Cisco Systems, Inc. $CSCO Shares Sold by GW&K Investment Management LLC

GW&K Investment Management LLC lessened its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 1.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 577,744 shares of the network equipment provider’s stock after selling 7,210 shares during the period. GW&K Investment Management LLC’s holdings in Cisco Systems were worth $39,529,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Norges Bank acquired a new stake in Cisco Systems during the 2nd quarter worth approximately $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main increased its position in shares of Cisco Systems by 413.3% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock worth $1,553,645,000 after acquiring an additional 18,030,441 shares in the last quarter. Franklin Resources Inc. raised its stake in shares of Cisco Systems by 46.2% in the 2nd quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock valued at $2,833,261,000 after acquiring an additional 12,904,969 shares during the period. Laurel Wealth Advisors LLC lifted its holdings in shares of Cisco Systems by 6,778.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock valued at $472,479,000 after acquiring an additional 6,711,004 shares in the last quarter. Finally, Vanguard Group Inc. boosted its position in Cisco Systems by 1.3% during the 2nd quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock worth $27,334,996,000 after purchasing an additional 5,039,714 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other Cisco Systems news, CEO Charles Robbins sold 19,545 shares of the stock in a transaction on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the sale, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at approximately $51,003,220. This represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction dated Tuesday, February 24th. The shares were 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 directly owned 28,807 shares of the company’s stock, valued at $2,239,456.18. This trade represents a 7.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 75,677 shares of company stock valued at $5,811,211 over the last quarter. 0.01% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have commented on CSCO. UBS Group raised their price objective on Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Wells Fargo & Company raised their target price on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. Argus raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Evercore raised shares of Cisco Systems from an “in-line” rating to an “outperform” rating and increased their price objective for the company from $80.00 to $100.00 in a research report on Monday, January 26th. Finally, President Capital dropped their price objective on shares of Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $89.55.

Cisco Systems Price Performance

CSCO opened at $80.01 on Friday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18. The company has a 50-day moving average of $77.95 and a 200-day moving average of $74.01. The company has a market capitalization of $316.03 billion, a P/E ratio of 28.07, a PEG ratio of 3.06 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data 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 analyst estimates of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.Cisco Systems’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the company earned $0.94 earnings per share. Equities analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a $0.42 dividend. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s dividend payout ratio is presently 58.95%.

More Cisco Systems News

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

• Positive Sentiment: Cisco has publicly landed large AI infrastructure orders (reported at roughly $2.1B by one outlet), a driver for revenue and margin upside as hyperscalers ramp capacity. Forget Nvidia: This Networking Giant Just Landed $2.1 Billion in AI Orders, and Nobody’s Talking About It
• Positive Sentiment: Analysts and coverage note stronger AI infrastructure orders, a secure-AI factory partnership (SharonAI + NVIDIA) in Australia, and an upward FY2026 revenue guide — all supportive of forward revenue and investor sentiment. Cisco Systems (CSCO) Valuation Check As AI Infrastructure Orders And Guidance Upgrades Gain Traction
• Positive Sentiment: Cisco is being highlighted as a leader in email encryption and AI-driven cybersecurity in industry reports, reinforcing its competitive positioning in high-growth security markets. Email Encryption Company Evaluation Report 2025
• Neutral Sentiment: Long-term TAM tailwinds: unified communications and AI/5G trends are cited as structural growth drivers for Cisco’s software and subscriptions mix, which supports multiple-year revenue visibility but is not an immediate catalyst. United States Unified Communications Market Report 2025-2033
• Neutral Sentiment: Cisco presented at the Morgan Stanley TMT conference (transcript available) — useful for detail on strategy and customer traction but not a standalone price catalyst. Cisco Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
• Neutral Sentiment: Data feeds show a “large increase in short interest” flag, but reported short-volume numbers appear erroneous (zeros and NaN); no clear short-squeeze or heavy short interest signal from these filings. (Market data anomaly)
• Negative Sentiment: Some commentary has resurfaced dot‑com‑era comparisons and supply-commitment concerns (e.g., investor scrutiny cited by coverage), a narrative that can create volatility if it gains traction. Why Cisco Is Nothing Like Its Dot-Com Self — And Could Hit $90 by 2027

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.