Generali Asset Management SPA SGR Raises Stock Position in Cisco Systems, Inc. $CSCO

Generali Asset Management SPA SGR grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 9.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 206,329 shares of the network equipment provider’s stock after purchasing an additional 17,950 shares during the quarter. Generali Asset Management SPA SGR’s holdings in Cisco Systems were worth $15,894,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Marquette Asset Management LLC purchased a new position in shares of Cisco Systems in the 3rd quarter valued at $25,000. Board of the Pension Protection Fund purchased a new position in shares of Cisco Systems in the 4th quarter valued at $31,000. EQ Wealth Advisors LLC purchased a new stake in Cisco Systems during the 4th quarter worth $31,000. Cedar Mountain Advisors LLC increased its stake in Cisco Systems by 115.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after buying an additional 251 shares during the period. Finally, Joseph Group Capital Management purchased a new stake in Cisco Systems during the 4th quarter worth $38,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Buying and Selling at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 1,744 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total transaction of $134,410.08. Following the sale, the executive vice president owned 156,693 shares in the company, valued at $12,076,329.51. The trade was a 1.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the sale, the executive vice president owned 188,613 shares in the company, valued at $15,040,000.62. This represents a 1.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 46,431 shares of company stock valued at $3,574,820 over the last three months. 0.01% of the stock is owned by insiders.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Analysts and previews signal a likely Q3 beat and margin focus, which supports upside expectations ahead of the print. Cisco Q3 Earnings Preview
• Positive Sentiment: Consensus research notes growth in earnings expectations and constructive commentary about Cisco’s secular positioning (AI/networking exposure), which underpins higher price targets at some shops. Investment Story Shifting
• Positive Sentiment: Cisco confirmed participation in multiple May–June investor events (J.P. Morgan, etc.), increasing visibility with the financial community and giving management more chances to articulate guidance and margin drivers. Investor Events
• Neutral Sentiment: Research notes show a split analyst narrative — some lift targets while others caution that recent optimism reduces the margin for disappointment; this makes post-earnings guidance the key catalyst. Analyst Views Diverge
• Neutral Sentiment: Macro calendar (inflation data) and its potential impact on guidance and IT spending is a near-term watch item highlighted in week-ahead previews. Week Ahead
• Negative Sentiment: Cisco recently underperformed peers and there were headlines noting a sharp session decline, signaling near-term profit-taking and sensitivity to broader market moves. These short-term flows could amplify volatility into earnings. Stock Drops Despite Market Gains
• Negative Sentiment: MarketWatch flagged underperformance relative to competitors, a reminder that any weak guidance or margin miss could prompt a larger pullback. Underperformance vs. Peers

Cisco Systems Trading Up 0.6%

Shares of NASDAQ:CSCO opened at $92.16 on Friday. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The company has a 50 day moving average of $82.32 and a 200-day moving average of $78.56. Cisco Systems, Inc. has a twelve month low of $59.42 and a twelve month high of $94.71. The firm has a market cap of $364.02 billion, a P/E ratio of 32.34, a P/E/G ratio of 3.44 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. During the same period in the previous year, the firm earned $0.94 EPS. The business’s revenue for the quarter was up 9.7% on a year-over-year basis. As a group, analysts anticipate that Cisco Systems, Inc. will post 3.42 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd were issued a dividend of $0.42 per share. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 58.95%.

Analyst Upgrades and Downgrades

Several equities research analysts recently issued reports on the stock. CICC Research lifted their price target on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a research note on Friday, February 13th. JPMorgan Chase & Co. boosted their target price on shares of Cisco Systems from $95.00 to $96.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a report on Thursday, February 12th. HSBC lifted their price target on shares of Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a report on Friday, February 13th. Finally, Citigroup boosted their target price on shares of 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 eight have assigned a Hold rating to the company’s stock. According to MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus price target of $90.29.

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.