Mitchell Capital Management Co. Acquires New Position in Cisco Systems, Inc. $CSCO

Mitchell Capital Management Co. purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the 3rd quarter, HoldingsChannel.com reports. The fund purchased 6,046 shares of the network equipment provider’s stock, valued at approximately $414,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new position in shares of Cisco Systems during the 2nd quarter worth $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in Cisco Systems by 413.3% during 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. raised its stake in Cisco Systems by 46.2% during 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 period. Laurel Wealth Advisors LLC boosted its holdings in Cisco Systems by 6,778.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock valued at $472,479,000 after purchasing an additional 6,711,004 shares during the last quarter. Finally, Vanguard Group Inc. grew its stake in shares of Cisco Systems by 1.3% in the 2nd 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. Institutional investors and hedge funds own 73.33% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms have commented on CSCO. Wells Fargo & Company lifted their target price on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Melius Research boosted their price objective on shares of Cisco Systems from $84.00 to $100.00 and gave the company 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 Tuesday, January 27th. KeyCorp boosted their price target on shares of Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Finally, CICC Research upped their price objective on shares of Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a report on Friday, November 14th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $94.45.

Insider Buying and Selling at Cisco Systems

In other news, CEO Charles Robbins sold 116,734 shares of the firm’s stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $77.30, for a total value of $9,023,538.20. Following the completion of the sale, the chief executive officer owned 704,153 shares in the company, valued at approximately $54,431,026.90. This trade represents a 14.22% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Michael D. Capellas sold 10,850 shares of Cisco Systems stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $77.13, for a total value of $836,860.50. Following the completion of the sale, the director directly owned 146,368 shares in the company, valued at $11,289,363.84. This represents a 6.90% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. Corporate insiders own 0.01% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Record Q2 revenue, EPS beats on the headline metrics and Cisco raised its FY26 outlook — evidence of strong demand (particularly from AI hyperscalers). This supports longer‑term revenue growth expectations. CISCO REPORTS SECOND QUARTER EARNINGS
• Positive Sentiment: New Silicon One G300 AI switching silicon positions Cisco to compete for large AI‑data‑center spend (big TAM). That product news underpins the company’s AI infrastructure narrative and potential market share gains vs. competitors. Silicon One G300 Announcement Drives Sentiment
• Positive Sentiment: Board approved a 2% quarterly dividend increase to $0.42 — a shareholder‑friendly move that signals management confidence and supports income investors. CISCO REPORTS SECOND QUARTER EARNINGS
• Neutral Sentiment: Analyst sentiment and price targets remain broadly positive with several upgrades and above‑consensus targets — this supports upside but may already be priced into the stock. Quiver Quant Q2 Earnings Summary
• Neutral Sentiment: Valuation debate: some outlets question whether recent multi‑year gains have priced in the AI upside, so investor patience may be required for further upside. Is Cisco Fairly Priced?
• Negative Sentiment: Near‑term guidance was essentially in line with expectations rather than a clear beat; investors punished the stock after the quarter even though results were strong — market focus shifted to guidance cadence. CNBC: Stock Drops on Mediocre Forecast
• Negative Sentiment: Gross margin came in below some estimates and management noted higher memory/component costs are pressuring margins; that near‑term margin risk is a key reason traders sold shares. MSN: Higher Memory Costs Pressure Margins
• Negative Sentiment: Operating cash flow softened year‑over‑year and capex rose; combined with notable insider selling reported by third parties, these items add execution and governance noise for short‑term traders. Quiver Quant: Financials & Insider Activity

Cisco Systems Price Performance

Shares of CSCO opened at $85.54 on Thursday. The firm has a market capitalization of $337.98 billion, a price-to-earnings ratio of 32.16, a PEG ratio of 3.26 and a beta of 0.87. The firm’s fifty day simple moving average is $77.91 and its 200-day simple moving average is $72.99. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $88.18. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly 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. The firm had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period in the prior year, the company posted $0.94 earnings per share. Equities analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The firm 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. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 61.65%.

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.