Cisco Systems, Inc. $CSCO Shares Sold by Sarasin & Partners LLP

Sarasin & Partners LLP decreased its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,717,438 shares of the network equipment provider’s stock after selling 87,192 shares during the quarter. Cisco Systems makes up 1.1% of Sarasin & Partners LLP’s holdings, making the stock its 29th biggest position. Sarasin & Partners LLP’s holdings in Cisco Systems were worth $116,305,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Bare Financial Services Inc increased its stake in Cisco Systems by 531.0% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after buying an additional 308 shares in the last quarter. Financial Connections Group Inc. boosted its stake in shares of Cisco Systems by 89.4% in the second quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock worth $28,000 after acquiring an additional 193 shares during the last quarter. Legacy Investment Solutions LLC purchased a new stake in shares of Cisco Systems during the second quarter worth approximately $28,000. Nova Wealth Management Inc. acquired a new position in Cisco Systems in the 1st quarter valued at $31,000. Finally, Brown Shipley& Co Ltd purchased a new position in Cisco Systems in the 2nd quarter valued at $32,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on CSCO shares. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 22nd. Bank of America increased their price objective on shares of Cisco Systems from $85.00 to $95.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Citigroup raised their target price on shares of Cisco Systems from $80.00 to $85.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a research report on Thursday, October 30th. Finally, Erste Group Bank upgraded Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. Seventeen investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $84.55.

Cisco Systems Stock Performance

Cisco Systems stock opened at $78.42 on Friday. The firm has a 50 day simple moving average of $74.59 and a 200-day simple moving average of $70.22. The stock has a market cap of $309.84 billion, a price-to-earnings ratio of 29.48, a price-to-earnings-growth ratio of 2.97 and a beta of 0.87. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $80.82.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. The firm had revenue of $14.88 billion for the quarter, compared to analysts’ expectations of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The firm’s quarterly revenue was up 7.5% on a year-over-year basis. During the same period in the prior year, the firm posted $0.91 earnings per share. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. On average, analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd will be issued a dividend of $0.41 per share. The ex-dividend date is Friday, January 2nd. This represents a $1.64 dividend on an annualized basis and a dividend yield of 2.1%. Cisco Systems’s dividend payout ratio is currently 61.65%.

Insider Activity

In related news, EVP Thimaya K. Subaiya sold 1,745 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $79.46, for a total value of $138,657.70. Following the sale, the executive vice president directly owned 176,319 shares in the company, valued at approximately $14,010,307.74. The trade was a 0.98% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Charles Robbins sold 116,734 shares of the company’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $77.30, for a total transaction of $9,023,538.20. Following the completion of the transaction, the chief executive officer directly owned 704,153 shares in the company, valued at $54,431,026.90. The trade was a 14.22% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,044,865 shares of company stock worth $81,397,635. 0.01% of the stock is currently owned by corporate insiders.

Key Stores Impacting Cisco Systems

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

• Positive Sentiment: Analyst upgrade/price-target lift: Morgan Stanley raised its price target on CSCO to $91, supporting upside expectations and likely helping buying interest. Morgan Stanley Boosts Cisco Systems Price Target
• Positive Sentiment: Dividend and corporate cash returns remain supportive: Cisco’s recent dividend (annualized $1.64, yield ~2.1%) and strong cash metrics underpin investor confidence in the name. Positive Sentiment: dividend
• Neutral Sentiment: Valuation/watch-the-run: Coverage pieces are reassessing Cisco after a ~37% one‑year share-price climb — investors should balance growth story vs. stretched multiples. Reassessing Valuation
• Negative Sentiment: Security risk: Researchers disclosed that a China‑linked hacking group is exploiting a vulnerability in popular Cisco products to target enterprise customers — this raises potential remediation costs, reputation risk, and near‑term customer concern. TechCrunch: Chinese hacking campaign
• Negative Sentiment: Insider sales: Two directors disclosed multi‑hundred‑thousand to >$1M stock sales (Michael D. Capellas and Kristina M. Johnson), which reduces insider ownership and can be interpreted negatively by some investors. SEC filings: Capellas Form 4 and Johnson Form 4

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.