Cisco Systems, Inc. $CSCO Shares Sold by Park National Corp OH

Park National Corp OH reduced its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 1.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 800,548 shares of the network equipment provider’s stock after selling 15,299 shares during the period. Cisco Systems comprises 1.9% of Park National Corp OH’s holdings, making the stock its 9th largest position. Park National Corp OH’s holdings in Cisco Systems were worth $61,666,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. State Street Corp lifted its position in shares of Cisco Systems by 0.6% during the 2nd quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock valued at $13,507,956,000 after buying an additional 1,067,872 shares in the last quarter. Norges Bank purchased a new stake in Cisco Systems in the 2nd quarter worth $3,816,825,000. Invesco Ltd. raised its position in Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after acquiring an additional 5,081,469 shares during the period. Northern Trust Corp lifted its holdings in Cisco Systems by 3.5% during the third quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider’s stock valued at $3,318,275,000 after purchasing an additional 1,631,703 shares in the last quarter. Finally, Franklin Resources Inc. lifted its holdings in Cisco Systems by 4.4% during the third quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider’s stock valued at $2,917,530,000 after purchasing an additional 1,804,625 shares in the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $78.51 on Friday. The company has a market cap of $310.11 billion, a P/E ratio of 27.55, a P/E/G ratio of 2.93 and a beta of 0.87. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $88.18. The company’s 50-day moving average price is $78.31 and its 200-day moving average price is $74.72. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. During the same quarter in the prior year, the firm earned $0.94 EPS. Cisco Systems’s quarterly revenue was up 9.7% on a year-over-year basis. 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 declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors 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 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is 57.54%.

Analyst Ratings Changes

A number of analysts have recently commented on CSCO shares. JPMorgan Chase & Co. boosted their target price on shares of Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research note on Monday, February 9th. Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and lifted their price objective for the stock from $80.00 to $100.00 in a report on Monday, January 26th. Morgan Stanley boosted their price objective on Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Erste Group Bank cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Finally, BNP Paribas Exane raised their target price on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Three analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $89.55.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco launched a 10‑year “40 Communities” initiative to boost local emergency connectivity, digital skills and cybersecurity education — a program that can strengthen customer relationships with governments, expand public-sector sales opportunities, and bolster ESG positioning. Cisco Community Push Puts 40 Communities Initiative In Investor Focus
• Positive Sentiment: Cisco joined a new 400G Optical Multi‑Source Agreement (with Broadcom, NVIDIA, etc.), reinforcing its role in next‑generation AI data‑center networking — a direct product/capacity story that supports revenue leverage if AI infrastructure spending accelerates. Cisco’s 400G Alliance Ties AI Data Centers To Valuation Story
• Positive Sentiment: Goldman Sachs’ strategist flagged AI, cybersecurity and infrastructure as sector winners — a thematic endorsement that benefits Cisco as a core networking and security vendor in those categories. The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider
• Neutral Sentiment: Analysts maintain a constructive stance: consensus ratings remain around “Moderate Buy,” supporting continued investor interest but not signaling dramatic upgrades. Cisco Systems, Inc. Given Consensus Rating of “Moderate Buy” by Analysts
• Neutral Sentiment: Market commentary notes Cisco is showing relative strength versus broader Nasdaq weakness, suggesting technical resilience that traders are watching. Blue-Chip Tech Stock Could Topple Overhead Resistance
• Neutral Sentiment: Industry pieces (e.g., on suppliers like Jabil) reference Cisco as a major customer — an indirect signal of demand in networking and cloud hardware supply chains but not a direct company update. Jabil Quietly Manufactures an Accelerating Stock Price Rally (CSCO)
• Negative Sentiment: Two executive vice presidents disclosed stock sales this week (Oliver Tuszik sold ~3,132 shares at ~$79.74; Deborah Stahlkopf sold ~7,981 shares at ~$79.50). While insider sales can be routine, they sometimes weigh on sentiment when clustered. Oliver Tuszik Form 4 (SEC) Deborah L. Stahlkopf Form 4 (SEC)
• Negative Sentiment: Valuation concerns: at least one analyst note argues Cisco is expensive on a price‑to‑sales multiple, which could cap upside if earnings growth disappoints versus elevated expectations. Cisco is Overvalued at 4.95X PS: Should You Still Buy the Stock?

Insider Activity

In other Cisco Systems news, CEO Charles Robbins sold 19,545 shares of the business’s stock in a transaction 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 approximately $51,003,220. The trade was a 2.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, SVP Maria Victoria Wong sold 2,179 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total value 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. The trade was a 7.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 46,431 shares of company stock valued at $3,574,820 in the last 90 days. 0.01% of the stock is owned by insiders.

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.