Brevan Howard Capital Management LP Purchases 33,285 Shares of Cisco Systems, Inc. $CSCO

Brevan Howard Capital Management LP grew its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 17.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 220,487 shares of the network equipment provider’s stock after purchasing an additional 33,285 shares during the period. Brevan Howard Capital Management LP’s holdings in Cisco Systems were worth $15,086,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Bare Financial Services Inc boosted its stake in Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after buying an additional 308 shares during the period. Marquette Asset Management LLC bought a new position in Cisco Systems in the 3rd quarter worth about $25,000. Lowe Wealth Advisors LLC raised its stake in Cisco Systems by 96.2% in the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after purchasing an additional 200 shares in the last quarter. Cedar Mountain Advisors LLC grew its stake in Cisco Systems by 115.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after buying an additional 251 shares in the last quarter. Finally, Kilter Group LLC purchased a new position in Cisco Systems in the 2nd quarter worth approximately $44,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently weighed in on CSCO shares. UBS Group raised their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating 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 note on Friday, February 13th. President Capital lowered their price target on Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Finally, JPMorgan Chase & Co. increased their price objective on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $89.55.

Key Headlines Impacting Cisco Systems

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

Cisco Systems Price Performance

CSCO stock opened at $78.33 on Friday. The firm has a market cap of $309.40 billion, a P/E ratio of 27.48, a P/E/G ratio of 2.96 and a beta of 0.87. The firm’s fifty day moving average is $78.02 and its 200 day moving average is $74.50. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. During the same period in the prior year, the business posted $0.94 earnings per share. The company’s revenue was up 9.7% on a year-over-year basis. Research analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 2.1%. The ex-dividend date is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio is 58.95%.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, Director Kristina M. Johnson sold 13,481 shares of Cisco Systems stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total value of $1,039,789.53. Following the transaction, the director directly owned 61,630 shares of the company’s stock, valued at $4,753,521.90. The trade was a 17.95% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Maria Victoria Wong sold 2,179 shares of the stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total value of $169,395.46. Following the sale, the senior vice president directly owned 28,807 shares of the company’s stock, valued at approximately $2,239,456.18. This trade represents a 7.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 75,799 shares of company stock worth $5,815,306 over the last quarter. Company insiders own 0.01% of the company’s stock.

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.