Oasis Management Co Ltd. Takes Position in Cisco Systems, Inc. $CSCO

Oasis Management Co Ltd. bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 15,000 shares of the network equipment provider’s stock, valued at approximately $1,026,000.

A number of other institutional investors have also recently bought and sold shares of the stock. Olde Wealth Management LLC acquired a new position in Cisco Systems during the third quarter worth approximately $324,000. von Borstel & Associates Inc. purchased a new position in Cisco Systems during the third quarter worth approximately $805,000. NorthRock Partners LLC boosted its holdings in shares of Cisco Systems by 11.4% in the 3rd quarter. NorthRock Partners LLC now owns 66,831 shares of the network equipment provider’s stock valued at $4,573,000 after purchasing an additional 6,838 shares during the last quarter. Harvest Fund Management Co. Ltd grew its stake in shares of Cisco Systems by 1.9% during the 3rd quarter. Harvest Fund Management Co. Ltd now owns 246,430 shares of the network equipment provider’s stock valued at $16,853,000 after buying an additional 4,643 shares during the period. Finally, Prudential PLC grew its stake in shares of Cisco Systems by 17.3% during the 3rd quarter. Prudential PLC now owns 583,394 shares of the network equipment provider’s stock valued at $39,916,000 after buying an additional 85,861 shares during the period. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the sale, the senior vice president owned 28,807 shares in the company, valued at $2,239,456.18. This trade represents a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the transaction, the director directly owned 61,630 shares in the company, valued at approximately $4,753,521.90. The trade was a 17.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 75,799 shares of company stock worth $5,815,306 in the last ninety days. 0.01% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. President Capital lowered their price target on Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. Morgan Stanley raised their price objective on Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday. Finally, CICC Research boosted their target price on Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. Three investment 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’s stock. According to data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $89.55.

Cisco Systems Stock Up 0.8%

Shares of Cisco Systems stock opened at $78.33 on Friday. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $88.18. The stock has a market cap of $309.39 billion, a price-to-earnings ratio of 27.48, a price-to-earnings-growth ratio of 2.94 and a beta of 0.87. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The company has a fifty day moving average price of $78.02 and a 200 day moving average price of $74.45.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data 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 analyst estimates 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 was up 9.7% compared to the same quarter last year. During the same period last year, the company posted $0.94 earnings per share. Equities research analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

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

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Beat-and-raise quarter: Cisco reported record Q2 revenue and EPS, with hyperscale/cloud AI orders up ~61% to $2.1B and management raising annual AI order expectations — a clear near-term revenue catalyst and reason for investor optimism. Article Title
• Positive Sentiment: Analyst upgrades and higher targets: Multiple firms have raised ratings/targets (Evercore, Citi, Argus, etc.), which supports buying interest and helps lift the stock. Article Title
• Positive Sentiment: Product share gains: Dell’Oro reports Cisco edged out competitors for #1 indoor Wi‑Fi 7 revenue share in 2025 thanks to aggressive pricing — supports near-term hardware demand and competitive positioning. Article Title
• Neutral Sentiment: Dividend raise: Cisco bumped its quarterly dividend to $0.42 (annualized $1.68), a modest positive for income buyers but not a major growth signal. Article Title
• Neutral Sentiment: Valuation & pullback debate: Several pieces weigh whether the recent pullback makes CSCO reasonably priced — useful context for entries but mixed impact on immediate direction. Article Title
• Neutral Sentiment: Investor outreach: Management’s conference presentations (e.g., Morgan Stanley) reiterate networking and AI strengths — improves visibility but is informational rather than catalytic. Article Title
• Negative Sentiment: Margin pressure: Management warned of higher memory costs and a hardware-heavy mix that could compress gross margins despite revenue growth — a key risk to near-term EPS expansion. Article Title
• Negative Sentiment: Insider selling: Recent SEC filings show EVP Thimaya Subaiya sold 1,744 shares and SVP Maria Victoria Wong sold 551 shares last week; amounts are small vs. their holdings but can create short-term sentiment headwinds. Form 4 – Subaiya Form 4 – Wong

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.