Edgar Lomax Co. VA Lowers Holdings in Cisco Systems, Inc. $CSCO

Edgar Lomax Co. VA lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 22.6% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 494,468 shares of the network equipment provider’s stock after selling 144,395 shares during the period. Cisco Systems makes up 2.6% of Edgar Lomax Co. VA’s holdings, making the stock its 16th biggest holding. Edgar Lomax Co. VA’s holdings in Cisco Systems were worth $33,832,000 as of its most recent SEC filing.

Other hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. increased its position in shares of Cisco Systems by 1.3% during the second quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock worth $27,334,996,000 after acquiring an additional 5,039,714 shares during the period. State Street Corp grew its stake in Cisco Systems by 0.6% during the 2nd quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock worth $13,507,956,000 after purchasing an additional 1,067,872 shares in the last quarter. Geode Capital Management LLC increased its holdings in Cisco Systems by 1.2% during the 2nd quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock worth $6,864,058,000 after purchasing an additional 1,157,704 shares during the period. Norges Bank acquired a new stake in Cisco Systems in the 2nd quarter valued at about $3,816,825,000. Finally, Invesco Ltd. boosted its stake in shares of Cisco Systems by 3.0% in the 2nd quarter. Invesco Ltd. now owns 48,531,251 shares of the network equipment provider’s stock valued at $3,367,098,000 after buying an additional 1,414,105 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Charles Robbins sold 19,545 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the completion of the sale, the chief executive officer owned 671,095 shares in the company, valued at approximately $51,003,220. This represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the transaction, the director owned 61,630 shares in the company, valued at $4,753,521.90. This trade represents a 17.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 75,677 shares of company stock worth $5,811,211. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $80.01 on Friday. The company has a fifty day moving average of $77.95 and a two-hundred day moving average of $74.01. The company has a market capitalization of $316.03 billion, a PE ratio of 28.07, a P/E/G ratio of 3.06 and a beta of 0.87. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the business earned $0.94 EPS. As a group, analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently announced 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 represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s payout ratio is 58.95%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco has publicly landed large AI infrastructure orders (reported at roughly $2.1B by one outlet), a driver for revenue and margin upside as hyperscalers ramp capacity. Forget Nvidia: This Networking Giant Just Landed $2.1 Billion in AI Orders, and Nobody’s Talking About It
• Positive Sentiment: Analysts and coverage note stronger AI infrastructure orders, a secure-AI factory partnership (SharonAI + NVIDIA) in Australia, and an upward FY2026 revenue guide — all supportive of forward revenue and investor sentiment. Cisco Systems (CSCO) Valuation Check As AI Infrastructure Orders And Guidance Upgrades Gain Traction
• Positive Sentiment: Cisco is being highlighted as a leader in email encryption and AI-driven cybersecurity in industry reports, reinforcing its competitive positioning in high-growth security markets. Email Encryption Company Evaluation Report 2025
• Neutral Sentiment: Long-term TAM tailwinds: unified communications and AI/5G trends are cited as structural growth drivers for Cisco’s software and subscriptions mix, which supports multiple-year revenue visibility but is not an immediate catalyst. United States Unified Communications Market Report 2025-2033
• Neutral Sentiment: Cisco presented at the Morgan Stanley TMT conference (transcript available) — useful for detail on strategy and customer traction but not a standalone price catalyst. Cisco Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Data feeds show a “large increase in short interest” flag, but reported short-volume numbers appear erroneous (zeros and NaN); no clear short-squeeze or heavy short interest signal from these filings. (Market data anomaly)
• Negative Sentiment: Some commentary has resurfaced dot‑com‑era comparisons and supply-commitment concerns (e.g., investor scrutiny cited by coverage), a narrative that can create volatility if it gains traction. Why Cisco Is Nothing Like Its Dot-Com Self — And Could Hit $90 by 2027

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on CSCO. Citic Securities upped their target price on shares of Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. HSBC increased their price objective on shares of Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a research report on Friday, February 13th. Morgan Stanley boosted their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Piper Sandler raised their price target on Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a research note on Thursday, November 13th. Finally, JPMorgan Chase & Co. upped their price objective on Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. 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. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $89.55.

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.