Red Cedar Investment Management LLC Makes New $1.91 Million Investment in Cisco Systems, Inc. $CSCO

Red Cedar Investment Management LLC acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 27,901 shares of the network equipment provider’s stock, valued at approximately $1,909,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Bare Financial Services Inc raised its holdings in shares of 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 during the last quarter. Marquette Asset Management LLC acquired a new position in shares of Cisco Systems in the 3rd quarter worth $25,000. Legacy Investment Solutions LLC acquired a new stake in shares of Cisco Systems during the second quarter worth $28,000. Lowe Wealth Advisors LLC lifted 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 valued at $28,000 after purchasing an additional 200 shares during the last quarter. Finally, Financial Connections Group Inc. raised its holdings in Cisco Systems by 89.4% during the 2nd quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock worth $28,000 after buying an additional 193 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Activity

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 56,038 shares of the stock in a transaction dated Wednesday, November 19th. The stock was sold at an average price of $78.33, for a total transaction of $4,389,456.54. Following the completion of the transaction, the executive vice president owned 179,780 shares in the company, valued at approximately $14,082,167.40. This represents a 23.76% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Jeetendra I. Patel sold 163,896 shares of Cisco Systems stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $77.86, for a total value of $12,760,942.56. Following the completion of the sale, the insider directly owned 281,108 shares in the company, valued at approximately $21,887,068.88. This represents a 36.83% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 1,044,865 shares of company stock valued at $81,397,635. Company insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

NASDAQ:CSCO opened at $77.01 on Tuesday. The company has a market capitalization of $304.27 billion, a price-to-earnings ratio of 28.95, a PEG ratio of 2.82 and a beta of 0.87. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. The company has a 50-day moving average of $76.60 and a 200-day moving average of $71.84. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $80.82.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, beating the consensus estimate of $0.98 by $0.02. The business had revenue of $14.88 billion for the quarter, compared to analysts’ expectations of $14.77 billion. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. Cisco Systems’s revenue was up 7.5% compared to the same quarter last year. During the same period in the prior year, the firm 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. As a group, equities research analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Evercore ISI upgraded CSCO from “in-line” to “outperform” and raised its price target to $100 (from $80), signaling ~30% upside vs. recent levels and pushing buying interest. Evercore Upgrade
• Positive Sentiment: Analysts broadly lifted targets and revised their narratives on CSCO, citing accelerating AI revenue opportunity and improved forward guidance — this re-rating is a key reason institutional buyers are piling in. Price Target Revision Story
• Positive Sentiment: Data aggregator shows analysts’ consensus remains bullish (average rating ~“moderate buy”), reinforcing the upgrade momentum and providing validation for investors tracking sell?side sentiment. Analyst Consensus Moderate Buy
• Positive Sentiment: Cisco launched the Cisco 360 Partner Program aimed at accelerating AI deployments through partners — a strategic move to monetize AI infrastructure and services faster, supporting revenue upside and customer traction. Cisco 360 Partner Program
• Neutral Sentiment: Cisco released research highlighting rising data-privacy investments as AI scales — this reinforces long-term demand for Cisco security and governance products but is an industry tailwind rather than a near-term earnings surprise. AI & Data Privacy Report
• Neutral Sentiment: Market commentaries note short?term pullbacks (small weekly/monthly declines) amid the broader re-rating; this suggests some profit?taking even as the outlook and analyst sentiment turn more positive. TipRanks Analyst Trend

Analysts Set New Price Targets

CSCO has been the subject of a number of research analyst reports. Morgan Stanley increased their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Wall Street Zen downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, November 22nd. Rosenblatt Securities increased their price objective on Cisco Systems from $87.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Erste Group Bank raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. Finally, Bank of America upped their price target on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Sixteen research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $86.81.

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.