Cisco Systems, Inc. $CSCO Stock Position Lifted by Ferguson Wellman Capital Management Inc.

Ferguson Wellman Capital Management Inc. lifted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 43.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,885,691 shares of the network equipment provider’s stock after purchasing an additional 569,679 shares during the period. Cisco Systems accounts for about 2.3% of Ferguson Wellman Capital Management Inc.’s investment portfolio, making the stock its 10th biggest holding. Ferguson Wellman Capital Management Inc.’s holdings in Cisco Systems were worth $145,255,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently modified their holdings of CSCO. Norges Bank purchased a new position in shares of Cisco Systems during the 2nd quarter worth approximately $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its stake in shares of Cisco Systems by 413.3% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock valued at $1,553,645,000 after purchasing an additional 18,030,441 shares during the period. Arrowstreet Capital Limited Partnership boosted its position in shares of Cisco Systems by 110.2% during the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock valued at $1,259,369,000 after purchasing an additional 9,648,265 shares in the last quarter. Wellington Management Group LLP boosted its position in shares of Cisco Systems by 19.5% during the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock valued at $2,309,066,000 after purchasing an additional 5,498,375 shares in the last quarter. Finally, Invesco Ltd. grew its stake in Cisco Systems by 10.5% in the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after purchasing an additional 5,081,469 shares during the period. Institutional investors own 73.33% of the company’s stock.

Insider Activity at Cisco Systems

In related news, SVP Maria Victoria Wong sold 551 shares of the business’s stock in a transaction that occurred on Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the transaction, the senior vice president directly owned 27,957 shares in the company, valued at $2,167,785.78. The trade was a 1.93% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Charles Robbins sold 19,545 shares of the company’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 transaction, the chief executive officer directly owned 671,095 shares in the company, valued at $51,003,220. This trade represents a 2.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 46,431 shares of company stock valued at $3,574,820 over the last ninety days. Corporate insiders own 0.01% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: Cisco participated in a $2.5B private placement in memory-chip maker Nanya Technology alongside other tech firms, signaling a strategic bet on memory supply and potential commercial ties that could help Cisco’s hardware and systems businesses. Nanya Technology shares surge 10% after $2.5 billion private placement
• Positive Sentiment: Cisco signed an MOU with Atom Computing to explore linking neutral-atom quantum computers via quantum networks — a move that advances Cisco’s positioning in next‑generation networking and distributed quantum architectures. Atom Computing Announces Strategic Collaboration with Cisco
• Positive Sentiment: BofA reaffirmed a Buy on CSCO with a $95 price target, citing strong AI and data-center demand — analyst support like this can lift sentiment and provide upside to the stock’s multiple. Cisco (CSCO) Rated Buy on Strong AI and Data Center Demand
• Positive Sentiment: Recent coverage highlighting Cisco outperforming the broader market reinforces momentum and investor confidence in its cash flows and dividend profile. Cisco Systems (CSCO) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Multiple short‑interest reports show nonsensical/zero values and NaN changes for March — the data appears unreliable, so there’s no clear short-squeeze or bearish short-interest signal from these entries.
• Negative Sentiment: Analysis pieces note rising valuation expectations are colliding with margin pressures and higher input costs; investors should watch margin trends and FY26 execution as elevated valuation hopes increase downside risk if margins slip. How Cisco Systems (CSCO) Story Is Shifting With Margin Pressures And Higher Valuation Hopes

Cisco Systems Price Performance

CSCO opened at $81.83 on Thursday. The firm has a market cap of $323.22 billion, a PE ratio of 28.71, a P/E/G ratio of 3.06 and a beta of 0.87. The stock has a 50-day moving average price of $78.74 and a 200-day moving average price of $75.10. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating the consensus estimate of $1.02 by $0.02. The company had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. Cisco Systems’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period in the prior year, the firm posted $0.94 EPS. Sell-side analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share 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. Investors of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is 57.54%.

Wall Street Analysts Forecast Growth

Several brokerages have commented on CSCO. DZ Bank raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Argus raised shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. CICC Research lifted their price target on shares of Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. HSBC boosted their price objective on shares of Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a research note on Friday, February 13th. Finally, Evercore raised shares of Cisco Systems from an “in-line” rating to an “outperform” rating and raised their target price for the company from $80.00 to $100.00 in a research note on Monday, January 26th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $89.55.

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.