London Co. of Virginia Sells 59,219 Shares of Cisco Systems, Inc. $CSCO

London Co. of Virginia trimmed its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 1.7% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,497,037 shares of the network equipment provider’s stock after selling 59,219 shares during the quarter. Cisco Systems makes up 1.3% of London Co. of Virginia’s holdings, making the stock its 29th biggest position. London Co. of Virginia owned approximately 0.09% of Cisco Systems worth $239,268,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Mirae Asset Global Investments Co. Ltd. grew its stake in Cisco Systems by 6.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after buying an additional 205,043 shares in the last quarter. Greystone Financial Group LLC purchased a new stake in shares of Cisco Systems during the third quarter worth $8,563,000. Jones Financial Companies Lllp boosted its holdings in shares of Cisco Systems by 8.9% in the third quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after acquiring an additional 56,057 shares during the period. Rockland Trust Co. boosted its holdings in shares of Cisco Systems by 213.8% in the third quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock worth $1,402,000 after acquiring an additional 13,966 shares during the period. Finally, CX Institutional grew its position in shares of Cisco Systems by 11.0% in the third quarter. CX Institutional now owns 144,336 shares of the network equipment provider’s stock valued at $9,875,000 after purchasing an additional 14,334 shares in the last quarter. 73.33% of the stock is owned by institutional investors.

Cisco Systems Stock Up 0.7%

CSCO opened at $78.90 on Tuesday. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The business’s 50-day moving average price is $78.08 and its 200-day moving average price is $74.60. The company has a market cap of $311.65 billion, a P/E ratio of 27.68, a P/E/G ratio of 2.96 and a beta of 0.87.

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

Cisco Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. 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. Cisco Systems’s payout ratio is currently 57.54%.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco expanded its Secure AI Factory with NVIDIA to run AI securely from central data centers to local edge sites, shortening deployment timelines and offering partner reference architectures (strengthens Cisco’s AI/security positioning and partner-led revenue opportunities). Cisco Secure AI Factory with NVIDIA Makes AI Easier to Deploy and Secure, Anywhere Organizations Need It
• Positive Sentiment: Cisco moved to the top position in Wi‑Fi 7 revenue share, gaining adoption via aggressive pricing and fast customer ramp — a boost to networking product growth and upgrade cycles. Cisco Wi Fi 7 Lead Reframes Growth And Margin Trade Offs
• Positive Sentiment: Recent quarterly results (Feb. 11) showed an EPS beat and ~9.7% revenue growth year-over-year, underpinning valuation and investor confidence in recurring enterprise demand.
• Neutral Sentiment: NVIDIA’s new Vera CPU and agent tooling accelerate the AI hardware/software ecosystem; this can increase demand for high‑performance networking and security but is an indirect, medium-term tailwind for Cisco. NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI
• Neutral Sentiment: Third-party AI tooling (Aible’s SafeClaw) and broader agent/AI developments grow the market for governed AI deployments — positive for infrastructure demand but not an immediate Cisco-specific catalyst. Aible Launches SafeClaw Long-Running Agents and Presents at Eight Partner Booths and Sessions at NVIDIA GTC 2026
• Negative Sentiment: An institutional investor (Allium Financial Advisors) trimmed its CSCO stake, a small sell signal that could modestly weigh on near-term sentiment. Allium Financial Advisors LLC Sells 6,925 Shares of Cisco Systems, Inc. $CSCO
• Negative Sentiment: Opinion pieces reminding investors of Cisco’s dot‑com era volatility can damp investor appetite for aggressive multiple expansion, adding a cautionary tone to otherwise positive operational news. 1 Growth Stock Set to Flourish and 2 We Avoid

Wall Street Analyst Weigh In

CSCO has been the topic of a number of analyst reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday. UBS Group upped their price target on Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. JPMorgan Chase & Co. raised their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Finally, DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Three equities research 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 MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and an average target price of $89.55.

Insider Transactions at Cisco Systems

In other news, Director Michael D. Capellas sold 16,150 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.28, for a total value of $1,248,072.00. Following the transaction, the director owned 157,218 shares in the company, valued at approximately $12,149,807.04. This trade represents a 9.32% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Jeetendra I. Patel sold 11,248 shares of the company’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $854,848.00. Following the sale, the insider owned 262,776 shares of the company’s stock, valued at $19,970,976. This represents a 4.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 75,799 shares of company stock valued at $5,815,306. 0.01% of the stock is currently owned by insiders.

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.