Cisco Systems, Inc. $CSCO Shares Sold by Knights of Columbus Asset Advisors LLC

Knights of Columbus Asset Advisors LLC reduced its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 18.2% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 258,606 shares of the network equipment provider’s stock after selling 57,424 shares during the period. Cisco Systems makes up approximately 1.0% of Knights of Columbus Asset Advisors LLC’s investment portfolio, making the stock its 16th biggest holding. Knights of Columbus Asset Advisors LLC’s holdings in Cisco Systems were worth $17,694,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in CSCO. Avantax Advisory Services Inc. boosted its position in Cisco Systems by 1.1% in the second quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock valued at $29,163,000 after buying an additional 4,525 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of Cisco Systems by 6.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after acquiring an additional 205,043 shares during the last quarter. Greystone Financial Group LLC acquired a new stake in shares of Cisco Systems in the third quarter worth $8,563,000. Drive Wealth Management LLC raised its holdings in shares of Cisco Systems by 2.7% during the second quarter. Drive Wealth Management LLC now owns 16,605 shares of the network equipment provider’s stock worth $1,152,000 after purchasing an additional 436 shares during the last quarter. Finally, CX Institutional lifted its position in Cisco Systems by 11.0% during the third quarter. CX Institutional now owns 144,336 shares of the network equipment provider’s stock valued at $9,875,000 after purchasing an additional 14,334 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems News Roundup

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

• Positive Sentiment: Evercore ISI upgraded Cisco and expects high-single-digit revenue growth in the coming period, a key bullish catalyst that supports upside to revenue and earnings expectations. Evercore ISI sees high-single-digit revenue growth ahead for Cisco (CSCO)
• Positive Sentiment: Zacks Research moved CSCO from “hold” to “strong-buy,” and media reports show shares reacted to analyst upgrades with intraday gains—supporting short-term bullish momentum. Zacks Research upgrade
• Neutral Sentiment: Coverage pieces are urging investors to reassess Cisco after multi‑year share gains — useful for framing valuation risk but not a direct catalyst. Is It Time To Reassess Cisco Systems (CSCO) After Strong Multi‑Year Share Price Gains?
• Neutral Sentiment: Data on short interest is effectively meaningless/zero in the latest release (odd reporting), so it’s not currently a clear driver of price. (May change if accurate shorting picks up.)
• Negative Sentiment: Commentary in Forbes warns the current rally could be a “trap” — a cautionary view that may prompt profit-taking and increase volatility. Cisco Is Rallying, But Is It A Trap?
• Negative Sentiment: Cisco CEO Chuck Robbins warned investors of potential “AI carnage” when the cycle shakes out, signaling company-level caution that could temper enthusiasm around Cisco’s AI positioning. Cisco Boss Robbins Warns Investors of “AI Carnage” Ahead as Winners and Losers Emerge

Cisco Systems Stock Down 0.7%

Shares of NASDAQ:CSCO opened at $78.43 on Friday. The business has a 50-day moving average price of $76.70 and a 200 day moving average price of $72.01. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $80.82. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. The company has a market capitalization of $309.88 billion, a price-to-earnings ratio of 29.48, a PEG ratio of 2.99 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, topping the consensus estimate of $0.98 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 $14.88 billion for the quarter, compared to analyst estimates of $14.77 billion. During the same period in the prior year, the business posted $0.91 EPS. The business’s revenue for the quarter was up 7.5% compared to the same quarter last year. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. Sell-side analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were paid a dividend of $0.41 per share. This represents a $1.64 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend was Friday, January 2nd. Cisco Systems’s payout ratio is presently 61.65%.

Insider Activity at Cisco Systems

In related news, SVP Maria Victoria Wong sold 428 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $80.33, for a total value of $34,381.24. Following the completion of the transaction, the senior vice president directly owned 32,176 shares of the company’s stock, valued at $2,584,698.08. This represents a 1.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,745 shares of the firm’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $79.46, for a total transaction of $138,657.70. Following the sale, the executive vice president directly owned 176,319 shares in the company, valued at approximately $14,010,307.74. The trade was a 0.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,044,865 shares of company stock worth $81,397,635 over the last quarter. 0.01% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on CSCO shares. Erste Group Bank raised Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. CICC Research lifted their price target on Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a research note on Friday, November 14th. BNP Paribas Exane increased their price target on Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a report on Thursday, November 13th. Piper Sandler boosted their price objective on Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a research note on Thursday, November 13th. Finally, KeyCorp upped their target price on Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $86.81.

About Cisco Systems

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.