Handelsbanken Fonder AB Sells 81,742 Shares of Cisco Systems, Inc. $CSCO

Handelsbanken Fonder AB decreased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 2.7% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,967,501 shares of the network equipment provider’s stock after selling 81,742 shares during the quarter. Cisco Systems makes up 0.6% of Handelsbanken Fonder AB’s portfolio, making the stock its 22nd biggest position. Handelsbanken Fonder AB owned approximately 0.08% of Cisco Systems worth $203,036,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of the business. Brighton Jones LLC raised its stake in Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after buying an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after acquiring an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC raised its position in shares of Cisco Systems by 7.5% in the 2nd 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 last quarter. Schnieders Capital Management LLC. boosted its stake in Cisco Systems by 3.9% in the 2nd 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 in the last quarter. Finally, Flagship Harbor Advisors LLC grew its position in Cisco Systems by 2.1% during the 2nd quarter. Flagship Harbor Advisors LLC now owns 33,038 shares of the network equipment provider’s stock valued at $2,292,000 after purchasing an additional 692 shares during the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Cisco Systems

In related news, Director Kristina M. Johnson sold 13,481 shares of the firm’s 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 transaction, the director owned 61,630 shares of the company’s stock, valued at approximately $4,753,521.90. This trade represents a 17.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Charles Robbins sold 19,545 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the sale, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at approximately $51,003,220. This represents a 2.83% 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 have sold 75,677 shares of company stock worth $5,811,211. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Trading Down 1.3%

NASDAQ:CSCO opened at $78.10 on Friday. The company has a market cap of $308.47 billion, a PE ratio of 27.40, a price-to-earnings-growth ratio of 2.99 and a beta of 0.87. 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 company has a 50 day simple moving average of $77.80 and a two-hundred day simple moving average of $73.65. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results 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 firm had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The company’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period last year, the business posted $0.94 EPS. Research analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is currently 57.54%.

Analysts Set New Price Targets

Several research analysts have issued reports on CSCO shares. CICC Research lifted their target price on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. Barclays raised their price target on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research report on Thursday, November 13th. Evercore raised Cisco Systems from an “in-line” rating to an “outperform” rating and upped their price objective for the company from $80.00 to $100.00 in a research report on Monday, January 26th. Argus raised Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Finally, UBS Group boosted their price target on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and an average target price of $89.55.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Quarterly results and AI-driven networking momentum — Cisco beat Q2 estimates (revenue up ~9.7% y/y) and analysts highlight accelerating networking sales tied to AI and campus upgrades, supporting revenue and gross‑profit leverage. Zacks Analyst Blog Highlights Dell, Hewlett-Packard, Cisco Systems and Super Micro Computers
• Positive Sentiment: Partnerships and workforce initiatives expand go‑to‑market — Cisco launched regional AI/security initiatives and is expanding training and hiring pathways (e.g., Networking Academy partnership with Indeed in India), which should help adoption of its software/subscription stack over time. Cisco Networking Academy and Indeed Launch Global Partnership, Debut Dedicated Career Hub for India
• Positive Sentiment: Shareholder returns — Cisco recently raised the quarterly dividend, reinforcing cash‑flow strength and making the stock more attractive to income investors.
• Neutral Sentiment: Valuation debate — Analysts and commentators are debating whether multi‑year share gains leave CSCO fairly priced, creating mixed signals for new buyers. Is Cisco Systems (CSCO) Fairly Priced After Strong Multi‑Year Share Price Gains?
• Neutral Sentiment: High‑profile comparisons — Market commentary (including Michael Burry’s remarks comparing Nvidia to Cisco) adds broad market noise about tech leadership cycles but does not directly change Cisco’s order book today. ‘Big Short’ Michael Burry warns Nvidia mirrors Cisco
• Neutral Sentiment: Mixed analyst views — Several firms have raised targets (Citigroup, JPMorgan, Bank of America) while others remain cautious; consensus remains a moderate buy with upside to ~?$89 on average.
• Negative Sentiment: Security disclosure — Cisco disclosed that a critical bug in a widely used product has been actively exploited since 2023; the U.S. and allies urged remediation. This raises near‑term remediation costs, potential contract/renewal risk with large customers and reputational headwinds. Cisco says hackers have been exploiting a critical bug to break into big customer networks since 2023
• Negative Sentiment: Insider selling — A senior VP disclosed a sale of ~2,179 shares, which can create short‑term perception pressure even if not large vs. institutional ownership. SEC Filing – Insider Sale
• Negative Sentiment: Margin concerns and downgrade — At least one analyst lowered their rating to Hold over gross‑margin worries, which could limit multiple expansion if margins don’t stabilize. Erste Group Downgrades Cisco Systems, Inc. (CSCO) to Hold on Margin Concerns

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.