L2 Asset Management LLC Acquires 11,486 Shares of Cisco Systems, Inc. $CSCO

L2 Asset Management LLC increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 11.1% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 114,730 shares of the network equipment provider’s stock after purchasing an additional 11,486 shares during the period. Cisco Systems makes up about 1.1% of L2 Asset Management LLC’s holdings, making the stock its 16th biggest position. L2 Asset Management LLC’s holdings in Cisco Systems were worth $7,850,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in CSCO. Brighton Jones LLC increased its stake in shares of Cisco Systems by 49.5% in 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 boosted its stake in 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 worth $542,000 after acquiring an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in Cisco Systems by 7.5% in the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares during the period. Schnieders Capital Management LLC. grew 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, Foundations Investment Advisors LLC increased its stake in Cisco Systems by 2.9% in the second quarter. Foundations Investment Advisors LLC now owns 30,341 shares of the network equipment provider’s stock valued at $2,105,000 after purchasing an additional 865 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, CEO Charles Robbins sold 19,545 shares of Cisco Systems stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the transaction, the chief executive officer owned 671,095 shares of the company’s stock, valued at $51,003,220. The trade was a 2.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Michael D. Capellas sold 16,150 shares of the company’s stock in a transaction on 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 of the company’s stock, valued at $12,149,807.04. This trade represents a 9.32% 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 valued at $5,815,306. 0.01% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on the stock. JPMorgan Chase & Co. upped their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a report on Monday, February 9th. Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and raised their target price for the company from $80.00 to $100.00 in a research note on Monday, January 26th. Citic Securities boosted their target price on Cisco Systems from $75.00 to $90.00 in a research report on Monday, November 17th. UBS Group increased their price target on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, Argus raised Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Three investment 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. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco expanded its Secure AI Factory with NVIDIA to run AI securely from central data centers to local edge sites, shortening deployment timelines and offering partner reference architectures (strengthens Cisco’s AI/security positioning and partner-led revenue opportunities). Cisco Secure AI Factory with NVIDIA Makes AI Easier to Deploy and Secure, Anywhere Organizations Need It
• Positive Sentiment: Cisco moved to the top position in Wi‑Fi 7 revenue share, gaining adoption via aggressive pricing and fast customer ramp — a boost to networking product growth and upgrade cycles. Cisco Wi Fi 7 Lead Reframes Growth And Margin Trade Offs
• Positive Sentiment: Recent quarterly results (Feb. 11) showed an EPS beat and ~9.7% revenue growth year-over-year, underpinning valuation and investor confidence in recurring enterprise demand.
• Neutral Sentiment: NVIDIA’s new Vera CPU and agent tooling accelerate the AI hardware/software ecosystem; this can increase demand for high‑performance networking and security but is an indirect, medium-term tailwind for Cisco. NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI
• Neutral Sentiment: Third-party AI tooling (Aible’s SafeClaw) and broader agent/AI developments grow the market for governed AI deployments — positive for infrastructure demand but not an immediate Cisco-specific catalyst. Aible Launches SafeClaw Long-Running Agents and Presents at Eight Partner Booths and Sessions at NVIDIA GTC 2026
• Negative Sentiment: An institutional investor (Allium Financial Advisors) trimmed its CSCO stake, a small sell signal that could modestly weigh on near-term sentiment. Allium Financial Advisors LLC Sells 6,925 Shares of Cisco Systems, Inc. $CSCO
• Negative Sentiment: Opinion pieces reminding investors of Cisco’s dot‑com era volatility can damp investor appetite for aggressive multiple expansion, adding a cautionary tone to otherwise positive operational news. 1 Growth Stock Set to Flourish and 2 We Avoid

Cisco Systems Stock Up 0.7%

Shares of NASDAQ CSCO opened at $78.90 on Tuesday. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. The company has a 50-day moving average price of $78.08 and a 200-day moving average price of $74.60. The stock has a market capitalization of $311.65 billion, a P/E ratio of 27.68, a P/E/G ratio of 2.96 and a beta of 0.87. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results 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 analyst estimates 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 was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.94 EPS. On average, equities research analysts forecast that Cisco Systems, Inc. will post 3.04 EPS 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. Stockholders of record on Thursday, April 2nd will be issued a $0.42 dividend. 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 dividend yield of 2.1%. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio is 57.54%.

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.