Rhumbline Advisers Has $506.78 Million Holdings in Cisco Systems, Inc. $CSCO

Rhumbline Advisers cut its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.8% in the third quarter, Holdings Channel.com reports. The firm owned 7,406,963 shares of the network equipment provider’s stock after selling 56,781 shares during the period. Cisco Systems makes up approximately 0.4% of Rhumbline Advisers’ holdings, making the stock its 29th largest holding. Rhumbline Advisers’ holdings in Cisco Systems were worth $506,784,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Krilogy Financial LLC lifted its stake in shares of Cisco Systems by 45.2% in the third quarter. Krilogy Financial LLC now owns 17,655 shares of the network equipment provider’s stock valued at $1,273,000 after buying an additional 5,492 shares during the period. Signet Investment Advisory Group Inc. increased its stake in Cisco Systems by 1.7% during the third quarter. Signet Investment Advisory Group Inc. now owns 82,009 shares of the network equipment provider’s stock valued at $5,611,000 after acquiring an additional 1,345 shares during the period. Stratos Wealth Partners LTD. raised its stake in shares of Cisco Systems by 29.9% in the third quarter. Stratos Wealth Partners LTD. now owns 151,314 shares of the network equipment provider’s stock valued at $10,353,000 after purchasing an additional 34,812 shares in the last quarter. Stratos Wealth Advisors LLC lifted its holdings in shares of Cisco Systems by 19.4% during the 3rd quarter. Stratos Wealth Advisors LLC now owns 18,665 shares of the network equipment provider’s stock worth $1,277,000 after acquiring an additional 3,038 shares during the period. Finally, Liberty Capital Management Inc. lifted its stake in Cisco Systems by 10.9% during the third quarter. Liberty Capital Management Inc. now owns 20,230 shares of the network equipment provider’s stock worth $1,384,000 after purchasing an additional 1,989 shares during the period. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $86.29 on Wednesday. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.19. The company has a market capitalization of $340.94 billion, a P/E ratio of 32.44, a P/E/G ratio of 3.28 and a beta of 0.87. The stock has a 50 day moving average of $77.75 and a 200-day moving average of $72.90. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, topping the consensus estimate of $0.98 by $0.02. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The business had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. During the same period last year, the firm posted $0.91 EPS. The firm’s revenue for the quarter was up 7.5% compared to the same quarter last year. As a group, equities research analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Insiders Place Their Bets

In other news, Director Michael D. Capellas sold 16,150 shares of the company’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the completion of the sale, the director owned 157,218 shares of the company’s stock, valued at approximately $12,149,807.04. This represents a 9.32% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, insider Jeetendra I. Patel sold 163,896 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $77.86, for a total transaction of $12,760,942.56. Following the completion of the sale, the insider owned 281,108 shares in the company, valued at approximately $21,887,068.88. The trade was a 36.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,044,865 shares of company stock valued at $81,397,635 over the last 90 days. 0.01% of the stock is owned by company insiders.

More Cisco Systems News

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

• Positive Sentiment: Cisco unveiled the Silicon One G300 chip, new N9000/8000 systems and optics aimed at AI data centers — positioning the company to capture AI networking spend versus Broadcom and Nvidia; this is a clear product-led catalyst for higher-margin networking revenue if hyperscalers and cloud builders adopt it. Cisco unveils new AI networking chip, taking on Broadcom and Nvidia
• Positive Sentiment: Management expanded AI-focused software and security capabilities (AgenticOps, AI Defense, AI-aware SASE) that can boost subscription/recurring revenue and stickiness for enterprise customers. Cisco Announces New Silicon One G300, Advanced Systems and Optics
• Positive Sentiment: Analysts and markets remain constructive: JPMorgan raised its price target and kept an overweight rating, and earnings-preview coverage highlights Cisco’s history of beating estimates — both support upside expectations ahead of the quarter. JPMorgan adjusts price target on Cisco Systems
• Neutral Sentiment: High-profile media attention (Jim Cramer noting Cisco’s sizable charitable-trust position; retrospective pieces on long-term investor returns) can increase flows/volatility but is not a direct earnings catalyst. Jim Cramer Notes That Cisco Is “Still a Sizeable Position for the Charitable Trust”
• Neutral Sentiment: Reported short-interest data for Feb. 10 looks anomalous (zero shares reported vs. prior), suggesting a data glitch rather than a real shift in bearish positioning — not a reliable signal.
• Negative Sentiment: Valuation and positioning risks: shares have rallied strongly year-over-year and the stock trades at an elevated P/E; ahead of fiscal Q2 results investors may trim positions for profit-taking or if guidance/near-term adoption signals fall short of optimistic expectations. Cisco Q2 Earnings Loom: Buy or Hold the CSCO Stock Ahead of Results?

Analysts Set New Price Targets

Several equities analysts recently issued reports on CSCO shares. Morgan Stanley lifted their price target on shares of Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a report on Wednesday, December 17th. Evercore boosted their target price on Cisco Systems from $100.00 to $175.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 3rd. CICC Research increased their price objective on shares of Cisco Systems from $78.00 to $84.00 and gave the company an “outperform” rating in a report on Friday, November 14th. KeyCorp increased their target price on Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. One analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $94.45.

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.