Yousif Capital Management LLC Reduces Stake in Cisco Systems, Inc. $CSCO

Yousif Capital Management LLC lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 514,333 shares of the network equipment provider’s stock after selling 22,287 shares during the period. Yousif Capital Management LLC’s holdings in Cisco Systems were worth $37,726,000 at the end of the most recent quarter.

Several other hedge funds have also bought and sold shares of CSCO. Brighton Jones LLC boosted its position in Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after purchasing an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC boosted its position in Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after purchasing an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC boosted its position in Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares in the last quarter. Schnieders Capital Management LLC. boosted its position in Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after purchasing an additional 519 shares in the last quarter. Finally, Marshall Wace LLP boosted its position in Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock worth $6,289,000 after purchasing an additional 590,650 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. Rosenblatt Securities restated a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a research report on Thursday, February 12th. CICC Research increased their target price on Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and increased their target price for the company from $80.00 to $100.00 in a research report on Monday, January 26th. JPMorgan Chase & Co. increased their target price on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Finally, Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Four 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 stock. According to MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and a consensus target price of $89.76.

Cisco Systems Stock Up 0.3%

Shares of CSCO opened at $80.68 on Wednesday. Cisco Systems, Inc. has a 52-week low of $52.67 and a 52-week high of $88.18. The company has a market capitalization of $318.68 billion, a PE ratio of 28.31, a price-to-earnings-growth ratio of 2.98 and a beta of 0.83. The stock has a fifty day simple moving average of $79.47 and a two-hundred day simple moving average of $75.90. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. During the same period last year, the company earned $0.94 EPS. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. As a group, equities analysts forecast 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. Shareholders of record on Thursday, April 2nd will be paid a $0.42 dividend. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. Cisco Systems’s dividend payout ratio is 58.95%.

Insiders Place Their Bets

In other Cisco Systems news, CEO Charles Robbins sold 19,545 shares of the firm’s stock in a transaction 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 completion of the sale, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at $51,003,220. This trade represents a 2.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Oliver Tuszik sold 3,132 shares of the firm’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the sale, the executive vice president directly owned 188,613 shares of the company’s stock, valued at $15,040,000.62. This trade represents a 1.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 46,431 shares of company stock worth $3,574,820. 0.01% of the stock is currently owned by company insiders.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco is listed as a founding participant in Anthropic’s Project Glasswing, gaining access to Anthropic’s Mythos model to hunt and patch vulnerabilities—this directly ties Cisco to a high-profile AI-for-security initiative and lifts investor sentiment around its role in AI-safe infrastructure. Anthropic Lets Apple, Amazon Test More Powerful Mythos AI Model
• Positive Sentiment: Broader cybersecurity stocks are rallying after the Project Glasswing announcement, and Cisco—seen as core networking + security infrastructure—is benefiting from the sector-wide uplift. Cybersecurity Stocks Climb Amid Anthropic’s Project Glasswing Launch
• Positive Sentiment: Cisco released its State of Industrial AI report showing growing adoption of live AI in industrial operations—reinforces recurring software/services opportunities on top of Cisco’s networking hardware business. Cisco Research: Industrial AI Moves into Physical Operations, Readiness Gaps Determine Scale
• Positive Sentiment: Cisco added Pete (Peter) Shimer to its board—an experienced former Deloitte exec—strengthening corporate governance and signaling board-level focus on finance, audit and AI-era strategy execution. Cisco Appoints Pete Shimer to its Board of Directors
• Positive Sentiment: Technically, CSCO recently cleared its 50-day moving average—traders view this as a short-term bullish signal that can attract momentum flows. Cisco Systems (CSCO) Recently Broke Out Above the 50-Day Moving Average
• Neutral Sentiment: Industry IP/licensing moves (e.g., HPE licensing Sisvel Wi‑Fi multimode patents) are shaping the networking ecosystem but have no direct, immediate impact on Cisco’s fundamentals. HPE Takes Licence to Patents Offered Through the Sisvel Wi-Fi Multimode Pool
• Negative Sentiment: Security researchers linked a breach of Cisco-related data stored in Salesforce-managed CRM systems to the ShinyHunters group—this raises short-term concerns about enterprise data handling and could pressure sentiment around Cisco’s security posture until details are clarified. Salesforce Security Breach Tests Conviction In AI Agent Growth Story

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.