Longbow Finance SA Has $5.30 Million Stake in Cisco Systems, Inc. $CSCO

Longbow Finance SA trimmed its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 25.2% in the third quarter, Holdings Channel.com reports. The firm owned 77,384 shares of the network equipment provider’s stock after selling 26,128 shares during the quarter. Longbow Finance SA’s holdings in Cisco Systems were worth $5,295,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Abich Financial Wealth Management LLC bought a new position in Cisco Systems during the third quarter valued at approximately $180,000. Assetmark Inc. increased its stake in shares of Cisco Systems by 15.7% during the 3rd quarter. Assetmark Inc. now owns 137,379 shares of the network equipment provider’s stock worth $9,399,000 after purchasing an additional 18,684 shares during the last quarter. Public Sector Pension Investment Board increased its stake in shares of Cisco Systems by 267.1% during the 3rd quarter. Public Sector Pension Investment Board now owns 1,383,400 shares of the network equipment provider’s stock worth $94,652,000 after purchasing an additional 1,006,557 shares during the last quarter. Moment Partners LLC raised its holdings in shares of Cisco Systems by 1.2% during the 3rd quarter. Moment Partners LLC now owns 17,758 shares of the network equipment provider’s stock valued at $1,215,000 after purchasing an additional 206 shares in the last quarter. Finally, Ground Swell Capital LLC acquired a new stake in shares of Cisco Systems in the 3rd quarter valued at $373,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Strong Q2 results and AI demand — Cisco reported record Q2 revenue (~$15.3B), topped estimates on revenue and non‑GAAP EPS, and disclosed $2.1B of AI infrastructure orders from hyperscalers, confirming durable AI-driven demand. Cisco Q2 press release
• Positive Sentiment: New AI networking silicon — Cisco unveiled the Silicon One G300 chip and new routers aimed at large AI clusters, a strategic product push into AI infrastructure that supports longer‑term revenue potential. AI chip announcement
• Positive Sentiment: Analysts and capital return support — Several firms raised price targets / reiterated buys after the quarter (Citigroup, UBS, BNP, Rosenblatt among others), and Cisco raised the quarterly dividend, underscoring confidence from some analysts and continued shareholder returns. Analyst target changes
• Neutral Sentiment: Guidance: revenue beats but margin commentary mixed — Cisco raised FY26 revenue and EPS ranges above consensus, and provided Q3 revenue/EPS ranges in line with estimates; however, some of the guidance implicitly assumes tariff/memory impacts, making near‑term clarity mixed. Q2 slide deck / guidance
• Negative Sentiment: Margin pressure from rising memory costs — The main driver of the selloff: management warned higher memory prices are pressuring gross margins, and reported gross margin came in below some estimates, sparking investor concern about margin sustainability. Memory price pressure / CNBC
• Negative Sentiment: Market reaction: cautious outlook & sector spillover — Traders interpreted the margin commentary as a “mediocre”/cautious near‑term outlook despite the beat, driving a sharp intraday decline in Cisco and weighing on other networking/chip names (Arista, chipmakers) and broader tech ETFs. MarketWatch sector impact
• Negative Sentiment: Short interest / volume noise — Reports of increased trading and anomalous short‑interest figures (zeros/NaNs in some feeds) are noisy and not a clear driver; the dominant price action is driven by margin fears and heavy sell volume. Seeking Alpha: investor sentiment

Wall Street Analyst Weigh In

CSCO has been the topic of several recent research reports. HSBC raised their target price on Cisco Systems from $69.00 to $74.00 and gave the company a “hold” rating in a report on Friday, November 14th. Rosenblatt Securities reiterated a “buy” rating and set a $100.00 target price on shares of Cisco Systems in a research report on Thursday. BNP Paribas Exane increased their price target on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research report on Thursday. KeyCorp raised their price target 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. Finally, Morgan Stanley increased their target price on Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $96.48.

Cisco Systems Price Performance

Shares of CSCO stock opened at $75.00 on Friday. The firm’s 50 day moving average price is $77.86 and its two-hundred day moving average price is $73.00. The stock has a market cap of $296.33 billion, a PE ratio of 26.32, a PEG ratio of 3.23 and a beta of 0.87. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data 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. Cisco Systems had a net margin of 19.22% and a return on equity of 28.06%. The business had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. During the same quarter last year, the firm earned $0.94 EPS. Cisco Systems’s quarterly revenue was up 9.7% compared to the same quarter last year. As a group, analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is currently 61.65%.

Insiders Place Their Bets

In related news, Director Kristina M. Johnson sold 13,481 shares of the firm’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the transaction, the director directly owned 61,630 shares of the company’s stock, valued at approximately $4,753,521.90. This trade represents a 17.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Maria Victoria Wong sold 428 shares of the stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $80.33, for a total transaction of $34,381.24. Following the completion of the sale, the senior vice president owned 32,176 shares of the company’s stock, valued at approximately $2,584,698.08. This represents a 1.31% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 507,122 shares of company stock valued at $39,545,816 in the last quarter. 0.01% of the stock is currently owned by corporate insiders.

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.