Intech Investment Management LLC Boosts Stake in Cisco Systems, Inc. $CSCO

Intech Investment Management LLC lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 53.8% in the third quarter, HoldingsChannel.com reports. The firm owned 855,768 shares of the network equipment provider’s stock after acquiring an additional 299,418 shares during the quarter. Cisco Systems accounts for about 0.5% of Intech Investment Management LLC’s investment portfolio, making the stock its 24th largest holding. Intech Investment Management LLC’s holdings in Cisco Systems were worth $58,552,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Bare Financial Services Inc increased its position in shares of Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after acquiring an additional 308 shares during the last quarter. Marquette Asset Management LLC purchased a new position in shares of Cisco Systems during the 3rd quarter worth approximately $25,000. Legacy Investment Solutions LLC purchased a new position in shares of Cisco Systems during the 2nd quarter worth approximately $28,000. Lowe Wealth Advisors LLC increased its holdings 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 purchasing an additional 200 shares during the last quarter. Finally, Cedar Mountain Advisors LLC raised 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 purchasing an additional 251 shares during the period. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on CSCO shares. Morgan Stanley lifted their price objective on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. Piper Sandler raised their target price on Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a report on Thursday, November 13th. President Capital cut their price target on shares of Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, November 22nd. Finally, Citic Securities lifted their price objective on shares of Cisco Systems from $75.00 to $90.00 in a report on Monday, November 17th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and an average price target of $89.55.

Insider Buying and Selling at Cisco Systems

In other news, Director Michael D. Capellas sold 10,850 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $77.13, for a total value of $836,860.50. Following the completion of the sale, the director directly owned 146,368 shares of the company’s stock, valued at approximately $11,289,363.84. The trade was a 6.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Jeetendra I. Patel sold 11,248 shares of the stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $854,848.00. Following the completion of the sale, the insider directly owned 262,776 shares of the company’s stock, valued at $19,970,976. The trade was a 4.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 75,677 shares of company stock valued at $5,811,211. 0.01% of the stock is owned by insiders.

Key Cisco Systems News

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

• Positive Sentiment: Networking revenue acceleration — Cisco reported networking revenue growth (~21% year-over-year in fiscal Q2) driven by AI and campus demand, supporting upside to future top-line and margins. Read More.
• Positive Sentiment: Analyst upgrades and bullish price targets — Multiple firms have raised targets or maintained buy/strong-buy views (Zacks rank upgrade and several banks raising targets), supporting demand for CSCO shares. Read More.
• Positive Sentiment: Dividend increase — Cisco raised its quarterly dividend to $0.42 (annualized $1.68), boosting yield and appealing to income-focused investors. Read More.
• Positive Sentiment: Talent and go‑to‑market partnerships — Cisco Networking Academy’s global partnership with Indeed (and other regional AI/security initiatives) strengthens hiring/training and helps commercial adoption of Cisco’s AI/security stack. Read More.
• Neutral Sentiment: Market performance context — Cisco has outpaced the Dow over the past year, keeping it in investors’ rotation but analysts remain cautiously optimistic on sustainability. Read More.
• Neutral Sentiment: Security thought leadership — Cisco distributed Splunk’s CISO report on AI risk/governance, which supports positioning in security but is not an immediate earnings driver. Read More.
• Neutral Sentiment: Competitive landscape — Analyst pieces comparing Cisco vs. Ciena highlight strong optical/AI demand across peers; competition could influence share gains but Cisco retains a large AI order pipeline. Read More.
• Negative Sentiment: Insider selling — SVP Maria Victoria Wong sold 2,179 shares (disclosed Feb. 24), which can create short-term perception pressure despite the small size relative to outstanding shares. Read More.
• Negative Sentiment: Analyst downgrade on margins — Erste Group cut CSCO to Hold citing gross-margin concerns; if margins disappoint, multiple expansion could be capped. Read More.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $79.12 on Thursday. The business has a 50-day simple moving average of $77.78 and a 200-day simple moving average of $73.62. The company has a market cap of $312.52 billion, a PE ratio of 27.76, a P/E/G ratio of 2.95 and a beta of 0.87. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $88.18. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping the consensus estimate 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 analysts’ expectations of $15.11 billion. During the same quarter in the previous year, the business posted $0.94 EPS. The firm’s revenue was up 9.7% on a year-over-year basis. 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 company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. Cisco Systems’s dividend payout ratio is 57.54%.

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.