Shell Asset Management Co. Cuts Holdings in Cisco Systems, Inc. $CSCO

Shell Asset Management Co. cut its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 28.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 55,576 shares of the network equipment provider’s stock after selling 21,658 shares during the quarter. Shell Asset Management Co.’s holdings in Cisco Systems were worth $3,803,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its holdings in Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after purchasing an additional 24,562 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after acquiring an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Cisco Systems by 7.5% in the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after acquiring an additional 712 shares during the last quarter. Stratos Wealth Partners LTD. raised its stake in Cisco Systems by 4.9% in the 2nd quarter. Stratos Wealth Partners LTD. now owns 116,502 shares of the network equipment provider’s stock valued at $8,083,000 after purchasing an additional 5,467 shares during the last quarter. Finally, Nicholson Wealth Management Group LLC lifted its holdings in Cisco Systems by 2.5% in the 2nd quarter. Nicholson Wealth Management Group LLC now owns 27,335 shares of the network equipment provider’s stock valued at $1,897,000 after purchasing an additional 667 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Buying and Selling at Cisco Systems

In related news, CEO Charles Robbins sold 281,860 shares of the business’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $78.35, for a total transaction of $22,083,731.00. Following the completion of the transaction, the chief executive officer owned 820,887 shares in the company, valued at approximately $64,316,496.45. The trade was a 25.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, SVP Maria Victoria Wong sold 9,801 shares of the company’s stock in a transaction dated Monday, November 24th. The stock was sold at an average price of $76.38, for a total value of $748,600.38. Following the transaction, the senior vice president directly owned 33,026 shares of the company’s stock, valued at approximately $2,522,525.88. This represents a 22.89% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 507,122 shares of company stock valued at $39,545,816. 0.01% of the stock is currently owned by company insiders.

Cisco Systems Stock Up 2.5%

Shares of CSCO opened at $76.85 on Friday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.83 and a current ratio of 0.96. The stock has a market capitalization of $303.64 billion, a PE ratio of 26.97, a P/E/G ratio of 2.90 and a beta of 0.87. The company’s 50-day simple moving average is $77.83 and its 200-day simple moving average is $73.10. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. During the same period in the prior year, the business earned $0.94 EPS. The firm’s quarterly revenue was up 9.7% on a year-over-year basis. Analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal 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 $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 2.2%. The ex-dividend date is Thursday, April 2nd. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is 58.95%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. HSBC lifted their price objective on Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a research report on Friday. Evercore boosted their target price on shares of Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a report on Tuesday, February 3rd. Citic Securities increased their price target on shares of Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. Melius Research lifted their price target on shares of Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Finally, Citigroup raised their price objective on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus target price of $97.19.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco unveiled the Silicon One G300 switching chip designed for large AI cluster buildouts, positioning the company to compete in a multi‑hundred‑billion dollar AI infrastructure market — a clear long‑term growth catalyst. Silicon One G300 announcement
• Positive Sentiment: Q2 results beat both EPS and revenue expectations and management highlighted strong AI/customer orders (notably ~$2.1B of AI infrastructure orders), supporting revenue momentum and the firm’s raised FY guidance. That underpins upside if Cisco converts AI demand into sustained margin expansion. Zacks coverage
• Positive Sentiment: Multiple sell‑side firms raised price targets and reiterated buy/outperform views (examples: CICC raised its target to $96; UBS, Citi, BNP/Exane and others increased targets), which can support further upside via analyst-driven flows and ETF reweighting. CICC price target update
• Neutral Sentiment: Free cash flow fell year‑over‑year but remains positive with healthy margins; analysts note strong FCF long term despite higher capex for AI initiatives — this reduces downside risk but flags near‑term investment drag. TalkMarkets FCF piece
• Neutral Sentiment: MarketBeat and other bullish pieces argue for large long‑term upside (price‑target extrapolations to $150–$182), but these are speculative scenarios that rely on sustained AI share gains and margin recovery. MarketBeat long-term thesis
• Negative Sentiment: Investors punished Cisco after management disclosed gross‑margin pressure driven by a global memory shortage and higher component costs; that margin miss triggered a sharp selloff and created near‑term volatility risk for CSCO. CNBC margin story
• Negative Sentiment: Despite upbeat revenue/guidance, some analysts and market commentary viewed Cisco’s margin outlook and guidance as mixed, prompting sector weakness and headline risk that could keep short‑term selling pressure elevated. MarketWatch on market impact
• Neutral Sentiment: Reported short‑interest data in the feed is inconsistent/zero and appears not to be a meaningful new factor for intraday moves. (Days‑to‑cover figures show no material change.)

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.