Cisco Systems, Inc. $CSCO Shares Acquired by Border to Coast Pensions Partnership Ltd

Border to Coast Pensions Partnership Ltd grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 24.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 1,061,021 shares of the network equipment provider’s stock after purchasing an additional 208,753 shares during the period. Cisco Systems makes up about 1.3% of Border to Coast Pensions Partnership Ltd’s holdings, making the stock its 21st largest holding. Border to Coast Pensions Partnership Ltd’s holdings in Cisco Systems were worth $72,595,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also made changes to their positions in CSCO. HighPoint Advisor Group LLC raised its position in Cisco Systems by 3.6% in the third quarter. HighPoint Advisor Group LLC now owns 97,655 shares of the network equipment provider’s stock valued at $6,682,000 after purchasing an additional 3,425 shares during the period. HORAN Wealth LLC grew its holdings in shares of Cisco Systems by 100.8% in the third quarter. HORAN Wealth LLC now owns 11,890 shares of the network equipment provider’s stock valued at $814,000 after purchasing an additional 5,968 shares in the last quarter. Bessemer Group Inc. boosted its holdings in Cisco Systems by 2.7% in the third quarter. Bessemer Group Inc. now owns 127,816 shares of the network equipment provider’s stock valued at $8,745,000 after purchasing an additional 3,307 shares during the period. BI Asset Management Fondsmaeglerselskab A S grew its position in shares of Cisco Systems by 7.5% during the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 1,572,080 shares of the network equipment provider’s stock worth $104,876,000 after buying an additional 109,501 shares in the last quarter. Finally, SBI Securities Co. Ltd. raised its holdings in shares of Cisco Systems by 1.0% in the 3rd quarter. SBI Securities Co. Ltd. now owns 27,227 shares of the network equipment provider’s stock valued at $1,863,000 after purchasing an additional 275 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Trading Down 2.3%

NASDAQ CSCO opened at $81.16 on Thursday. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. The company has a market capitalization of $320.67 billion, a price-to-earnings ratio of 30.51, a price-to-earnings-growth ratio of 3.14 and a beta of 0.87. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $84.24. The company’s fifty day moving average price is $77.07 and its two-hundred day moving average price is $72.41.

Cisco Systems (NASDAQ:CSCO) last released its earnings results 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 for 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%.Cisco Systems’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same quarter last year, the business posted $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. As a group, research analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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

Wall Street Analyst Weigh In

CSCO has been the topic of several recent analyst reports. Melius Research increased their price target on shares of Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. CICC Research raised their target price on shares of Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a research note on Friday, November 14th. Citic Securities raised their target price on Cisco Systems from $75.00 to $90.00 in a report on Monday, November 17th. Barclays lifted their price objective on Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a report on Thursday, November 13th. Finally, HSBC lifted their target price on shares of Cisco Systems from $69.00 to $74.00 and gave the stock a “hold” rating in a research report on Friday, November 14th. One equities research 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. According to MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and an average price target of $90.38.

Insiders Place Their Bets

In other news, SVP Maria Victoria Wong sold 428 shares of the firm’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $80.33, for a total transaction of $34,381.24. Following the transaction, the senior vice president directly owned 32,176 shares of the company’s stock, valued at approximately $2,584,698.08. This trade represents a 1.31% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Kristina M. Johnson sold 13,481 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the completion of 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 ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 1,044,865 shares of company stock worth $81,397,635. 0.01% of the stock is owned by company insiders.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Evercore ISI raised its price target on CSCO from $100 to $175 and kept an “outperform” rating — a very bullish revision that implies substantial upside and likely helped lift sentiment among institutional investors. Evercore price target raise
• Positive Sentiment: Unusual options activity: investors bought ~89,631 call options (≈27% above typical daily call volume), signalling short-term bullish positioning and amplified demand for upside exposure. (No external link available)
• Positive Sentiment: Cisco presented at its second annual AI Summit (prepared remarks published), reiterating product roadmap and go-to-market momentum around AI networking and software — supporting the company’s argument for higher-growth margins from AI-driven workloads. AI Summit remarks transcript
• Positive Sentiment: Corporate/strategy news: Cisco is tying its AI networking push to renewable-powered data centers — a move that can appeal to customers prioritizing sustainability while positioning Cisco for AI infrastructure spending. AI + renewables story
• Neutral Sentiment: Media/analysis pieces: Several articles discuss whether CSCO is a buy after recent highs and summarize analyst views; useful for retail readers but not a direct catalyst. MSN: is CSCO a buy?
• Neutral Sentiment: Zacks and other broker-coverage summaries note broad analyst support; these pieces recap sell-side sentiment but do not add new fundamental data. Zacks analyst summary
• Neutral Sentiment: Reported short-interest data appears corrupted (shows 0 shares / NaN change), so it provides no actionable signal; ignore until clarified by reliable data providers. (No external link available)
• Neutral Sentiment: Aggregate analyst coverage summaries are circulating (MSN roundup), which can influence sentiment but mostly reiterate existing bullish tilt after recent results and guidance. MSN analyst roundup

Cisco Systems 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.