Red Cedar Investment Management LLC Invests $1.91 Million in Cisco Systems, Inc. $CSCO

Red Cedar Investment Management LLC acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the third quarter, Holdings Channel reports. The firm acquired 27,901 shares of the network equipment provider’s stock, valued at approximately $1,909,000.

A number of other institutional investors have also recently made changes to their positions in the stock. CFS Investment Advisory Services LLC raised its position in shares of Cisco Systems by 2.2% during the third quarter. CFS Investment Advisory Services LLC now owns 20,872 shares of the network equipment provider’s stock worth $1,474,000 after acquiring an additional 455 shares during the last quarter. National Wealth Management Group LLC bought a new stake in shares of Cisco Systems during the 3rd quarter valued at about $240,000. Copia Wealth Management bought a new stake in shares of Cisco Systems during the 3rd quarter valued at about $60,000. Avantax Planning Partners Inc. increased its holdings in Cisco Systems by 0.6% in the third quarter. Avantax Planning Partners Inc. now owns 145,478 shares of the network equipment provider’s stock worth $9,954,000 after purchasing an additional 799 shares in the last quarter. Finally, Patron Partners LLC boosted its holdings in shares of Cisco Systems by 1.8% during the 3rd quarter. Patron Partners LLC now owns 16,769 shares of the network equipment provider’s stock worth $1,147,000 after buying an additional 294 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

Key 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

Cisco Systems Price Performance

CSCO stock opened at $77.01 on Tuesday. The stock has a market capitalization of $304.27 billion, a price-to-earnings ratio of 28.95, a PEG ratio of 2.82 and a beta of 0.87. The firm’s 50-day moving average price is $76.60 and its two-hundred day moving average price is $71.84. The company has a current ratio of 0.93, a quick ratio of 0.83 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 announced its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. The firm had revenue of $14.88 billion for the quarter, compared to analyst estimates of $14.77 billion. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The company’s revenue for the quarter was up 7.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.91 EPS. 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. As a group, equities analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were issued a $0.41 dividend. The ex-dividend date was Friday, January 2nd. This represents a $1.64 annualized dividend and a yield of 2.1%. Cisco Systems’s dividend payout ratio (DPR) is currently 61.65%.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on CSCO shares. Wells Fargo & Company raised their target price on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. President Capital reduced their price objective on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. CICC Research increased their price objective on Cisco Systems from $78.00 to $84.00 and gave the company an “outperform” rating in a report on Friday, November 14th. Evercore ISI raised shares of Cisco Systems from an “in-line” rating to an “outperform” rating and upped their target price for the stock from $80.00 to $100.00 in a report on Monday. Finally, Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 22nd. Sixteen equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $86.81.

Insider Activity

In other Cisco Systems news, SVP Maria Victoria Wong sold 428 shares of Cisco Systems stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $80.33, for a total value of $34,381.24. Following the sale, the senior vice president directly owned 32,176 shares in the company, valued at approximately $2,584,698.08. The trade was a 1.31% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Michael D. Capellas sold 10,850 shares of Cisco Systems stock in a transaction dated 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 sale, the director directly owned 146,368 shares in the company, valued at $11,289,363.84. This trade represents a 6.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,044,865 shares of company stock worth $81,397,635. Company insiders own 0.01% of the company’s stock.

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.