Yousif Capital Management LLC Sells 22,287 Shares of Cisco Systems, Inc. $CSCO

Yousif Capital Management LLC reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 514,333 shares of the network equipment provider’s stock after selling 22,287 shares during the quarter. Yousif Capital Management LLC’s holdings in Cisco Systems were worth $37,726,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Towercrest Capital Management raised its holdings in shares of Cisco Systems by 6.1% in the fourth quarter. Towercrest Capital Management now owns 10,391 shares of the network equipment provider’s stock valued at $800,000 after acquiring an additional 600 shares in the last quarter. Alliance Wealth Management Group raised its holdings in shares of Cisco Systems by 6.5% in the fourth quarter. Alliance Wealth Management Group now owns 9,791 shares of the network equipment provider’s stock valued at $754,000 after acquiring an additional 600 shares in the last quarter. Master S Wealth Management Inc. bought a new stake in shares of Cisco Systems in the fourth quarter valued at about $245,000. C2C Wealth Management LLC raised its holdings in Cisco Systems by 5.7% in the fourth quarter. C2C Wealth Management LLC now owns 5,569 shares of the network equipment provider’s stock worth $429,000 after purchasing an additional 300 shares in the last quarter. Finally, 4WEALTH Advisors Inc. raised its holdings in Cisco Systems by 9.5% in the fourth quarter. 4WEALTH Advisors Inc. now owns 7,768 shares of the network equipment provider’s stock worth $598,000 after purchasing an additional 675 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors.

More Cisco Systems News

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

• Positive Sentiment: Cisco is listed as a founding participant in Anthropic’s Project Glasswing, gaining access to Anthropic’s Mythos model to hunt and patch vulnerabilities—this directly ties Cisco to a high-profile AI-for-security initiative and lifts investor sentiment around its role in AI-safe infrastructure. Anthropic Lets Apple, Amazon Test More Powerful Mythos AI Model
• Positive Sentiment: Broader cybersecurity stocks are rallying after the Project Glasswing announcement, and Cisco—seen as core networking + security infrastructure—is benefiting from the sector-wide uplift. Cybersecurity Stocks Climb Amid Anthropic’s Project Glasswing Launch
• Positive Sentiment: Cisco released its State of Industrial AI report showing growing adoption of live AI in industrial operations—reinforces recurring software/services opportunities on top of Cisco’s networking hardware business. Cisco Research: Industrial AI Moves into Physical Operations, Readiness Gaps Determine Scale
• Positive Sentiment: Cisco added Pete (Peter) Shimer to its board—an experienced former Deloitte exec—strengthening corporate governance and signaling board-level focus on finance, audit and AI-era strategy execution. Cisco Appoints Pete Shimer to its Board of Directors
• Positive Sentiment: Technically, CSCO recently cleared its 50-day moving average—traders view this as a short-term bullish signal that can attract momentum flows. Cisco Systems (CSCO) Recently Broke Out Above the 50-Day Moving Average
• Neutral Sentiment: Industry IP/licensing moves (e.g., HPE licensing Sisvel Wi‑Fi multimode patents) are shaping the networking ecosystem but have no direct, immediate impact on Cisco’s fundamentals. HPE Takes Licence to Patents Offered Through the Sisvel Wi-Fi Multimode Pool
• Negative Sentiment: Security researchers linked a breach of Cisco-related data stored in Salesforce-managed CRM systems to the ShinyHunters group—this raises short-term concerns about enterprise data handling and could pressure sentiment around Cisco’s security posture until details are clarified. Salesforce Security Breach Tests Conviction In AI Agent Growth Story

Analyst Ratings Changes

A number of brokerages have commented on CSCO. UBS Group boosted their target price on shares of Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Evercore upgraded shares of Cisco Systems from an “in-line” rating to an “outperform” rating and boosted their target price for the stock from $80.00 to $100.00 in a report on Monday, January 26th. JPMorgan Chase & Co. boosted their target price on shares of Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a report on Thursday, February 12th. Four 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. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $89.76.

Insider Transactions at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 1,744 shares of the company’s stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the sale, the executive vice president owned 156,693 shares in the company, valued at $12,076,329.51. This represents a 1.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Charles Robbins sold 19,545 shares of the company’s 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 $1,485,420.00. Following the completion of the sale, the chief executive officer owned 671,095 shares in the company, valued at approximately $51,003,220. This represents a 2.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 46,431 shares of company stock valued at $3,574,820 over the last quarter. Company insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

CSCO opened at $80.68 on Wednesday. Cisco Systems, Inc. has a 52-week low of $52.67 and a 52-week high of $88.18. 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 company has a market cap of $318.68 billion, a P/E ratio of 28.31, a price-to-earnings-growth ratio of 2.98 and a beta of 0.83. The firm’s 50-day moving average price is $79.47 and its 200-day moving average price is $75.90.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.02. The firm had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.94 earnings per share. As a group, equities analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS 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 given 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 is Thursday, April 2nd. Cisco Systems’s payout ratio is currently 58.95%.

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.