BNP Paribas Acquires 15,616 Shares of Cisco Systems, Inc. $CSCO

BNP Paribas boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 3.7% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 436,462 shares of the network equipment provider’s stock after buying an additional 15,616 shares during the quarter. Cisco Systems makes up approximately 0.9% of BNP Paribas’ portfolio, making the stock its 28th largest holding. BNP Paribas’ holdings in Cisco Systems were worth $30,057,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Bare Financial Services Inc boosted its stake in Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after acquiring an additional 308 shares during the last quarter. Marquette Asset Management LLC purchased a new stake in shares of Cisco Systems during the 3rd quarter worth approximately $25,000. Lowe Wealth Advisors LLC increased its stake in shares of Cisco Systems by 96.2% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after purchasing an additional 200 shares during the last quarter. Cedar Mountain Advisors LLC raised its holdings in shares of Cisco Systems by 115.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after purchasing an additional 251 shares during the period. Finally, Kilter Group LLC purchased a new position in Cisco Systems in the second quarter valued at approximately $44,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on the company. CICC Research increased their price objective on Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a report on Friday, February 13th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday. Rosenblatt Securities reiterated a “buy” rating and set a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. Evercore raised Cisco Systems from an “in-line” rating to an “outperform” rating and lifted their price objective for the stock from $80.00 to $100.00 in a report on Monday, January 26th. Finally, Citigroup boosted their price objective on Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $89.55.

Insider Activity

In other news, Director Michael D. Capellas sold 10,850 shares of the stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $77.13, for a total value of $836,860.50. Following the sale, the director directly owned 146,368 shares of the company’s stock, valued at approximately $11,289,363.84. This represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, insider Jeetendra I. Patel sold 11,248 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $854,848.00. Following the completion of the transaction, the insider owned 262,776 shares of the company’s stock, valued at $19,970,976. This trade represents a 4.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 75,799 shares of company stock valued at $5,815,306. 0.01% of the stock is currently owned by insiders.

Cisco Systems News Roundup

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

• Positive Sentiment: Beat-and-raise quarter: Cisco reported record Q2 revenue and EPS, with hyperscale/cloud AI orders up ~61% to $2.1B and management raising annual AI order expectations — a clear near-term revenue catalyst and reason for investor optimism. Article Title
• Positive Sentiment: Analyst upgrades and higher targets: Multiple firms have raised ratings/targets (Evercore, Citi, Argus, etc.), which supports buying interest and helps lift the stock. Article Title
• Positive Sentiment: Product share gains: Dell’Oro reports Cisco edged out competitors for #1 indoor Wi?Fi 7 revenue share in 2025 thanks to aggressive pricing — supports near-term hardware demand and competitive positioning. Article Title
• Neutral Sentiment: Dividend raise: Cisco bumped its quarterly dividend to $0.42 (annualized $1.68), a modest positive for income buyers but not a major growth signal. Article Title
• Neutral Sentiment: Valuation & pullback debate: Several pieces weigh whether the recent pullback makes CSCO reasonably priced — useful context for entries but mixed impact on immediate direction. Article Title
• Neutral Sentiment: Investor outreach: Management’s conference presentations (e.g., Morgan Stanley) reiterate networking and AI strengths — improves visibility but is informational rather than catalytic. Article Title
• Negative Sentiment: Margin pressure: Management warned of higher memory costs and a hardware-heavy mix that could compress gross margins despite revenue growth — a key risk to near-term EPS expansion. Article Title
• Negative Sentiment: Insider selling: Recent SEC filings show EVP Thimaya Subaiya sold 1,744 shares and SVP Maria Victoria Wong sold 551 shares last week; amounts are small vs. their holdings but can create short-term sentiment headwinds. Form 4 – Subaiya Form 4 – Wong

Cisco Systems Trading Up 0.8%

NASDAQ:CSCO opened at $78.33 on Friday. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18. The stock’s fifty day moving average price is $78.02 and its two-hundred day moving average price is $74.50. 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 $309.40 billion, a P/E ratio of 27.48, a P/E/G ratio of 2.96 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 for the quarter, beating the consensus estimate of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The company had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same period in the previous year, the business earned $0.94 earnings per share. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. As a group, analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Thursday, April 2nd. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is presently 58.95%.

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.