Cisco Systems, Inc. $CSCO Shares Sold by Compagnie Lombard Odier SCmA

Compagnie Lombard Odier SCmA decreased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 35.5% in the 4th quarter, HoldingsChannel reports. The fund owned 508,590 shares of the network equipment provider’s stock after selling 280,390 shares during the quarter. Compagnie Lombard Odier SCmA’s holdings in Cisco Systems were worth $39,177,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Mirae Asset Global Investments Co. Ltd. lifted its position in shares of Cisco Systems by 6.9% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after acquiring an additional 205,043 shares during the period. Greystone Financial Group LLC acquired a new stake in shares of Cisco Systems in the 3rd quarter worth approximately $8,563,000. Jones Financial Companies Lllp grew its holdings in shares of Cisco Systems by 8.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after acquiring an additional 56,057 shares during the period. Rockland Trust Co. increased its stake in Cisco Systems by 213.8% in the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock valued at $1,402,000 after purchasing an additional 13,966 shares in the last quarter. Finally, CX Institutional increased its stake in Cisco Systems by 11.0% in the 3rd quarter. CX Institutional now owns 144,336 shares of the network equipment provider’s stock valued at $9,875,000 after purchasing an additional 14,334 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Activity

In other Cisco Systems news, CEO Charles Robbins sold 19,545 shares of Cisco Systems stock in a transaction dated Friday, February 13th. The stock was 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 owned 671,095 shares in the company, valued at $51,003,220. The trade was a 2.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the transaction, the executive vice president owned 187,097 shares in the company, valued at approximately $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 46,431 shares of company stock valued at $3,574,820 in the last three months. Company insiders own 0.01% of the company’s stock.

Cisco Systems Stock Performance

Shares of CSCO opened at $77.93 on Thursday. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18. The company’s 50 day simple moving average is $79.18 and its 200 day simple moving average is $75.51. The company has a market capitalization of $307.81 billion, a price-to-earnings ratio of 27.34, a PEG ratio of 2.93 and a beta of 0.83. 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 (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping the consensus estimate of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The firm had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same period in the previous year, the company earned $0.94 EPS. Cisco Systems’s revenue for the quarter was up 9.7% on a year-over-year basis. On average, sell-side analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be paid a $0.42 dividend. The ex-dividend date is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 2.2%. Cisco Systems’s payout ratio is currently 57.54%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q2 results and said AI infrastructure orders have surged; management guided FY revenue to $61.2–$61.7B, reinforcing revenue momentum and the company’s AI networking story. CSCO Stock Slipped ~4% This Week Even as AI Infrastructure Orders Surged
• Positive Sentiment: Truist initiated coverage with a “buy/strong-buy” view and a $94 price target, signaling analyst confidence that Cisco can capture more AI‑driven networking spend. Truist Securities initiates coverage of Cisco Systems (CSCO) with buy recommendation
• Positive Sentiment: Cisco signed an MOU with Atom Computing to explore quantum networking links, extending its AI/infra narrative into emerging quantum/distributed compute networking — a longer‑term strategic positive. Is Cisco’s Quantum Networking Push With Atom Computing Reshaping Its AI Infrastructure Story (CSCO)?
• Neutral Sentiment: Coverage and ratings pages (e.g., Barron’s) are being updated as analysts reassess Cisco amid recent results and macro volatility — watch for changes in consensus estimates. Cisco Systems Inc. (Research Ratings)
• Neutral Sentiment: Investor pieces debating whether the recent pullback is a buying opportunity or a pause in the rally — useful for positioning but not news-driven catalysts. Is It Too Late To Consider Cisco Systems (CSCO)?
• Negative Sentiment: Reports of a cyberattack tied to a recent Trivy breach briefly rattled the stock — even contained incidents can raise short‑term risk perception for a network‑security vendor. Cisco Stock (CSCO) Wobbles after Reports of Cyberattack Linked to Recent Trivy Breach
• Negative Sentiment: Heightened Middle‑East geopolitical tensions and threats from Iran to Western tech firms have pressured indexes and risk appetite, contributing to Cisco’s recent weekly pullback. Iran’s Revolutionary Guard Threatens to Strike U.S. Companies in Mideast
• Negative Sentiment: Despite positive fundamental developments, shares slipped ~4–5% over the past week — likely profit‑taking and macro/sector rotation outweighing company‑specific tailwinds in the near term. CSCO Stock Slipped ~4% This Week Even as AI Infrastructure Orders Surged

Analyst Upgrades and Downgrades

A number of research firms have commented on CSCO. JPMorgan Chase & Co. boosted their target price on Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Erste Group Bank downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a research report on Thursday, February 12th. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Finally, Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Four research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $89.76.

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.