Intech Investment Management LLC Grows Position in Cisco Systems, Inc. $CSCO

Intech Investment Management LLC raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 53.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 855,768 shares of the network equipment provider’s stock after purchasing an additional 299,418 shares during the quarter. Cisco Systems comprises 0.5% of Intech Investment Management LLC’s holdings, making the stock its 24th biggest position. Intech Investment Management LLC’s holdings in Cisco Systems were worth $58,552,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the stock. Benchmark Financial Wealth Advisors LLC increased its position in shares of Cisco Systems by 1.4% in the 3rd quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock valued at $715,000 after acquiring an additional 142 shares during the period. Yoder Wealth Management Inc. increased its holdings in shares of Cisco Systems by 3.8% in the third quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock valued at $270,000 after purchasing an additional 143 shares during the period. Wynn Capital LLC raised its stake in shares of Cisco Systems by 0.3% in the third quarter. Wynn Capital LLC now owns 48,456 shares of the network equipment provider’s stock worth $3,315,000 after purchasing an additional 150 shares during the last quarter. Old North State Trust LLC lifted its holdings in shares of Cisco Systems by 0.6% during the second quarter. Old North State Trust LLC now owns 24,534 shares of the network equipment provider’s stock worth $1,702,000 after purchasing an additional 151 shares during the period. Finally, Cordatus Wealth Management LLC boosted its position in Cisco Systems by 0.4% in the second quarter. Cordatus Wealth Management LLC now owns 36,370 shares of the network equipment provider’s stock valued at $2,523,000 after buying an additional 152 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms have recently commented on CSCO. Barclays upped their price objective on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a report on Thursday, November 13th. CICC Research boosted their target price on shares of Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Erste Group Bank lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a report on Thursday, February 12th. 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 stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

Cisco Systems Trading Up 1.3%

Shares of Cisco Systems stock opened at $79.12 on Thursday. The firm has a 50-day simple moving average of $77.78 and a two-hundred day simple moving average of $73.62. 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, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The company has a market cap of $312.52 billion, a P/E ratio of 27.76, a price-to-earnings-growth ratio of 2.95 and a beta of 0.87.

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

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 annualized dividend and a yield of 2.1%. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio is currently 57.54%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Networking revenue acceleration — Cisco reported networking revenue growth (~21% year-over-year in fiscal Q2) driven by AI and campus demand, supporting upside to future top-line and margins. Read More.
• Positive Sentiment: Analyst upgrades and bullish price targets — Multiple firms have raised targets or maintained buy/strong-buy views (Zacks rank upgrade and several banks raising targets), supporting demand for CSCO shares. Read More.
• Positive Sentiment: Dividend increase — Cisco raised its quarterly dividend to $0.42 (annualized $1.68), boosting yield and appealing to income-focused investors. Read More.
• Positive Sentiment: Talent and go‑to‑market partnerships — Cisco Networking Academy’s global partnership with Indeed (and other regional AI/security initiatives) strengthens hiring/training and helps commercial adoption of Cisco’s AI/security stack. Read More.
• Neutral Sentiment: Market performance context — Cisco has outpaced the Dow over the past year, keeping it in investors’ rotation but analysts remain cautiously optimistic on sustainability. Read More.
• Neutral Sentiment: Security thought leadership — Cisco distributed Splunk’s CISO report on AI risk/governance, which supports positioning in security but is not an immediate earnings driver. Read More.
• Neutral Sentiment: Competitive landscape — Analyst pieces comparing Cisco vs. Ciena highlight strong optical/AI demand across peers; competition could influence share gains but Cisco retains a large AI order pipeline. Read More.
• Negative Sentiment: Insider selling — SVP Maria Victoria Wong sold 2,179 shares (disclosed Feb. 24), which can create short-term perception pressure despite the small size relative to outstanding shares. Read More.
• Negative Sentiment: Analyst downgrade on margins — Erste Group cut CSCO to Hold citing gross-margin concerns; if margins disappoint, multiple expansion could be capped. Read More.

Insider Buying and Selling

In other Cisco Systems news, Director Kristina M. Johnson sold 13,481 shares of the company’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the sale, the director directly owned 61,630 shares in the company, valued at $4,753,521.90. This represents a 17.95% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Michael D. Capellas sold 10,850 shares of the firm’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $77.13, for a total value of $836,860.50. Following the completion of the sale, the director directly owned 146,368 shares of the company’s stock, valued at $11,289,363.84. This trade represents a 6.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 75,677 shares of company stock worth $5,811,211 in the last 90 days. Corporate insiders own 0.01% of the company’s stock.

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.