Ferguson Wellman Capital Management Inc. Has $145.26 Million Stake in Cisco Systems, Inc. $CSCO

Ferguson Wellman Capital Management Inc. increased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 43.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 1,885,691 shares of the network equipment provider’s stock after purchasing an additional 569,679 shares during the period. Cisco Systems makes up 2.3% of Ferguson Wellman Capital Management Inc.’s investment portfolio, making the stock its 10th largest holding. Ferguson Wellman Capital Management Inc.’s holdings in Cisco Systems were worth $145,255,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank purchased a new stake in Cisco Systems during the 2nd quarter valued at $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its stake in shares of Cisco Systems by 413.3% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock worth $1,553,645,000 after buying an additional 18,030,441 shares during the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in shares of Cisco Systems by 110.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after acquiring an additional 9,648,265 shares during the period. Wellington Management Group LLP increased its position in Cisco Systems by 19.5% during the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock valued at $2,309,066,000 after acquiring an additional 5,498,375 shares during the last quarter. Finally, Invesco Ltd. increased its position in Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after acquiring an additional 5,081,469 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Price Performance

NASDAQ:CSCO opened at $81.83 on Thursday. The business’s 50-day simple moving average is $78.74 and its two-hundred day simple moving average is $75.10. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18. The stock has a market cap of $323.22 billion, a PE ratio of 28.71, a P/E/G ratio of 3.06 and a beta of 0.87. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45.

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

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 2.1%. Cisco Systems’s dividend payout ratio is 57.54%.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of Cisco Systems stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the sale, the executive vice president owned 187,097 shares of the company’s stock, valued at $14,874,211.50. The trade was a 4.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, SVP Maria Victoria Wong sold 2,179 shares of the stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total value of $169,395.46. Following the transaction, the senior vice president owned 28,807 shares of the company’s stock, valued at $2,239,456.18. This represents a 7.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 46,431 shares of company stock valued at $3,574,820 in the last ninety days. Corporate insiders own 0.01% of the company’s stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco participated in a $2.5B private placement in memory-chip maker Nanya Technology alongside other tech firms, signaling a strategic bet on memory supply and potential commercial ties that could help Cisco’s hardware and systems businesses. Nanya Technology shares surge 10% after $2.5 billion private placement
• Positive Sentiment: Cisco signed an MOU with Atom Computing to explore linking neutral-atom quantum computers via quantum networks — a move that advances Cisco’s positioning in next‑generation networking and distributed quantum architectures. Atom Computing Announces Strategic Collaboration with Cisco
• Positive Sentiment: BofA reaffirmed a Buy on CSCO with a $95 price target, citing strong AI and data-center demand — analyst support like this can lift sentiment and provide upside to the stock’s multiple. Cisco (CSCO) Rated Buy on Strong AI and Data Center Demand
• Positive Sentiment: Recent coverage highlighting Cisco outperforming the broader market reinforces momentum and investor confidence in its cash flows and dividend profile. Cisco Systems (CSCO) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Multiple short‑interest reports show nonsensical/zero values and NaN changes for March — the data appears unreliable, so there’s no clear short-squeeze or bearish short-interest signal from these entries.
• Negative Sentiment: Analysis pieces note rising valuation expectations are colliding with margin pressures and higher input costs; investors should watch margin trends and FY26 execution as elevated valuation hopes increase downside risk if margins slip. How Cisco Systems (CSCO) Story Is Shifting With Margin Pressures And Higher Valuation Hopes

Analysts Set New Price Targets

Several research analysts have issued reports on the company. Argus raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. BNP Paribas Exane increased their price objective on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. CICC Research raised their price objective on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. Finally, Morgan Stanley upped their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target 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.