Tableaux LLC Decreases Stake in Cisco Systems, Inc. $CSCO

Tableaux LLC lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 92.4% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 3,590 shares of the network equipment provider’s stock after selling 43,770 shares during the quarter. Tableaux LLC’s holdings in Cisco Systems were worth $246,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of CSCO. Norges Bank purchased a new position in Cisco Systems in the second quarter worth $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its stake in shares of Cisco Systems by 413.3% during the 2nd 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 period. Franklin Resources Inc. boosted its holdings in shares of Cisco Systems by 46.2% in the 2nd quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock worth $2,833,261,000 after buying an additional 12,904,969 shares during the last quarter. Laurel Wealth Advisors LLC grew its position in Cisco Systems by 6,778.2% during the second quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock valued at $472,479,000 after buying an additional 6,711,004 shares during the period. Finally, Vanguard Group Inc. grew its position in Cisco Systems by 1.3% during 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. 73.33% of the stock is owned by institutional investors.

Cisco Systems Price Performance

Cisco Systems stock opened at $78.14 on Wednesday. The firm has a market capitalization of $308.64 billion, a P/E ratio of 27.42, a PEG ratio of 2.94 and a beta of 0.87. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $88.18. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. The business has a fifty day moving average price of $77.71 and a 200-day moving average price of $73.58.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. The business 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 firm’s quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.94 EPS. 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. Investors of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s dividend payout ratio is presently 57.54%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Networking revenue acceleration — Cisco’s fiscal Q2 networking sales rose ~21% to $8.29B, driven by AI-related and campus demand, signaling stronger order momentum and upside to future revenue and gross-profit leverage. Cisco’s Networking Revenue Growth Picks Up: More Upside Ahead?
• Positive Sentiment: Analyst upgrade — Zacks moved CSCO to a Strong Buy (Zacks Rank #1), reflecting growing optimism on Cisco’s earnings trajectory and likely supporting investor demand. All You Need to Know About Cisco (CSCO) Rating Upgrade to Strong Buy
• Positive Sentiment: International AI/security partnerships — Cisco launched a Cisco Secure AI Factory with NVIDIA in Australia and opened an AI-first autonomous enterprise hub with TCS in India, expanding go-to-market for AI/security solutions in key regions. Sharon AI & Cisco Launch Australia’s First Cisco Secure AI Factory with NVIDIA TCS, Cisco launch hub for autonomous enterprise operations in India
• Neutral Sentiment: Security thought leadership — Cisco published Splunk’s CISO survey highlighting AI governance and security risk, reinforcing Cisco’s positioning in security but not an immediate revenue signal. Splunk Report: Agentic AI Takes Center Stage in CISOs’ Path to Digital Resilience
• Neutral Sentiment: Competitive landscape note — Analyst piece compares Ciena and Cisco on AI-driven optical backlogs; highlights competition in network infrastructure but doesn’t change Cisco’s visible AI order stack. Ciena vs. Cisco: Which Networking Stock is a Better Buy?
• Neutral Sentiment: Quantum/comms ecosystem mention — IQM’s US listing story notes Cisco among investors in quantum tech, a long-term strategic exposure but not an immediate catalyst. IQM Quantum Computers to list shares in US at initial $1.8 billion valuation
• Negative Sentiment: Insider sale — SVP Maria Victoria Wong sold 2,179 shares (~7% reduction of her position), a disclosed insider sale that can create short-term perception pressure on the stock. SEC Filing – Insider Sale
• Negative Sentiment: Analyst downgrade on margins — Erste Group cut CSCO to Hold citing declining gross-margin concerns, which could cap multiple expansion if margins don’t stabilize. Erste Group Downgrades Cisco Systems, Inc. (CSCO) to Hold on Margin Concerns

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on the stock. Barclays boosted their target price on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research note on Thursday, November 13th. President Capital dropped their price objective on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Piper Sandler raised their target price on Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a research report on Thursday, November 13th. Argus raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Finally, KeyCorp increased their price target on Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. Three 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 stock. According to data from MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus price target of $89.55.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, Director Kristina M. Johnson sold 13,481 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total value of $1,039,789.53. Following the sale, the director directly owned 61,630 shares in the company, valued at $4,753,521.90. This represents a 17.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Jeetendra I. Patel sold 11,248 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $854,848.00. Following the transaction, the insider owned 262,776 shares of the company’s stock, valued at $19,970,976. This trade represents a 4.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 75,677 shares of company stock worth $5,811,211 in the last ninety days. 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.