Cisco Systems, Inc. $CSCO Shares Sold by Berkshire Asset Management LLC PA

Berkshire Asset Management LLC PA lessened its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 1.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 878,056 shares of the network equipment provider’s stock after selling 9,228 shares during the quarter. Cisco Systems comprises about 2.6% of Berkshire Asset Management LLC PA’s investment portfolio, making the stock its 7th largest position. Berkshire Asset Management LLC PA’s holdings in Cisco Systems were worth $60,077,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CSCO. Brighton Jones LLC lifted its stake in shares of Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after purchasing an additional 24,562 shares during the period. Revolve Wealth Partners LLC increased its holdings in Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after purchasing an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Cisco Systems by 7.5% in the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after buying an additional 712 shares during the period. Stratos Wealth Partners LTD. boosted its holdings in Cisco Systems by 4.9% during the second quarter. Stratos Wealth Partners LTD. now owns 116,502 shares of the network equipment provider’s stock worth $8,083,000 after buying an additional 5,467 shares during the last quarter. Finally, Nicholson Wealth Management Group LLC boosted its holdings in Cisco Systems by 2.5% during the second quarter. Nicholson Wealth Management Group LLC now owns 27,335 shares of the network equipment provider’s stock worth $1,897,000 after buying an additional 667 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Trading Up 2.5%

Shares of NASDAQ:CSCO opened at $76.85 on Friday. The firm has a market cap of $303.64 billion, a price-to-earnings ratio of 26.97, a PEG ratio of 2.90 and a beta of 0.87. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18. The company’s fifty day simple moving average is $77.83 and its 200 day simple moving average is $73.10. The company has a quick ratio of 0.83, a current ratio of 0.96 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same quarter in the prior year, the company earned $0.94 EPS. The company’s revenue was up 9.7% on a year-over-year basis. As a group, research analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be given a $0.42 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 2.2%. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is 58.95%.

Key Cisco Systems News

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

• Positive Sentiment: Cisco unveiled the Silicon One G300 switching chip designed for large AI cluster buildouts, positioning the company to compete in a multi‑hundred‑billion dollar AI infrastructure market — a clear long‑term growth catalyst. Silicon One G300 announcement
• Positive Sentiment: Q2 results beat both EPS and revenue expectations and management highlighted strong AI/customer orders (notably ~$2.1B of AI infrastructure orders), supporting revenue momentum and the firm’s raised FY guidance. That underpins upside if Cisco converts AI demand into sustained margin expansion. Zacks coverage
• Positive Sentiment: Multiple sell‑side firms raised price targets and reiterated buy/outperform views (examples: CICC raised its target to $96; UBS, Citi, BNP/Exane and others increased targets), which can support further upside via analyst-driven flows and ETF reweighting. CICC price target update
• Neutral Sentiment: Free cash flow fell year‑over‑year but remains positive with healthy margins; analysts note strong FCF long term despite higher capex for AI initiatives — this reduces downside risk but flags near‑term investment drag. TalkMarkets FCF piece
• Neutral Sentiment: MarketBeat and other bullish pieces argue for large long‑term upside (price‑target extrapolations to $150–$182), but these are speculative scenarios that rely on sustained AI share gains and margin recovery. MarketBeat long-term thesis
• Negative Sentiment: Investors punished Cisco after management disclosed gross‑margin pressure driven by a global memory shortage and higher component costs; that margin miss triggered a sharp selloff and created near‑term volatility risk for CSCO. CNBC margin story
• Negative Sentiment: Despite upbeat revenue/guidance, some analysts and market commentary viewed Cisco’s margin outlook and guidance as mixed, prompting sector weakness and headline risk that could keep short‑term selling pressure elevated. MarketWatch on market impact
• Neutral Sentiment: Reported short‑interest data in the feed is inconsistent/zero and appears not to be a meaningful new factor for intraday moves. (Days‑to‑cover figures show no material change.)

Wall Street Analysts Forecast Growth

A number of analysts recently weighed in on the stock. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. Erste Group Bank upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating in a report on Monday, November 10th. Barclays boosted their price target on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a report on Thursday, November 13th. President Capital dropped their price objective on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Finally, Evercore ISI boosted their target price on Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a research note on Tuesday, February 3rd. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus price target of $97.19.

Insider Activity

In other news, CEO Charles Robbins sold 281,860 shares of the firm’s stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $78.35, for a total transaction of $22,083,731.00. Following the completion of the transaction, the chief executive officer directly owned 820,887 shares of the company’s stock, valued at $64,316,496.45. This trade represents a 25.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Maria Victoria Wong sold 9,801 shares of the business’s stock in a transaction on Monday, November 24th. The stock was sold at an average price of $76.38, for a total transaction of $748,600.38. Following the completion of the sale, the senior vice president directly owned 33,026 shares in the company, valued at approximately $2,522,525.88. This represents a 22.89% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 507,122 shares of company stock worth $39,545,816. 0.01% of the stock is currently owned by insiders.

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.