Polar Asset Management Partners Inc. Invests $550,000 in Cisco Systems, Inc. $CSCO

Polar Asset Management Partners Inc. bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 8,039 shares of the network equipment provider’s stock, valued at approximately $550,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its position in shares of Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after buying an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC boosted its position 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 worth $542,000 after acquiring an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC boosted its position 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 worth $706,000 after acquiring an additional 712 shares during the last quarter. Schnieders Capital Management LLC. grew its stake in Cisco Systems by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after acquiring an additional 519 shares in the last quarter. Finally, NFP Retirement Inc. increased its holdings in Cisco Systems by 2.7% in the 2nd quarter. NFP Retirement Inc. now owns 6,175 shares of the network equipment provider’s stock valued at $428,000 after acquiring an additional 164 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

Several brokerages have commented on CSCO. Citigroup boosted their price target on shares of Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Evercore raised Cisco Systems from an “in-line” rating to an “outperform” rating and lifted their target price for the stock from $80.00 to $100.00 in a report on Monday, January 26th. UBS Group boosted their target price on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Finally, JPMorgan Chase & Co. raised their price target on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a report on Monday, February 9th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus target price of $89.55.

Cisco Systems Price Performance

CSCO opened at $77.65 on Friday. The company has a market capitalization of $306.71 billion, a price-to-earnings ratio of 27.25, a PEG ratio of 2.97 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. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The business’s fifty day simple moving average is $78.39 and its 200-day simple moving average is $74.78.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data 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. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. During the same period in the previous year, the company posted $0.94 earnings per share. The firm’s quarterly revenue was up 9.7% on a year-over-year basis. On average, equities research analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently declared 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. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 annualized dividend and a dividend yield of 2.2%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is presently 58.95%.

Insider Transactions at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 1,744 shares of the stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total transaction of $134,410.08. Following the transaction, the executive vice president directly owned 156,693 shares in the company, valued at approximately $12,076,329.51. This trade represents a 1.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, 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 transaction 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. The trade was a 2.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 46,431 shares of company stock worth $3,574,820. Insiders own 0.01% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Cisco launched a 10‑year “40 Communities” program to improve emergency connectivity, disaster response networks and local digital/cyber skills — a long‑term CSR/market‑development initiative that can lead to public‑sector contracts and steady demand for networking/security products. Cisco Community Push Puts 40 Communities Initiative In Investor Focus
• Positive Sentiment: Macro/sector commentary (Goldman) highlights AI, cybersecurity and infrastructure as winners — a thematic tailwind for Cisco’s routing, switching and security franchises as enterprise and cloud customers spend on AI‑ready networks. The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider
• Positive Sentiment: Technical commentary suggests Cisco could clear overhead resistance — if price momentum follows, that can draw momentum buyers and short‑covering. Blue‑Chip Tech Stock Could Topple Overhead Resistance
• Neutral Sentiment: Short‑interest data for March appear anomalous/zero — no meaningful short position to drive a short squeeze or large covering flows in the near term.
• Neutral Sentiment: Supplier/supply‑chain coverage (Jabil) and sector pieces underline stronger demand in AI/infrastructure, which indirectly supports Cisco but doesn’t alter Cisco’s near‑term fundamentals on its own. Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Note that Cisco’s recent price weakness has partly tracked the Nasdaq, indicating some index/market pressure rather than company‑specific deterioration. Price Decline Meets Nasdaq Composite Trends
• Negative Sentiment: Insider selling: two executive VPs disclosed recent sales (Oliver Tuszik — 3,132 shares; Deborah L. Stahlkopf — 7,981 shares). Sales are modest relative to holdings but clustered insider sales can weigh on near‑term sentiment. SEC filing — Tuszik sale SEC filing — Stahlkopf sale
• Negative Sentiment: Valuation concern: some analysis flags Cisco as expensive on price‑to‑sales, which could cap upside for value‑focused investors despite growth in AI/networking demand. Cisco is Overvalued at 4.95X PS

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.