Vanguard Group Inc. Acquires 903,832 Shares of Cisco Systems, Inc. $CSCO

Vanguard Group Inc. increased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.2% in the third quarter, Holdings Channel.com reports. The fund owned 394,893,400 shares of the network equipment provider’s stock after acquiring an additional 903,832 shares during the quarter. Vanguard Group Inc. owned approximately 0.10% of Cisco Systems worth $27,018,606,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in CSCO. Bare Financial Services Inc grew its position in shares of Cisco Systems by 531.0% in the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after buying an additional 308 shares during the last quarter. Marquette Asset Management LLC bought a new position in Cisco Systems in the 3rd quarter valued at approximately $25,000. Legacy Investment Solutions LLC bought a new stake in Cisco Systems in the 2nd quarter worth about $28,000. Lowe Wealth Advisors LLC raised its position in Cisco Systems by 96.2% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after buying an additional 200 shares during the last quarter. Finally, Cedar Mountain Advisors LLC boosted its holdings in shares of Cisco Systems by 115.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after acquiring an additional 251 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on CSCO shares. KeyCorp lifted their price target on shares of Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. Argus upped their price target on Cisco Systems from $80.00 to $100.00 in a research note on Thursday, November 13th. CICC Research lifted their price objective on shares of Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research report on Friday. HSBC raised their target price on shares of Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a research note on Friday. Finally, Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, November 22nd. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and an average price target of $97.19.

Insiders Place Their Bets

In other Cisco Systems news, Director Michael D. Capellas sold 16,150 shares of the firm’s 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 sale, the director directly owned 157,218 shares of the company’s stock, valued at approximately $12,149,807.04. This trade represents a 9.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Maria Victoria Wong sold 9,801 shares of the business’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $76.38, for a total transaction of $748,600.38. Following the completion of the sale, the senior vice president directly owned 33,026 shares of the company’s stock, valued at approximately $2,522,525.88. The trade was a 22.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 225,227 shares of company stock valued at $17,459,356. Insiders own 0.01% of the company’s stock.

Cisco Systems Trading Up 2.5%

Shares of NASDAQ CSCO opened at $76.85 on Monday. 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 business has a fifty day simple moving average of $77.83 and a two-hundred day simple moving average of $73.14. The firm has a market cap of $303.64 billion, a PE ratio of 26.97, a price-to-earnings-growth ratio of 2.86 and a beta of 0.87. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $88.18.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly 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. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business 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 business posted $0.94 EPS. The business’s revenue was up 9.7% compared to the same quarter last year. Analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors 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. This represents a $1.68 annualized dividend and a yield of 2.2%. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is 57.54%.

More Cisco Systems News

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

• Positive Sentiment: Cisco unveiled the Silicon One G300 switching chip designed for large AI cluster buildouts, positioning the company to compete in a multi‑hundred‑billion dollar AI infrastructure market — a clear long‑term growth catalyst. Silicon One G300 announcement
• Positive Sentiment: Q2 results beat both EPS and revenue expectations and management highlighted strong AI/customer orders (notably ~$2.1B of AI infrastructure orders), supporting revenue momentum and the firm’s raised FY guidance. That underpins upside if Cisco converts AI demand into sustained margin expansion. Zacks coverage
• Positive Sentiment: Multiple sell‑side firms raised price targets and reiterated buy/outperform views (examples: CICC raised its target to $96; UBS, Citi, BNP/Exane and others increased targets), which can support further upside via analyst-driven flows and ETF reweighting. CICC price target update
• Neutral Sentiment: Free cash flow fell year‑over‑year but remains positive with healthy margins; analysts note strong FCF long term despite higher capex for AI initiatives — this reduces downside risk but flags near‑term investment drag. TalkMarkets FCF piece
• Neutral Sentiment: MarketBeat and other bullish pieces argue for large long‑term upside (price‑target extrapolations to $150–$182), but these are speculative scenarios that rely on sustained AI share gains and margin recovery. MarketBeat long-term thesis
• Negative Sentiment: Investors punished Cisco after management disclosed gross‑margin pressure driven by a global memory shortage and higher component costs; that margin miss triggered a sharp selloff and created near‑term volatility risk for CSCO. CNBC margin story
• Negative Sentiment: Despite upbeat revenue/guidance, some analysts and market commentary viewed Cisco’s margin outlook and guidance as mixed, prompting sector weakness and headline risk that could keep short‑term selling pressure elevated. MarketWatch on market impact
• Neutral Sentiment: Reported short‑interest data in the feed is inconsistent/zero and appears not to be a meaningful new factor for intraday moves. (Days‑to‑cover figures show no material change.)

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.