DDD Partners LLC Has $18.53 Million Holdings in Cisco Systems, Inc. $CSCO

DDD Partners LLC trimmed its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 24.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 270,751 shares of the network equipment provider’s stock after selling 89,894 shares during the period. Cisco Systems comprises about 1.2% of DDD Partners LLC’s portfolio, making the stock its 26th largest position. DDD Partners LLC’s holdings in Cisco Systems were worth $18,525,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Pacific Point Advisors LLC raised its stake in shares of Cisco Systems by 11.8% in the 3rd quarter. Pacific Point Advisors LLC now owns 4,764 shares of the network equipment provider’s stock valued at $326,000 after purchasing an additional 504 shares during the period. Omnia Family Wealth LLC grew its holdings in shares of Cisco Systems by 4.0% during the third quarter. Omnia Family Wealth LLC now owns 6,271 shares of the network equipment provider’s stock worth $429,000 after buying an additional 242 shares in the last quarter. New World Advisors LLC acquired a new stake in Cisco Systems in the 3rd quarter valued at approximately $228,000. Naviter Wealth LLC lifted its stake in Cisco Systems by 2.2% in the 3rd quarter. Naviter Wealth LLC now owns 44,595 shares of the network equipment provider’s stock valued at $3,051,000 after acquiring an additional 974 shares in the last quarter. Finally, Eagle Bluffs Wealth Management LLC boosted its position in Cisco Systems by 1.4% during the 3rd quarter. Eagle Bluffs Wealth Management LLC now owns 37,207 shares of the network equipment provider’s stock worth $2,546,000 after acquiring an additional 531 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other news, CEO Charles Robbins sold 281,860 shares of the stock in a transaction that occurred on Monday, November 17th. The stock was sold at an average price of $78.35, for a total transaction of $22,083,731.00. Following the transaction, the chief executive officer owned 820,887 shares in the company, valued at approximately $64,316,496.45. This trade represents a 25.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Michael D. Capellas sold 16,150 shares of the company’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $77.28, for a total value of $1,248,072.00. Following the completion of the transaction, the director directly owned 157,218 shares in the company, valued at approximately $12,149,807.04. This represents a 9.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 507,122 shares of company stock valued at $39,545,816 in the last ninety days. 0.01% of the stock is currently owned by company insiders.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco unveiled the Silicon One G300 switching chip designed for large AI cluster buildouts, positioning the company to compete in a multi‑hundred‑billion dollar AI infrastructure market — a clear long‑term growth catalyst. Silicon One G300 announcement
• Positive Sentiment: Q2 results beat both EPS and revenue expectations and management highlighted strong AI/customer orders (notably ~$2.1B of AI infrastructure orders), supporting revenue momentum and the firm’s raised FY guidance. That underpins upside if Cisco converts AI demand into sustained margin expansion. Zacks coverage
• Positive Sentiment: Multiple sell‑side firms raised price targets and reiterated buy/outperform views (examples: CICC raised its target to $96; UBS, Citi, BNP/Exane and others increased targets), which can support further upside via analyst-driven flows and ETF reweighting. CICC price target update
• Neutral Sentiment: Free cash flow fell year‑over‑year but remains positive with healthy margins; analysts note strong FCF long term despite higher capex for AI initiatives — this reduces downside risk but flags near‑term investment drag. TalkMarkets FCF piece
• Neutral Sentiment: MarketBeat and other bullish pieces argue for large long‑term upside (price‑target extrapolations to $150–$182), but these are speculative scenarios that rely on sustained AI share gains and margin recovery. MarketBeat long-term thesis
• Negative Sentiment: Investors punished Cisco after management disclosed gross‑margin pressure driven by a global memory shortage and higher component costs; that margin miss triggered a sharp selloff and created near‑term volatility risk for CSCO. CNBC margin story
• Negative Sentiment: Despite upbeat revenue/guidance, some analysts and market commentary viewed Cisco’s margin outlook and guidance as mixed, prompting sector weakness and headline risk that could keep short‑term selling pressure elevated. MarketWatch on market impact
• Neutral Sentiment: Reported short‑interest data in the feed is inconsistent/zero and appears not to be a meaningful new factor for intraday moves. (Days‑to‑cover figures show no material change.)

Analysts Set New Price Targets

A number of analysts have recently commented on CSCO shares. Evercore ISI boosted their price objective on shares of Cisco Systems from $100.00 to $175.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 3rd. Morgan Stanley boosted their price target on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 22nd. Evercore lifted their target price on Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. Finally, Argus increased their price target on Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have given a Hold rating to the stock. According to MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus target price of $97.19.

Cisco Systems Price Performance

NASDAQ:CSCO opened at $76.85 on Friday. The company has a quick ratio of 0.83, a current ratio of 0.96 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 stock’s 50 day moving average price is $77.83 and its two-hundred day moving average price is $73.07. The firm has a market capitalization of $303.64 billion, a price-to-earnings ratio of 26.97, a P/E/G ratio of 2.83 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business had revenue of $15.35 billion for the quarter, compared to analysts’ expectations of $15.11 billion. During the same quarter in the prior year, the business earned $0.94 EPS. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. On average, analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share 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 issued 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 2.2%. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio is presently 61.65%.

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.