GAMMA Investing LLC Decreases Position in Cisco Systems, Inc. $CSCO

GAMMA Investing LLC lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 6.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 118,924 shares of the network equipment provider’s stock after selling 7,968 shares during the quarter. Cisco Systems accounts for approximately 0.5% of GAMMA Investing LLC’s holdings, making the stock its 26th biggest holding. GAMMA Investing LLC’s holdings in Cisco Systems were worth $9,161,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC increased its holdings in 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 acquiring an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after purchasing an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Cisco Systems by 7.5% in the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after purchasing an additional 712 shares in the last quarter. Schnieders Capital Management LLC. grew its position in shares of Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after purchasing an additional 519 shares during the last quarter. Finally, TD Waterhouse Canada Inc. increased its stake in shares of Cisco Systems by 8.0% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 109,007 shares of the network equipment provider’s stock worth $7,530,000 after purchasing an additional 8,039 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Activity

In related news, EVP Deborah L. Stahlkopf sold 7,981 shares of the stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the transaction, the executive vice president directly owned 187,097 shares in the company, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Charles Robbins sold 19,545 shares of Cisco Systems stock in a transaction dated Friday, February 13th. The shares were 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 owned 671,095 shares of the company’s stock, valued at $51,003,220. This trade represents a 2.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 46,431 shares of company stock valued at $3,574,820 in the last three months. Company insiders own 0.01% of the company’s stock.

Cisco Systems Stock Up 1.2%

Shares of NASDAQ CSCO opened at $78.51 on Friday. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18. The firm’s 50 day moving average price is $78.31 and its 200 day moving average price is $74.72. The firm has a market cap of $310.11 billion, a P/E ratio of 27.55, a price-to-earnings-growth ratio of 2.93 and a beta of 0.87. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly 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. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The company had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. During the same period in the previous year, the firm posted $0.94 EPS. Cisco Systems’s revenue was up 9.7% on a year-over-year basis. As a group, sell-side analysts anticipate 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. Investors of record on Thursday, April 2nd will be paid a $0.42 dividend. The ex-dividend date is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 2.1%. Cisco Systems’s payout ratio is currently 57.54%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco launched a 10‑year “40 Communities” initiative to boost local emergency connectivity, digital skills and cybersecurity education — a program that can strengthen customer relationships with governments, expand public-sector sales opportunities, and bolster ESG positioning. Cisco Community Push Puts 40 Communities Initiative In Investor Focus
• Positive Sentiment: Cisco joined a new 400G Optical Multi‑Source Agreement (with Broadcom, NVIDIA, etc.), reinforcing its role in next‑generation AI data‑center networking — a direct product/capacity story that supports revenue leverage if AI infrastructure spending accelerates. Cisco’s 400G Alliance Ties AI Data Centers To Valuation Story
• Positive Sentiment: Goldman Sachs’ strategist flagged AI, cybersecurity and infrastructure as sector winners — a thematic endorsement that benefits Cisco as a core networking and security vendor in those categories. The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider
• Neutral Sentiment: Analysts maintain a constructive stance: consensus ratings remain around “Moderate Buy,” supporting continued investor interest but not signaling dramatic upgrades. Cisco Systems, Inc. Given Consensus Rating of “Moderate Buy” by Analysts
• Neutral Sentiment: Market commentary notes Cisco is showing relative strength versus broader Nasdaq weakness, suggesting technical resilience that traders are watching. Blue-Chip Tech Stock Could Topple Overhead Resistance
• Neutral Sentiment: Industry pieces (e.g., on suppliers like Jabil) reference Cisco as a major customer — an indirect signal of demand in networking and cloud hardware supply chains but not a direct company update. Jabil Quietly Manufactures an Accelerating Stock Price Rally (CSCO)
• Negative Sentiment: Two executive vice presidents disclosed stock sales this week (Oliver Tuszik sold ~3,132 shares at ~$79.74; Deborah Stahlkopf sold ~7,981 shares at ~$79.50). While insider sales can be routine, they sometimes weigh on sentiment when clustered. Oliver Tuszik Form 4 (SEC) Deborah L. Stahlkopf Form 4 (SEC)
• Negative Sentiment: Valuation concerns: at least one analyst note argues Cisco is expensive on a price‑to‑sales multiple, which could cap upside if earnings growth disappoints versus elevated expectations. Cisco is Overvalued at 4.95X PS: Should You Still Buy the Stock?

Analyst Ratings Changes

CSCO has been the subject of several research reports. UBS Group lifted their price objective on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. JPMorgan Chase & Co. raised their price target on Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. President Capital cut their price target on Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Erste Group Bank downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, Morgan Stanley increased their price objective on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $89.55.

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.