V Square Quantitative Management LLC Has $1.38 Million Stake in Cisco Systems, Inc. $CSCO

V Square Quantitative Management LLC trimmed its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 33.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 17,896 shares of the network equipment provider’s stock after selling 8,862 shares during the period. V Square Quantitative Management LLC’s holdings in Cisco Systems were worth $1,379,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the company. Mirae Asset Global Investments Co. Ltd. lifted its holdings in Cisco Systems by 6.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock worth $218,236,000 after purchasing an additional 205,043 shares during the last quarter. Greystone Financial Group LLC acquired a new stake in Cisco Systems in the 3rd quarter worth approximately $8,563,000. Jones Financial Companies Lllp lifted its holdings in Cisco Systems by 8.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after purchasing an additional 56,057 shares during the last quarter. Rockland Trust Co. lifted its holdings in Cisco Systems by 213.8% in the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock worth $1,402,000 after purchasing an additional 13,966 shares during the last quarter. Finally, CX Institutional lifted its holdings in Cisco Systems by 11.0% in the 3rd quarter. CX Institutional now owns 144,336 shares of the network equipment provider’s stock worth $9,875,000 after purchasing an additional 14,334 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Truist initiated coverage with a Buy and $94 price target, citing strength in Cisco’s networking business and secular cybersecurity tailwinds — a direct analyst endorsement that can lift investor sentiment. Cisco Systems (CSCO) See Vast Potential in Securing AI Agents
• Positive Sentiment: Cisco is named as a founding partner in Anthropic’s Project Glasswing (access to Mythos model) — this positions Cisco to help secure AI agents and participate in shared tooling to find/patch vulnerabilities, reinforcing its cybersecurity revenue story. Anthropic Lets Apple, Amazon Test More Powerful Mythos AI Model
• Positive Sentiment: Sector momentum: cyber stocks are rallying on Anthropic’s Project Glasswing news and broader re-rating of security names — positive spillover for Cisco’s security and networking franchises. Cybersecurity Stocks Climb Amid Anthropic’s Project Glasswing Launch
• Positive Sentiment: Corporate governance/strategy boost: Cisco added Pete Shimer (former Deloitte COO/CFO) to its board as it leans into AI infrastructure — a credibility and oversight signal that investors often view favorably. Cisco Adds Pete Shimer To Board As AI Infrastructure Story Builds
• Positive Sentiment: Technical setup: CSCO recently cleared its 50-day moving average, indicating a short-term bullish trend that can attract momentum traders. Cisco Systems (CSCO) Recently Broke Out Above the 50-Day Moving Average
• Neutral Sentiment: Cisco released its State of Industrial AI report highlighting adoption and network/security readiness needs — supports product positioning but is more long‑term/PR than immediate revenue impact. Cisco Research: Industrial AI Moves into Physical Operations, Readiness Gaps Determine Scale
• Neutral Sentiment: Corporate social/skills initiative: Cisco and Quest Alliance announced vocational training work in India — positive for brand and long-term talent pipeline but unlikely to move near-term earnings. Cisco and Quest Alliance Are Modernizing Vocational Training for India’s Next-Gen Workforce
• Negative Sentiment: Security concern: a Salesforce-managed CRM breach reportedly exposed Cisco data (linked to the ShinyHunters group), raising short-term questions about data protection and potential PR/regulatory scrutiny for enterprise vendors. This is a reputational risk that investors will watch. Salesforce Security Breach Tests Conviction In AI Agent Growth Story

Insider Buying and Selling at Cisco Systems

In other news, CEO Charles Robbins sold 19,545 shares of the business’s stock in a transaction that occurred 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 sale, the chief executive officer directly owned 671,095 shares in the company, valued at approximately $51,003,220. The trade was a 2.83% 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, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total value of $634,489.50. Following the sale, the executive vice president owned 187,097 shares in the company, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 46,431 shares of company stock valued at $3,574,820 in the last quarter. 0.01% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

CSCO has been the subject of several analyst reports. Truist Financial initiated coverage on Cisco Systems in a report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 target price for the company. Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and upped their price target for the stock from $80.00 to $100.00 in a report on Monday, January 26th. BNP Paribas Exane upped their price target on Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. Argus upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Finally, Morgan Stanley upped their price target on Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Four analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $89.76.

Cisco Systems Stock Performance

CSCO opened at $83.70 on Thursday. The stock has a market cap of $330.61 billion, a PE ratio of 29.37, a P/E/G ratio of 2.98 and a beta of 0.83. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. Cisco Systems, Inc. has a 1 year low of $52.67 and a 1 year high of $88.18. The stock’s 50 day simple moving average is $79.57 and its 200-day simple moving average is $75.96.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data 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 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%.Cisco Systems’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the business posted $0.94 earnings per share. Sell-side 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. Stockholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. 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 dividend yield of 2.0%. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 58.95%.

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.