Andra AP fonden Grows Stake in Cisco Systems, Inc. $CSCO

Andra AP fonden boosted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 29.2% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 534,978 shares of the network equipment provider’s stock after acquiring an additional 120,800 shares during the quarter. Andra AP fonden’s holdings in Cisco Systems were worth $36,603,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of CSCO. Bare Financial Services Inc raised its position in shares of Cisco Systems by 531.0% in 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 in the last quarter. Marquette Asset Management LLC bought a new stake in shares of Cisco Systems in the third quarter worth $25,000. Legacy Investment Solutions LLC acquired a new stake in Cisco Systems in the second quarter valued at $28,000. Lowe Wealth Advisors LLC boosted 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 during the last quarter. Finally, Cedar Mountain Advisors LLC grew its holdings in 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 acquiring an additional 251 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Activity

In other news, Director Kristina M. Johnson sold 13,481 shares of Cisco Systems stock in a transaction that occurred on Thursday, December 18th. The shares were 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. The trade was a 17.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, SVP Maria Victoria Wong sold 2,179 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the sale, the senior vice president owned 28,807 shares in the company, valued at $2,239,456.18. The trade was a 7.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 75,677 shares of company stock valued at $5,811,211 over the last quarter. Insiders own 0.01% of the company’s stock.

Cisco Systems News Summary

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

• Positive Sentiment: Quarterly results and AI-driven networking momentum — Cisco beat Q2 estimates (revenue up ~9.7% y/y) and analysts highlight accelerating networking sales tied to AI and campus upgrades, supporting revenue and gross‑profit leverage. Zacks Analyst Blog Highlights Dell, Hewlett-Packard, Cisco Systems and Super Micro Computers
• Positive Sentiment: Partnerships and workforce initiatives expand go‑to‑market — Cisco launched regional AI/security initiatives and is expanding training and hiring pathways (e.g., Networking Academy partnership with Indeed in India), which should help adoption of its software/subscription stack over time. Cisco Networking Academy and Indeed Launch Global Partnership, Debut Dedicated Career Hub for India
• Positive Sentiment: Shareholder returns — Cisco recently raised the quarterly dividend, reinforcing cash‑flow strength and making the stock more attractive to income investors.
• Neutral Sentiment: Valuation debate — Analysts and commentators are debating whether multi‑year share gains leave CSCO fairly priced, creating mixed signals for new buyers. Is Cisco Systems (CSCO) Fairly Priced After Strong Multi‑Year Share Price Gains?
• Neutral Sentiment: High‑profile comparisons — Market commentary (including Michael Burry’s remarks comparing Nvidia to Cisco) adds broad market noise about tech leadership cycles but does not directly change Cisco’s order book today. ‘Big Short’ Michael Burry warns Nvidia mirrors Cisco
• Neutral Sentiment: Mixed analyst views — Several firms have raised targets (Citigroup, JPMorgan, Bank of America) while others remain cautious; consensus remains a moderate buy with upside to ~?$89 on average.
• Negative Sentiment: Security disclosure — Cisco disclosed that a critical bug in a widely used product has been actively exploited since 2023; the U.S. and allies urged remediation. This raises near‑term remediation costs, potential contract/renewal risk with large customers and reputational headwinds. Cisco says hackers have been exploiting a critical bug to break into big customer networks since 2023
• Negative Sentiment: Insider selling — A senior VP disclosed a sale of ~2,179 shares, which can create short‑term perception pressure even if not large vs. institutional ownership. SEC Filing – Insider Sale
• Negative Sentiment: Margin concerns and downgrade — At least one analyst lowered their rating to Hold over gross‑margin worries, which could limit multiple expansion if margins don’t stabilize. Erste Group Downgrades Cisco Systems, Inc. (CSCO) to Hold on Margin Concerns

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. Rosenblatt Securities reissued a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a research report on Thursday, February 12th. President Capital decreased their price target on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Barclays upped their price objective on Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research note on Thursday, November 13th. Piper Sandler increased their target price on Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a report on Thursday, November 13th. Finally, CICC Research boosted their price target on Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a report on Friday, February 13th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and an average price target of $89.55.

Cisco Systems Stock Down 1.3%

Cisco Systems stock opened at $78.10 on Friday. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18. The stock has a market cap of $308.47 billion, a price-to-earnings ratio of 27.40, a PEG ratio of 2.99 and a beta of 0.87. The company’s 50-day moving average price is $77.80 and its two-hundred day moving average price is $73.65. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same period last year, the firm posted $0.94 earnings per share. The business’s revenue was up 9.7% on a year-over-year basis. On average, analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 annualized dividend and a dividend yield of 2.2%. Cisco Systems’s payout ratio is 57.54%.

About Cisco Systems

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.