Aspiriant LLC Has $2.66 Million Stock Position in Cisco Systems, Inc. $CSCO

Key Points

• Aspiriant LLC boosted its stake in Cisco by 92.1% in Q4, acquiring an extra 16,521 shares for a total holding of 34,463 shares worth about $2.655 million.
• Several large institutions also ramped up positions—e.g., DZ BANK (+413.3% to 22.39M shares), Arrowstreet and Invesco added tens of millions of shares—leaving institutional ownership at about 73.33%.
• Cisco beat Q results (EPS $1.04 vs. $1.02; revenue $15.35B, +9.7% YoY) and raised its quarterly dividend to $0.42, but warned of a sequential gross margin contraction due to AI revenue mix and higher memory costs as a near‑term risk.

Aspiriant LLC boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 92.1% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 34,463 shares of the network equipment provider's stock after acquiring an additional 16,521 shares during the period. Aspiriant LLC's holdings in Cisco Systems were worth $2,655,000 as of its most recent filing with the SEC.

Several other hedge funds have also added to or reduced their stakes in CSCO. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its holdings in Cisco Systems by 413.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider's stock worth $1,553,645,000 after buying an additional 18,030,441 shares during the period. Arrowstreet Capital Limited Partnership grew its holdings in shares of 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 position in shares of Cisco Systems by 19.5% in the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider's stock valued at $2,309,066,000 after acquiring an additional 5,498,375 shares during the last quarter. Invesco Ltd. raised its holdings 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 worth $3,668,182,000 after acquiring an additional 5,081,469 shares in the last quarter. Finally, Danske Bank A S bought a new stake in Cisco Systems during the third quarter worth about $233,956,000. Institutional investors and hedge funds own 73.33% of the company's stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco published a new "State of Wireless" report showing broad enterprise investment in Wi‑Fi and wireless as a revenue/efficiency multiplier tied to AI and IoT demand — a positive signal for Cisco’s wireless and infrastructure product demand. Cisco Report: Strategic Wireless Investments are Driving Higher ROI for Enterprises in the AI Era
• Positive Sentiment: Cisco will headline a COMPUTEX keynote (SVP Jeremy Foster) to present a "full‑stack approach to AI" — a visible positioning move that could help sales momentum and investor perception around Cisco’s AI infrastructure strategy. Cisco Makes Its Debut at COMPUTEX Keynote!
• Positive Sentiment: Coverage noting broker interest and upgrade momentum suggests some sell‑side optimism and index/market‑driven flows that can support the stock (analyst attention often boosts liquidity and sentiment). Brokers Suggest Investing in Cisco (CSCO): Read This Before Placing a Bet
• Neutral Sentiment: Stories flagging that CSCO is a "trending" ticker and being watched by Zacks users — indicates retail/investor interest but not a direct fundamental catalyst. Is Trending Stock Cisco Systems, Inc. (CSCO) a Buy Now?
• Neutral Sentiment: Private‑market deals in cloud communications (CallTower sale/ investment) highlight consolidation in collaboration/cloud services — tangential to Cisco’s UC and collaboration market but not an immediate CSCO earnings driver. CallTower Announces Strategic Investment from Court Square Capital Partners
• Negative Sentiment: Coverage reports Cisco’s gross margin contracted sequentially and Q3 commentary points to lower margins as AI revenue mix and higher memory costs weigh on profitability — a clear near‑term risk to EPS and multiple expansion. Cisco's Gross Margin Contracts Sequentially: Is Growth Getting Harder?

Insiders Place Their Bets

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the transaction, the executive vice president owned 188,613 shares in the company, valued at $15,040,000.62. This represents a 1.63% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Jeetendra I. Patel sold 11,248 shares of the firm's stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $854,848.00. Following the transaction, the insider directly owned 262,776 shares in the company, valued at $19,970,976. This represents a 4.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 46,431 shares of company stock valued at $3,574,820 in the last three months. Insiders own 0.01% of the company's stock.

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $79.02 on Friday. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The business has a 50 day moving average of $79.36 and a 200-day moving average of $75.62. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The stock has a market cap of $312.12 billion, a PE ratio of 27.73, a P/E/G ratio of 2.98 and a beta of 0.83.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business had revenue of $15.35 billion during the quarter, compared to analysts' expectations of $15.11 billion. During the same period last year, the firm posted $0.94 EPS. The firm's revenue for the quarter was up 9.7% compared to the same quarter last year. As a group, equities research analysts forecast 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. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. This is a boost from Cisco Systems's previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. Cisco Systems's dividend payout ratio is currently 58.95%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on CSCO. Evercore upgraded Cisco Systems from an "in-line" rating to an "outperform" rating and raised their price target for the company from $80.00 to $100.00 in a research note on Monday, January 26th. Zacks Research raised Cisco Systems from a "hold" rating to a "strong-buy" rating in a report on Monday, January 26th. Wall Street Zen cut shares of Cisco Systems from a "buy" rating to a "hold" rating in a research note on Saturday, March 14th. Citigroup boosted their target price on shares of Cisco Systems from $85.00 to $90.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. Finally, Rosenblatt Securities reaffirmed a "buy" rating and set a $100.00 price target on shares of Cisco Systems in a research report on Thursday, February 12th. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Cisco Systems currently has a consensus rating of "Moderate Buy" and a consensus price target of $89.76.

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.

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