Polar Asset Management Partners Inc. Invests $6.20 Million in Cisco Systems, Inc. $CSCO

Polar Asset Management Partners Inc. acquired a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the first quarter, Holdings Channel reports. The institutional investor acquired 79,913 shares of the network equipment provider’s stock, valued at approximately $6,200,000.

Other large investors also recently bought and sold shares of the company. SummitTX Capital L.P. increased its position in shares of Cisco Systems by 55.0% during the first quarter. SummitTX Capital L.P. now owns 347,994 shares of the network equipment provider’s stock valued at $27,001,000 after acquiring an additional 123,463 shares during the last quarter. Lazard Asset Management LLC lifted its holdings in shares of Cisco Systems by 35.2% in the 1st quarter. Lazard Asset Management LLC now owns 809,191 shares of the network equipment provider’s stock worth $62,785,000 after acquiring an additional 210,469 shares during the last quarter. Family Manage LLC boosted its position in shares of Cisco Systems by 14.7% during the 1st quarter. Family Manage LLC now owns 11,348 shares of the network equipment provider’s stock worth $880,000 after purchasing an additional 1,453 shares during the period. Gateway Wealth Partners LLC increased its holdings in Cisco Systems by 304.9% in the 1st quarter. Gateway Wealth Partners LLC now owns 33,721 shares of the network equipment provider’s stock valued at $2,616,000 after purchasing an additional 25,393 shares during the last quarter. Finally, Wealth Watch Advisors INC increased its holdings in Cisco Systems by 143.2% in the 1st quarter. Wealth Watch Advisors INC now owns 4,315 shares of the network equipment provider’s stock valued at $335,000 after purchasing an additional 2,541 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Price Performance

Cisco Systems stock opened at $114.17 on Monday. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37. The stock’s fifty day simple moving average is $117.96 and its 200-day simple moving average is $94.70. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The firm has a market capitalization of $449.99 billion, a P/E ratio of 37.07, a P/E/G ratio of 2.91 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same period last year, the business posted $0.96 earnings per share. Cisco Systems’s revenue was up 12.0% compared to the same quarter last year. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. As a group, equities analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were paid a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco announced a new partnership with Tech Mahindra to launch an AI-driven Security Service Edge offering for global enterprises, which could strengthen Cisco’s security portfolio and add to future enterprise demand. Tech Mahindra and Cisco Partner to Bring AI-Driven Security Service Edge to Global Enterprises
• Positive Sentiment: Analysts and market coverage have highlighted Cisco after an upgrade, helping sentiment around the stock and suggesting investors see room for more upside ahead of earnings. Cisco Systems (NASDAQ:CSCO) Shares Up 1.3% on Analyst Upgrade
• Positive Sentiment: Cisco is also drawing attention ahead of its quarterly results, with preview coverage pointing to expected double-digit bottom-line growth, which can keep investors focused on earnings momentum. Cisco Systems’ Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Several Yahoo Finance articles referenced Cisco as a cautionary example from the dot-com era while discussing growth stocks, but these pieces were about other companies and did not provide new company-specific news for Cisco. 2 Growth Stocks with All-Star Potential and 1 We Find Risky
• Neutral Sentiment: More analyst commentary compared Cisco’s valuation to its recent partnership-driven momentum, suggesting the stock may already reflect some good news rather than signaling a clear new catalyst. Has Cisco Systems (CSCO) Run Ahead Of Fair Value Following Its Webex Contact Center Deal?
• Neutral Sentiment: Cisco AI security research showed multi-turn attacks can defeat many models, reinforcing Cisco’s credibility in AI security, though the article was more industry-focused than a direct financial catalyst. Multi-turn attacks broke AI models 88% of the time — single-turn testing missed it, Cisco AI security lead warns at VB Transform 2026

Analyst Ratings Changes

A number of research firms have commented on CSCO. Truist Financial started coverage on Cisco Systems in a research note on Tuesday, March 31st. They set a “buy” rating and a $94.00 price target on the stock. Citigroup boosted their price objective on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Piper Sandler increased their target price on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. The Goldman Sachs Group lifted their target price on Cisco Systems from $116.00 to $125.00 and gave the company a “neutral” rating in a research report on Wednesday, June 3rd. Finally, Wells Fargo & Company boosted their price target on shares of Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $123.14.

Insiders Place Their Bets

In related news, EVP Oliver Tuszik sold 2,761 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $114.61, for a total value of $316,438.21. Following the sale, the executive vice president owned 180,877 shares of the company’s stock, valued at $20,730,312.97. This trade represents a 1.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the transaction, the executive vice president owned 177,223 shares of the company’s stock, valued at $20,790,030.13. This represents a 3.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 47,650 shares of company stock worth $5,668,823. Corporate insiders own 0.01% of the company’s stock.

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.