Cisco Systems, Inc. $CSCO Shares Purchased by Invesco Ltd.

Invesco Ltd. raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 53,612,720 shares of the network equipment provider’s stock after acquiring an additional 5,081,469 shares during the period. Cisco Systems makes up 0.6% of Invesco Ltd.’s holdings, making the stock its 15th largest position. Invesco Ltd. owned approximately 1.36% of Cisco Systems worth $3,668,182,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Seven Mile Advisory increased its holdings in shares of Cisco Systems by 54.2% during the third quarter. Seven Mile Advisory now owns 10,582 shares of the network equipment provider’s stock valued at $724,000 after purchasing an additional 3,720 shares during the period. Employees Retirement System of Texas lifted its holdings in Cisco Systems by 51.7% in the third quarter. Employees Retirement System of Texas now owns 113,202 shares of the network equipment provider’s stock worth $7,745,000 after purchasing an additional 38,597 shares during the period. Sei Investments Co. lifted its holdings in Cisco Systems by 7.3% in the third quarter. Sei Investments Co. now owns 2,678,490 shares of the network equipment provider’s stock worth $183,263,000 after purchasing an additional 182,960 shares during the period. GHE LLC grew its position in Cisco Systems by 1.0% in the 3rd quarter. GHE LLC now owns 28,492 shares of the network equipment provider’s stock valued at $1,949,000 after buying an additional 270 shares in the last quarter. Finally, Roberts Capital Advisors LLC acquired a new position in Cisco Systems during the 3rd quarter valued at about $706,000. Institutional investors own 73.33% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently weighed in on CSCO shares. Piper Sandler upped their price target on shares of Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a research note on Thursday, November 13th. DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. JPMorgan Chase & Co. increased their price target on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Finally, Melius Research upped their price objective on Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus price target of $89.55.

More Cisco Systems News

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

• Positive Sentiment: Cisco reported a beat‑and‑raise quarter with record Q2 revenue and EPS and strong AI momentum — AI orders from hyperscale/cloud customers jumped ~61% to $2.1B and management raised annual AI order expectations to north of $5B, underpinning medium‑term growth prospects. Cisco Q2: The Valuation Makes No Sense
• Positive Sentiment: Management reiterated AI infrastructure and security as strategic priorities in recent investor presentations, which supports upside from software and recurring revenue mix over time. Cisco Presents at Morgan Stanley
• Neutral Sentiment: Data shows a reported jump to “0 shares” short interest for March (and 0 days to cover), which is likely a reporting anomaly and not actionable short‑squeeze information at present.
• Neutral Sentiment: Cisco continues non‑market‑moving corporate activity (training partnerships, ecosystem/AI ecosystem coverage) that support long‑term demand but are unlikely to change near‑term price action. Networking Academy Partnership
• Negative Sentiment: Despite the beat, shares swung lower after earnings (reports of a ~9% drop post‑earnings), suggesting investor concern about margins, near‑term guidance, or profit taking. Shares Dropped After Earnings
• Negative Sentiment: Analysts and press note ongoing margin pressure related to higher memory costs and a hardware‑heavy product mix — a headwind to near‑term margin expansion even as AI demand rises. Margin Pressure Article
• Negative Sentiment: Insider sales: SVP Maria Victoria Wong and EVP Thimaya K. Subaiya filed sales (small single‑digit percentage reductions of their holdings), which can add to negative sentiment despite being modest in size. Wong Sale Subaiya Sale

Cisco Systems Stock Down 0.5%

NASDAQ:CSCO opened at $77.74 on Friday. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18. The firm has a market capitalization of $307.06 billion, a price-to-earnings ratio of 27.28, a PEG ratio of 2.95 and a beta of 0.87. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The business’s fifty day moving average price is $77.97 and its 200 day moving average price is $74.38.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating the consensus estimate 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 return on equity of 27.88% and a net margin of 19.22%.The business’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.94 EPS. On average, sell-side analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders 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 2.2%. The ex-dividend date is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is currently 57.54%.

Insider Activity at Cisco Systems

In related news, Director Michael D. Capellas sold 10,850 shares of Cisco Systems stock in a transaction on Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the completion of the sale, the director owned 146,368 shares of the company’s stock, valued at approximately $11,289,363.84. This trade represents a 6.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Charles Robbins sold 19,545 shares of the business’s stock in a transaction dated 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 completion of the transaction, the chief executive officer owned 671,095 shares in the company, valued at $51,003,220. This trade represents a 2.83% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 75,799 shares of company stock worth $5,815,306. 0.01% of the stock is currently owned by company insiders.

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.