Capitolis Liquid Global Markets LLC Decreases Stake in Cisco Systems, Inc. $CSCO

Capitolis Liquid Global Markets LLC cut its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 33.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 2,866,328 shares of the network equipment provider’s stock after selling 1,430,000 shares during the quarter. Cisco Systems comprises 1.6% of Capitolis Liquid Global Markets LLC’s investment portfolio, making the stock its 16th biggest position. Capitolis Liquid Global Markets LLC owned about 0.07% of Cisco Systems worth $196,114,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of CSCO. Norges Bank acquired a new position in shares of Cisco Systems during the 2nd quarter worth approximately $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its position in shares of Cisco Systems by 413.3% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock valued at $1,553,645,000 after purchasing an additional 18,030,441 shares in the last quarter. Franklin Resources Inc. increased its holdings in shares of Cisco Systems by 46.2% in the second quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock valued at $2,833,261,000 after purchasing an additional 12,904,969 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its position in Cisco Systems by 110.2% during the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after buying an additional 9,648,265 shares in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its position in Cisco Systems by 6,778.2% during the second quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock worth $472,479,000 after buying an additional 6,711,004 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Activity at Cisco Systems

In other Cisco Systems news, Director Michael D. Capellas sold 16,150 shares of Cisco Systems stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the completion of the sale, the director directly owned 157,218 shares in the company, valued at $12,149,807.04. This trade represents a 9.32% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Jeetendra I. Patel sold 11,248 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $854,848.00. Following the completion of the sale, the insider directly owned 262,776 shares in the company, valued at $19,970,976. This trade represents a 4.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 75,799 shares of company stock valued at $5,815,306 over the last quarter. 0.01% of the stock is owned by insiders.

More Cisco Systems News

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

Wall Street Analysts Forecast Growth

Several analysts have issued reports on CSCO shares. HSBC upped their target price on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a report on Friday, February 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. Rosenblatt Securities reissued a “buy” rating and set a $100.00 price target on shares of Cisco Systems in a research report on Thursday, February 12th. CICC Research raised their price objective on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a research report on Friday, February 13th. Finally, Citic Securities raised their price objective on shares of Cisco Systems from $75.00 to $90.00 in a research report on Monday, November 17th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $89.55.

Cisco Systems Price Performance

CSCO stock opened at $78.33 on Friday. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18. 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 $309.40 billion, a price-to-earnings ratio of 27.48, a price-to-earnings-growth ratio of 2.96 and a beta of 0.87. The business has a fifty day moving average of $78.02 and a two-hundred day moving average of $74.50.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly 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 business 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 company’s quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.94 EPS. As a group, research analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a $0.42 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. Cisco Systems’s dividend payout ratio is currently 58.95%.

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.