Tableaux LLC Sells 43,770 Shares of Cisco Systems, Inc. $CSCO

Tableaux LLC reduced its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 92.4% in the third quarter, HoldingsChannel.com reports. The fund owned 3,590 shares of the network equipment provider’s stock after selling 43,770 shares during the quarter. Tableaux LLC’s holdings in Cisco Systems were worth $246,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in CSCO. Bare Financial Services Inc boosted its holdings 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 purchasing an additional 308 shares in the last quarter. Marquette Asset Management LLC bought a new stake in Cisco Systems in the 3rd quarter worth approximately $25,000. Legacy Investment Solutions LLC purchased a new stake in Cisco Systems in the second quarter worth approximately $28,000. Lowe Wealth Advisors LLC grew its position in Cisco Systems by 96.2% during the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 200 shares during the last quarter. Finally, Cedar Mountain Advisors LLC raised its stake in shares of Cisco Systems by 115.7% during the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after acquiring an additional 251 shares in the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, insider Jeetendra I. Patel sold 11,248 shares of the business’s stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $854,848.00. Following the transaction, the insider owned 262,776 shares in the company, valued at $19,970,976. The trade was a 4.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 completion of the sale, the chief executive officer owned 671,095 shares of the company’s stock, valued at $51,003,220. This trade 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 three months, insiders have sold 75,677 shares of company stock worth $5,811,211. 0.01% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the stock. Melius Research upped their price objective on shares of Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. HSBC lifted their price objective on Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a report on Friday, February 13th. KeyCorp increased their target price on Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. Finally, Barclays lifted their price target on Cisco Systems from $71.00 to $76.00 and gave the stock 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 assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and a consensus price target of $89.55.

Cisco Systems Stock Up 0.5%

Shares of NASDAQ:CSCO opened at $78.14 on Wednesday. The stock’s 50-day moving average is $77.71 and its 200 day moving average is $73.58. The company has a market cap of $308.64 billion, a PE ratio of 27.42, a P/E/G ratio of 2.94 and a beta of 0.87. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. The firm 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 business’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period last year, the company earned $0.94 EPS. Sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders 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 represents a $1.68 annualized dividend and a dividend yield of 2.1%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio is 57.54%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Networking revenue acceleration — Cisco’s fiscal Q2 networking sales rose ~21% to $8.29B, driven by AI-related and campus demand, signaling stronger order momentum and upside to future revenue and gross-profit leverage. Cisco’s Networking Revenue Growth Picks Up: More Upside Ahead?
• Positive Sentiment: Analyst upgrade — Zacks moved CSCO to a Strong Buy (Zacks Rank #1), reflecting growing optimism on Cisco’s earnings trajectory and likely supporting investor demand. All You Need to Know About Cisco (CSCO) Rating Upgrade to Strong Buy
• Positive Sentiment: International AI/security partnerships — Cisco launched a Cisco Secure AI Factory with NVIDIA in Australia and opened an AI-first autonomous enterprise hub with TCS in India, expanding go-to-market for AI/security solutions in key regions. Sharon AI & Cisco Launch Australia’s First Cisco Secure AI Factory with NVIDIA TCS, Cisco launch hub for autonomous enterprise operations in India
• Neutral Sentiment: Security thought leadership — Cisco published Splunk’s CISO survey highlighting AI governance and security risk, reinforcing Cisco’s positioning in security but not an immediate revenue signal. Splunk Report: Agentic AI Takes Center Stage in CISOs’ Path to Digital Resilience
• Neutral Sentiment: Competitive landscape note — Analyst piece compares Ciena and Cisco on AI-driven optical backlogs; highlights competition in network infrastructure but doesn’t change Cisco’s visible AI order stack. Ciena vs. Cisco: Which Networking Stock is a Better Buy?
• Neutral Sentiment: Quantum/comms ecosystem mention — IQM’s US listing story notes Cisco among investors in quantum tech, a long-term strategic exposure but not an immediate catalyst. IQM Quantum Computers to list shares in US at initial $1.8 billion valuation
• Negative Sentiment: Insider sale — SVP Maria Victoria Wong sold 2,179 shares (~7% reduction of her position), a disclosed insider sale that can create short-term perception pressure on the stock. SEC Filing – Insider Sale
• Negative Sentiment: Analyst downgrade on margins — Erste Group cut CSCO to Hold citing declining gross-margin concerns, which could cap multiple expansion if margins don’t stabilize. Erste Group Downgrades Cisco Systems, Inc. (CSCO) to Hold on Margin Concerns

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.