Jupiter Asset Management Ltd. Purchases 303,502 Shares of Cisco Systems, Inc. $CSCO

Jupiter Asset Management Ltd. lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 497.5% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 364,512 shares of the network equipment provider’s stock after purchasing an additional 303,502 shares during the quarter. Jupiter Asset Management Ltd.’s holdings in Cisco Systems were worth $24,940,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of the business. Avantax Advisory Services Inc. grew its holdings in shares of Cisco Systems by 1.1% in the 2nd quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock valued at $29,163,000 after acquiring an additional 4,525 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its position in Cisco Systems by 6.9% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after purchasing an additional 205,043 shares during the last quarter. Greystone Financial Group LLC bought a new position in Cisco Systems in the third quarter valued at approximately $8,563,000. Jones Financial Companies Lllp increased its position in shares of Cisco Systems by 8.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after purchasing an additional 56,057 shares during the last quarter. Finally, Rockland Trust Co. boosted its holdings in shares of Cisco Systems by 213.8% in the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock valued at $1,402,000 after buying an additional 13,966 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Cisco reported a quantum networking breakthrough (Qunnect entanglement swapping over metro fiber) and unveiled AI-powered networking/security updates and new Silicon One chips — news that supports a longer-term thesis for higher-margin infrastructure demand. Article Title
• Positive Sentiment: Market momentum is being reinforced by strong AI infrastructure traction: reports cite >$2B in AI-related orders and a 17% six‑month share gain, suggesting meaningful revenue benefit from Cisco’s AI push. Article Title
• Positive Sentiment: Technically, CSCO recently crossed above its 50‑day moving average — a short‑term bullish signal that can attract momentum and systematic buyers. Article Title
• Positive Sentiment: Analysts remain broadly favorable: consensus brokerage sentiment and rising estimates versus peers (Cisco highlighted as cheaper vs. Palo Alto Networks on certain metrics) are supporting buy-side interest. Article Title
• Neutral Sentiment: Corporate social and workforce partnerships (LISC, Per Scholas) underscore Cisco’s ESG footprint and local resilience work — positive PR but limited near‑term revenue impact. Article Title
• Neutral Sentiment: Valuation and pullback analyses are mixed: some pieces recommend patience, noting that recent gains have pushed valuations above historical norms even as growth improves. Article Title
• Neutral Sentiment: Reported short interest data is unclear or immaterial in the public summaries — no clear near‑term pressure signaled.
• Negative Sentiment: Erste Group downgraded CSCO to Hold, which can weigh on momentum and curb fresh inflows from certain institutional buyers. Article Title
• Negative Sentiment: An insider sale (11,248 shares reported) may raise minor governance/near‑term sentiment questions for some investors. Article Title

Insider Activity at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 1,745 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $79.46, for a total value of $138,657.70. Following the completion of the sale, the executive vice president owned 176,319 shares of the company’s stock, valued at approximately $14,010,307.74. The trade was a 0.98% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Charles Robbins sold 19,545 shares of the firm’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the transaction, the chief executive officer directly owned 671,095 shares in the company, valued at approximately $51,003,220. This represents a 2.83% 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 83,299 shares of company stock valued at $6,390,416. 0.01% of the stock is currently owned by insiders.

Cisco Systems Stock Up 0.8%

Cisco Systems stock opened at $79.20 on Friday. The company’s 50-day moving average price is $77.71 and its two-hundred day moving average price is $73.41. 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 stock has a market cap of $312.83 billion, a P/E ratio of 27.79, a P/E/G ratio of 2.96 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 posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating the consensus estimate of $1.02 by $0.02. The company had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.94 earnings per share. As a group, analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 2.1%. The ex-dividend date is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is 57.54%.

Wall Street Analyst Weigh In

CSCO has been the topic of a number of recent analyst reports. Rosenblatt Securities restated a “buy” rating and set a $100.00 target price on shares of Cisco Systems in a report on Thursday, February 12th. DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Bank of America boosted their price target on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Finally, Morgan Stanley raised their price objective on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and a consensus price target of $89.55.

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.