Anchyra Partners LLC Makes New Investment in Cisco Systems, Inc. $CSCO

Key Points

• Anchyra Partners LLC bought 26,829 shares of Cisco in Q4 (~$2.07M), making CSCO its 27th-largest holding; institutional investors now own 73.33% of Cisco and several large funds (Vanguard, Invesco, Wellington, Arrowstreet) materially increased their stakes.
• Cisco unveiled a working prototype of a Universal Quantum Switch (under 4% fidelity degradation) that routes quantum information over telecom fiber, sparking positive analyst sentiment about Cisco's role in the AI‑quantum convergence and potential long‑term revenue opportunities.
• Cisco beat quarterly EPS and revenue estimates, raised its quarterly dividend to $0.42 (annualized $1.68, yield ~1.9%), and carries a consensus Wall Street rating of Moderate Buy with an average price target of $89.81.

Anchyra Partners LLC purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 26,829 shares of the network equipment provider's stock, valued at approximately $2,067,000. Cisco Systems accounts for approximately 0.6% of Anchyra Partners LLC's holdings, making the stock its 27th biggest holding.

Several other large investors also recently made changes to their positions in CSCO. Arrowstreet Capital Limited Partnership lifted its position in Cisco Systems by 110.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider's stock valued at $1,259,369,000 after acquiring an additional 9,648,265 shares in the last quarter. Wellington Management Group LLP increased its holdings in Cisco Systems by 19.5% during the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider's stock worth $2,309,066,000 after purchasing an additional 5,498,375 shares in the last quarter. Invesco Ltd. raised its stake in shares of Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider's stock valued at $3,668,182,000 after purchasing an additional 5,081,469 shares during the period. Vanguard Group Inc. raised its stake in shares of Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider's stock valued at $30,730,602,000 after purchasing an additional 4,049,893 shares during the period. Finally, Danske Bank A S bought a new stake in shares of Cisco Systems in the third quarter valued at about $233,956,000. Institutional investors own 73.33% of the company's stock.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco unveiled a working prototype of a "Universal Quantum Switch" that can route quantum information between different types of quantum systems — a tangible step toward quantum networking that expands Cisco's addressable market beyond traditional routers and switches. Cisco shows switch that can connect quantum computers of different kinds
• Positive Sentiment: The company’s Universal Quantum Switch press release reported proof-of-concept results (under 4% fidelity degradation) and stressed interoperability over standard telecom fiber — a credibility boost for long-term revenue potential in an emerging market. Cisco Introduces Universal Quantum Switch, Advancing the Path to a Quantum Network
• Positive Sentiment: Analysts and trade pieces are positioning Cisco as a beneficiary of the AI-quantum convergence and as a "pick-and-shovel" supplier to AI infrastructure builds — sentiment that supports multiple-year upside if Cisco converts research into commercial products and services. AI Meets Quantum: Best Pick-and-Shovel Stocks for a Multi-Year Shift
• Positive Sentiment: Market commentary ranks Cisco among AI/infra names with multi‑trillion-dollar potential over time, reflecting investor expectations that its transformation into higher‑margin software/subscriptions and AI hardware could materially re-rate valuation. Cisco Systems (CSCO): Can It Hit Trillion Dollar Milestone?
• Neutral Sentiment: Cisco added Qmulos continuous‑compliance products to its Global Price List, easing procurement for joint customers — a modest commercial win that supports software and services momentum but is not material on its own. Qmulos Now Available on Cisco Global Price List (GPL)
• Neutral Sentiment: Reported short‑interest data for April appears inconsistent (shows 0 shares / NaN change) and is not indicating a meaningful short squeeze or cover signal at this time.
• Negative Sentiment: Despite the upbeat product news, Cisco shares pulled back on April 23 (a larger decline than the market), showing that investors still react to near‑term macro/earnings/rotation risk even as the company invests in new growth areas. Cisco Systems (CSCO) Registers a Bigger Fall Than the Market

Insider Transactions at Cisco Systems

In related news, insider Jeetendra I. Patel sold 11,248 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 $854,848.00. Following the transaction, the insider owned 262,776 shares in the company, valued at approximately $19,970,976. This trade represents a 4.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the business's stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the transaction, the executive vice president owned 187,097 shares of the company's stock, valued at $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 46,431 shares of company stock worth $3,574,820. Corporate insiders own 0.01% of the company's stock.

Wall Street Analyst Weigh In

CSCO has been the subject of several recent research reports. Citigroup upped their price objective on Cisco Systems from $85.00 to $90.00 and gave the stock a "buy" rating in a research report on Thursday, February 12th. Wall Street Zen cut Cisco Systems from a "buy" rating to a "hold" rating in a research note on Saturday, March 14th. Evercore raised Cisco Systems from an "in-line" rating to an "outperform" rating and upped their price target for the stock from $80.00 to $100.00 in a research report on Monday, January 26th. BNP Paribas Exane raised their price target on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an "outperform" rating in a research note on Thursday, February 12th. Finally, HSBC lifted their price objective on shares of Cisco Systems from $74.00 to $77.00 and gave the company a "hold" rating in a report on Friday, February 13th. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, Cisco Systems presently has a consensus rating of "Moderate Buy" and an average target price of $89.81.

Cisco Systems Price Performance

CSCO opened at $89.01 on Monday. The stock's fifty day simple moving average is $80.55 and its 200 day simple moving average is $77.49. Cisco Systems, Inc. has a 1-year low of $56.07 and a 1-year high of $90.45. The stock has a market cap of $351.58 billion, a PE ratio of 31.23, a price-to-earnings-growth ratio of 3.35 and a beta of 0.83. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating analysts' consensus estimates of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. During the same quarter in the prior year, the business earned $0.94 EPS. Cisco Systems's quarterly revenue was up 9.7% on a year-over-year basis. As a group, research analysts expect that Cisco Systems, Inc. will post 3.4 earnings per share for the current year.

Cisco Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd were paid a dividend of $0.42 per share. This is a boost from Cisco Systems's previous quarterly dividend of $0.41. The ex-dividend date was Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.9%. Cisco Systems's dividend 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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