Bell Asset Management Ltd Sells 13,593 Shares of Cisco Systems, Inc. $CSCO

Bell Asset Management Ltd decreased its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 24.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 42,665 shares of the network equipment provider’s stock after selling 13,593 shares during the period. Bell Asset Management Ltd’s holdings in Cisco Systems were worth $2,919,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in CSCO. Avantax Advisory Services Inc. boosted its stake in shares of Cisco Systems by 1.1% in the 2nd quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock valued at $29,163,000 after purchasing an additional 4,525 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. grew its stake in shares of Cisco Systems by 6.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after buying an additional 205,043 shares during the period. Greystone Financial Group LLC bought a new stake in shares of Cisco Systems during the third quarter valued at approximately $8,563,000. Jones Financial Companies Lllp increased its stake in Cisco Systems by 8.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock valued at $46,165,000 after purchasing an additional 56,057 shares in the last quarter. Finally, Rockland Trust Co. increased its position in shares of Cisco Systems by 213.8% during the third quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock worth $1,402,000 after acquiring an additional 13,966 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Heavy AI order flow, stronger guidance and product momentum — Analysts and coverage pieces highlight Cisco’s growing AI infrastructure business (AI revenue > $2B in 2025) and FY26 targets for higher recognized revenue and orders, plus Silicon One/G300 chip traction and buybacks that support valuation upside. Read More.
• Positive Sentiment: Confirmed hyperscaler demand and partnerships — Reports note heavy AI orders, a new Cisco Secure AI Factory in Australia with NVIDIA and SharonAI, and guidance upgrades that validate near-term revenue drivers. These operational signals are the main fundamental reason some investors remain bullish. Read More.
• Positive Sentiment: Dividend and income appeal — Multiple retirement/dividend-focused articles include NASDAQ dividend names and long-term “set it and forget it” recommendations, supporting demand from income-oriented holders if rates fall. That dynamic could help support the stock over time. Read More.
• Neutral Sentiment: Industry positioning and market studies — Cisco is cited as a leader in email encryption and unified communications market reports, underscoring long-term TAM exposure but not an immediate catalyst. Read More.
• Neutral Sentiment: Management outreach — Cisco presented at the Morgan Stanley TMT conference; transcripts provide detail for investors but did not introduce a surprise that would flip sentiment. Read More.
• Negative Sentiment: Macro and geopolitical uncertainty / market rotation — Broader market factors (regional tensions, shifting bond yields/rate expectations, and profit-taking after YTD gains) are likely weighing on the stock today despite company positives; one article notes regional risks that could affect U.S. investment flows. Read More.
• Negative Sentiment: Mixed commentary and historical caution — Some retail/advice pieces remind investors of past Cisco drawdowns and caution about growth re-rates; these narratives can pressure sentiment during short-term pullbacks. Read More.

Insider Buying and Selling

In other Cisco Systems news, Director Michael D. Capellas sold 16,150 shares of Cisco Systems stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the completion of the sale, the director directly owned 157,218 shares in the company, valued at $12,149,807.04. The trade was a 9.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Kristina M. Johnson sold 13,481 shares of the stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total transaction 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 position. The disclosure for this sale is available in the SEC filing. Insiders sold 75,677 shares of company stock valued at $5,811,211 in the last 90 days. 0.01% of the stock is owned by company insiders.

Cisco Systems Trading Down 1.7%

Shares of CSCO stock opened at $78.64 on Monday. The company has a market capitalization of $310.62 billion, a PE ratio of 27.59, a price-to-earnings-growth ratio of 2.97 and a beta of 0.87. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18. The business’s fifty day moving average is $77.96 and its 200 day moving average is $74.19. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping the consensus estimate of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm’s revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the business earned $0.94 earnings per share. On average, equities research analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be given a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 58.95%.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on CSCO. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a report on Thursday, February 12th. Wall Street Zen upgraded Cisco Systems from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. HSBC raised their target price on Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a research report on Friday, February 13th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Three analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $89.55.

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.