Cisco Systems, Inc. $CSCO Shares Acquired by LGT Group Foundation

LGT Group Foundation grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.0% during the 3rd quarter, HoldingsChannel.com reports. The firm owned 449,325 shares of the network equipment provider’s stock after buying an additional 17,121 shares during the period. LGT Group Foundation’s holdings in Cisco Systems were worth $30,891,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Benchmark Financial Wealth Advisors LLC lifted its position in Cisco Systems by 1.4% in the third quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock valued at $715,000 after buying an additional 142 shares during the last quarter. Cobblestone Capital Advisors LLC NY increased its position in shares of Cisco Systems by 0.6% during the third quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider’s stock valued at $1,685,000 after acquiring an additional 142 shares during the last quarter. Yoder Wealth Management Inc. raised its stake in shares of Cisco Systems by 3.8% in the 3rd quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock valued at $270,000 after acquiring an additional 143 shares during the period. Weaver Consulting Group raised its stake in shares of Cisco Systems by 1.5% in the 3rd quarter. Weaver Consulting Group now owns 9,940 shares of the network equipment provider’s stock valued at $680,000 after acquiring an additional 145 shares during the period. Finally, Wynn Capital LLC lifted its holdings in shares of Cisco Systems by 0.3% in the 3rd quarter. Wynn Capital LLC now owns 48,456 shares of the network equipment provider’s stock worth $3,315,000 after acquiring an additional 150 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several analysts recently weighed in on the stock. Citigroup lifted their target price on shares of Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Piper Sandler raised their price target on Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a research report on Thursday, November 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Finally, UBS Group lifted their target price on Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Three investment 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 stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

Cisco Systems Stock Down 1.7%

Shares of NASDAQ CSCO opened at $78.64 on Monday. The stock has a market cap of $310.62 billion, a P/E ratio of 27.59, a PEG ratio of 2.97 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. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The business’s fifty day simple moving average is $77.96 and its 200-day simple moving average is $74.19.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping the consensus estimate of $1.02 by $0.02. The firm had revenue of $15.35 billion during 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 revenue for the quarter was up 9.7% on a year-over-year basis. During the same period in the previous year, the firm posted $0.94 EPS. As a group, equities analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal 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 issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is 58.95%.

Insider Buying and Selling at Cisco Systems

In related news, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the completion of the transaction, the director owned 61,630 shares in the company, valued at approximately $4,753,521.90. The trade was a 17.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Jeetendra I. Patel sold 11,248 shares of the firm’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $854,848.00. Following the completion of the sale, the insider owned 262,776 shares in the company, valued at approximately $19,970,976. This represents a 4.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 75,677 shares of company stock worth $5,811,211. 0.01% of the stock is currently owned by company insiders.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Heavy AI order flow, stronger guidance and product momentum — Analysts and coverage pieces highlight Cisco’s growing AI infrastructure business (AI revenue > $2B in 2025) and FY26 targets for higher recognized revenue and orders, plus Silicon One/G300 chip traction and buybacks that support valuation upside. Read More.
• Positive Sentiment: Confirmed hyperscaler demand and partnerships — Reports note heavy AI orders, a new Cisco Secure AI Factory in Australia with NVIDIA and SharonAI, and guidance upgrades that validate near-term revenue drivers. These operational signals are the main fundamental reason some investors remain bullish. Read More.
• Positive Sentiment: Dividend and income appeal — Multiple retirement/dividend-focused articles include NASDAQ dividend names and long-term “set it and forget it” recommendations, supporting demand from income-oriented holders if rates fall. That dynamic could help support the stock over time. Read More.
• Neutral Sentiment: Industry positioning and market studies — Cisco is cited as a leader in email encryption and unified communications market reports, underscoring long-term TAM exposure but not an immediate catalyst. Read More.
• Neutral Sentiment: Management outreach — Cisco presented at the Morgan Stanley TMT conference; transcripts provide detail for investors but did not introduce a surprise that would flip sentiment. Read More.
• Negative Sentiment: Macro and geopolitical uncertainty / market rotation — Broader market factors (regional tensions, shifting bond yields/rate expectations, and profit-taking after YTD gains) are likely weighing on the stock today despite company positives; one article notes regional risks that could affect U.S. investment flows. Read More.
• Negative Sentiment: Mixed commentary and historical caution — Some retail/advice pieces remind investors of past Cisco drawdowns and caution about growth re-rates; these narratives can pressure sentiment during short-term pullbacks. Read More.

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.