Invesco Ltd. Has $3.67 Billion Stock Position in Cisco Systems, Inc. $CSCO

Invesco Ltd. grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10.5% during the third quarter, Holdings Channel reports. The firm owned 53,612,720 shares of the network equipment provider’s stock after purchasing an additional 5,081,469 shares during the period. Cisco Systems accounts for about 0.6% of Invesco Ltd.’s portfolio, making the stock its 15th largest position. Invesco Ltd.’s holdings in Cisco Systems were worth $3,668,182,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. Benchmark Financial Wealth Advisors LLC raised its holdings in Cisco Systems by 1.4% during the third quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock valued at $715,000 after buying an additional 142 shares in the last quarter. Cobblestone Capital Advisors LLC NY boosted its stake in shares of Cisco Systems by 0.6% during the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider’s stock worth $1,685,000 after acquiring an additional 142 shares in the last quarter. Yoder Wealth Management Inc. increased its holdings in shares of Cisco Systems by 3.8% during the 3rd quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock valued at $270,000 after acquiring an additional 143 shares during the last quarter. Weaver Consulting Group raised its stake in shares of Cisco Systems by 1.5% in the 3rd quarter. Weaver Consulting Group now owns 9,940 shares of the network equipment provider’s stock valued at $680,000 after acquiring an additional 145 shares in the last quarter. Finally, Wynn Capital LLC raised its stake in shares of Cisco Systems by 0.3% in the 3rd quarter. Wynn Capital LLC now owns 48,456 shares of the network equipment provider’s stock valued at $3,315,000 after acquiring an additional 150 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the company. Bank of America upped their target price on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. President Capital dropped their price target on shares of Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. BNP Paribas Exane boosted their price objective on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Wells Fargo & Company raised their target price on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Finally, CICC Research lifted their target price on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and an average price target of $89.55.

More Cisco Systems News

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

• Positive Sentiment: Cisco reported a beat‑and‑raise quarter with record Q2 revenue and EPS and strong AI momentum — AI orders from hyperscale/cloud customers jumped ~61% to $2.1B and management raised annual AI order expectations to north of $5B, underpinning medium‑term growth prospects. Cisco Q2: The Valuation Makes No Sense
• Positive Sentiment: Management reiterated AI infrastructure and security as strategic priorities in recent investor presentations, which supports upside from software and recurring revenue mix over time. Cisco Presents at Morgan Stanley
• Neutral Sentiment: Data shows a reported jump to “0 shares” short interest for March (and 0 days to cover), which is likely a reporting anomaly and not actionable short‑squeeze information at present.
• Neutral Sentiment: Cisco continues non‑market‑moving corporate activity (training partnerships, ecosystem/AI ecosystem coverage) that support long‑term demand but are unlikely to change near‑term price action. Networking Academy Partnership
• Negative Sentiment: Despite the beat, shares swung lower after earnings (reports of a ~9% drop post‑earnings), suggesting investor concern about margins, near‑term guidance, or profit taking. Shares Dropped After Earnings
• Negative Sentiment: Analysts and press note ongoing margin pressure related to higher memory costs and a hardware‑heavy product mix — a headwind to near‑term margin expansion even as AI demand rises. Margin Pressure Article
• Negative Sentiment: Insider sales: SVP Maria Victoria Wong and EVP Thimaya K. Subaiya filed sales (small single‑digit percentage reductions of their holdings), which can add to negative sentiment despite being modest in size. Wong Sale Subaiya Sale

Insider Buying and Selling at Cisco Systems

In related news, Director Michael D. Capellas sold 10,850 shares of the company’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $77.13, for a total value of $836,860.50. Following the completion of the transaction, the director directly owned 146,368 shares in the company, valued at approximately $11,289,363.84. This represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Maria Victoria Wong sold 551 shares of the firm’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the transaction, the senior vice president directly owned 27,957 shares of the company’s stock, valued at approximately $2,167,785.78. This trade represents a 1.93% 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 valued at $5,815,306 in the last quarter. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Stock Down 0.5%

NASDAQ CSCO opened at $77.74 on Friday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The firm has a 50-day simple moving average of $77.97 and a 200 day simple moving average of $74.38. 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 $307.06 billion, a PE ratio of 27.28, a PEG ratio of 2.95 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last released its earnings results 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 business had revenue of $15.35 billion for the quarter, compared to the consensus estimate 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 for the quarter was up 9.7% compared to the same quarter last year. During the same period last year, the business earned $0.94 earnings per share. On average, research analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 57.54%.

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.