Cisco Systems, Inc. $CSCO Shares Acquired by Jackson Square Capital LLC

Jackson Square Capital LLC boosted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 30.5% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 65,467 shares of the network equipment provider’s stock after purchasing an additional 15,317 shares during the quarter. Jackson Square Capital LLC’s holdings in Cisco Systems were worth $4,479,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Bare Financial Services Inc increased its stake in Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after purchasing an additional 308 shares during the last quarter. Legacy Investment Solutions LLC acquired a new position in shares of Cisco Systems during the 2nd quarter valued at about $28,000. Financial Connections Group Inc. increased its position in Cisco Systems by 89.4% during the second quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock worth $28,000 after purchasing an additional 193 shares during the last quarter. Brown Shipley& Co Ltd purchased a new position in Cisco Systems during the second quarter worth approximately $32,000. Finally, Nova Wealth Management Inc. purchased a new stake in shares of Cisco Systems during the 1st quarter valued at $31,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 164,584 shares of the business’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $77.85, for a total transaction of $12,812,864.40. Following the completion of the transaction, the executive vice president directly owned 196,738 shares of the company’s stock, valued at $15,316,053.30. The trade was a 45.55% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at 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 $21,887,068.88. The trade was a 36.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. Corporate insiders own 0.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on CSCO shares. Barclays increased their target price on Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a research report on Thursday, November 13th. Morgan Stanley increased their price objective on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research report on Wednesday. Bank of America upped their price target on shares of Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. UBS Group boosted their price objective on Cisco Systems from $88.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Finally, Wells Fargo & Company increased their target price on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research note on Thursday, November 13th. Seventeen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $84.55.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Analyst upgrade/price-target lift: Morgan Stanley raised its price target on CSCO to $91, supporting upside expectations and likely helping buying interest. Morgan Stanley Boosts Cisco Systems Price Target
• Positive Sentiment: Dividend and corporate cash returns remain supportive: Cisco’s recent dividend (annualized $1.64, yield ~2.1%) and strong cash metrics underpin investor confidence in the name. Positive Sentiment: dividend
• Neutral Sentiment: Valuation/watch-the-run: Coverage pieces are reassessing Cisco after a ~37% one‑year share-price climb — investors should balance growth story vs. stretched multiples. Reassessing Valuation
• Negative Sentiment: Security risk: Researchers disclosed that a China‑linked hacking group is exploiting a vulnerability in popular Cisco products to target enterprise customers — this raises potential remediation costs, reputation risk, and near‑term customer concern. TechCrunch: Chinese hacking campaign
• Negative Sentiment: Insider sales: Two directors disclosed multi‑hundred‑thousand to >$1M stock sales (Michael D. Capellas and Kristina M. Johnson), which reduces insider ownership and can be interpreted negatively by some investors. SEC filings: Capellas Form 4 and Johnson Form 4

Cisco Systems Price Performance

CSCO opened at $78.42 on Friday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $80.82. The company has a 50-day moving average of $74.59 and a 200-day moving average of $70.17. The company has a market capitalization of $309.84 billion, a P/E ratio of 29.48, a PEG ratio of 2.91 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, beating 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 firm had revenue of $14.88 billion during the quarter, compared to analyst estimates of $14.77 billion. During the same period in the previous year, the company earned $0.91 earnings per share. Cisco Systems’s quarterly revenue was up 7.5% on a year-over-year basis. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. Equities analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd will be issued a dividend of $0.41 per share. The ex-dividend date of this dividend is Friday, January 2nd. This represents a $1.64 annualized dividend and a dividend yield of 2.1%. Cisco Systems’s payout ratio is 61.65%.

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.