Groupama Asset Managment Decreases Stake in Cisco Systems, Inc. $CSCO

Groupama Asset Managment reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 25.6% during the third quarter, HoldingsChannel reports. The firm owned 131,234 shares of the network equipment provider’s stock after selling 45,166 shares during the period. Groupama Asset Managment’s holdings in Cisco Systems were worth $8,979,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently bought and sold shares of the business. Polar Asset Management Partners Inc. bought a new stake in Cisco Systems in the 3rd quarter worth about $550,000. Investment Research Partners LLC bought a new position in Cisco Systems during the 3rd quarter valued at about $1,704,000. Cambria Investment Management L.P. purchased a new stake in shares of Cisco Systems during the 3rd quarter valued at about $257,000. Lantern Wealth Advisors LLC boosted its holdings in shares of Cisco Systems by 10.2% during the 3rd quarter. Lantern Wealth Advisors LLC now owns 12,736 shares of the network equipment provider’s stock valued at $871,000 after acquiring an additional 1,175 shares during the last quarter. Finally, KERR FINANCIAL PLANNING Corp bought a new stake in shares of Cisco Systems in the third quarter worth approximately $84,000. 73.33% of the stock is currently owned by institutional investors.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Q2 beat and sizable AI infrastructure demand — Cisco reported fiscal Q2 results that topped expectations, with subscription revenue reaching ~51% of sales and AI infrastructure orders from webscale customers above $2.1B, strengthening the revenue mix and investor thesis around AI-driven networking demand. How Cisco’s AI Infrastructure Orders and NVIDIA Alliance Could Shape Cisco Systems (CSCO) Investors
• Positive Sentiment: Expanded NVIDIA partnership — Cisco expanded its Secure AI Factory with NVIDIA to accelerate secure, end‑to‑end AI deployments from cloud to edge, which can shorten customer deployment timelines and deepen Cisco’s share of AI infrastructure spend. Cisco Secure AI Factory with NVIDIA Makes AI Easier to Deploy and Secure, Anywhere Organizations Need It
• Positive Sentiment: 400G Optical alliance participation — Cisco joined a 400G Optical Multi‑Source Agreement (with Broadcom, NVIDIA, etc.) to drive standards and interoperability for next‑gen AI data center networks, reinforcing its role with cloud and hyperscale customers. Cisco’s 400G Alliance Ties AI Data Centers To Valuation Story
• Positive Sentiment: Analyst and institutional support — Analysts maintain a consensus “Moderate Buy” and noted investors such as Ken Fisher’s fund continue to hold or highlight Cisco as a long‑term position, providing sentiment support. Cisco Systems, Inc. (NASDAQ:CSCO) Given Consensus Rating of “Moderate Buy” by Analysts Cisco Systems Inc. (CSCO): Billionaire Ken Fisher Reignites Interest in Long-Term Holding
• Neutral Sentiment: Additional coverage and product commentary — Multiple outlets and analysts are highlighting Cisco’s AI product pipeline and NVIDIA tie‑ups; these are supportive but may already be priced in, so near‑term upside depends on continued order flow and execution. CSCO Taps NVIDIA to Drive Secure AI at the Edge: More Upside Ahead?
• Negative Sentiment: Valuation concerns — At ~4.95x price‑to‑sales and with a strong AI narrative baked in, some commentary flags Cisco as relatively expensive in the near term, which can prompt profit‑taking despite the operational beat. Cisco is Overvalued at 4.95X PS: Should You Still Buy the Stock?

Analyst Upgrades and Downgrades

CSCO has been the subject of several research reports. JPMorgan Chase & Co. boosted their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a report on Monday, February 9th. Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Citigroup boosted their target price on shares of Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. HSBC increased their price target on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a report on Friday, February 13th. Finally, UBS Group raised 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 research 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 company. According to data from MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and an average price target of $89.55.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 1,744 shares of the business’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $77.07, for a total transaction of $134,410.08. Following the completion of the sale, the executive vice president owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. The trade was a 1.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Maria Victoria Wong sold 551 shares of the company’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the sale, the senior vice president owned 27,957 shares of the company’s stock, valued at approximately $2,167,785.78. The trade was a 1.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 46,168 shares of company stock worth $3,527,445 over the last three months. 0.01% of the stock is currently owned by insiders.

Cisco Systems Stock Performance

CSCO opened at $77.60 on Thursday. 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 market cap of $306.51 billion, a price-to-earnings ratio of 27.23, a PEG ratio of 3.00 and a beta of 0.87. The company’s 50 day moving average is $78.22 and its 200 day moving average is $74.70. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same period in the prior year, the company earned $0.94 earnings per share. The firm’s revenue was up 9.7% on a year-over-year basis. On average, equities research analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The firm also recently disclosed 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 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is presently 57.54%.

Cisco Systems 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.