Cisco Systems, Inc. $CSCO Shares Sold by Compagnie Lombard Odier SCmA

Compagnie Lombard Odier SCmA lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 35.5% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 508,590 shares of the network equipment provider’s stock after selling 280,390 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Cisco Systems were worth $39,177,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Northstar Advisory Group LLC increased its stake in Cisco Systems by 1.6% in the fourth quarter. Northstar Advisory Group LLC now owns 8,203 shares of the network equipment provider’s stock valued at $632,000 after purchasing an additional 133 shares during the last quarter. Green Alpha Advisors LLC boosted its holdings in shares of Cisco Systems by 1.2% in the 4th quarter. Green Alpha Advisors LLC now owns 12,349 shares of the network equipment provider’s stock valued at $951,000 after buying an additional 141 shares in the last quarter. Benchmark Financial Wealth Advisors LLC grew its position in shares of Cisco Systems by 1.4% in the 3rd quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock valued at $715,000 after buying an additional 142 shares during the last quarter. Cobblestone Capital Advisors LLC NY grew its position in shares of Cisco Systems by 0.6% in the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider’s stock valued at $1,685,000 after buying an additional 142 shares during the last quarter. Finally, Yoder Wealth Management Inc. raised its stake in Cisco Systems by 3.8% during the 3rd quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock worth $270,000 after acquiring an additional 143 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analysts Set New Price Targets

CSCO has been the topic of several research reports. DZ Bank raised Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. UBS Group raised their price target on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a report on Thursday, February 12th. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $89.76.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco reported stronger-than-expected Q2 results and said AI infrastructure orders have surged; management guided FY revenue to $61.2–$61.7B, reinforcing revenue momentum and the company’s AI networking story. CSCO Stock Slipped ~4% This Week Even as AI Infrastructure Orders Surged
• Positive Sentiment: Truist initiated coverage with a “buy/strong-buy” view and a $94 price target, signaling analyst confidence that Cisco can capture more AI‑driven networking spend. Truist Securities initiates coverage of Cisco Systems (CSCO) with buy recommendation
• Positive Sentiment: Cisco signed an MOU with Atom Computing to explore quantum networking links, extending its AI/infra narrative into emerging quantum/distributed compute networking — a longer‑term strategic positive. Is Cisco’s Quantum Networking Push With Atom Computing Reshaping Its AI Infrastructure Story (CSCO)?
• Neutral Sentiment: Coverage and ratings pages (e.g., Barron’s) are being updated as analysts reassess Cisco amid recent results and macro volatility — watch for changes in consensus estimates. Cisco Systems Inc. (Research Ratings)
• Neutral Sentiment: Investor pieces debating whether the recent pullback is a buying opportunity or a pause in the rally — useful for positioning but not news-driven catalysts. Is It Too Late To Consider Cisco Systems (CSCO)?
• Negative Sentiment: Reports of a cyberattack tied to a recent Trivy breach briefly rattled the stock — even contained incidents can raise short‑term risk perception for a network‑security vendor. Cisco Stock (CSCO) Wobbles after Reports of Cyberattack Linked to Recent Trivy Breach
• Negative Sentiment: Heightened Middle‑East geopolitical tensions and threats from Iran to Western tech firms have pressured indexes and risk appetite, contributing to Cisco’s recent weekly pullback. Iran’s Revolutionary Guard Threatens to Strike U.S. Companies in Mideast
• Negative Sentiment: Despite positive fundamental developments, shares slipped ~4–5% over the past week — likely profit‑taking and macro/sector rotation outweighing company‑specific tailwinds in the near term. CSCO Stock Slipped ~4% This Week Even as AI Infrastructure Orders Surged

Insider Buying and Selling

In other news, SVP Maria Victoria Wong sold 551 shares of Cisco Systems stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total value of $42,724.54. Following the sale, the senior vice president owned 27,957 shares of the company’s stock, valued at $2,167,785.78. The trade was a 1.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Charles Robbins sold 19,545 shares of the business’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the transaction, the chief executive officer owned 671,095 shares in the company, valued at approximately $51,003,220. This trade represents a 2.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 46,431 shares of company stock worth $3,574,820. 0.01% of the stock is currently owned by insiders.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $77.93 on Thursday. The stock’s 50-day moving average price is $79.18 and its 200 day moving average price is $75.51. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The stock has a market capitalization of $307.81 billion, a PE ratio of 27.34, a price-to-earnings-growth ratio of 2.93 and a beta of 0.83. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18.

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. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.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 company posted $0.94 earnings per share. The company’s revenue for the quarter was up 9.7% compared to the same quarter last year. As a group, equities research analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a 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 payout ratio is currently 57.54%.

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.