HUB Investment Partners LLC Boosts Stake in Cisco Systems, Inc. $CSCO

HUB Investment Partners LLC grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 77.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 126,393 shares of the network equipment provider’s stock after acquiring an additional 54,983 shares during the quarter. HUB Investment Partners LLC’s holdings in Cisco Systems were worth $8,648,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the stock. Intellus Advisors LLC lifted its stake in shares of Cisco Systems by 3.5% during the 3rd quarter. Intellus Advisors LLC now owns 8,457 shares of the network equipment provider’s stock worth $579,000 after purchasing an additional 286 shares during the last quarter. Legacy Capital Group California Inc. grew its stake in Cisco Systems by 51.5% in the third quarter. Legacy Capital Group California Inc. now owns 23,299 shares of the network equipment provider’s stock valued at $1,594,000 after purchasing an additional 7,917 shares during the last quarter. Modern Wealth Management LLC grew its stake in Cisco Systems by 7.0% in the third quarter. Modern Wealth Management LLC now owns 103,021 shares of the network equipment provider’s stock valued at $7,049,000 after purchasing an additional 6,727 shares during the last quarter. Ramirez Asset Management Inc. raised its holdings in Cisco Systems by 30.1% in the third quarter. Ramirez Asset Management Inc. now owns 38,249 shares of the network equipment provider’s stock worth $2,617,000 after purchasing an additional 8,842 shares in the last quarter. Finally, DCF Advisers LLC lifted its position in shares of Cisco Systems by 4.3% during the third quarter. DCF Advisers LLC now owns 60,000 shares of the network equipment provider’s stock valued at $4,105,000 after buying an additional 2,500 shares during the last quarter. 73.33% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, Director Kristina M. Johnson sold 13,481 shares of the firm’s stock in a transaction that occurred 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 sale, the director owned 61,630 shares of the company’s stock, valued at $4,753,521.90. This trade represents a 17.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Charles Robbins sold 19,545 shares of Cisco Systems stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at approximately $51,003,220. This trade represents a 2.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 75,677 shares of company stock worth $5,811,211. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Trading Down 1.7%

Shares of Cisco Systems stock opened at $78.64 on Friday. The stock has a market cap of $310.62 billion, a PE ratio of 27.59, a price-to-earnings-growth ratio of 3.02 and a beta of 0.87. The firm has a fifty day moving average price of $77.96 and a 200 day moving average price of $74.09. 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 announced its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.02. The company had revenue of $15.35 billion for 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 firm’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same period last year, the firm earned $0.94 EPS. Equities research analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a $0.42 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. 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 yield of 2.1%. Cisco Systems’s dividend payout ratio is presently 57.54%.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on CSCO shares. Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. JPMorgan Chase & Co. upped 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. DZ Bank raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. President Capital dropped their target price on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Finally, Wall Street Zen raised Cisco Systems from a “hold” rating to a “buy” rating in a research report on Saturday, February 28th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $89.55.

Key Stories Impacting 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.