Cisco Systems, Inc. $CSCO Shares Sold by Compagnie Lombard Odier SCmA

Compagnie Lombard Odier SCmA cut its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 2.1% during the third quarter, HoldingsChannel reports. The institutional investor owned 788,980 shares of the network equipment provider’s stock after selling 16,665 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Cisco Systems were worth $53,982,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in CSCO. Bare Financial Services Inc grew its holdings in shares of Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after buying an additional 308 shares in the last quarter. Marquette Asset Management LLC acquired a new position in Cisco Systems during the third quarter worth about $25,000. Legacy Investment Solutions LLC purchased a new stake in Cisco Systems during the 2nd quarter valued at about $28,000. Lowe Wealth Advisors LLC raised its holdings in 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 acquiring an additional 200 shares during the last quarter. Finally, Cedar Mountain Advisors LLC boosted its holdings in shares of 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 purchasing an additional 251 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Transactions at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 56,038 shares of the business’s stock in a transaction on Wednesday, November 19th. The stock was sold at an average price of $78.33, for a total transaction of $4,389,456.54. Following the completion of the transaction, the executive vice president directly owned 179,780 shares of the company’s stock, valued at $14,082,167.40. The trade was a 23.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Michael D. Capellas sold 16,150 shares of the company’s stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $77.28, for a total value of $1,248,072.00. Following the sale, the director owned 157,218 shares in the company, valued at approximately $12,149,807.04. This trade represents a 9.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,044,865 shares of company stock valued at $81,397,635 in the last 90 days. Insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

CSCO opened at $86.75 on Tuesday. The stock’s 50-day moving average price is $77.57 and its 200 day moving average price is $72.78. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $87.25. The firm has a market cap of $342.76 billion, a price-to-earnings ratio of 32.61, a PEG ratio of 3.21 and a beta of 0.87. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share (EPS) for the quarter, topping 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 analyst estimates of $14.77 billion. During the same period in the prior year, the firm earned $0.91 earnings per share. The business’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, sell-side analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd were paid a $0.41 dividend. This represents a $1.64 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Friday, January 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 61.65%.

Analyst Ratings Changes

Several equities research analysts recently commented on CSCO shares. Melius Research increased their price target on Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, November 22nd. Piper Sandler upped their price objective on shares of Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a report on Thursday, November 13th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $94.45.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco unveiled a new AI networking chip and router to compete with Broadcom and Nvidia for AI infrastructure spending, signaling potential revenue upside from hyperscale and enterprise AI network upgrades. Cisco unveils new AI networking chip, taking on Broadcom and Nvidia
• Positive Sentiment: Announcement of the new Silicon One G300 and G300-powered N9000/8000 systems plus advanced optics positions Cisco to capture higher-value AI networking deals by touting performance, energy efficiency and lower operating costs for AI data centers. Cisco Announces New Silicon One G300, Advanced Systems and Optics
• Positive Sentiment: Cisco expanded “AgenticOps” automation across networking, security and observability — a software-led push that could raise software/recurring revenue mix and simplify deployments for customers adopting AI at scale. Cisco Expands AgenticOps Innovations Across Portfolio
• Positive Sentiment: Major updates to Cisco’s AI Defense and AI-aware SASE add AI supply-chain governance and runtime protections — a timely security pitch that may help win enterprise AI deals and reduce adoption friction. Cisco Redefines Security for the Agentic Era with AI Defense Expansion
• Positive Sentiment: JPMorgan raised its price target on CSCO to $95 and maintained an overweight rating — an analyst endorsement that can lift sentiment and drive buying ahead of earnings. JPMorgan adjusts price target on Cisco Systems to $95
• Neutral Sentiment: Investors are also focused on the upcoming fiscal Q2 earnings (est. revenue ~$15–15.2B) and guidance — results could validate the AI-story or introduce near-term volatility depending on bookings and margins. Cisco Q2 Earnings Loom: Buy or Hold the CSCO Stock Ahead of Results?
• Neutral Sentiment: Macro/calendar events (jobs, inflation, retail-sales) noted by market commentators could influence risk appetite around tech names like Cisco this week, adding potential short-term market noise. What to Expect in Markets This Week

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.