Sarasin & Partners LLP Cuts Stock Position in Cisco Systems, Inc. $CSCO

Sarasin & Partners LLP lessened its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,717,438 shares of the network equipment provider’s stock after selling 87,192 shares during the quarter. Cisco Systems comprises about 1.1% of Sarasin & Partners LLP’s holdings, making the stock its 29th biggest holding. Sarasin & Partners LLP’s holdings in Cisco Systems were worth $116,305,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in Cisco Systems by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock valued at $27,334,996,000 after buying an additional 5,039,714 shares during the period. State Street Corp raised its stake in shares of Cisco Systems by 0.6% in the second quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock valued at $13,507,956,000 after acquiring an additional 1,067,872 shares in the last quarter. Geode Capital Management LLC boosted its holdings in Cisco Systems by 1.2% in the second quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock valued at $6,864,058,000 after purchasing an additional 1,157,704 shares during the period. Norges Bank acquired a new position in Cisco Systems during the 2nd quarter worth $3,816,825,000. Finally, Invesco Ltd. increased its holdings in Cisco Systems by 3.0% during the 2nd quarter. Invesco Ltd. now owns 48,531,251 shares of the network equipment provider’s stock worth $3,367,098,000 after purchasing an additional 1,414,105 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Thimaya K. Subaiya sold 1,745 shares of the stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $79.46, for a total transaction of $138,657.70. Following the completion of the transaction, the executive vice president directly owned 176,319 shares of the company’s stock, valued at $14,010,307.74. This represents a 0.98% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Charles Robbins sold 116,734 shares of Cisco Systems stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $77.30, for a total value of $9,023,538.20. Following the completion of the sale, the chief executive officer directly owned 704,153 shares in the company, valued at $54,431,026.90. This represents a 14.22% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

Shares of CSCO opened at $78.42 on Friday. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $80.82. The firm has a market cap of $309.84 billion, a PE ratio of 29.48, a price-to-earnings-growth ratio of 2.97 and a beta of 0.87. The company’s 50 day simple moving average is $74.59 and its 200-day simple moving average is $70.22. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.02. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The firm had revenue of $14.88 billion for the quarter, compared to analysts’ expectations of $14.77 billion. During the same quarter in the previous year, the firm posted $0.91 EPS. The firm’s revenue for the quarter was up 7.5% on a year-over-year basis. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. As a group, equities analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd will be paid a $0.41 dividend. This represents a $1.64 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Friday, January 2nd. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.

Key Stores Impacting Cisco Systems

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

• Positive Sentiment: Analyst upgrade/price-target lift: Morgan Stanley raised its price target on CSCO to $91, supporting upside expectations and likely helping buying interest. Morgan Stanley Boosts Cisco Systems Price Target
• Positive Sentiment: Dividend and corporate cash returns remain supportive: Cisco’s recent dividend (annualized $1.64, yield ~2.1%) and strong cash metrics underpin investor confidence in the name. Positive Sentiment: dividend
• Neutral Sentiment: Valuation/watch-the-run: Coverage pieces are reassessing Cisco after a ~37% one‑year share-price climb — investors should balance growth story vs. stretched multiples. Reassessing Valuation
• Negative Sentiment: Security risk: Researchers disclosed that a China‑linked hacking group is exploiting a vulnerability in popular Cisco products to target enterprise customers — this raises potential remediation costs, reputation risk, and near‑term customer concern. TechCrunch: Chinese hacking campaign
• Negative Sentiment: Insider sales: Two directors disclosed multi‑hundred‑thousand to >$1M stock sales (Michael D. Capellas and Kristina M. Johnson), which reduces insider ownership and can be interpreted negatively by some investors. SEC filings: Capellas Form 4 and Johnson Form 4

Analyst Ratings Changes

Several equities analysts have recently issued reports on CSCO shares. UBS Group lifted their price objective on Cisco Systems from $88.00 to $90.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. BNP Paribas Exane raised their target price on shares of Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a report on Thursday, November 13th. Bank of America lifted their price objective 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. Argus increased their target price on Cisco Systems from $80.00 to $100.00 in a report on Thursday, November 13th. Finally, Wells Fargo & Company raised their price target on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Seventeen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and an average target price of $84.55.

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.