79,913 Shares in Cisco Systems, Inc. $CSCO Bought by Polar Asset Management Partners Inc.

Key Points

• Polar Asset Management Partners purchased 79,913 Cisco shares worth approximately $6.2 million in the first quarter, while institutional investors collectively own 73.33% of the company.
• Cisco reported quarterly revenue of $15.84 billion and EPS of $1.06, exceeding analyst expectations, with revenue up 12% year over year. The company also announced quarterly guidance of $1.16–$1.18 EPS and maintains a $0.42 quarterly dividend.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $123.14; recent catalysts include an AI-driven security partnership with Tech Mahindra and expectations for continued earnings growth.

Polar Asset Management Partners Inc. purchased a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 79,913 shares of the network equipment provider's stock, valued at approximately $6,200,000.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CSCO. Intesa Sanpaolo Wealth Management purchased a new position in shares of Cisco Systems in the 4th quarter valued at about $25,000. MidAtlantic Capital Management Inc. purchased a new position in Cisco Systems during the fourth quarter worth approximately $25,000. Networth Advisors LLC grew its holdings in Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider's stock valued at $26,000 after purchasing an additional 246 shares during the period. Manning & Napier Advisors LLC increased its position in shares of Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider's stock valued at $27,000 after buying an additional 200 shares in the last quarter. Finally, Financial Life Planners acquired a new position in shares of Cisco Systems during the 1st quarter worth approximately $27,000. Hedge funds and other institutional investors own 73.33% of the company's stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco announced a new partnership with Tech Mahindra to launch an AI-driven Security Service Edge offering for global enterprises, which could strengthen Cisco’s security portfolio and add to future enterprise demand. Tech Mahindra and Cisco Partner to Bring AI-Driven Security Service Edge to Global Enterprises
• Positive Sentiment: Analysts and market coverage have highlighted Cisco after an upgrade, helping sentiment around the stock and suggesting investors see room for more upside ahead of earnings. Cisco Systems NASDAQ: CSCO Shares Up 1.3% on Analyst Upgrade
• Positive Sentiment: Cisco is also drawing attention ahead of its quarterly results, with preview coverage pointing to expected double-digit bottom-line growth, which can keep investors focused on earnings momentum. Cisco Systems' Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Several Yahoo Finance articles referenced Cisco as a cautionary example from the dot-com era while discussing growth stocks, but these pieces were about other companies and did not provide new company-specific news for Cisco. 2 Growth Stocks with All-Star Potential and 1 We Find Risky
• Neutral Sentiment: More analyst commentary compared Cisco’s valuation to its recent partnership-driven momentum, suggesting the stock may already reflect some good news rather than signaling a clear new catalyst. Has Cisco Systems (CSCO) Run Ahead Of Fair Value Following Its Webex Contact Center Deal?
• Neutral Sentiment: Cisco AI security research showed multi-turn attacks can defeat many models, reinforcing Cisco’s credibility in AI security, though the article was more industry-focused than a direct financial catalyst. Multi-turn attacks broke AI models 88% of the time — single-turn testing missed it, Cisco AI security lead warns at VB Transform 2026

Wall Street Analysts Forecast Growth

Several brokerages recently commented on CSCO. Morgan Stanley boosted their price target on shares of Cisco Systems from $120.00 to $130.00 and gave the stock an "overweight" rating in a report on Friday, June 12th. Weiss Ratings raised shares of Cisco Systems from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, May 29th. Truist Financial assumed coverage on shares of Cisco Systems in a research note on Tuesday, March 31st. They issued a "buy" rating and a $94.00 price target on the stock. Bank of America boosted their price objective on Cisco Systems from $135.00 to $150.00 and gave the stock a "buy" rating in a research note on Monday, June 8th. Finally, Piper Sandler raised their target price on Cisco Systems from $86.00 to $132.00 and gave the company a "neutral" rating in a research report on Thursday, May 14th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have issued a Hold rating to the company's stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $123.14.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $114.17 on Monday. The stock has a market cap of $449.99 billion, a PE ratio of 37.07, a P/E/G ratio of 2.91 and a beta of 1.02. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 12-month low of $65.75 and a 12-month high of $130.37. The company has a 50-day moving average of $117.96 and a 200 day moving average of $94.70.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping analysts' consensus estimates of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same period last year, the company posted $0.96 EPS. The business's revenue was up 12.0% on a year-over-year basis. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. As a group, sell-side analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were issued a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.5%. The ex-dividend date was Monday, July 6th. Cisco Systems's dividend payout ratio is presently 54.55%.

Insiders Place Their Bets

In related news, EVP Thimaya K. Subaiya sold 7,127 shares of the company's stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the sale, the executive vice president owned 140,857 shares of the company's stock, valued at approximately $16,890,162.87. This represents a 4.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the company's stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares of the company's stock, valued at $20,790,030.13. This represents a 3.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is currently owned by company insiders.

Cisco Systems Company 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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