Todd Asset Management LLC Raises Stock Position in Cisco Systems, Inc. $CSCO

Todd Asset Management LLC boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10,601.4% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 709,074 shares of the network equipment provider’s stock after purchasing an additional 702,448 shares during the period. Todd Asset Management LLC’s holdings in Cisco Systems were worth $48,515,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in CSCO. Brighton Jones LLC grew its stake in shares of Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after purchasing an additional 24,562 shares during the period. Revolve Wealth Partners LLC boosted its holdings in Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after buying an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC grew its position in Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after buying an additional 712 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in Cisco Systems in the second quarter valued at $20,183,000. Finally, Schubert & Co raised its position in shares of Cisco Systems by 9.4% in the second quarter. Schubert & Co now owns 4,564 shares of the network equipment provider’s stock worth $317,000 after acquiring an additional 392 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

CSCO has been the topic of a number of analyst reports. BNP Paribas Exane raised their target price on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research report on Thursday. Erste Group Bank upgraded Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. JPMorgan Chase & Co. boosted their price objective on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Evercore ISI increased their target price on Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. Finally, Argus boosted their price target on shares of Cisco Systems from $80.00 to $100.00 in a report on Thursday, November 13th. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and six have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $97.19.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $76.85 on Monday. 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 company has a market cap of $303.64 billion, a P/E ratio of 26.97, a P/E/G ratio of 2.86 and a beta of 0.87. The stock has a 50-day moving average of $77.83 and a two-hundred day moving average of $73.14. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating the consensus estimate of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to analyst estimates 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 for the quarter was up 9.7% compared to the same quarter last year. During the same quarter last year, the firm posted $0.94 earnings per share. 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 declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a $0.42 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 2.2%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio is 57.54%.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco unveiled the Silicon One G300 switching chip designed for large AI cluster buildouts, positioning the company to compete in a multi‑hundred‑billion dollar AI infrastructure market — a clear long‑term growth catalyst. Silicon One G300 announcement
• Positive Sentiment: Q2 results beat both EPS and revenue expectations and management highlighted strong AI/customer orders (notably ~$2.1B of AI infrastructure orders), supporting revenue momentum and the firm’s raised FY guidance. That underpins upside if Cisco converts AI demand into sustained margin expansion. Zacks coverage
• Positive Sentiment: Multiple sell‑side firms raised price targets and reiterated buy/outperform views (examples: CICC raised its target to $96; UBS, Citi, BNP/Exane and others increased targets), which can support further upside via analyst-driven flows and ETF reweighting. CICC price target update
• Neutral Sentiment: Free cash flow fell year‑over‑year but remains positive with healthy margins; analysts note strong FCF long term despite higher capex for AI initiatives — this reduces downside risk but flags near‑term investment drag. TalkMarkets FCF piece
• Neutral Sentiment: MarketBeat and other bullish pieces argue for large long‑term upside (price‑target extrapolations to $150–$182), but these are speculative scenarios that rely on sustained AI share gains and margin recovery. MarketBeat long-term thesis
• Negative Sentiment: Investors punished Cisco after management disclosed gross‑margin pressure driven by a global memory shortage and higher component costs; that margin miss triggered a sharp selloff and created near‑term volatility risk for CSCO. CNBC margin story
• Negative Sentiment: Despite upbeat revenue/guidance, some analysts and market commentary viewed Cisco’s margin outlook and guidance as mixed, prompting sector weakness and headline risk that could keep short‑term selling pressure elevated. MarketWatch on market impact
• Neutral Sentiment: Reported short‑interest data in the feed is inconsistent/zero and appears not to be a meaningful new factor for intraday moves. (Days‑to‑cover figures show no material change.)

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 1,745 shares of the firm’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $79.46, for a total value of $138,657.70. Following the sale, the executive vice president directly owned 176,319 shares in the company, valued at $14,010,307.74. This trade represents a 0.98% 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 428 shares of Cisco Systems stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $80.33, for a total value of $34,381.24. Following the sale, the senior vice president owned 32,176 shares in the company, valued at $2,584,698.08. This trade represents a 1.31% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 225,227 shares of company stock valued at $17,459,356 over the last quarter. Insiders own 0.01% of the company’s stock.

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.