Cisco Systems, Inc. $CSCO Stock Holdings Lessened by Orion Porfolio Solutions LLC

Orion Porfolio Solutions LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 12.5% during the third quarter, HoldingsChannel.com reports. The firm owned 287,272 shares of the network equipment provider’s stock after selling 41,175 shares during the period. Orion Porfolio Solutions LLC’s holdings in Cisco Systems were worth $19,655,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the stock. Integrated Quantitative Investments LLC purchased a new position in Cisco Systems in the third quarter valued at about $1,360,000. KCM Investment Advisors LLC lifted its holdings in shares of Cisco Systems by 2.4% during the 3rd quarter. KCM Investment Advisors LLC now owns 98,121 shares of the network equipment provider’s stock valued at $6,713,000 after buying an additional 2,320 shares during the last quarter. Winch Advisory Services LLC grew its position in Cisco Systems by 22.5% in the third quarter. Winch Advisory Services LLC now owns 1,618 shares of the network equipment provider’s stock worth $111,000 after acquiring an additional 297 shares in the last quarter. Advisory Alpha LLC increased its stake in shares of Cisco Systems by 7.2% during the 3rd quarter. Advisory Alpha LLC now owns 9,383 shares of the network equipment provider’s stock worth $641,000 after purchasing an additional 628 shares during the last quarter. Finally, NewSquare Capital LLC lifted its stake in shares of Cisco Systems by 1.2% in the 3rd quarter. NewSquare Capital LLC now owns 114,423 shares of the network equipment provider’s stock valued at $7,829,000 after purchasing an additional 1,366 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco reportedly landed about $2.1 billion in AI orders, a claim that, if sustained, would materially bolster near‑term revenue and visibility into AI-driven network demand. Forget Nvidia: This Networking Giant Just Landed $2.1 Billion in AI Orders, and Nobody’s Talking About It
• Positive Sentiment: Cisco opened a “Secure AI Factory” initiative in Australia (with partners named), highlighting sovereign-cloud, secure AI and 6G collaboration — a strategic move that positions Cisco at the center of enterprise/telecom AI infrastructure and could drive multi‑year project work. Cisco Deepens AI And 6G Push With Secure Australia Factory
• Positive Sentiment: Bullish commentary argues Cisco is materially different from its dot‑com era profile and models upside (price target scenarios near $90 by 2027), supporting a narrative that multiple expansion is possible if AI/edge execution continues. Why Cisco Is Nothing Like Its Dot-Com Self — And Could Hit $90 by 2027
• Neutral Sentiment: Analytical pieces unpack whether the Secure AI Factory/6G moves materially change Cisco’s investment narrative; useful for investors but not definitive—watch for concrete contracts, timelines and margin impact. Did Cisco’s Secure AI Factory Push into 6G and Sovereign Clouds Just Shift Cisco’s (CSCO) Investment Narrative?
• Neutral Sentiment: Industry demos (Ethernet Alliance at OFC) and partner ecosystem activity reinforce Ethernet/AI networking demand tailwinds that benefit Cisco over time but are incremental near‑term. AI-Scale Ethernet at the Heart of Ethernet Alliance’s OFC 2026 Demo
• Neutral Sentiment: Related industry news (Skyworks 6G, Brandlive integration, New Relic CTO hire) signal ecosystem momentum but are peripheral to Cisco’s direct revenue drivers. SWKS to Showcase 6G Power Amplifier: Will its Prospects Get a Boost? Brandlive and Synergy SKY Announce Integration New Relic Announces Michael Frendo as Chief Technology Officer
• Neutral Sentiment: Short‑interest alerts reported “large increases” but the underlying entries show zero shares/NaN and appear to be data errors — no reliable short‑squeeze or bearish signal from this source. (Monitor confirmed short interest releases from exchanges for clarity.)

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $80.87 on Thursday. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The firm has a 50-day moving average price of $77.92 and a 200 day moving average price of $73.96. The firm has a market capitalization of $319.43 billion, a PE ratio of 28.38, a price-to-earnings-growth ratio of 2.98 and a beta of 0.87. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.Cisco Systems’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.94 EPS. 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 announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. The ex-dividend date is Thursday, April 2nd. This is a boost 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 (DPR) is currently 57.54%.

Insiders Place Their Bets

In other news, SVP Maria Victoria Wong sold 2,179 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the transaction, the senior vice president directly owned 28,807 shares in the company, valued at approximately $2,239,456.18. This represents a 7.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Kristina M. Johnson sold 13,481 shares of the company’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total value of $1,039,789.53. Following the transaction, the director directly owned 61,630 shares in the company, valued at approximately $4,753,521.90. This represents a 17.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 75,677 shares of company stock valued at $5,811,211 over the last three months. Company insiders own 0.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on CSCO shares. Piper Sandler raised their price objective on Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a research note on Thursday, November 13th. Bank of America boosted their target price on shares of Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Morgan Stanley raised their price target on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a research note on Thursday, February 12th. Finally, Citic Securities increased their target price on Cisco Systems from $75.00 to $90.00 in a research note 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. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $89.55.

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.