Sei Investments Co. Acquires 182,960 Shares of Cisco Systems, Inc. $CSCO

Sei Investments Co. raised its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 7.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,678,490 shares of the network equipment provider’s stock after buying an additional 182,960 shares during the period. Sei Investments Co. owned about 0.07% of Cisco Systems worth $183,263,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in the business. Vanguard Group Inc. raised its holdings in shares of Cisco Systems by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock worth $27,334,996,000 after acquiring an additional 5,039,714 shares during the last quarter. State Street Corp boosted its stake in Cisco Systems by 0.6% during the 2nd quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock valued at $13,507,956,000 after purchasing an additional 1,067,872 shares during the last quarter. Norges Bank bought a new stake in Cisco Systems during the 2nd quarter worth approximately $3,816,825,000. Invesco Ltd. increased its holdings in Cisco Systems by 3.0% during the 2nd quarter. Invesco Ltd. now owns 48,531,251 shares of the network equipment provider’s stock worth $3,367,098,000 after purchasing an additional 1,414,105 shares in the last quarter. Finally, Franklin Resources Inc. raised its stake in shares of Cisco Systems by 4.4% in the third quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider’s stock worth $2,917,530,000 after purchasing an additional 1,804,625 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on CSCO. Erste Group Bank cut Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Barclays increased their price target on Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research report on Thursday, November 13th. Citigroup raised their price objective on Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Evercore upgraded 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 research note on Monday, January 26th. Finally, Wells Fargo & Company increased their target price on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $89.55.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $77.74 on Friday. The business’s fifty day simple moving average is $77.97 and its 200 day simple moving average is $74.38. The firm has a market capitalization of $307.06 billion, a P/E ratio of 27.28, a price-to-earnings-growth ratio of 2.95 and a beta of 0.87. 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.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping 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 business had revenue of $15.35 billion for the quarter, compared to analysts’ expectations of $15.11 billion. During the same quarter in the previous year, the firm earned $0.94 earnings per share. The business’s revenue was up 9.7% on a year-over-year basis. As a group, analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is currently 57.54%.

More 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, insider Jeetendra I. Patel sold 11,248 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $854,848.00. Following the completion of the transaction, the insider owned 262,776 shares in the company, valued at approximately $19,970,976. This represents a 4.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Kristina M. Johnson sold 13,481 shares of Cisco Systems stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the sale, the director directly owned 61,630 shares of the company’s stock, valued at approximately $4,753,521.90. This trade represents a 17.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 75,799 shares of company stock valued at $5,815,306 in the last quarter. Insiders own 0.01% of the company’s stock.

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.