Stevens Capital Management LP Cuts Position in Cisco Systems, Inc. $CSCO

Stevens Capital Management LP reduced its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 68.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,666 shares of the network equipment provider’s stock after selling 14,794 shares during the period. Stevens Capital Management LP’s holdings in Cisco Systems were worth $456,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also modified their holdings of CSCO. Benchmark Financial Wealth Advisors LLC lifted its position in shares of Cisco Systems by 1.4% during the third quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock worth $715,000 after purchasing an additional 142 shares in the last quarter. Yoder Wealth Management Inc. increased its stake in Cisco Systems by 3.8% during the 3rd quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock worth $270,000 after buying an additional 143 shares during the period. Wynn Capital LLC lifted its holdings in Cisco Systems by 0.3% during the 3rd quarter. Wynn Capital LLC now owns 48,456 shares of the network equipment provider’s stock worth $3,315,000 after buying an additional 150 shares in the last quarter. Old North State Trust LLC boosted its position in Cisco Systems by 0.6% in the 2nd quarter. Old North State Trust LLC now owns 24,534 shares of the network equipment provider’s stock valued at $1,702,000 after buying an additional 151 shares during the period. Finally, Boyd Watterson Asset Management LLC OH boosted its position in Cisco Systems by 1.5% in the 2nd quarter. Boyd Watterson Asset Management LLC OH now owns 10,445 shares of the network equipment provider’s stock valued at $725,000 after buying an additional 152 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems Stock Performance

Shares of CSCO opened at $79.20 on Friday. The company has a market capitalization of $312.83 billion, a price-to-earnings ratio of 27.79, a price-to-earnings-growth ratio of 2.98 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 quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The stock has a 50 day moving average price of $77.71 and a 200 day moving average price of $73.45.

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 analysts’ consensus estimates of $1.02 by $0.02. The company had revenue of $15.35 billion for the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter last year, the company earned $0.94 earnings per share. Research analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors 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%. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s dividend payout ratio is presently 57.54%.

Analysts Set New Price Targets

Several research analysts recently commented on CSCO shares. Evercore raised Cisco Systems from an “in-line” rating to an “outperform” rating and boosted their target price for the stock from $80.00 to $100.00 in a research note on Monday, January 26th. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. BNP Paribas Exane raised their target price on shares of Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $89.55.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco reported a quantum networking breakthrough (Qunnect entanglement swapping over metro fiber) and unveiled AI-powered networking/security updates and new Silicon One chips — news that supports a longer-term thesis for higher-margin infrastructure demand. Article Title
• Positive Sentiment: Market momentum is being reinforced by strong AI infrastructure traction: reports cite >$2B in AI-related orders and a 17% six‑month share gain, suggesting meaningful revenue benefit from Cisco’s AI push. Article Title
• Positive Sentiment: Technically, CSCO recently crossed above its 50‑day moving average — a short‑term bullish signal that can attract momentum and systematic buyers. Article Title
• Positive Sentiment: Analysts remain broadly favorable: consensus brokerage sentiment and rising estimates versus peers (Cisco highlighted as cheaper vs. Palo Alto Networks on certain metrics) are supporting buy-side interest. Article Title
• Neutral Sentiment: Corporate social and workforce partnerships (LISC, Per Scholas) underscore Cisco’s ESG footprint and local resilience work — positive PR but limited near‑term revenue impact. Article Title
• Neutral Sentiment: Valuation and pullback analyses are mixed: some pieces recommend patience, noting that recent gains have pushed valuations above historical norms even as growth improves. Article Title
• Neutral Sentiment: Reported short interest data is unclear or immaterial in the public summaries — no clear near‑term pressure signaled.
• Negative Sentiment: Erste Group downgraded CSCO to Hold, which can weigh on momentum and curb fresh inflows from certain institutional buyers. Article Title
• Negative Sentiment: An insider sale (11,248 shares reported) may raise minor governance/near‑term sentiment questions for some investors. Article Title

Insider Buying and Selling

In other Cisco Systems news, SVP Maria Victoria Wong sold 9,801 shares of the firm’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $76.38, for a total transaction of $748,600.38. Following the transaction, the senior vice president owned 33,026 shares of the company’s stock, valued at approximately $2,522,525.88. This trade represents a 22.89% 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, Director Michael D. Capellas sold 16,150 shares of Cisco Systems stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $77.28, for a total value of $1,248,072.00. Following the sale, the director owned 157,218 shares in the company, valued at $12,149,807.04. This trade represents a 9.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 83,299 shares of company stock valued at $6,390,416 over the last ninety days. Company 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.