Cisco Systems, Inc. $CSCO Position Increased by Machina Capital S.A.S.

Machina Capital S.A.S. boosted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 41.9% in the third quarter, Holdings Channel.com reports. The firm owned 75,392 shares of the network equipment provider’s stock after purchasing an additional 22,247 shares during the period. Cisco Systems comprises 0.9% of Machina Capital S.A.S.’s holdings, making the stock its 16th largest holding. Machina Capital S.A.S.’s holdings in Cisco Systems were worth $5,158,000 at the end of the most recent quarter.

Other hedge funds also recently bought and sold shares of the company. Bare Financial Services Inc raised its position in 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 acquiring an additional 308 shares in the last quarter. Marquette Asset Management LLC acquired a new position in shares of Cisco Systems during the 3rd quarter worth $25,000. Financial Connections Group Inc. increased its stake in shares of 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 purchasing an additional 193 shares during the last quarter. Legacy Investment Solutions LLC bought a new position in shares of Cisco Systems during the 2nd quarter valued at $28,000. Finally, Lowe Wealth Advisors LLC lifted its stake in shares of Cisco Systems by 96.2% in the 3rd 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. 73.33% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have commented on CSCO shares. Erste Group Bank raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. Argus upped their price target on Cisco Systems from $80.00 to $100.00 in a research note on Thursday, November 13th. BNP Paribas Exane raised their price objective on Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a research note on Thursday, November 13th. Citic Securities boosted their target price on Cisco Systems from $75.00 to $90.00 in a report on Monday, November 17th. Finally, Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, November 22nd. One research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $90.38.

Cisco Systems News Roundup

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

• Positive Sentiment: Evercore ISI raised its price target on CSCO to $175 and maintained an “outperform” rating — a large upward revision that signals strong analyst conviction and can attract buyers. Evercore ISI Adjusts Price Target on Cisco Systems to $175
• Positive Sentiment: Unusual options activity: investors bought ~89,631 call options (about 27% above average call volume), indicating bullish bets on near‑term upside and adding upward pressure to the stock. (No external link)
• Positive Sentiment: Cisco presented at its Second Annual AI Summit (prepared remarks available), underscoring its AI strategy and product roadmap — positive for revenue/market‑share expectations in AI networking and infrastructure. Cisco Presents at Second Annual AI Summit — Transcript
• Neutral Sentiment: Cisco scheduled its Q2 FY2026 earnings conference call for Feb. 11 — an upcoming catalyst that could amplify moves both ways depending on results and guidance. Cisco Schedules Conference Call for Q2 FY2026 Results
• Neutral Sentiment: Media/analyst coverage (Zacks, MSN) is highlighting Cisco as a buy candidate and discussing analyst views — this increases visibility but is not new fundamental news. Cisco Is Considered a Good Investment by Brokers — Zacks Where Is Cisco Headed According to Analysts — MSN
• Neutral Sentiment: Short‑interest entries in the notice feed show zero shares/days-to-cover (likely a data glitch or reporting artifact) — not a meaningful signal for market direction. (No external link)
• Neutral Sentiment: Broader AI/agent ecosystem coverage (e.g., OpenClaw story) highlights sector momentum that can be a tailwind for infrastructure vendors like Cisco, but it’s an indirect effect. AI Agent Coverage — CNBC

Insider Buying and Selling at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 1,745 shares of the stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $79.46, for a total value of $138,657.70. Following the completion of the transaction, the executive vice president directly owned 176,319 shares of the company’s stock, valued at approximately $14,010,307.74. This represents a 0.98% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Kristina M. Johnson sold 13,481 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total value of $1,039,789.53. Following the transaction, the director owned 61,630 shares of the company’s stock, valued at $4,753,521.90. This trade represents a 17.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,044,865 shares of company stock worth $81,397,635 in the last 90 days. 0.01% of the stock is currently owned by insiders.

Cisco Systems Stock Up 3.1%

CSCO stock opened at $83.11 on Wednesday. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $83.25. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46. The company has a market cap of $328.38 billion, a PE ratio of 31.24, a price-to-earnings-growth ratio of 3.05 and a beta of 0.87. The business’s 50-day simple moving average is $76.97 and its 200 day simple moving average is $72.34.

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

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd were issued a dividend of $0.41 per share. This represents a $1.64 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend was Friday, January 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 61.65%.

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.