Cisco Systems, Inc. $CSCO Shares Bought by Vinva Investment Management Ltd

Vinva Investment Management Ltd raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 150.9% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 232,306 shares of the network equipment provider’s stock after buying an additional 139,699 shares during the quarter. Vinva Investment Management Ltd’s holdings in Cisco Systems were worth $15,732,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of CSCO. Avantax Advisory Services Inc. raised its stake in Cisco Systems by 1.1% during the second quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock worth $29,163,000 after purchasing an additional 4,525 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its stake in shares of Cisco Systems by 6.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after buying an additional 205,043 shares during the period. Greystone Financial Group LLC acquired a new stake in shares of Cisco Systems during the 3rd quarter worth approximately $8,563,000. Jones Financial Companies Lllp increased its holdings in shares of Cisco Systems by 8.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after buying an additional 56,057 shares during the last quarter. Finally, Rockland Trust Co. raised its position in shares of Cisco Systems by 213.8% during the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock valued at $1,402,000 after buying an additional 13,966 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at Cisco Systems

In related news, insider Jeetendra I. Patel sold 11,248 shares of Cisco Systems 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 transaction, the insider owned 262,776 shares in the company, valued at $19,970,976. The trade was a 4.10% 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. Also, Director Michael D. Capellas sold 10,850 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the transaction, the director owned 146,368 shares of the company’s stock, valued at $11,289,363.84. This trade represents a 6.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 75,677 shares of company stock valued at $5,811,211 over the last quarter. Insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

Shares of CSCO opened at $78.64 on Friday. The company has a market cap of $310.62 billion, a P/E ratio of 27.59, a PEG ratio of 2.97 and a beta of 0.87. 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, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The firm’s 50 day moving average price is $77.96 and its 200 day moving average price is $74.14.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The firm had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.Cisco Systems’s revenue was up 9.7% compared to the same quarter last year. During the same period last year, the business posted $0.94 earnings per share. On average, research analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

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

Analyst Ratings Changes

Several research analysts recently weighed in on the company. HSBC increased their price objective on Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a research report on Friday, February 13th. Wells Fargo & Company lifted their target price on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. JPMorgan Chase & Co. upped their price target on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. Argus raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Finally, Piper Sandler boosted their price objective on shares of Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a report on Thursday, November 13th. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus target price of $89.55.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Heavy AI order flow, stronger guidance and product momentum — Analysts and coverage pieces highlight Cisco’s growing AI infrastructure business (AI revenue > $2B in 2025) and FY26 targets for higher recognized revenue and orders, plus Silicon One/G300 chip traction and buybacks that support valuation upside. Read More.
• Positive Sentiment: Confirmed hyperscaler demand and partnerships — Reports note heavy AI orders, a new Cisco Secure AI Factory in Australia with NVIDIA and SharonAI, and guidance upgrades that validate near-term revenue drivers. These operational signals are the main fundamental reason some investors remain bullish. Read More.
• Positive Sentiment: Dividend and income appeal — Multiple retirement/dividend-focused articles include NASDAQ dividend names and long-term “set it and forget it” recommendations, supporting demand from income-oriented holders if rates fall. That dynamic could help support the stock over time. Read More.
• Neutral Sentiment: Industry positioning and market studies — Cisco is cited as a leader in email encryption and unified communications market reports, underscoring long-term TAM exposure but not an immediate catalyst. Read More.
• Neutral Sentiment: Management outreach — Cisco presented at the Morgan Stanley TMT conference; transcripts provide detail for investors but did not introduce a surprise that would flip sentiment. Read More.
• Negative Sentiment: Macro and geopolitical uncertainty / market rotation — Broader market factors (regional tensions, shifting bond yields/rate expectations, and profit-taking after YTD gains) are likely weighing on the stock today despite company positives; one article notes regional risks that could affect U.S. investment flows. Read More.
• Negative Sentiment: Mixed commentary and historical caution — Some retail/advice pieces remind investors of past Cisco drawdowns and caution about growth re-rates; these narratives can pressure sentiment during short-term pullbacks. Read More.

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.