Cim Investment Management Inc. Lowers Stock Position in Cisco Systems, Inc. $CSCO

Cim Investment Management Inc. lessened its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 50.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 15,125 shares of the network equipment provider’s stock after selling 15,520 shares during the period. Cim Investment Management Inc.’s holdings in Cisco Systems were worth $1,035,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. San Luis Wealth Advisors LLC bought a new position in shares of Cisco Systems in the 3rd quarter worth about $533,000. Raab & Moskowitz Asset Management LLC boosted its stake in Cisco Systems by 3.3% during the third quarter. Raab & Moskowitz Asset Management LLC now owns 5,588 shares of the network equipment provider’s stock worth $382,000 after acquiring an additional 176 shares in the last quarter. Integrated Investment Consultants LLC grew its holdings in Cisco Systems by 3.6% in the third quarter. Integrated Investment Consultants LLC now owns 24,072 shares of the network equipment provider’s stock worth $1,647,000 after purchasing an additional 842 shares during the period. Vertex Planning Partners LLC grew its holdings in Cisco Systems by 3.6% in the third quarter. Vertex Planning Partners LLC now owns 4,357 shares of the network equipment provider’s stock worth $298,000 after purchasing an additional 153 shares during the period. Finally, Livforsakringsbolaget Skandia Omsesidigt increased its stake in shares of Cisco Systems by 2.2% during the third quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 369,576 shares of the network equipment provider’s stock valued at $25,275,000 after purchasing an additional 7,900 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. President Capital lowered their target price on shares of Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. JPMorgan Chase & Co. raised their price objective on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. BNP Paribas Exane boosted their target price on Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a research note on Thursday, February 12th. Three equities research 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 stock. Based on data from MarketBeat.com, Cisco Systems 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 reports large AI infrastructure orders from webscale customers and continued subscription momentum (subscriptions ~51% of sales in the quarter), signaling higher-margin recurring revenue and direct AI-driven demand for its networking and security stack. How Cisco’s AI Infrastructure Orders and NVIDIA Alliance Could Shape Cisco Systems (CSCO) Investors
• Positive Sentiment: Cisco expanded its Secure AI Factory with NVIDIA to simplify secure AI deployment from data centers to edge sites — a strategic partnership that ties Cisco networking/security products to NVIDIA’s AI stack and could accelerate customer deployments and systems sales. Cisco Secure AI Factory with NVIDIA Makes AI Easier to Deploy and Secure, Anywhere Organizations Need It
• Positive Sentiment: Billionaire investor Ken Fisher’s fund continues to hold Cisco and highlighted it among notable moves for 2026 — a vote of confidence from a long-term institutional holder that can support sentiment and liquidity. Cisco Systems Inc. (CSCO): Billionaire Ken Fisher Reignites Interest in Long-Term Holding
• Neutral Sentiment: Multiple media/analyst notes (Zacks, Yahoo Finance) are amplifying the NVIDIA partnership and AI orders, which helps visibility but may already be priced in by short-term traders. CSCO Taps NVIDIA to Drive Secure AI at the Edge: More Upside Ahead?
• Neutral Sentiment: Industry moves — NVIDIA’s new Vera CPU and surging optical peer Ciena — underscore strong AI/optical demand but also intensifying competition and sector rotation that could influence networking/optical pricing and investment. NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI Ciena Surges 73% in 3 Months: Should Investors Still Buy the Stock?

Cisco Systems Stock Up 0.5%

NASDAQ CSCO opened at $79.27 on Wednesday. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The company has a market capitalization of $313.11 billion, a P/E ratio of 27.81, a price-to-earnings-growth ratio of 2.98 and a beta of 0.87. The stock’s 50-day moving average price is $78.16 and its 200-day moving average price is $74.68.

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 the consensus estimate of $1.02 by $0.02. The company had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.94 EPS. On average, equities research analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently declared 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. 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 2.1%. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is presently 58.95%.

Insiders Place Their Bets

In related news, CEO Charles Robbins sold 19,545 shares of the company’s 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 completion of the transaction, the chief executive officer owned 671,095 shares in the company, valued at approximately $51,003,220. This represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Maria Victoria Wong sold 2,179 shares of the firm’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the transaction, the senior vice president directly owned 28,807 shares of the company’s stock, 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 a total of 75,799 shares of company stock worth $5,815,306 over the last ninety days. 0.01% of the stock is owned by company insiders.

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.