Cisco Systems, Inc. $CSCO Shares Sold by Aberdeen Group plc

Aberdeen Group plc trimmed its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.1% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 6,070,293 shares of the network equipment provider’s stock after selling 7,155 shares during the period. Cisco Systems makes up about 0.7% of Aberdeen Group plc’s portfolio, making the stock its 17th largest holding. Aberdeen Group plc owned 0.15% of Cisco Systems worth $467,595,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in CSCO. Brighton Jones LLC lifted its position in shares of Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after acquiring an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in shares of Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after acquiring an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares during the period. Schnieders Capital Management LLC. raised its position in shares of Cisco Systems by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after purchasing an additional 519 shares during the period. Finally, Fisher Asset Management LLC lifted its holdings in shares of Cisco Systems by 13.9% during the second quarter. Fisher Asset Management LLC now owns 229,375 shares of the network equipment provider’s stock valued at $15,914,000 after purchasing an additional 28,033 shares during the last quarter. 73.33% of the stock is owned by institutional investors.

More Cisco Systems News

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

• Positive Sentiment: Truist initiated coverage and upgraded Cisco to a strong-buy, providing a visible brokerage endorsement that can support buying interest. Truist Coverage
• Positive Sentiment: Cisco released a State of Wireless report showing widespread enterprise Wi‑Fi investment tied to AI/IoT and reporting revenue/efficiency benefits — this supports Cisco’s networking product demand narrative. State of Wireless Report
• Positive Sentiment: Cisco will keynote at COMPUTEX (first-time appearance) to present a “full stack approach to AI,” raising visibility around its AI infrastructure strategy and potential product announcements later in the quarter. COMPUTEX Keynote
• Positive Sentiment: Cisco’s collaboration with Atom Computing to explore quantum networking expands its long‑term infrastructure story beyond classical networking, which investors may view as strategic optionality. Quantum Networking
• Neutral Sentiment: Private-equity activity in cloud communications (CallTower sale/strategic investment) signals sector consolidation but has limited direct impact on Cisco’s core networking revenue; it’s a thematic industry note. CallTower / Court Square
• Neutral Sentiment: Coverage noting Cisco’s upgrade momentum aligning with Nasdaq trends highlights technical/market-flow support rather than fundamental change. Upgrade Momentum
• Negative Sentiment: Multiple outlets report Cisco’s gross margin contracted sequentially and management’s Q3 commentary points to margin pressure from higher memory costs and an AI revenue mix — this is the primary near-term headwind investors are pricing in. Gross Margin Contracts
• Negative Sentiment: Short-term price weakness was noted in recent market pieces despite strong order trends for AI infrastructure, reflecting profit‑taking or concern that margin pressure could offset revenue growth. Short-term Price Weakness

Insider Buying and Selling

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the transaction, the executive vice president owned 187,097 shares in the company, valued at $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the transaction, the executive vice president directly owned 188,613 shares in the company, valued at approximately $15,040,000.62. The trade was a 1.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 46,431 shares of company stock worth $3,574,820. Insiders own 0.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on CSCO. CICC Research lifted their price target on Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a research note on Friday, February 13th. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Morgan Stanley raised their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Evercore upgraded shares of Cisco Systems from an “in-line” rating to an “outperform” rating and boosted their price target for the company from $80.00 to $100.00 in a report on Monday, January 26th. Finally, JPMorgan Chase & Co. upped their price target on shares of Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Four 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 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 Stock Up 1.4%

Shares of Cisco Systems stock opened at $79.02 on Friday. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18. The company has a market cap of $312.12 billion, a P/E ratio of 27.73, a P/E/G ratio of 2.94 and a beta of 0.83. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The stock has a 50-day moving average price of $79.27 and a 200 day moving average price of $75.53.

Cisco Systems (NASDAQ:CSCO) last released 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. The company had revenue of $15.35 billion for 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 business’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.94 EPS. As a group, analysts expect 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. Shareholders of record on Thursday, April 2nd will be paid a $0.42 dividend. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 annualized dividend and a yield of 2.1%. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is currently 57.54%.

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.