Robeco Schweiz AG Takes $12.78 Million Position in Cisco Systems, Inc. $CSCO

Robeco Schweiz AG bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the 4th quarter, HoldingsChannel.com reports. The firm bought 165,900 shares of the network equipment provider’s stock, valued at approximately $12,779,000.

Several other institutional investors and hedge funds also recently made changes to their positions in CSCO. Brighton Jones LLC boosted its stake in shares of Cisco Systems by 49.5% during the 4th 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 boosted its stake in shares of Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after buying an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Cisco Systems by 7.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after buying an additional 712 shares during the last quarter. Schnieders Capital Management LLC. boosted its stake in shares of Cisco Systems by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after buying an additional 519 shares during the last quarter. Finally, Marshall Wace LLP boosted its stake in shares of Cisco Systems by 118.1% during the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after buying an additional 590,650 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. Truist Financial assumed coverage on Cisco Systems in a research note on Tuesday, March 31st. They set a “buy” rating and a $94.00 price objective on the stock. CICC Research raised their price objective on Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a research note on Friday, February 13th. JPMorgan Chase & Co. raised their price objective on Cisco Systems from $95.00 to $96.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. UBS Group raised their price objective on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, Rosenblatt Securities restated a “buy” rating and set a $100.00 price objective on shares of Cisco Systems 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 eight have given a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $90.29.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $91.54 on Thursday. Cisco Systems, Inc. has a 1-year low of $59.07 and a 1-year high of $94.71. 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’s fifty day moving average price is $82.04 and its two-hundred day moving average price is $78.40. The firm has a market capitalization of $361.59 billion, a PE ratio of 32.12, a P/E/G ratio of 3.55 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. During the same period last year, the company earned $0.94 earnings per share. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. On average, research analysts expect that Cisco Systems, Inc. will post 3.4 EPS for the current year.

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd were given a $0.42 dividend. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend was Thursday, April 2nd. Cisco Systems’s dividend payout ratio is 58.95%.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the sale, the executive vice president directly owned 188,613 shares of the company’s stock, valued at $15,040,000.62. This trade represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Charles Robbins sold 19,545 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $1,485,420.00. Following the completion of the sale, the chief executive officer directly owned 671,095 shares in the company, valued at $51,003,220. This represents a 2.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 46,431 shares of company stock valued at $3,574,820 over the last three months. 0.01% of the stock is currently owned by company insiders.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Evercore raised its price target to $110 and kept an “outperform” rating, giving the stock material upside from current levels — this supports upside momentum and institutional interest. Evercore raises Cisco price target to $110
• Positive Sentiment: Cisco is expanding its security footprint via the planned Astrix Security acquisition and a Qmulos partnership that simplifies procurement and strengthens Splunk integrations — strategic moves that can drive higher‑margin software and recurring revenue over time. Cisco security push with Astrix and Qmulos
• Positive Sentiment: Cisco’s April reveal of a Universal Quantum Switch signals a long‑term R&D edge into quantum networking and could broaden its role in next‑generation infrastructure — a strategic narrative investors may reward if commercial pathways emerge. Universal Quantum Switch analysis
• Positive Sentiment: Fundamentals remain supportive: Cisco posted a recent quarter beating revenue and EPS estimates and analysts expect continued earnings growth, with margin focus ahead of the next report — this underpins the case for a potential upcoming beat. Earnings preview and margin focus
• Neutral Sentiment: Long‑term performance stories (e.g., how $1,000 invested a decade ago would have grown) highlight Cisco’s multi‑year returns but are less influential on today’s intraday move. Long-term investment retrospective
• Neutral Sentiment: Articles caution that average brokerage recommendations can be overly optimistic; analyst sentiment helps set expectations but doesn’t guarantee short‑term price direction. Analyst recommendation overview
• Negative Sentiment: MarketWatch flagged that Cisco underperformed peers during the session, suggesting relative weakness in networking/tech names that can amplify selling pressure. Underperformance vs. competitors
• Negative Sentiment: Multiple news items note the stock fell even as broader markets gained, indicating profit‑taking or short‑term rotation out of Cisco despite positive company developments. Stock drops despite market gains

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.