Jupiter Asset Management Ltd. Has $24.94 Million Position in Cisco Systems, Inc. $CSCO

Jupiter Asset Management Ltd. boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 497.5% during the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 364,512 shares of the network equipment provider’s stock after purchasing an additional 303,502 shares during the period. Jupiter Asset Management Ltd.’s holdings in Cisco Systems were worth $24,940,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Woodley Farra Manion Portfolio Management Inc. raised its holdings in shares of Cisco Systems by 0.3% during the third quarter. Woodley Farra Manion Portfolio Management Inc. now owns 101,584 shares of the network equipment provider’s stock worth $6,950,000 after acquiring an additional 279 shares in the last quarter. ICICI Prudential Asset Management Co Ltd increased its position in Cisco Systems by 22.5% in the 3rd quarter. ICICI Prudential Asset Management Co Ltd now owns 60,815 shares of the network equipment provider’s stock worth $4,161,000 after purchasing an additional 11,185 shares during the last quarter. Wealth Alliance LLC raised its stake in shares of Cisco Systems by 9.4% during the 3rd quarter. Wealth Alliance LLC now owns 26,176 shares of the network equipment provider’s stock worth $1,791,000 after purchasing an additional 2,244 shares in the last quarter. Fiera Capital Corp lifted its holdings in shares of Cisco Systems by 174.3% during the 3rd quarter. Fiera Capital Corp now owns 8,228 shares of the network equipment provider’s stock valued at $563,000 after buying an additional 5,228 shares during the last quarter. Finally, Cumberland Partners Ltd bought a new stake in shares of Cisco Systems in the 3rd quarter valued at approximately $9,394,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Activity at Cisco Systems

In other news, insider Jeetendra I. Patel sold 11,248 shares of the stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $854,848.00. Following the completion of the sale, the insider directly owned 262,776 shares of the company’s stock, valued at approximately $19,970,976. This represents a 4.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Charles Robbins sold 19,545 shares of the business’s stock in a transaction on 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 directly owned 671,095 shares in the company, valued at $51,003,220. This trade represents a 2.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 83,299 shares of company stock valued at $6,390,416. 0.01% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on CSCO shares. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. BNP Paribas Exane increased their price target on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Evercore upgraded shares of Cisco Systems from an “in-line” rating to an “outperform” rating and raised their price target for the company from $80.00 to $100.00 in a report on Monday, January 26th. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 22nd. Finally, HSBC increased their target price on shares of Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a research report on Friday, February 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $89.55.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco reported a quantum networking breakthrough (Qunnect entanglement swapping over metro fiber) and unveiled AI-powered networking/security updates and new Silicon One chips — news that supports a longer-term thesis for higher-margin infrastructure demand. Article Title
• Positive Sentiment: Market momentum is being reinforced by strong AI infrastructure traction: reports cite >$2B in AI-related orders and a 17% six‑month share gain, suggesting meaningful revenue benefit from Cisco’s AI push. Article Title
• Positive Sentiment: Technically, CSCO recently crossed above its 50‑day moving average — a short‑term bullish signal that can attract momentum and systematic buyers. Article Title
• Positive Sentiment: Analysts remain broadly favorable: consensus brokerage sentiment and rising estimates versus peers (Cisco highlighted as cheaper vs. Palo Alto Networks on certain metrics) are supporting buy-side interest. Article Title
• Neutral Sentiment: Corporate social and workforce partnerships (LISC, Per Scholas) underscore Cisco’s ESG footprint and local resilience work — positive PR but limited near‑term revenue impact. Article Title
• Neutral Sentiment: Valuation and pullback analyses are mixed: some pieces recommend patience, noting that recent gains have pushed valuations above historical norms even as growth improves. Article Title
• Neutral Sentiment: Reported short interest data is unclear or immaterial in the public summaries — no clear near‑term pressure signaled.
• Negative Sentiment: Erste Group downgraded CSCO to Hold, which can weigh on momentum and curb fresh inflows from certain institutional buyers. Article Title
• Negative Sentiment: An insider sale (11,248 shares reported) may raise minor governance/near‑term sentiment questions for some investors. Article Title

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $79.20 on Friday. The firm has a market capitalization of $312.83 billion, a PE ratio of 27.79, a PEG ratio of 2.96 and a beta of 0.87. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18. 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 firm’s fifty day simple moving average is $77.71 and its 200 day simple moving average is $73.41.

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, topping analysts’ consensus estimates of $1.02 by $0.02. The firm had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business’s revenue was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.94 EPS. On average, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a $0.42 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 annualized dividend and a yield of 2.1%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is presently 57.54%.

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.