Lincluden Management Ltd. Has $10.08 Million Stock Holdings in Cisco Systems, Inc. $CSCO

Lincluden Management Ltd. decreased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 23.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 147,274 shares of the network equipment provider’s stock after selling 45,009 shares during the period. Cisco Systems comprises 1.1% of Lincluden Management Ltd.’s portfolio, making the stock its 21st biggest holding. Lincluden Management Ltd.’s holdings in Cisco Systems were worth $10,076,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in CSCO. Bare Financial Services Inc raised its holdings in shares of Cisco Systems by 531.0% in the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after buying an additional 308 shares in the last quarter. Marquette Asset Management LLC acquired a new stake in Cisco Systems in the 3rd quarter valued at $25,000. Lowe Wealth Advisors LLC boosted its stake in Cisco Systems by 96.2% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 200 shares in the last quarter. Cedar Mountain Advisors LLC grew its position in Cisco Systems by 115.7% in the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after acquiring an additional 251 shares during the period. Finally, Kilter Group LLC acquired a new position in Cisco Systems during the second quarter worth $44,000. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems Price Performance

Shares of CSCO stock opened at $78.90 on Tuesday. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18. The stock has a market capitalization of $311.65 billion, a PE ratio of 27.68, a PEG ratio of 2.96 and a beta of 0.87. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The stock’s fifty day moving average is $78.08 and its 200-day moving average is $74.60.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating 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 business had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same period in the previous year, the business posted $0.94 earnings per share. The firm’s revenue for the quarter was up 9.7% compared to the same quarter last year. Equities research analysts expect 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. Shareholders of record on Thursday, April 2nd will be paid 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 of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is presently 57.54%.

Insider Activity at Cisco Systems

In related news, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the transaction, the director owned 61,630 shares in the company, valued at $4,753,521.90. The trade was a 17.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Charles Robbins sold 19,545 shares of the company’s stock in a transaction on Friday, February 13th. The stock was 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 in the company, valued at approximately $51,003,220. This represents a 2.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 75,799 shares of company stock valued at $5,815,306 in the last three months. 0.01% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

CSCO has been the subject of a number of analyst reports. Morgan Stanley lifted their price objective on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Rosenblatt Securities reiterated a “buy” rating and set a $100.00 target price on shares of Cisco Systems in a research report on Thursday, February 12th. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Finally, CICC Research upped their price objective on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a research note on Friday, February 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems 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

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.