Leuthold Group LLC Has $9.31 Million Stock Position in Cisco Systems, Inc. $CSCO

Leuthold Group LLC boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 136,101 shares of the network equipment provider’s stock after purchasing an additional 12,539 shares during the period. Leuthold Group LLC’s holdings in Cisco Systems were worth $9,312,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Bare Financial Services Inc grew its position in Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after acquiring an additional 308 shares during the last quarter. Marquette Asset Management LLC acquired a new stake in shares of Cisco Systems in the 3rd quarter valued at approximately $25,000. Legacy Investment Solutions LLC acquired a new stake in shares of Cisco Systems in the 2nd quarter valued at approximately $28,000. Lowe Wealth Advisors LLC grew its holdings in shares of Cisco Systems by 96.2% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after purchasing an additional 200 shares during the last quarter. Finally, Cedar Mountain Advisors LLC lifted its stake in Cisco Systems by 115.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after purchasing an additional 251 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Price Performance

Cisco Systems stock opened at $85.54 on Thursday. The firm has a market cap of $337.98 billion, a P/E ratio of 32.16, a P/E/G ratio of 3.26 and a beta of 0.87. The stock’s 50 day moving average is $77.91 and its 200 day moving average is $72.99. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $88.18.

Cisco Systems (NASDAQ:CSCO) last released its quarterly 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. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The firm had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. During the same quarter last year, the business earned $0.94 EPS. The company’s revenue was up 9.7% compared to the same quarter last year. As a group, research analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The firm 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 dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.

Analysts Set New Price Targets

CSCO has been the topic of a number of research reports. KeyCorp boosted their target price on shares of Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. UBS Group upped their target price on Cisco Systems from $88.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. HSBC lifted their price target on Cisco Systems from $69.00 to $74.00 and gave the company a “hold” rating in a research note on Friday, November 14th. Finally, BNP Paribas Exane upped their price objective on Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a research note on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus price target of $94.45.

Key Cisco Systems News

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

• Positive Sentiment: Record Q2 revenue, EPS beats on the headline metrics and Cisco raised its FY26 outlook — evidence of strong demand (particularly from AI hyperscalers). This supports longer‑term revenue growth expectations. CISCO REPORTS SECOND QUARTER EARNINGS
• Positive Sentiment: New Silicon One G300 AI switching silicon positions Cisco to compete for large AI‑data‑center spend (big TAM). That product news underpins the company’s AI infrastructure narrative and potential market share gains vs. competitors. Silicon One G300 Announcement Drives Sentiment
• Positive Sentiment: Board approved a 2% quarterly dividend increase to $0.42 — a shareholder‑friendly move that signals management confidence and supports income investors. CISCO REPORTS SECOND QUARTER EARNINGS
• Neutral Sentiment: Analyst sentiment and price targets remain broadly positive with several upgrades and above‑consensus targets — this supports upside but may already be priced into the stock. Quiver Quant Q2 Earnings Summary
• Neutral Sentiment: Valuation debate: some outlets question whether recent multi‑year gains have priced in the AI upside, so investor patience may be required for further upside. Is Cisco Fairly Priced?
• Negative Sentiment: Near‑term guidance was essentially in line with expectations rather than a clear beat; investors punished the stock after the quarter even though results were strong — market focus shifted to guidance cadence. CNBC: Stock Drops on Mediocre Forecast
• Negative Sentiment: Gross margin came in below some estimates and management noted higher memory/component costs are pressuring margins; that near‑term margin risk is a key reason traders sold shares. MSN: Higher Memory Costs Pressure Margins
• Negative Sentiment: Operating cash flow softened year‑over‑year and capex rose; combined with notable insider selling reported by third parties, these items add execution and governance noise for short‑term traders. Quiver Quant: Financials & Insider Activity

Insider Transactions at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 163,896 shares of Cisco Systems stock in a transaction that occurred on Friday, November 14th. The stock was sold at an average price of $77.86, for a total value of $12,760,942.56. Following the completion of the sale, the insider directly owned 281,108 shares in the company, valued at approximately $21,887,068.88. The trade was a 36.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Thimaya K. Subaiya sold 56,038 shares of the stock in a transaction that occurred on Wednesday, November 19th. The stock was sold at an average price of $78.33, for a total value of $4,389,456.54. Following the transaction, the executive vice president owned 179,780 shares in the company, valued at $14,082,167.40. The trade was a 23.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 1,044,865 shares of company stock worth $81,397,635. Corporate 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.