Barometer Capital Management Inc. Cuts Position in Cisco Systems, Inc. $CSCO

Barometer Capital Management Inc. lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 33.8% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 62,650 shares of the network equipment provider’s stock after selling 31,950 shares during the quarter. Barometer Capital Management Inc.’s holdings in Cisco Systems were worth $4,261,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. SageView Advisory Group LLC increased its stake in Cisco Systems by 33.7% in the 3rd quarter. SageView Advisory Group LLC now owns 118,251 shares of the network equipment provider’s stock valued at $8,091,000 after purchasing an additional 29,829 shares in the last quarter. Kepler Cheuvreux Suisse SA purchased a new stake in Cisco Systems during the third quarter worth $63,646,000. Nemes Rush Group LLC boosted its position in Cisco Systems by 0.6% during the third quarter. Nemes Rush Group LLC now owns 270,185 shares of the network equipment provider’s stock worth $18,486,000 after purchasing an additional 1,663 shares in the last quarter. Franklin Resources Inc. grew its holdings in Cisco Systems by 4.4% in the third quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider’s stock valued at $2,917,530,000 after purchasing an additional 1,804,625 shares during the last quarter. Finally, Van ECK Associates Corp increased its position in shares of Cisco Systems by 2.3% in the third quarter. Van ECK Associates Corp now owns 951,673 shares of the network equipment provider’s stock valued at $65,114,000 after buying an additional 21,738 shares in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

More Cisco Systems News

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

• Positive Sentiment: Cisco’s “Secure AI Factory” deal emphasizes its role in sovereign and enterprise AI infrastructure, strengthening the company’s software/security narrative that investors view as higher‑margin long term. Cisco Secure AI Factory Deal Puts Sovereign AI At Center For Cisco Investors
• Positive Sentiment: Media analysis highlights Cisco’s “agentic” AI roadmap, suggesting upside beyond networking hardware into software and AI services — a structural growth story that supports a higher valuation multiple. How Cisco’s Artificial Intelligence ‘Agentic’ Makeover Will Rewire Internet Pioneer
• Positive Sentiment: Management’s presentation at Morgan Stanley highlighted strong FQ2 execution and demand for AI infrastructure and security, reinforcing near‑term revenue momentum and investor confidence. Cisco Systems (CSCO) Presents at Morgan Stanley’s Conference, Here’s What You Need to Know
• Positive Sentiment: Industry research projects sizable cybersecurity market growth through 2031, which benefits Cisco’s security portfolio and recurring‑revenue mix. Cybersecurity Solutions Market Research Report 2026-2031, Profiles of Prominent Players – Palo Alto Networks, Fortinet, CrowdStrike, Cisco Systems, IBM
• Neutral Sentiment: Cisco’s Networking Academy partnership with Senac Brasil aims to build long‑term talent and market access in underserved regions — positive for brand and adoption but limited near‑term financial impact. In Partnership with Senac Brasil and Senac Pará, the Cisco Networking Academy Provides Pathway to AI-enriched Future
• Neutral Sentiment: Public data on short interest in March appears noisy/insignificant (reported as 0 shares with NaN changes), so there’s no clear short‑squeeze or covering story driving today’s move.
• Neutral Sentiment: Elevated media and analyst attention (Zacks, sector writeups) is bringing investor focus to CSCO, which can amplify moves but doesn’t by itself change fundamentals. Cisco Systems, Inc. (CSCO) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Geopolitical tensions (Iran-related attacks on regional data centers) create execution risk for hyperscaler and cloud buildouts in the Middle East — a macro factor that could indirectly affect hardware demand. How the Iran war could impact hyperscalers’ massive AI buildout in the Middle East
• Negative Sentiment: Cisco faces margin pressure from higher memory costs and a hardware‑heavy product mix; that reduces near‑term operating leverage even as top‑line growth accelerates. This is the clearest near‑term risk to valuation. Cisco Balances Amazon Skills Push With Ongoing Margin Pressures

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $78.10 on Thursday. The business has a 50-day moving average of $77.96 and a two-hundred day moving average of $74.35. The firm has a market capitalization of $308.49 billion, a PE ratio of 27.40, a P/E/G ratio of 2.94 and a beta of 0.87. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. During the same quarter in the previous year, the business posted $0.94 EPS. The business’s quarterly revenue was up 9.7% on a year-over-year basis. As a group, research analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share 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 dividend yield of 2.2%. The ex-dividend date is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is 58.95%.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on CSCO. Piper Sandler increased their price objective on shares of Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a research note on Thursday, November 13th. BNP Paribas Exane upped their price target on shares of Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. KeyCorp increased their price target 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. Rosenblatt Securities restated a “buy” rating and set a $100.00 price objective on shares of Cisco Systems in a research report on Thursday, February 12th. Finally, Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $89.55.

Insider Activity

In other Cisco Systems news, Director Kristina M. Johnson sold 13,481 shares of the company’s stock in a transaction that occurred on 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 $4,753,521.90. This represents a 17.95% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Maria Victoria Wong sold 2,179 shares of the stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the sale, the senior vice president directly owned 28,807 shares of the company’s stock, valued at $2,239,456.18. This trade represents a 7.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 75,249 shares of company stock worth $5,776,829 in the last ninety days. 0.01% of the stock is currently owned by company insiders.

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.