Border to Coast Pensions Partnership Ltd Purchases 130,966 Shares of Cisco Systems, Inc. $CSCO

Key Points

• Border to Coast Pensions Partnership Ltd increased its stake in Cisco by 12.3% in Q4, acquiring 130,966 shares to hold 1,191,987 shares worth about $91,986,000, representing roughly 1.6% of its portfolio and Cisco's 14th largest holding.
• Cisco beat quarterly expectations (EPS $1.04 vs. $1.02 est.; revenue $15.35B, up 9.7% YoY), has raised full‑year EPS guidance amid AI‑driven networking demand, and recently increased its quarterly dividend to $0.42 (annual $1.68, ~2.0% yield).
• Insider selling has been notable: CEO Charles Robbins sold 19,545 shares and EVP Deborah Stahlkopf sold 7,981 shares, with insiders disposing of 46,431 shares worth about $3.57M over the last 90 days (insiders own ~0.01% of the stock).

Border to Coast Pensions Partnership Ltd lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 12.3% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,191,987 shares of the network equipment provider's stock after acquiring an additional 130,966 shares during the quarter. Cisco Systems makes up about 1.6% of Border to Coast Pensions Partnership Ltd's portfolio, making the stock its 14th biggest holding. Border to Coast Pensions Partnership Ltd's holdings in Cisco Systems were worth $91,986,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Marquette Asset Management LLC bought a new position in shares of Cisco Systems during the 3rd quarter worth approximately $25,000. Board of the Pension Protection Fund bought a new position in shares of Cisco Systems during the 4th quarter worth approximately $31,000. Lowe Wealth Advisors LLC boosted its stake in shares of Cisco Systems by 96.2% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider's stock worth $28,000 after acquiring an additional 200 shares during the period. Cedar Mountain Advisors LLC boosted its holdings in shares of Cisco Systems by 115.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider's stock worth $32,000 after buying an additional 251 shares during the period. Finally, Holos Integrated Wealth LLC bought a new stake in shares of Cisco Systems during the 4th quarter worth about $41,000. 73.33% of the stock is currently owned by institutional investors.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Zacks and others highlight an AI networking surge driving material top‑line momentum; Zacks says AI‑driven networking contributed to substantial revenue growth and helps justify further upside as infrastructure and wireless demand shift in Cisco’s favor. Cisco's AI Networking Surge Gathers Momentum
• Positive Sentiment: Bullish analysis on Seeking Alpha notes AI infrastructure orders (including hyperscaler demand) and disciplined OPEX helped Cisco raise full‑year EPS guidance after the quarter, supporting the investment case despite margin pressure from memory costs. Cisco Remains A Buy As AI Tailwinds Broaden
• Neutral Sentiment: Cisco is reportedly in talks to buy Israeli cybersecurity startup Astrix for roughly $250–$350M to bolster AI‑agent security monitoring — a strategic tuck‑in that strengthens Cisco’s security stack but is not a material spend relative to its balance sheet. M&A News: Cisco in Talks to Acquire Astrix
• Neutral Sentiment: Valuation pieces note a strong 1‑year share run (up ~47% over 1 year) and ask whether current levels are fair; these analyses are weighing momentum versus stretched gains. Is Cisco Systems Fairly Priced?
• Negative Sentiment: Zacks downgraded Cisco from "strong‑buy" to "hold," removing some buy‑side conviction and likely prompting short‑term selling pressure. Zacks Downgrades Cisco
• Negative Sentiment: Bear case from Seeking Alpha flags the $28B Splunk deal for materially increasing debt, compressing free cash flow versus pre‑Splunk levels, and limiting dividend upside — a structural FCF concern investors are reacting to. AI Top-Line Boom Can't Hide Free Cash Flow Problem

Insider Transactions at Cisco Systems

In other news, CEO Charles Robbins sold 19,545 shares of the company's stock in a transaction on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the completion of the sale, the chief executive officer directly owned 671,095 shares in the company, valued at approximately $51,003,220. This represents a 2.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the company's stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total value of $634,489.50. Following the sale, the executive vice president owned 187,097 shares of the company's stock, valued at approximately $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 ninety days, insiders have sold 46,431 shares of company stock worth $3,574,820. Company insiders own 0.01% of the company's stock.

Cisco Systems Stock Performance

CSCO opened at $82.36 on Thursday. The business has a fifty day simple moving average of $79.79 and a 200 day simple moving average of $76.48. The company has a market capitalization of $325.31 billion, a PE ratio of 28.90, a price-to-earnings-growth ratio of 3.12 and a beta of 0.83. Cisco Systems, Inc. has a 1 year low of $53.83 and a 1 year high of $88.18. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) 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 the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business's revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.94 EPS. Research analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a $0.42 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 2.0%. This is an increase from Cisco Systems's previous quarterly dividend of $0.41. Cisco Systems's payout ratio is presently 58.95%.

Analysts Set New Price Targets

CSCO has been the subject of several research analyst reports. Morgan Stanley lifted their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an "overweight" rating in a report on Wednesday, December 17th. UBS Group lifted their target price on shares of Cisco Systems from $90.00 to $95.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. JPMorgan Chase & Co. lifted their target price on shares of Cisco Systems from $90.00 to $95.00 and gave the stock an "overweight" rating in a report on Monday, February 9th. Truist Financial initiated coverage on shares of Cisco Systems in a report on Tuesday, March 31st. They set a "buy" rating and a $94.00 target price for the company. Finally, Weiss Ratings restated a "buy (b)" rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, Cisco Systems has an average rating of "Moderate Buy" and a consensus target price 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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