Oasis Management Co Ltd. Takes $1.03 Million Position in Cisco Systems, Inc. $CSCO

Oasis Management Co Ltd. bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 15,000 shares of the network equipment provider’s stock, valued at approximately $1,026,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC raised its position in shares of Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after purchasing an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after buying an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC grew its position in shares of Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after buying an additional 712 shares in the last quarter. Schnieders Capital Management LLC. increased its stake in shares of Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after buying an additional 519 shares during the last quarter. Finally, Jupiter Asset Management Ltd. increased its stake in shares of Cisco Systems by 0.4% in the second quarter. Jupiter Asset Management Ltd. now owns 61,010 shares of the network equipment provider’s stock worth $4,233,000 after buying an additional 268 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Up 0.8%

CSCO stock opened at $78.33 on Friday. The firm has a market cap of $309.39 billion, a price-to-earnings ratio of 27.48, a PEG ratio of 2.94 and a beta of 0.87. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18. The firm has a fifty day moving average price of $78.02 and a two-hundred day moving average price of $74.45. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly 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. 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 for the quarter, compared to the consensus estimate of $15.11 billion. During the same period last year, the firm posted $0.94 EPS. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. Research analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

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

Analysts Set New Price Targets

A number of research analysts have commented on the stock. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. BNP Paribas Exane boosted their target price on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday. HSBC increased their price target on shares of Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a research report on Friday, February 13th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $89.55.

Insider Buying and Selling

In other Cisco Systems news, Director Michael D. Capellas sold 16,150 shares of Cisco Systems stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $77.28, for a total value of $1,248,072.00. Following the completion of the transaction, the director directly owned 157,218 shares in the company, valued at $12,149,807.04. The trade was a 9.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Kristina M. Johnson sold 13,481 shares of the company’s stock in a transaction that occurred 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 transaction, the director directly owned 61,630 shares of the company’s stock, valued at $4,753,521.90. This trade represents a 17.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 75,799 shares of company stock valued at $5,815,306 over the last 90 days. 0.01% of the stock is owned by corporate insiders.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Beat-and-raise quarter: Cisco reported record Q2 revenue and EPS, with hyperscale/cloud AI orders up ~61% to $2.1B and management raising annual AI order expectations — a clear near-term revenue catalyst and reason for investor optimism. Article Title
• Positive Sentiment: Analyst upgrades and higher targets: Multiple firms have raised ratings/targets (Evercore, Citi, Argus, etc.), which supports buying interest and helps lift the stock. Article Title
• Positive Sentiment: Product share gains: Dell’Oro reports Cisco edged out competitors for #1 indoor Wi‑Fi 7 revenue share in 2025 thanks to aggressive pricing — supports near-term hardware demand and competitive positioning. Article Title
• Neutral Sentiment: Dividend raise: Cisco bumped its quarterly dividend to $0.42 (annualized $1.68), a modest positive for income buyers but not a major growth signal. Article Title
• Neutral Sentiment: Valuation & pullback debate: Several pieces weigh whether the recent pullback makes CSCO reasonably priced — useful context for entries but mixed impact on immediate direction. Article Title
• Neutral Sentiment: Investor outreach: Management’s conference presentations (e.g., Morgan Stanley) reiterate networking and AI strengths — improves visibility but is informational rather than catalytic. Article Title
• Negative Sentiment: Margin pressure: Management warned of higher memory costs and a hardware-heavy mix that could compress gross margins despite revenue growth — a key risk to near-term EPS expansion. Article Title
• Negative Sentiment: Insider selling: Recent SEC filings show EVP Thimaya Subaiya sold 1,744 shares and SVP Maria Victoria Wong sold 551 shares last week; amounts are small vs. their holdings but can create short-term sentiment headwinds. Form 4 – Subaiya Form 4 – Wong

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.