Cisco Systems, Inc. $CSCO Position Cut by GW&K Investment Management LLC

GW&K Investment Management LLC lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 1.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 577,744 shares of the network equipment provider’s stock after selling 7,210 shares during the period. GW&K Investment Management LLC’s holdings in Cisco Systems were worth $39,529,000 as of its most recent filing with the SEC.

Several other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC raised its stake in Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after acquiring an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after purchasing an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC raised its stake in shares of Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after purchasing an additional 712 shares in the last quarter. Schnieders Capital Management LLC. lifted its holdings in Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after purchasing an additional 519 shares during the period. Finally, Ellevest Inc. grew its position in Cisco Systems by 10.3% in the 2nd quarter. Ellevest Inc. now owns 4,632 shares of the network equipment provider’s stock valued at $321,000 after buying an additional 434 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

CSCO has been the topic of a number of recent analyst reports. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Bank of America boosted their target price on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Wells Fargo & Company increased their price target on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Melius Research lifted their price target on Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Finally, President Capital cut their price objective on Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $89.55.

Insider Buying and Selling

In other news, CEO Charles Robbins sold 19,545 shares of Cisco Systems stock in a transaction that occurred on 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 transaction, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at $51,003,220. This trade represents a 2.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Maria Victoria Wong sold 2,179 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the sale, the senior vice president owned 28,807 shares of the company’s stock, valued at approximately $2,239,456.18. This trade represents a 7.03% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 75,677 shares of company stock valued at $5,811,211. Company insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

CSCO opened at $80.01 on Friday. 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 firm has a market cap of $316.03 billion, a PE ratio of 28.07, a P/E/G ratio of 3.06 and a beta of 0.87. The business has a fifty day simple moving average of $77.95 and a 200-day simple moving average of $74.01. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The company had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. During the same period in the previous year, the firm earned $0.94 earnings per share. Cisco Systems’s revenue for the quarter was up 9.7% compared to the same quarter last year. As a group, equities analysts predict 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 paid a dividend of $0.42 per share. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. 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. Cisco Systems’s payout ratio is currently 58.95%.

Key Cisco Systems News

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

• Positive Sentiment: Cisco has publicly landed large AI infrastructure orders (reported at roughly $2.1B by one outlet), a driver for revenue and margin upside as hyperscalers ramp capacity. Forget Nvidia: This Networking Giant Just Landed $2.1 Billion in AI Orders, and Nobody’s Talking About It
• Positive Sentiment: Analysts and coverage note stronger AI infrastructure orders, a secure-AI factory partnership (SharonAI + NVIDIA) in Australia, and an upward FY2026 revenue guide — all supportive of forward revenue and investor sentiment. Cisco Systems (CSCO) Valuation Check As AI Infrastructure Orders And Guidance Upgrades Gain Traction
• Positive Sentiment: Cisco is being highlighted as a leader in email encryption and AI-driven cybersecurity in industry reports, reinforcing its competitive positioning in high-growth security markets. Email Encryption Company Evaluation Report 2025
• Neutral Sentiment: Long-term TAM tailwinds: unified communications and AI/5G trends are cited as structural growth drivers for Cisco’s software and subscriptions mix, which supports multiple-year revenue visibility but is not an immediate catalyst. United States Unified Communications Market Report 2025-2033
• Neutral Sentiment: Cisco presented at the Morgan Stanley TMT conference (transcript available) — useful for detail on strategy and customer traction but not a standalone price catalyst. Cisco Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Data feeds show a “large increase in short interest” flag, but reported short-volume numbers appear erroneous (zeros and NaN); no clear short-squeeze or heavy short interest signal from these filings. (Market data anomaly)
• Negative Sentiment: Some commentary has resurfaced dot‑com‑era comparisons and supply-commitment concerns (e.g., investor scrutiny cited by coverage), a narrative that can create volatility if it gains traction. Why Cisco Is Nothing Like Its Dot-Com Self — And Could Hit $90 by 2027

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.