J.P. Marvel Investment Advisors LLC Trims Stake in Cisco Systems, Inc. $CSCO

J.P. Marvel Investment Advisors LLC lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.7% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 189,220 shares of the network equipment provider’s stock after selling 9,250 shares during the quarter. Cisco Systems accounts for 2.0% of J.P. Marvel Investment Advisors LLC’s holdings, making the stock its 15th largest holding. J.P. Marvel Investment Advisors LLC’s holdings in Cisco Systems were worth $14,576,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CSCO. Invesco Ltd. grew its stake in shares of Cisco Systems by 10.5% in 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 buying an additional 5,081,469 shares in the last quarter. Northern Trust Corp grew its stake in shares of Cisco Systems by 3.5% in the third quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider’s stock valued at $3,318,275,000 after buying an additional 1,631,703 shares in the last quarter. Franklin Resources Inc. grew 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 valued at $2,917,530,000 after buying an additional 1,804,625 shares in the last quarter. Legal & General Group Plc grew its stake in shares of Cisco Systems by 7.2% in the third quarter. Legal & General Group Plc now owns 37,674,954 shares of the network equipment provider’s stock valued at $2,577,720,000 after buying an additional 2,535,716 shares in the last quarter. Finally, Wellington Management Group LLP grew its stake in shares of Cisco Systems by 19.5% in 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 buying an additional 5,498,375 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Buying and Selling

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the firm’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the sale, the executive vice president directly owned 188,613 shares in the company, valued at $15,040,000.62. This trade represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, SVP Maria Victoria Wong sold 551 shares of the firm’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the sale, the senior vice president owned 27,957 shares in the company, valued at approximately $2,167,785.78. This represents a 1.93% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 46,431 shares of company stock valued at $3,574,820 over the last 90 days. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Trading Up 0.5%

NASDAQ:CSCO opened at $89.01 on Friday. The firm has a market cap of $351.58 billion, a PE ratio of 31.23, a price-to-earnings-growth ratio of 3.34 and a beta of 0.83. The stock has a fifty day moving average price of $80.55 and a 200 day moving average price of $77.38. Cisco Systems, Inc. has a 12-month low of $56.07 and a 12-month high of $90.45. 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 released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 was up 9.7% compared to the same quarter last year. During the same period last year, the business posted $0.94 earnings per share. Sell-side analysts anticipate that Cisco Systems, Inc. will post 3.4 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd were paid a $0.42 dividend. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date was Thursday, April 2nd. Cisco Systems’s payout ratio is 58.95%.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on the company. Argus raised Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. UBS Group lifted their price objective on Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Finally, HSBC lifted their target price on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a report on Friday, February 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $89.81.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco unveiled a working prototype of a “Universal Quantum Switch” that can route quantum information between different types of quantum systems — a tangible step toward quantum networking that expands Cisco’s addressable market beyond traditional routers and switches. Cisco shows switch that can connect quantum computers of different kinds
• Positive Sentiment: The company’s Universal Quantum Switch press release reported proof-of-concept results (under 4% fidelity degradation) and stressed interoperability over standard telecom fiber — a credibility boost for long-term revenue potential in an emerging market. Cisco Introduces Universal Quantum Switch, Advancing the Path to a Quantum Network
• Positive Sentiment: Analysts and trade pieces are positioning Cisco as a beneficiary of the AI-quantum convergence and as a “pick-and-shovel” supplier to AI infrastructure builds — sentiment that supports multiple-year upside if Cisco converts research into commercial products and services. AI Meets Quantum: Best Pick-and-Shovel Stocks for a Multi-Year Shift
• Positive Sentiment: Market commentary ranks Cisco among AI/infra names with multi‑trillion-dollar potential over time, reflecting investor expectations that its transformation into higher‑margin software/subscriptions and AI hardware could materially re-rate valuation. Cisco Systems (CSCO): Can It Hit Trillion Dollar Milestone?
• Neutral Sentiment: Cisco added Qmulos continuous‑compliance products to its Global Price List, easing procurement for joint customers — a modest commercial win that supports software and services momentum but is not material on its own. Qmulos Now Available on Cisco Global Price List (GPL)
• Neutral Sentiment: Reported short‑interest data for April appears inconsistent (shows 0 shares / NaN change) and is not indicating a meaningful short squeeze or cover signal at this time.
• Negative Sentiment: Despite the upbeat product news, Cisco shares pulled back on April 23 (a larger decline than the market), showing that investors still react to near‑term macro/earnings/rotation risk even as the company invests in new growth areas. Cisco Systems (CSCO) Registers a Bigger Fall Than the Market

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.