Arrowstreet Capital Limited Partnership Increases Stake in Cisco Systems, Inc. $CSCO

Arrowstreet Capital Limited Partnership raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 110.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,406,442 shares of the network equipment provider’s stock after buying an additional 9,648,265 shares during the period. Cisco Systems comprises approximately 0.8% of Arrowstreet Capital Limited Partnership’s portfolio, making the stock its 17th largest position. Arrowstreet Capital Limited Partnership owned about 0.47% of Cisco Systems worth $1,259,369,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Norges Bank purchased a new position in Cisco Systems in the 2nd quarter worth approximately $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its holdings in shares of Cisco Systems by 413.3% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock worth $1,553,645,000 after purchasing an additional 18,030,441 shares during the last quarter. Franklin Resources Inc. grew its holdings in shares of Cisco Systems by 46.2% in the second quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock worth $2,833,261,000 after purchasing an additional 12,904,969 shares during the last quarter. Laurel Wealth Advisors LLC increased its stake in shares of Cisco Systems by 6,778.2% in the second quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock worth $472,479,000 after buying an additional 6,711,004 shares during the period. Finally, Invesco Ltd. raised its holdings in Cisco Systems by 10.5% during the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after buying an additional 5,081,469 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Down 0.5%

CSCO stock opened at $77.74 on Friday. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The company has a market capitalization of $307.06 billion, a price-to-earnings ratio of 27.28, a price-to-earnings-growth ratio of 2.95 and a beta of 0.87. The business’s 50 day moving average price is $77.97 and its two-hundred day moving average price is $74.38. 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 released its quarterly 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. The company had revenue of $15.35 billion for the quarter, compared to analyst estimates 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 company posted $0.94 earnings per share. As a group, analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal 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 paid a dividend of $0.42 per share. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is 57.54%.

Analysts Set New Price Targets

A number of brokerages have issued reports on CSCO. DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Citic Securities increased their target price on shares of Cisco Systems from $75.00 to $90.00 in a report on Monday, November 17th. Rosenblatt Securities restated a “buy” rating and set a $100.00 price target on shares of Cisco Systems in a report on Thursday, February 12th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. Finally, President Capital cut their price objective on Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $89.55.

Key Cisco Systems News

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

• Positive Sentiment: Cisco reported a beat‑and‑raise quarter with record Q2 revenue and EPS and strong AI momentum — AI orders from hyperscale/cloud customers jumped ~61% to $2.1B and management raised annual AI order expectations to north of $5B, underpinning medium‑term growth prospects. Cisco Q2: The Valuation Makes No Sense
• Positive Sentiment: Management reiterated AI infrastructure and security as strategic priorities in recent investor presentations, which supports upside from software and recurring revenue mix over time. Cisco Presents at Morgan Stanley
• Neutral Sentiment: Data shows a reported jump to “0 shares” short interest for March (and 0 days to cover), which is likely a reporting anomaly and not actionable short‑squeeze information at present.
• Neutral Sentiment: Cisco continues non‑market‑moving corporate activity (training partnerships, ecosystem/AI ecosystem coverage) that support long‑term demand but are unlikely to change near‑term price action. Networking Academy Partnership
• Negative Sentiment: Despite the beat, shares swung lower after earnings (reports of a ~9% drop post‑earnings), suggesting investor concern about margins, near‑term guidance, or profit taking. Shares Dropped After Earnings
• Negative Sentiment: Analysts and press note ongoing margin pressure related to higher memory costs and a hardware‑heavy product mix — a headwind to near‑term margin expansion even as AI demand rises. Margin Pressure Article
• Negative Sentiment: Insider sales: SVP Maria Victoria Wong and EVP Thimaya K. Subaiya filed sales (small single‑digit percentage reductions of their holdings), which can add to negative sentiment despite being modest in size. Wong Sale Subaiya Sale

Insider Buying and Selling

In related news, 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 transaction of $854,848.00. Following the completion of the sale, the insider owned 262,776 shares of the company’s stock, valued at $19,970,976. This trade represents a 4.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Maria Victoria Wong sold 551 shares of Cisco Systems stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the sale, the senior vice president directly owned 27,957 shares of the company’s stock, valued at approximately $2,167,785.78. The trade was a 1.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 75,799 shares of company stock worth $5,815,306 over the last three months. Corporate insiders own 0.01% of the company’s stock.

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.