Todd Asset Management LLC Boosts Holdings in Cisco Systems, Inc. $CSCO

Todd Asset Management LLC grew its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10,601.4% in the third quarter, Holdings Channel reports. The institutional investor owned 709,074 shares of the network equipment provider’s stock after buying 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 SEC.

Other large investors have also recently added to or reduced their stakes in the company. Avantax Advisory Services Inc. lifted its stake in shares of Cisco Systems by 1.1% in the 2nd quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock worth $29,163,000 after acquiring an additional 4,525 shares during the period. Mirae Asset Global Investments Co. Ltd. lifted its holdings in Cisco Systems by 6.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after acquiring an additional 205,043 shares during the last quarter. Greystone Financial Group LLC bought a new position in shares of Cisco Systems during the 3rd quarter valued at about $8,563,000. Jones Financial Companies Lllp raised its holdings in shares of Cisco Systems by 8.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after purchasing an additional 56,057 shares in the last quarter. Finally, Rockland Trust Co. boosted its holdings in Cisco Systems by 213.8% during the third quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock worth $1,402,000 after buying an additional 13,966 shares in the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Cisco Systems

In other Cisco Systems news, Director Kristina M. Johnson sold 13,481 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the sale, the director owned 61,630 shares of the company’s stock, valued at approximately $4,753,521.90. This represents a 17.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Charles Robbins sold 116,734 shares of Cisco Systems stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $77.30, for a total transaction of $9,023,538.20. Following the transaction, the chief executive officer directly owned 704,153 shares in the company, valued at approximately $54,431,026.90. This represents a 14.22% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 225,227 shares of company stock valued at $17,459,356. 0.01% of the stock is currently owned by company insiders.

Cisco Systems Stock Up 2.5%

Shares of NASDAQ CSCO opened at $76.85 on Monday. The business has a fifty day moving average of $77.83 and a two-hundred day moving average of $73.14. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. 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 $303.64 billion, a PE ratio of 26.97, a PEG ratio of 2.86 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.02. The firm had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The firm’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period last year, the firm posted $0.94 EPS. As a group, equities research analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently declared 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. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is presently 57.54%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. UBS Group raised their price objective on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday. Argus increased their target price on Cisco Systems from $80.00 to $100.00 in a report on Thursday, November 13th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Evercore lifted their target price on shares of Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a research note on Tuesday, February 3rd. Finally, BNP Paribas Exane raised their price target on shares of Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $97.19.

Cisco Systems News Roundup

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.)

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.