Fidelis Capital Partners LLC Has $4.76 Million Holdings in Cisco Systems, Inc. $CSCO

Fidelis Capital Partners LLC raised its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 14.0% during the third quarter, Holdings Channel reports. The firm owned 69,539 shares of the network equipment provider’s stock after purchasing an additional 8,553 shares during the period. Fidelis Capital Partners LLC’s holdings in Cisco Systems were worth $4,758,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its holdings in Cisco Systems by 1.3% in the second quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock valued at $27,334,996,000 after buying an additional 5,039,714 shares during the period. State Street Corp lifted its stake in shares of Cisco Systems by 0.6% in the 2nd quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock valued at $13,507,956,000 after purchasing an additional 1,067,872 shares during the period. Geode Capital Management LLC boosted its position in shares of Cisco Systems by 1.2% during the 2nd quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock valued at $6,864,058,000 after purchasing an additional 1,157,704 shares in the last quarter. Norges Bank acquired a new stake in Cisco Systems during the second quarter worth approximately $3,816,825,000. Finally, Invesco Ltd. increased its holdings in Cisco Systems by 3.0% in the second quarter. Invesco Ltd. now owns 48,531,251 shares of the network equipment provider’s stock worth $3,367,098,000 after purchasing an additional 1,414,105 shares in the last quarter. 73.33% of the stock is owned by institutional investors.

Cisco Systems Trading Up 0.4%

NASDAQ:CSCO opened at $78.96 on Thursday. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $80.82. The company has a market cap of $311.98 billion, a PE ratio of 29.68, a PEG ratio of 2.98 and a beta of 0.87. The firm has a 50-day moving average of $76.64 and a 200-day moving average of $71.97.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. The business had revenue of $14.88 billion during the quarter, compared to the consensus estimate of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The company’s quarterly revenue was up 7.5% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.91 EPS. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. As a group, equities research analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd were paid a dividend of $0.41 per share. The ex-dividend date was Friday, January 2nd. This represents a $1.64 annualized dividend and a yield of 2.1%. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.

Analyst Upgrades and Downgrades

CSCO has been the topic of a number of research analyst reports. JPMorgan Chase & Co. increased their price target on Cisco Systems from $80.00 to $90.00 and gave the stock an “overweight” rating in a report on Thursday, November 13th. Melius Research raised their price target on shares of Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research note on Thursday, October 30th. Evercore ISI raised shares of Cisco Systems from an “in-line” rating to an “outperform” rating and increased their price objective for the stock from $80.00 to $100.00 in a research report on Monday. Finally, Morgan Stanley boosted their target price on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $86.81.

More Cisco Systems News

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

• Positive Sentiment: Multiple analyst upgrades pushed optimism — Evercore ISI raised CSCO to “Outperform” and Zacks upgraded the stock to “Strong-Buy,” prompting buy-side attention and short-term buying. Evercore ISI Upgrade Zacks Upgrade
• Positive Sentiment: Market reaction to the upgrades: coverage noted CSCO trading up following analyst action, reinforcing the short-term lift from broker sentiment. Trading Up After Upgrade
• Neutral Sentiment: Local deals and product relevance stories (e.g., Georgetown’s Wi‑Fi 7 overhaul using Cisco gear) highlight demand for Cisco networking in campus/AI-edge projects — supportive for long-term revenue but not an immediate catalyst. Georgetown Wi‑Fi 7 Story
• Neutral Sentiment: Contributor piece and analyst roundup coverage (Wall Street calls, “moderate buy” consensus articles) are adding attention but contain mixed views — useful context but not decisive by itself. Analyst Calls Roundup Analyst Consensus
• Neutral Sentiment: Reported short-interest data looks anomalous (entries show 0 shares and NaN changes); this appears to be a data error and is unlikely to be a real market-moving factor today.
• Negative Sentiment: CEO Chuck Robbins warned of potential “AI carnage” where winners and losers emerge as AI spending evolves — comments add caution about future demand concentration and execution risk. Robbins AI Warning
• Negative Sentiment: Some outlets (e.g., a Forbes analysis) argue CSCO could face downside and even suggest selling — such bearish takes can pressure sentiment among retail and momentum traders. Forbes Sell Thesis

Insider Activity

In related news, insider Jeetendra I. Patel sold 163,896 shares of the business’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $77.86, for a total transaction of $12,760,942.56. Following the transaction, the insider directly owned 281,108 shares in the company, valued at approximately $21,887,068.88. The trade was a 36.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Deborah L. Stahlkopf sold 164,584 shares of the company’s stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $77.85, for a total transaction of $12,812,864.40. Following the completion of the sale, the executive vice president directly owned 196,738 shares of the company’s stock, valued at $15,316,053.30. The trade was a 45.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 1,044,865 shares of company stock worth $81,397,635. Company insiders own 0.01% of the company’s stock.

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.