19,364 Shares in Cisco Systems, Inc. $CSCO Acquired by Ethos Capital Management Inc.

Key Points

• Ethos Capital Management opened a new position in Cisco (NASDAQ:CSCO) in Q4, buying 19,364 shares worth about $1.49 million, which equals 1.4% of its portfolio and is its 27th largest holding.
• Major institutions continue to build stakes—State Street, Invesco, Northern Trust and others increased holdings and 73.33% of CSCO is institutionally owned; Cisco also posted an earnings beat (EPS $1.04 vs. $1.02), revenue up 9.7% year‑over‑year, and raised its quarterly dividend to $0.42.
• Company insiders have been net sellers recently: CEO Charles Robbins sold 19,545 shares (~$1.49M) and insiders sold a total of 46,431 shares (~$3.57M) over the past three months, while insiders still own just 0.01% of the stock.

Ethos Capital Management Inc. acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 19,364 shares of the network equipment provider's stock, valued at approximately $1,492,000. Cisco Systems comprises 1.4% of Ethos Capital Management Inc.'s investment portfolio, making the stock its 27th largest holding.

Several other institutional investors also recently modified their holdings of the stock. State Street Corp grew its position in Cisco Systems by 0.6% during the second quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider's stock valued at $13,507,956,000 after acquiring an additional 1,067,872 shares during the last quarter. Invesco Ltd. grew its position in Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider's stock valued at $3,668,182,000 after acquiring an additional 5,081,469 shares during the last quarter. Northern Trust Corp grew its position in Cisco Systems by 3.5% during the third quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider's stock valued at $3,318,275,000 after acquiring an additional 1,631,703 shares during the last quarter. Franklin Resources Inc. grew its position in Cisco Systems by 4.4% during the third quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider's stock valued at $2,917,530,000 after acquiring an additional 1,804,625 shares during the last quarter. Finally, Legal & General Group Plc grew its position in Cisco Systems by 7.2% during the third quarter. Legal & General Group Plc now owns 37,674,954 shares of the network equipment provider's stock valued at $2,577,720,000 after acquiring an additional 2,535,716 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Key Cisco Systems News

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

• Positive Sentiment: Cisco is named as a founding participant in Anthropic’s Project Glasswing, which gives major tech firms early access to Anthropic’s more powerful “Mythos” model to hunt for AI-driven vulnerabilities — this positions Cisco in collaborative cyber‑defense efforts that could boost demand for its security and networking products. Anthropic Lets Apple, Amazon Test More Powerful Mythos AI Model
• Positive Sentiment: Cisco released its State of Industrial AI report showing two‑thirds of industrial orgs are in live AI deployments but cite network readiness and security as scaling constraints — a finding that highlights Cisco’s addressable market for networking/security upgrades. Cisco Research: Industrial AI Moves into Physical Operations, Readiness Gaps Determine Scale
• Positive Sentiment: Cisco appointed Pete (Peter) Shimer — a seasoned Deloitte executive with CFO/COO/C-suite experience — to its board and Audit Committee, strengthening governance and signaling focus on scale and financial oversight as Cisco leans into AI infrastructure. Cisco Appoints Pete Shimer to its Board of Directors
• Positive Sentiment: Technical momentum: CSCO recently moved above its 50‑day moving average, a short‑term bullish signal that often attracts momentum traders. Cisco Systems (CSCO) Recently Broke Out Above the 50-Day Moving Average
• Neutral Sentiment: Cisco and Quest Alliance launched efforts to modernize vocational IT training in India — positive for long‑term brand, talent pipeline and CSR but unlikely to move near‑term earnings. Cisco and Quest Alliance Are Modernizing Vocational Training for India's Next-Gen Workforce
• Neutral Sentiment: Sector ripple: Cybersecurity peers (Palo Alto, CrowdStrike) jumped after Anthropic’s partnerships were announced — a sector lift that likely helped Cisco shares given its security exposure, but this is an indirect effect. Palo Alto, CrowdStrike Stocks Pop After Anthropic Announces Partnerships
• Neutral Sentiment: Market coverage notes CSCO outpaced the broader market recently — useful confirmation of the move but not a new fundamental catalyst. Why Cisco Systems (CSCO) Outpaced the Stock Market Today

Insider Buying and Selling

In related news, CEO Charles Robbins sold 19,545 shares of the firm's stock in a transaction on 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 of the company's stock, valued at $51,003,220. This trade represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the firm's stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the sale, the executive vice president directly owned 156,693 shares of the company's stock, valued at $12,076,329.51. The trade was a 1.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 46,431 shares of company stock valued at $3,574,820 over the last three months. Insiders own 0.01% of the company's stock.

Analysts Set New Price Targets

A number of research analysts have commented on the stock. Argus upgraded shares of Cisco Systems to a "strong-buy" rating in a research report on Friday, February 13th. JPMorgan Chase & Co. increased their price objective on Cisco Systems from $90.00 to $95.00 and gave the company an "overweight" rating in a research note on Monday, February 9th. BNP Paribas Exane increased their price objective on Cisco Systems from $86.00 to $87.00 and gave the company an "outperform" rating in a research note on Thursday, February 12th. UBS Group increased their price objective on Cisco Systems from $90.00 to $95.00 and gave the company a "buy" rating in a research note on Thursday, February 12th. Finally, Erste Group Bank lowered Cisco Systems from a "buy" rating to a "hold" rating in a research note on Wednesday, February 18th. Four 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 company. According to data from MarketBeat.com, Cisco Systems has an average rating of "Moderate Buy" and a consensus target price of $89.76.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $80.68 on Wednesday. The firm has a market cap of $318.68 billion, a PE ratio of 28.31, a price-to-earnings-growth ratio of 2.98 and a beta of 0.83. Cisco Systems, Inc. has a fifty-two week low of $52.67 and a fifty-two week high of $88.18. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The business has a 50 day moving average price of $79.47 and a 200-day moving average price of $75.90.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating analysts' consensus estimates of $1.02 by $0.02. The firm had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business's quarterly revenue was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.94 earnings per share. 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 paid a $0.42 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from Cisco Systems's previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. Cisco Systems's payout ratio is 58.95%.

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.

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