Martingale Asset Management L P Sells 60,157 Shares of Cisco Systems, Inc. $CSCO

Martingale Asset Management L P reduced its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 9.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 572,735 shares of the network equipment provider’s stock after selling 60,157 shares during the period. Cisco Systems makes up 1.0% of Martingale Asset Management L P’s portfolio, making the stock its 12th biggest holding. Martingale Asset Management L P’s holdings in Cisco Systems were worth $39,187,000 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 grew its position 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 worth $25,000 after buying an additional 308 shares in the last quarter. 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 holdings in shares of Cisco Systems by 96.2% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 200 shares in the last quarter. Cedar Mountain Advisors LLC raised its holdings in shares of Cisco Systems by 115.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after acquiring an additional 251 shares in the last quarter. Finally, Kilter Group LLC bought a new stake in shares of Cisco Systems during the 2nd quarter valued at about $44,000. Hedge funds and other 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: Cisco reported a beat‑and‑raise quarter with record Q2 revenue and EPS and strong AI momentum — AI orders from hyperscale/cloud customers jumped ~61% to $2.1B and management raised annual AI order expectations to north of $5B, underpinning medium‑term growth prospects. Cisco Q2: The Valuation Makes No Sense
• Positive Sentiment: Management reiterated AI infrastructure and security as strategic priorities in recent investor presentations, which supports upside from software and recurring revenue mix over time. Cisco Presents at Morgan Stanley
• Neutral Sentiment: Data shows a reported jump to “0 shares” short interest for March (and 0 days to cover), which is likely a reporting anomaly and not actionable short‑squeeze information at present.
• Neutral Sentiment: Cisco continues non‑market‑moving corporate activity (training partnerships, ecosystem/AI ecosystem coverage) that support long‑term demand but are unlikely to change near‑term price action. Networking Academy Partnership
• Negative Sentiment: Despite the beat, shares swung lower after earnings (reports of a ~9% drop post‑earnings), suggesting investor concern about margins, near‑term guidance, or profit taking. Shares Dropped After Earnings
• Negative Sentiment: Analysts and press note ongoing margin pressure related to higher memory costs and a hardware‑heavy product mix — a headwind to near‑term margin expansion even as AI demand rises. Margin Pressure Article
• Negative Sentiment: Insider sales: SVP Maria Victoria Wong and EVP Thimaya K. Subaiya filed sales (small single‑digit percentage reductions of their holdings), which can add to negative sentiment despite being modest in size. Wong Sale Subaiya Sale

Insider Buying and Selling at Cisco Systems

In other news, CEO Charles Robbins sold 19,545 shares of the firm’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the transaction, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at approximately $51,003,220. This trade represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Michael D. Capellas sold 10,850 shares of the business’s stock in a transaction dated Friday, December 19th. The shares were 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 of the company’s stock, valued at approximately $11,289,363.84. This trade represents a 6.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 75,799 shares of company stock valued at $5,815,306. 0.01% of the stock is currently owned by insiders.

Cisco Systems Stock Down 0.5%

Shares of CSCO opened at $77.74 on Friday. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. The stock has a 50 day simple moving average of $77.97 and a two-hundred day simple moving average of $74.38. The firm has a market cap of $307.06 billion, a P/E ratio of 27.28, a P/E/G ratio of 2.95 and a beta of 0.87.

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, topping the consensus estimate of $1.02 by $0.02. The firm had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business’s revenue was up 9.7% compared to the same quarter last year. During the same period last year, the firm posted $0.94 earnings per share. On average, analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be paid a $0.42 dividend. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is presently 57.54%.

Wall Street Analyst Weigh In

Several brokerages have recently commented on CSCO. Melius Research boosted their price objective on Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. CICC Research raised their target price on shares of Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research note on Friday, February 13th. Rosenblatt Securities reiterated a “buy” rating and set a $100.00 target price on shares of Cisco Systems in a research report on Thursday, February 12th. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $89.55.

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.