Cisco Systems, Inc. $CSCO Shares Acquired by Jackson Square Capital LLC

Jackson Square Capital LLC boosted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 30.5% in the third quarter, HoldingsChannel.com reports. The firm owned 65,467 shares of the network equipment provider’s stock after purchasing an additional 15,317 shares during the quarter. Jackson Square Capital LLC’s holdings in Cisco Systems were worth $4,479,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Bare Financial Services Inc boosted its stake in Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after buying an additional 308 shares in the last quarter. Financial Connections Group Inc. boosted its position in shares of Cisco Systems by 89.4% during the 2nd quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock valued at $28,000 after purchasing an additional 193 shares in the last quarter. Legacy Investment Solutions LLC bought a new position in shares of Cisco Systems during the 2nd quarter valued at about $28,000. Nova Wealth Management Inc. acquired a new position in shares of Cisco Systems in the 1st quarter worth approximately $31,000. Finally, Brown Shipley& Co Ltd bought a new stake in shares of Cisco Systems in the 2nd quarter worth approximately $32,000. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CEO Charles Robbins sold 281,860 shares of Cisco Systems stock in a transaction on Monday, November 17th. The shares were sold at an average price of $78.35, for a total value of $22,083,731.00. Following the transaction, the chief executive officer owned 820,887 shares in the company, valued at $64,316,496.45. This trade represents a 25.56% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Thimaya K. Subaiya sold 56,038 shares of the company’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $78.33, for a total transaction of $4,389,456.54. Following the sale, the executive vice president owned 179,780 shares of the company’s stock, valued at $14,082,167.40. This trade represents a 23.76% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. 0.01% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

CSCO has been the subject of a number of research reports. Wells Fargo & Company raised their target price on shares of Cisco Systems from $83.00 to $95.00 and gave the stock an “overweight” rating in a report on Thursday, November 13th. JPMorgan Chase & Co. upped their target price on Cisco Systems from $80.00 to $90.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. Melius Research raised their price objective on shares of Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a report on Thursday, October 30th. Finally, Erste Group Bank raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. Seventeen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $84.55.

More Cisco Systems News

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

• Positive Sentiment: Analyst upgrade/price-target lift: Morgan Stanley raised its price target on CSCO to $91, supporting upside expectations and likely helping buying interest. Morgan Stanley Boosts Cisco Systems Price Target
• Positive Sentiment: Dividend and corporate cash returns remain supportive: Cisco’s recent dividend (annualized $1.64, yield ~2.1%) and strong cash metrics underpin investor confidence in the name. Positive Sentiment: dividend
• Neutral Sentiment: Valuation/watch-the-run: Coverage pieces are reassessing Cisco after a ~37% one?year share-price climb — investors should balance growth story vs. stretched multiples. Reassessing Valuation
• Negative Sentiment: Security risk: Researchers disclosed that a China?linked hacking group is exploiting a vulnerability in popular Cisco products to target enterprise customers — this raises potential remediation costs, reputation risk, and near?term customer concern. TechCrunch: Chinese hacking campaign
• Negative Sentiment: Insider sales: Two directors disclosed multi?hundred?thousand to >$1M stock sales (Michael D. Capellas and Kristina M. Johnson), which reduces insider ownership and can be interpreted negatively by some investors. SEC filings: Capellas Form 4 and Johnson Form 4

Cisco Systems Stock Up 1.9%

CSCO stock opened at $78.42 on Friday. The firm has a market cap of $309.84 billion, a PE ratio of 29.48, a PEG ratio of 2.91 and a beta of 0.87. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $80.82. The company has a fifty day simple moving average of $74.59 and a 200 day simple moving average of $70.17. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, beating the consensus estimate of $0.98 by $0.02. The company had revenue of $14.88 billion for the quarter, compared to analyst estimates of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The business’s revenue was up 7.5% compared to the same quarter last year. During the same period last year, the company earned $0.91 earnings per share. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. Sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd will be issued a dividend of $0.41 per share. This represents a $1.64 annualized dividend and a yield of 2.1%. The ex-dividend date is Friday, January 2nd. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.

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.