisco Systems by 2.6% in the 3rd quarter. Lansforsakringar Fondforvaltning AB publ now owns 1,255,418 shares of the network equipment provider’s stock valued at $85,896,000 after buying an additional 31,944 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Trading Up 0.8%

NASDAQ CSCO opened at $79.20 on Friday. The company has a market cap of $312.83 billion, a P/E ratio of 27.79, a P/E/G ratio of 2.98 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 debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. The company has a 50-day moving average of $77.71 and a 200-day moving average of $73.45.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The firm 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 19.22% and a return on equity of 27.88%. Cisco Systems’s revenue was up 9.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.94 earnings per share. As a group, equities analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The company 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 $0.42 dividend. The ex-dividend date is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. Cisco Systems’s payout ratio is 57.54%.

Analyst Upgrades and Downgrades

CSCO has been the subject of several recent research reports. KeyCorp raised their price target on Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a research report on Thursday, November 13th. Citic Securities lifted their price objective on Cisco Systems from $75.00 to $90.00 in a research report on Monday, November 17th. JPMorgan Chase & Co. upped their target price on shares of Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a report on Monday, February 9th. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Finally, Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $89.55.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco reported a quantum networking breakthrough (Qunnect entanglement swapping over metro fiber) and unveiled AI-powered networking/security updates and new Silicon One chips — news that supports a longer-term thesis for higher-margin infrastructure demand. Article Title
• Positive Sentiment: Market momentum is being reinforced by strong AI infrastructure traction: reports cite >$2B in AI-related orders and a 17% six‑month share gain, suggesting meaningful revenue benefit from Cisco’s AI push. Article Title
• Positive Sentiment: Technically, CSCO recently crossed above its 50‑day moving average — a short‑term bullish signal that can attract momentum and systematic buyers. Article Title
• Positive Sentiment: Analysts remain broadly favorable: consensus brokerage sentiment and rising estimates versus peers (Cisco highlighted as cheaper vs. Palo Alto Networks on certain metrics) are supporting buy-side interest. Article Title
• Neutral Sentiment: Corporate social and workforce partnerships (LISC, Per Scholas) underscore Cisco’s ESG footprint and local resilience work — positive PR but limited near‑term revenue impact. Article Title
• Neutral Sentiment: Valuation and pullback analyses are mixed: some pieces recommend patience, noting that recent gains have pushed valuations above historical norms even as growth improves. Article Title
• Neutral Sentiment: Reported short interest data is unclear or immaterial in the public summaries — no clear near‑term pressure signaled.
• Negative Sentiment: Erste Group downgraded CSCO to Hold, which can weigh on momentum and curb fresh inflows from certain institutional buyers. Article Title
• Negative Sentiment: An insider sale (11,248 shares reported) may raise minor governance/near‑term sentiment questions for some investors. Article Title

Insider Activity

In other Cisco Systems news, Director Michael D. Capellas sold 10,850 shares of the company’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the completion of the sale, the director directly owned 146,368 shares in the company, valued at $11,289,363.84. This represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Kristina M. Johnson sold 13,481 shares of the firm’s stock in a transaction dated Thursday, December 18th. The stock was 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 owned 61,630 shares in the company, valued at approximately $4,753,521.90. This trade represents a 17.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 83,299 shares of company stock valued at $6,390,416 in the last 90 days. 0.01% of the stock is owned by corporate insiders.

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.