Cisco Systems, Inc. $CSCO Shares Sold by GSA Capital Partners LLP

GSA Capital Partners LLP trimmed its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 83.5% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 3,592 shares of the network equipment provider’s stock after selling 18,241 shares during the period. GSA Capital Partners LLP’s holdings in Cisco Systems were worth $246,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in CSCO. Bare Financial Services Inc increased its position in Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after buying an additional 308 shares in the last quarter. Marquette Asset Management LLC purchased a new stake in Cisco Systems during the 3rd quarter worth about $25,000. Legacy Investment Solutions LLC acquired a new position in Cisco Systems in the 2nd quarter valued at about $28,000. Lowe Wealth Advisors LLC lifted 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 in the last quarter. Finally, Cedar Mountain Advisors LLC boosted its stake in shares of Cisco Systems by 115.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after purchasing an additional 251 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently weighed in on CSCO. Wells Fargo & Company boosted their price objective on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. HSBC boosted their price target on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a report on Friday, February 13th. Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and raised their price objective for the stock from $80.00 to $100.00 in a report on Monday, January 26th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Finally, Barclays increased their target price on Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a research report on Thursday, November 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $89.55.

Insider Activity at Cisco Systems

In related news, CEO Charles Robbins sold 19,545 shares of Cisco Systems stock in a transaction 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 owned 671,095 shares in the company, valued at approximately $51,003,220. The trade was a 2.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Kristina M. Johnson sold 13,481 shares of the stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the sale, the director owned 61,630 shares of the company’s stock, valued at approximately $4,753,521.90. This represents a 17.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 75,677 shares of company stock valued at $5,811,211 over the last quarter. Company insiders own 0.01% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

Cisco Systems Price Performance

Shares of Cisco Systems stock opened at $79.46 on Friday. The business’s fifty day moving average price is $77.82 and its 200 day moving average price is $73.73. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $88.18. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The stock has a market capitalization of $313.86 billion, a P/E ratio of 27.88, a PEG ratio of 3.00 and a beta of 0.87.

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, topping analysts’ consensus estimates of $1.02 by $0.02. The company had revenue of $15.35 billion for 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 quarterly revenue was up 9.7% compared to the same quarter last year. During the same period last year, the business posted $0.94 EPS. As a group, research analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s dividend payout ratio is presently 57.54%.

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.