J. Safra Sarasin Holding AG Sells 44,554 Shares of Cisco Systems, Inc. $CSCO

J. Safra Sarasin Holding AG lessened its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 90.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,636 shares of the network equipment provider’s stock after selling 44,554 shares during the quarter. J. Safra Sarasin Holding AG’s holdings in Cisco Systems were worth $357,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in CSCO. Marquette Asset Management LLC acquired a new position in Cisco Systems during the 3rd quarter worth approximately $25,000. Lowe Wealth Advisors LLC grew its stake in Cisco Systems by 96.2% in the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 200 shares during the period. Board of the Pension Protection Fund bought a new stake in shares of Cisco Systems during the fourth quarter valued at approximately $31,000. Cedar Mountain Advisors LLC increased its holdings in shares of Cisco Systems by 115.7% during the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after acquiring an additional 251 shares in the last quarter. Finally, Holos Integrated Wealth LLC acquired a new position in shares of Cisco Systems during the fourth quarter worth approximately $41,000. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on CSCO shares. HSBC increased their target price on Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a report on Friday, February 13th. Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Morgan Stanley lifted their price objective on shares of Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Finally, Citigroup boosted their target price on shares of Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Four 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, Cisco Systems currently has an average rating of “Moderate Buy” and an average target price of $89.76.

Cisco Systems Price Performance

Shares of NASDAQ:CSCO opened at $79.02 on Friday. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The stock’s fifty day simple moving average is $79.27 and its two-hundred day simple moving average is $75.53. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18. The stock has a market cap of $312.12 billion, a PE ratio of 27.73, a price-to-earnings-growth ratio of 2.94 and a beta of 0.83.

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

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. 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: Truist initiated coverage and upgraded Cisco to a strong-buy, providing a visible brokerage endorsement that can support buying interest. Truist Coverage
• Positive Sentiment: Cisco released a State of Wireless report showing widespread enterprise Wi‑Fi investment tied to AI/IoT and reporting revenue/efficiency benefits — this supports Cisco’s networking product demand narrative. State of Wireless Report
• Positive Sentiment: Cisco will keynote at COMPUTEX (first-time appearance) to present a “full stack approach to AI,” raising visibility around its AI infrastructure strategy and potential product announcements later in the quarter. COMPUTEX Keynote
• Positive Sentiment: Cisco’s collaboration with Atom Computing to explore quantum networking expands its long‑term infrastructure story beyond classical networking, which investors may view as strategic optionality. Quantum Networking
• Neutral Sentiment: Private-equity activity in cloud communications (CallTower sale/strategic investment) signals sector consolidation but has limited direct impact on Cisco’s core networking revenue; it’s a thematic industry note. CallTower / Court Square
• Neutral Sentiment: Coverage noting Cisco’s upgrade momentum aligning with Nasdaq trends highlights technical/market-flow support rather than fundamental change. Upgrade Momentum
• Negative Sentiment: Multiple outlets report Cisco’s gross margin contracted sequentially and management’s Q3 commentary points to margin pressure from higher memory costs and an AI revenue mix — this is the primary near-term headwind investors are pricing in. Gross Margin Contracts
• Negative Sentiment: Short-term price weakness was noted in recent market pieces despite strong order trends for AI infrastructure, reflecting profit‑taking or concern that margin pressure could offset revenue growth. Short-term Price Weakness

Insider Transactions at Cisco Systems

In other Cisco Systems 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 value 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 trade represents a 2.83% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of Cisco Systems stock in a transaction that occurred on 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 position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 46,431 shares of company stock worth $3,574,820. Company insiders own 0.01% of the company’s stock.

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.