American Century Companies Inc. Sells 765,967 Shares of Cisco Systems, Inc. $CSCO

American Century Companies Inc. reduced its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 12.6% in the third quarter, Holdings Channel reports. The fund owned 5,316,228 shares of the network equipment provider’s stock after selling 765,967 shares during the quarter. American Century Companies Inc.’s holdings in Cisco Systems were worth $363,736,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of CSCO. Bare Financial Services Inc boosted its holdings in Cisco Systems by 531.0% in the 2nd 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 during the period. Marquette Asset Management LLC purchased a new stake in shares of Cisco Systems during the third quarter worth $25,000. Legacy Investment Solutions LLC bought a new position in shares of Cisco Systems in the second quarter worth $28,000. Lowe Wealth Advisors LLC lifted its holdings in shares of Cisco Systems by 96.2% in the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after buying an additional 200 shares in the last quarter. Finally, Cedar Mountain Advisors LLC increased its holdings in shares of Cisco Systems by 115.7% in the third 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 period. Institutional investors own 73.33% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on CSCO shares. President Capital lowered their price objective on shares of Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. HSBC raised their price target on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a research report on Friday, February 13th. Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a report on Thursday, February 12th. Finally, DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Three 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 stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco’s President and Chief Product Officer highlighted that Cisco already has a product written entirely with AI and said the company expects multiple AI-only products by end of 2026 — a clear positive for growth expectations and revenue-facing AI narrative. Cisco President Says AI Agents Need To Get The Background Checks Done — Yet Predicts 6 Products ‘Written With AI Only’ By The End Of 2026
• Positive Sentiment: Cisco appears in recent dividend-stock roundups, reinforcing appeal to income-focused investors given Cisco’s yield and long-term cash generation. That can support demand from dividend investors. Got $10,000? Put It in These Dividend Stocks Now
• Neutral Sentiment: Cisco will participate in multiple March investor events — increased access to management can reduce uncertainty and provide fresh guidance, but impact depends on messaging. Cisco to Participate in March 2026 Events with the Financial Community
• Neutral Sentiment: Analyst/blog attention is elevated (Zacks notes CSCO as a trending stock) and valuation pieces are circulating; this drives trading interest but not a clear directional catalyst on its own. Cisco Systems, Inc. (CSCO) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Coverage questioning whether Cisco is fairly priced after multi‑year gains may increase volatility as investors reassess valuation vs. growth prospects. Is Cisco Systems (CSCO) Fairly Priced After Strong Multi‑Year Share Price Gains?
• Neutral Sentiment: Reported short-interest data in the feed is anomalous (shows zero), so it’s not providing a reliable signal to the market today.
• Negative Sentiment: Cisco disclosed that a critical bug in a widely used networking product has been exploited by hackers since 2023; government action and remediation costs or reputation damage could pressure the stock. Cisco says hackers have been exploiting a critical bug to break into big customer networks since 2023
• Negative Sentiment: High-profile commentary comparing past Cisco market dynamics to current sector froth (Michael Burry pieces linking Cisco’s dot‑com era dynamics to today’s AI winners) can stoke caution among momentum traders and raise reputation/valuation concerns by association. ‘This is Not Business as Usual. This is Risk’: Michael Burry Warns Nvidia Looks Strikingly Similar to Cisco Just Prior to Dot Com Bubble Crash

Insider Activity

In other Cisco Systems news, SVP Maria Victoria Wong sold 2,179 shares of the firm’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 transaction, the senior vice president owned 28,807 shares in the company, valued at $2,239,456.18. This trade represents a 7.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Charles Robbins sold 19,545 shares of the firm’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $1,485,420.00. Following the completion of the sale, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at $51,003,220. The trade was a 2.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 75,677 shares of company stock worth $5,811,211. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $79.46 on Friday. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The stock has a market cap of $313.86 billion, a PE ratio of 27.88, a price-to-earnings-growth ratio of 2.95 and a beta of 0.87. The company’s fifty day moving average price is $77.82 and its 200-day moving average price is $73.71. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.02. The firm had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The company’s revenue was up 9.7% on a year-over-year basis. During the same period last year, the company earned $0.94 earnings per share. On average, equities 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. Shareholders of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio is presently 57.54%.

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.