Hussman Strategic Advisors Inc. Makes New Investment in Cisco Systems, Inc. $CSCO

Hussman Strategic Advisors Inc. bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 33,600 shares of the network equipment provider’s stock, valued at approximately $2,299,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of CSCO. Vanguard Group Inc. boosted its stake in Cisco Systems by 1.3% during the second quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock worth $27,334,996,000 after acquiring an additional 5,039,714 shares in the last quarter. State Street Corp lifted its holdings in shares of Cisco Systems by 0.6% during the second quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock valued at $13,507,956,000 after purchasing an additional 1,067,872 shares during the last quarter. Geode Capital Management LLC boosted its position in shares of Cisco Systems by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock worth $6,864,058,000 after purchasing an additional 1,157,704 shares in the last quarter. Norges Bank purchased a new stake in shares of Cisco Systems in the 2nd quarter worth approximately $3,816,825,000. Finally, Invesco Ltd. increased its position in Cisco Systems by 3.0% during the 2nd quarter. Invesco Ltd. now owns 48,531,251 shares of the network equipment provider’s stock valued at $3,367,098,000 after buying an additional 1,414,105 shares in the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $78.68 on Wednesday. The company has a 50 day moving average price of $76.63 and a 200-day moving average price of $71.92. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $80.82. The firm has a market capitalization of $310.87 billion, a PE ratio of 29.58, a P/E/G ratio of 2.91 and a beta of 0.87. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The company had revenue of $14.88 billion for the quarter, compared to the consensus estimate of $14.77 billion. During the same quarter in the prior year, the firm earned $0.91 earnings per share. The firm’s revenue for the quarter was up 7.5% compared to the same quarter last year. 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 expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Announces Dividend

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

Analysts Set New Price Targets

Several research firms have commented on CSCO. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Thursday, October 30th. UBS Group upped their price target on shares of Cisco Systems from $88.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Erste Group Bank upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating in a research note on Monday, November 10th. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, November 22nd. Finally, President Capital cut their price target on shares of Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Sixteen research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and an average price target of $86.81.

Insider Activity at Cisco Systems

In other Cisco Systems news, CEO Charles Robbins sold 116,734 shares of the stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $77.30, for a total value of $9,023,538.20. Following the transaction, the chief executive officer owned 704,153 shares of the company’s stock, valued at approximately $54,431,026.90. This represents a 14.22% 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, SVP Maria Victoria Wong sold 428 shares of the business’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $80.33, for a total value of $34,381.24. Following the sale, the senior vice president owned 32,176 shares of the company’s stock, valued at approximately $2,584,698.08. This represents a 1.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,044,865 shares of company stock valued at $81,397,635 in the last 90 days. 0.01% of the stock is owned by company insiders.

More Cisco Systems News

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

• Positive Sentiment: Evercore ISI upgraded CSCO to “Outperform” and lifted its price target to $100 (from $80), giving the stock visible upside and providing a catalyst for buyer demand. Cisco (CSCO) Stock: Why This Tech Bargain Just Got Upgraded
• Positive Sentiment: Cisco launched the “Cisco 360 Partner Program,” positioning its partner ecosystem to sell AI-ready data centers and workplace solutions — a strategic push that should help convert AI demand into sales. Cisco Launches New Cisco 360 Partner Program, Built with Partners for the AI Era
• Positive Sentiment: Customer wins spotlighting Cisco’s AI networking edge — e.g., Georgetown’s Wi‑Fi 7 overhaul using Cisco tech — help validate product demand and real-world AI-networking deployments. Does Georgetown’s Wi‑Fi 7 Overhaul With Cisco (CSCO) Redefine Its Campus AI Networking Edge?
• Neutral Sentiment: Analyst sentiment broadly lifted: multiple outlets note analysts raising targets and an overall “Moderate Buy” consensus, which supports market confidence but is not a guaranteed catalyst for sustained upside. Cisco Systems Trending as Analysts Lift Targets
• Neutral Sentiment: Cisco’s report on AI-driven privacy investment shows strong enterprise focus on governance and security — a favorable industry trend for Cisco’s security and networking offerings, though indirect as a near-term stock mover. AI Fuels Surge in Data Privacy Investments and Redefines Governance, Cisco Reports
• Neutral Sentiment: Short-interest data in recent filings shows effectively zero days-to-cover (reported zero shares), so short-squeeze dynamics are not a factor in today’s move. (Internal short-interest summary)
• Negative Sentiment: A Forbes analysis argues Cisco may be overvalued and suggests a bearish scenario where shares could revisit much lower levels; that piece may temper gains and encourage profit-taking for some investors. Is It Time To Sell Cisco Stock?

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.