Penserra Capital Management LLC Sells 87,693 Shares of Cisco Systems, Inc. $CSCO

Penserra Capital Management LLC reduced its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 3.4% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,487,146 shares of the network equipment provider’s stock after selling 87,693 shares during the period. Cisco Systems makes up 2.0% of Penserra Capital Management LLC’s investment portfolio, making the stock its 2nd largest holding. Penserra Capital Management LLC’s holdings in Cisco Systems were worth $170,167,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Bare Financial Services Inc boosted its stake in Cisco Systems by 531.0% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after purchasing an additional 308 shares during the last quarter. Marquette Asset Management LLC bought a new position in shares of Cisco Systems in the third quarter valued at approximately $25,000. Financial Connections Group Inc. boosted its position in shares of Cisco Systems by 89.4% during the second quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 193 shares during the last quarter. Legacy Investment Solutions LLC purchased a new stake in Cisco Systems in the 2nd quarter valued at $28,000. Finally, Lowe Wealth Advisors LLC lifted its stake in Cisco Systems by 96.2% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 200 shares in the last quarter. Institutional investors own 73.33% of the company’s stock.

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

Analyst Ratings Changes

Several analysts have recently commented on the stock. President Capital lowered their target price on shares of Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. Citic Securities increased their price objective on shares of Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. Barclays lifted their target price on shares of Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a research report on Thursday, November 13th. Finally, UBS Group upped their target price on Cisco Systems from $88.00 to $90.00 and gave the company a “buy” rating in a report on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $90.38.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $83.11 on Wednesday. The company has a market capitalization of $328.38 billion, a P/E ratio of 31.24, a P/E/G ratio of 3.05 and a beta of 0.87. The business has a fifty day simple moving average of $76.97 and a two-hundred day simple moving average of $72.34. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $83.25.

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

Cisco Systems Announces Dividend

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

Insider Buying and Selling

In related news, Director Michael D. Capellas sold 10,850 shares of Cisco Systems stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $77.13, for a total value of $836,860.50. Following the completion of the transaction, the director directly owned 146,368 shares in the company, valued at approximately $11,289,363.84. The trade was a 6.90% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,745 shares of the stock in a transaction 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 sale, the executive vice president owned 176,319 shares in the company, valued at approximately $14,010,307.74. This represents a 0.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. Corporate insiders own 0.01% of the company’s stock.

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.