Scalar Gauge Management LLC Makes New $2.05 Million Investment in Cisco Systems, Inc. $CSCO

Scalar Gauge Management LLC acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 30,000 shares of the network equipment provider’s stock, valued at approximately $2,053,000. Cisco Systems comprises 1.0% of Scalar Gauge Management LLC’s holdings, making the stock its 24th largest position.

Several other hedge funds have also made changes to their positions in the stock. Brighton Jones LLC lifted its position in Cisco Systems by 49.5% in the fourth 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 during the period. Revolve Wealth Partners LLC raised its stake in shares of 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 valued at $542,000 after buying an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC boosted its position in shares of Cisco Systems by 7.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after acquiring an additional 712 shares in the last quarter. ORG Partners LLC increased its stake in Cisco Systems by 21.1% in the second quarter. ORG Partners LLC now owns 2,050 shares of the network equipment provider’s stock valued at $142,000 after acquiring an additional 357 shares during the period. Finally, Moody Lynn & Lieberson LLC raised its position in Cisco Systems by 0.8% in the second quarter. Moody Lynn & Lieberson LLC now owns 36,993 shares of the network equipment provider’s stock worth $2,567,000 after purchasing an additional 282 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Evercore ISI upgraded CSCO from “in-line” to “outperform” and raised its price target to $100 (from $80), signaling ~30% upside vs. recent levels and pushing buying interest. Evercore Upgrade
• Positive Sentiment: Analysts broadly lifted targets and revised their narratives on CSCO, citing accelerating AI revenue opportunity and improved forward guidance — this re-rating is a key reason institutional buyers are piling in. Price Target Revision Story
• Positive Sentiment: Data aggregator shows analysts’ consensus remains bullish (average rating ~“moderate buy”), reinforcing the upgrade momentum and providing validation for investors tracking sell‑side sentiment. Analyst Consensus Moderate Buy
• Positive Sentiment: Cisco launched the Cisco 360 Partner Program aimed at accelerating AI deployments through partners — a strategic move to monetize AI infrastructure and services faster, supporting revenue upside and customer traction. Cisco 360 Partner Program
• Neutral Sentiment: Cisco released research highlighting rising data-privacy investments as AI scales — this reinforces long-term demand for Cisco security and governance products but is an industry tailwind rather than a near-term earnings surprise. AI & Data Privacy Report
• Neutral Sentiment: Market commentaries note short‑term pullbacks (small weekly/monthly declines) amid the broader re-rating; this suggests some profit‑taking even as the outlook and analyst sentiment turn more positive. TipRanks Analyst Trend

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on CSCO shares. Barclays upped their price objective 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. President Capital cut their price objective on Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, November 22nd. Morgan Stanley increased their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Finally, Bank of America boosted their price target on shares of Cisco Systems from $85.00 to $95.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Sixteen analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $86.81.

Insider Activity at Cisco Systems

In other Cisco Systems news, Director Kristina M. Johnson sold 13,481 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were 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. This represents a 17.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Michael D. Capellas sold 10,850 shares of Cisco Systems stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the sale, the director owned 146,368 shares of the company’s stock, valued at approximately $11,289,363.84. This represents a 6.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,044,865 shares of company stock valued at $81,397,635 over the last quarter. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Stock Performance

Cisco Systems stock opened at $77.01 on Tuesday. The stock has a 50-day simple moving average of $76.60 and a 200 day simple moving average of $71.84. The stock has a market capitalization of $304.27 billion, a price-to-earnings ratio of 28.95, a P/E/G ratio of 2.82 and a beta of 0.87. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $80.82.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, beating the consensus estimate of $0.98 by $0.02. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The firm had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. During the same quarter last year, the company posted $0.91 EPS. The company’s quarterly revenue was up 7.5% compared to the same quarter last year. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. On average, research analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd were given a $0.41 dividend. This represents a $1.64 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date was Friday, January 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 61.65%.

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.