Cisco Systems, Inc. $CSCO Shares Sold by Vaughan Nelson Investment Management L.P.

Vaughan Nelson Investment Management L.P. decreased its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 55.8% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 23,520 shares of the network equipment provider’s stock after selling 29,700 shares during the quarter. Vaughan Nelson Investment Management L.P.’s holdings in Cisco Systems were worth $1,812,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its holdings in Cisco Systems by 413.3% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock valued at $1,553,645,000 after acquiring an additional 18,030,441 shares during the period. Arrowstreet Capital Limited Partnership grew its stake in shares of Cisco Systems by 110.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after purchasing an additional 9,648,265 shares during the period. Wellington Management Group LLP increased its holdings in shares of Cisco Systems by 19.5% during the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock valued at $2,309,066,000 after purchasing an additional 5,498,375 shares in the last quarter. Invesco Ltd. lifted its stake in shares of Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after purchasing an additional 5,081,469 shares during the period. Finally, Danske Bank A S purchased a new stake in Cisco Systems during the third quarter worth $233,956,000. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems Price Performance

Cisco Systems stock opened at $77.59 on Wednesday. The company has a fifty day simple moving average of $79.10 and a 200-day simple moving average of $75.49. The firm has a market capitalization of $306.47 billion, a price-to-earnings ratio of 27.22, a PEG ratio of 2.91 and a beta of 0.87. 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, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS 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 firm had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same quarter last year, the firm earned $0.94 earnings per share. The business’s revenue for the quarter was up 9.7% on a year-over-year basis. On average, equities analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal 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 dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 2.2%. 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 57.54%.

Insider Buying and Selling at Cisco Systems

In other news, CEO Charles Robbins sold 19,545 shares of Cisco Systems 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 approximately $51,003,220. The trade was a 2.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were 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 owned 188,613 shares in the company, valued at $15,040,000.62. This represents a 1.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Truist Financial assumed coverage on shares of Cisco Systems in a report on Tuesday. They issued a “buy” rating and a $94.00 price objective for the company. President Capital lowered their target price on shares of Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. BNP Paribas Exane lifted their price target on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. DZ Bank raised Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Finally, Argus upgraded Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Four investment 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. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $89.76.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Truist initiated/raised coverage on Cisco with a buy/strong‑buy stance and set a $94 price target (roughly 21% upside from recent levels), which likely drove investor buying and improved sentiment. Truist Initiates Coverage Benzinga: Price Target
• Positive Sentiment: Cisco expanded its technology narrative with a memorandum to explore quantum networking with Atom Computing — this positions Cisco beyond classical networking into distributed quantum infrastructure, a potential long‑term growth vector for its high‑margin software and services. Cisco & Atom Computing
• Neutral Sentiment: Investor commentary asks whether the recent pullback leaves Cisco attractively priced — pieces reviewing valuation and multi‑year returns may encourage longer‑term buyers but don’t change fundamentals immediately. Valuation Commentary
• Neutral Sentiment: Arista’s margin gains on AI networking highlight competitive pressure and the scale benefits of hyperscaler exposure — a sector development investors should watch relative to Cisco’s competitive positioning. Arista Margin Story
• Negative Sentiment: Reports tied Cisco to a contained cyberattack linked to a recent Trivy breach; even if contained, security incidents increase scrutiny and can weigh on near‑term sentiment. Cyberattack Report
• Negative Sentiment: Rising Middle East tensions and a statement from Iran’s Revolutionary Guard threatening Western tech firms have pressured the sector and contributed to market weakness that can pull on Cisco shares. Geopolitical Risk
• Negative Sentiment: Macro/market headlines: Nasdaq and S&P declines tied to the Middle East escalation pressured tech stocks broadly and contributed to recent Cisco weakness on pullbacks. Market Reaction

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.