Ninepoint Partners LP Purchases Shares of 7,388 Cisco Systems, Inc. $CSCO

Ninepoint Partners LP purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,388 shares of the network equipment provider’s stock, valued at approximately $505,000.

Other hedge funds have also modified their holdings of the company. Benchmark Financial Wealth Advisors LLC raised its position in Cisco Systems by 1.4% in the 3rd quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock valued at $715,000 after purchasing an additional 142 shares in the last quarter. Yoder Wealth Management Inc. increased its stake in shares of Cisco Systems by 3.8% during the third quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock worth $270,000 after buying an additional 143 shares during the period. Weaver Consulting Group raised its holdings in Cisco Systems by 1.5% in the third quarter. Weaver Consulting Group now owns 9,940 shares of the network equipment provider’s stock valued at $680,000 after acquiring an additional 145 shares in the last quarter. Wynn Capital LLC grew its holdings in Cisco Systems by 0.3% during the 3rd quarter. Wynn Capital LLC now owns 48,456 shares of the network equipment provider’s stock worth $3,315,000 after acquiring an additional 150 shares in the last quarter. Finally, Old North State Trust LLC increased its position in shares of Cisco Systems by 0.6% in the 2nd quarter. Old North State Trust LLC now owns 24,534 shares of the network equipment provider’s stock valued at $1,702,000 after purchasing an additional 151 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco’s President and Chief Product Officer highlighted that Cisco already has a product written entirely with AI and said the company expects multiple AI-only products by end of 2026 — a clear positive for growth expectations and revenue-facing AI narrative. Cisco President Says AI Agents Need To Get The Background Checks Done — Yet Predicts 6 Products ‘Written With AI Only’ By The End Of 2026
• Positive Sentiment: Cisco appears in recent dividend-stock roundups, reinforcing appeal to income-focused investors given Cisco’s yield and long-term cash generation. That can support demand from dividend investors. Got $10,000? Put It in These Dividend Stocks Now
• Neutral Sentiment: Cisco will participate in multiple March investor events — increased access to management can reduce uncertainty and provide fresh guidance, but impact depends on messaging. Cisco to Participate in March 2026 Events with the Financial Community
• Neutral Sentiment: Analyst/blog attention is elevated (Zacks notes CSCO as a trending stock) and valuation pieces are circulating; this drives trading interest but not a clear directional catalyst on its own. Cisco Systems, Inc. (CSCO) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Coverage questioning whether Cisco is fairly priced after multi‑year gains may increase volatility as investors reassess valuation vs. growth prospects. Is Cisco Systems (CSCO) Fairly Priced After Strong Multi‑Year Share Price Gains?
• Neutral Sentiment: Reported short-interest data in the feed is anomalous (shows zero), so it’s not providing a reliable signal to the market today.
• Negative Sentiment: Cisco disclosed that a critical bug in a widely used networking product has been exploited by hackers since 2023; government action and remediation costs or reputation damage could pressure the stock. Cisco says hackers have been exploiting a critical bug to break into big customer networks since 2023
• Negative Sentiment: High-profile commentary comparing past Cisco market dynamics to current sector froth (Michael Burry pieces linking Cisco’s dot‑com era dynamics to today’s AI winners) can stoke caution among momentum traders and raise reputation/valuation concerns by association. ‘This is Not Business as Usual. This is Risk’: Michael Burry Warns Nvidia Looks Strikingly Similar to Cisco Just Prior to Dot Com Bubble Crash

Insider Transactions at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 11,248 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction 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. This represents a 4.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Charles Robbins sold 19,545 shares of the business’s stock in a transaction that occurred 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 owned 671,095 shares in the company, valued at $51,003,220. The trade was a 2.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 75,677 shares of company stock worth $5,811,211 over the last three months. 0.01% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on CSCO shares. Citigroup lifted their price objective on shares of Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Citic Securities lifted their price target on Cisco Systems from $75.00 to $90.00 in a report on Monday, November 17th. Piper Sandler upped their price objective on Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a research report on Thursday, November 13th. BNP Paribas Exane raised their target price on Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Finally, Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $89.55.

Cisco Systems Stock Up 1.7%

Shares of NASDAQ CSCO opened at $79.46 on Friday. The stock has a market cap of $313.86 billion, a PE ratio of 27.88, a price-to-earnings-growth ratio of 2.95 and a beta of 0.87. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18. The business has a 50-day moving average price of $77.82 and a 200 day moving average price of $73.71. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO) last posted 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. The business had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The company’s revenue was up 9.7% compared to the same quarter last year. During the same period in the prior year, the company earned $0.94 earnings per share. Equities research analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s payout ratio is currently 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.