Bank of Nova Scotia Raises Stake in Cisco Systems, Inc. $CSCO

Bank of Nova Scotia increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 7.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,832,600 shares of the network equipment provider’s stock after buying an additional 134,293 shares during the quarter. Bank of Nova Scotia’s holdings in Cisco Systems were worth $125,386,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of CSCO. Bare Financial Services Inc boosted its holdings in shares of Cisco Systems by 531.0% in the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after acquiring an additional 308 shares during the last quarter. Marquette Asset Management LLC purchased a new position in shares of Cisco Systems during the third quarter worth $25,000. Lowe Wealth Advisors LLC raised its holdings in shares of Cisco Systems by 96.2% during the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after purchasing an additional 200 shares during the last quarter. Cedar Mountain Advisors LLC lifted its position in Cisco Systems by 115.7% during the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after purchasing an additional 251 shares during the period. Finally, Kilter Group LLC purchased a new stake in Cisco Systems in the second quarter valued at $44,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Cisco Systems

In other news, SVP Maria Victoria Wong sold 2,179 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total transaction of $169,395.46. Following the transaction, the senior vice president owned 28,807 shares in the company, valued at $2,239,456.18. This trade represents a 7.03% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Jeetendra I. Patel sold 11,248 shares of Cisco Systems stock in a transaction on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $854,848.00. Following the completion of the sale, the insider directly owned 262,776 shares in the company, valued at $19,970,976. This represents a 4.10% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 75,799 shares of company stock worth $5,815,306. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Trading Up 0.8%

CSCO stock opened at $78.33 on Friday. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The firm has a market cap of $309.40 billion, a P/E ratio of 27.48, a PEG ratio of 2.96 and a beta of 0.87. The company’s 50-day simple moving average is $78.02 and its 200-day simple moving average is $74.50.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.02. The firm had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.Cisco Systems’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.94 EPS. As a group, equities analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be given a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 58.95%.

Key Cisco Systems News

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

• Positive Sentiment: Beat-and-raise quarter: Cisco reported record Q2 revenue and EPS, with hyperscale/cloud AI orders up ~61% to $2.1B and management raising annual AI order expectations — a clear near-term revenue catalyst and reason for investor optimism. Article Title
• Positive Sentiment: Analyst upgrades and higher targets: Multiple firms have raised ratings/targets (Evercore, Citi, Argus, etc.), which supports buying interest and helps lift the stock. Article Title
• Positive Sentiment: Product share gains: Dell’Oro reports Cisco edged out competitors for #1 indoor Wi‑Fi 7 revenue share in 2025 thanks to aggressive pricing — supports near-term hardware demand and competitive positioning. Article Title
• Neutral Sentiment: Dividend raise: Cisco bumped its quarterly dividend to $0.42 (annualized $1.68), a modest positive for income buyers but not a major growth signal. Article Title
• Neutral Sentiment: Valuation & pullback debate: Several pieces weigh whether the recent pullback makes CSCO reasonably priced — useful context for entries but mixed impact on immediate direction. Article Title
• Neutral Sentiment: Investor outreach: Management’s conference presentations (e.g., Morgan Stanley) reiterate networking and AI strengths — improves visibility but is informational rather than catalytic. Article Title
• Negative Sentiment: Margin pressure: Management warned of higher memory costs and a hardware-heavy mix that could compress gross margins despite revenue growth — a key risk to near-term EPS expansion. Article Title
• Negative Sentiment: Insider selling: Recent SEC filings show EVP Thimaya Subaiya sold 1,744 shares and SVP Maria Victoria Wong sold 551 shares last week; amounts are small vs. their holdings but can create short-term sentiment headwinds. Form 4 – Subaiya Form 4 – Wong

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Citic Securities increased their price target on Cisco Systems from $75.00 to $90.00 in a research report on Monday, November 17th. President Capital lowered their target price on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. CICC Research raised their target price on Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. HSBC lifted their price target on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a research report on Friday, February 13th. Finally, Argus upgraded Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Three 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 stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

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.