Edgar Lomax Co. VA Reduces Stock Position in Cisco Systems, Inc. $CSCO

Edgar Lomax Co. VA lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 22.6% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 494,468 shares of the network equipment provider’s stock after selling 144,395 shares during the period. Cisco Systems makes up approximately 2.6% of Edgar Lomax Co. VA’s investment portfolio, making the stock its 16th largest holding. Edgar Lomax Co. VA’s holdings in Cisco Systems were worth $33,832,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. increased its stake in shares of Cisco Systems by 1.3% in the second quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock worth $27,334,996,000 after acquiring an additional 5,039,714 shares during the period. State Street Corp boosted its holdings in Cisco Systems by 0.6% in the second quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock valued at $13,507,956,000 after purchasing an additional 1,067,872 shares during the last quarter. Geode Capital Management LLC grew its position in Cisco Systems by 1.2% during the 2nd quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock worth $6,864,058,000 after purchasing an additional 1,157,704 shares during the period. Norges Bank purchased a new position in shares of Cisco Systems during the 2nd quarter valued at about $3,816,825,000. Finally, Invesco Ltd. lifted its holdings in shares of Cisco Systems by 3.0% in the 2nd quarter. Invesco Ltd. now owns 48,531,251 shares of the network equipment provider’s stock valued at $3,367,098,000 after buying an additional 1,414,105 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Trading Down 1.1%

Shares of CSCO opened at $80.01 on Friday. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The firm has a market capitalization of $316.03 billion, a P/E ratio of 28.07, a P/E/G ratio of 3.06 and a beta of 0.87. The firm has a 50-day moving average price of $77.95 and a 200 day moving average price of $74.01. 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 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 business had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.94 EPS. Sell-side analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be issued a $0.42 dividend. This is an increase 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 yield of 2.1%. Cisco Systems’s payout ratio is presently 58.95%.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on CSCO. Erste Group Bank cut Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Rosenblatt Securities reaffirmed a “buy” rating and set a $100.00 target price on shares of Cisco Systems in a report on Thursday, February 12th. Citic Securities boosted their target price on shares of Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. Morgan Stanley raised their price target on shares of Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Finally, JPMorgan Chase & Co. upped their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Three research 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.com, the company presently has an average rating of “Moderate Buy” and an average target price of $89.55.

Insider Buying and Selling

In related news, Director Kristina M. Johnson sold 13,481 shares of the stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the completion of the transaction, the director owned 61,630 shares of the company’s stock, valued at approximately $4,753,521.90. This trade represents a 17.95% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Jeetendra I. Patel sold 11,248 shares of Cisco Systems stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $854,848.00. Following the completion of the sale, the insider owned 262,776 shares of the company’s stock, valued at $19,970,976. This trade represents a 4.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 75,677 shares of company stock valued at $5,811,211 over the last three months. Company insiders own 0.01% of the company’s stock.

Trending Headlines about Cisco Systems

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.