Handelsbanken Fonder AB Sells 81,742 Shares of Cisco Systems, Inc. $CSCO

Handelsbanken Fonder AB lowered its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 2.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,967,501 shares of the network equipment provider’s stock after selling 81,742 shares during the quarter. Cisco Systems accounts for about 0.6% of Handelsbanken Fonder AB’s investment portfolio, making the stock its 22nd largest position. Handelsbanken Fonder AB’s holdings in Cisco Systems were worth $203,036,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of CSCO. Bare Financial Services Inc increased its stake in 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 in the last quarter. Marquette Asset Management LLC bought a new position in shares of Cisco Systems in the third quarter worth about $25,000. Legacy Investment Solutions LLC purchased a new stake in shares of Cisco Systems during the second quarter worth about $28,000. Lowe Wealth Advisors LLC lifted its holdings 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 purchasing an additional 200 shares in the last quarter. Finally, Cedar Mountain Advisors LLC boosted its stake in Cisco Systems by 115.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after purchasing an additional 251 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms have recently issued reports on CSCO. Citigroup lifted their price objective on shares of Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 22nd. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. JPMorgan Chase & Co. boosted their target price on Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Finally, Barclays increased their price target on Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research note on Thursday, November 13th. Three analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

Cisco Systems Trading Down 1.3%

NASDAQ CSCO opened at $78.10 on Friday. The stock has a market cap of $308.47 billion, a PE ratio of 27.40, a PEG ratio of 2.99 and a beta of 0.87. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18. The company’s 50-day moving average price is $77.80 and its 200-day moving average price is $73.65. 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 (NASDAQ:CSCO) last announced its quarterly earnings data 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 during the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter last year, the business posted $0.94 EPS. Equities research analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current 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 issued a $0.42 dividend. The ex-dividend date is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. Cisco Systems’s dividend payout ratio (DPR) is presently 57.54%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Quarterly results and AI-driven networking momentum — Cisco beat Q2 estimates (revenue up ~9.7% y/y) and analysts highlight accelerating networking sales tied to AI and campus upgrades, supporting revenue and gross‑profit leverage. Zacks Analyst Blog Highlights Dell, Hewlett-Packard, Cisco Systems and Super Micro Computers
• Positive Sentiment: Partnerships and workforce initiatives expand go‑to‑market — Cisco launched regional AI/security initiatives and is expanding training and hiring pathways (e.g., Networking Academy partnership with Indeed in India), which should help adoption of its software/subscription stack over time. Cisco Networking Academy and Indeed Launch Global Partnership, Debut Dedicated Career Hub for India
• Positive Sentiment: Shareholder returns — Cisco recently raised the quarterly dividend, reinforcing cash‑flow strength and making the stock more attractive to income investors.
• Neutral Sentiment: Valuation debate — Analysts and commentators are debating whether multi‑year share gains leave CSCO fairly priced, creating mixed signals for new buyers. Is Cisco Systems (CSCO) Fairly Priced After Strong Multi‑Year Share Price Gains?
• Neutral Sentiment: High‑profile comparisons — Market commentary (including Michael Burry’s remarks comparing Nvidia to Cisco) adds broad market noise about tech leadership cycles but does not directly change Cisco’s order book today. ‘Big Short’ Michael Burry warns Nvidia mirrors Cisco
• Neutral Sentiment: Mixed analyst views — Several firms have raised targets (Citigroup, JPMorgan, Bank of America) while others remain cautious; consensus remains a moderate buy with upside to ~?$89 on average.
• Negative Sentiment: Security disclosure — Cisco disclosed that a critical bug in a widely used product has been actively exploited since 2023; the U.S. and allies urged remediation. This raises near‑term remediation costs, potential contract/renewal risk with large customers and reputational headwinds. Cisco says hackers have been exploiting a critical bug to break into big customer networks since 2023
• Negative Sentiment: Insider selling — A senior VP disclosed a sale of ~2,179 shares, which can create short‑term perception pressure even if not large vs. institutional ownership. SEC Filing – Insider Sale
• Negative Sentiment: Margin concerns and downgrade — At least one analyst lowered their rating to Hold over gross‑margin worries, which could limit multiple expansion if margins don’t stabilize. Erste Group Downgrades Cisco Systems, Inc. (CSCO) to Hold on Margin Concerns

Insider Buying and Selling

In related news, CEO Charles Robbins sold 19,545 shares of the stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $1,485,420.00. Following the transaction, the chief executive officer owned 671,095 shares of the company’s stock, valued at $51,003,220. This represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Jeetendra I. Patel sold 11,248 shares of Cisco Systems stock in a transaction on Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $854,848.00. Following the sale, the insider directly owned 262,776 shares of the company’s stock, valued at approximately $19,970,976. This trade represents a 4.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 75,677 shares of company stock valued at $5,811,211 over the last 90 days. 0.01% of the stock is owned by insiders.

About Cisco Systems

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.