Capitolis Liquid Global Markets LLC Cuts Stock Position in Cisco Systems, Inc. $CSCO

Capitolis Liquid Global Markets LLC decreased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 33.3% during the 3rd quarter, Holdings Channel.com reports. The fund owned 2,866,328 shares of the network equipment provider’s stock after selling 1,430,000 shares during the period. Cisco Systems accounts for about 1.6% of Capitolis Liquid Global Markets LLC’s holdings, making the stock its 16th largest position. Capitolis Liquid Global Markets LLC’s holdings in Cisco Systems were worth $196,114,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Carter Financial Group INC. purchased a new stake in Cisco Systems during the third quarter worth about $276,000. Circle Wealth Management LLC boosted its stake in shares of Cisco Systems by 29.1% in the third quarter. Circle Wealth Management LLC now owns 11,070 shares of the network equipment provider’s stock valued at $757,000 after purchasing an additional 2,495 shares during the period. Ausdal Financial Partners Inc. grew its holdings in shares of Cisco Systems by 43.4% in the third quarter. Ausdal Financial Partners Inc. now owns 38,324 shares of the network equipment provider’s stock valued at $2,622,000 after purchasing an additional 11,601 shares in the last quarter. Banco Bilbao Vizcaya Argentaria S.A. grew its holdings in shares of Cisco Systems by 6.7% in the third quarter. Banco Bilbao Vizcaya Argentaria S.A. now owns 928,832 shares of the network equipment provider’s stock valued at $63,543,000 after purchasing an additional 57,925 shares in the last quarter. Finally, California Public Employees Retirement System increased its stake in Cisco Systems by 2.1% during the 3rd quarter. California Public Employees Retirement System now owns 12,440,221 shares of the network equipment provider’s stock worth $851,160,000 after buying an additional 260,967 shares during the period. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Cisco Systems

In related news, SVP Maria Victoria Wong sold 551 shares of the business’s stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total transaction of $42,724.54. Following the completion of the sale, the senior vice president owned 27,957 shares in the company, valued at $2,167,785.78. The trade was a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Michael D. Capellas sold 10,850 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $77.13, for a total transaction of $836,860.50. Following the completion of the transaction, the director owned 146,368 shares in the company, valued at $11,289,363.84. This represents a 6.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 75,799 shares of company stock worth $5,815,306. 0.01% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on CSCO. Morgan Stanley increased their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and increased their price objective for the company from $80.00 to $100.00 in a research note on Monday, January 26th. DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Finally, Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $89.55.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $78.33 on Friday. The company has a market cap of $309.40 billion, a P/E ratio of 27.48, a PEG ratio of 2.96 and a beta of 0.87. The firm has a fifty day moving average price of $78.02 and a 200 day moving average price of $74.50. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The company had revenue of $15.35 billion for 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% on a year-over-year basis. During the same period last year, the firm earned $0.94 earnings per share. Sell-side analysts predict 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 given a dividend of $0.42 per share. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. Cisco Systems’s dividend payout ratio is 58.95%.

Cisco Systems News Summary

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.