Grantham Mayo Van Otterloo & Co. LLC Sells 251,713 Shares of Cisco Systems, Inc. $CSCO

Key Points

• Grantham Mayo Van Otterloo & Co. LLC reduced its stake in Cisco by 32.5%, selling 251,713 shares in the third quarter and now holds 521,632 shares valued at $35.69 million.
• Cisco beat recent quarterly expectations with $1.04 EPS vs. $1.02 consensus and $15.35B revenue (up 9.7% YoY), and raised its quarterly dividend to $0.42 per share (annualized $1.68, ~2.1% yield).
• Analyst sentiment is positive—MarketBeat shows a consensus "Moderate Buy" with a $89.55 price target after several upgrades—and coverage highlights heavy AI order flow and hyperscaler demand as key growth catalysts.

Grantham Mayo Van Otterloo & Co. LLC lessened its holdings in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 32.5% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 521,632 shares of the network equipment provider's stock after selling 251,713 shares during the quarter. Grantham Mayo Van Otterloo & Co. LLC's holdings in Cisco Systems were worth $35,690,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of CSCO. Munich Reinsurance Co Stock Corp in Munich acquired a new stake in Cisco Systems in the 3rd quarter worth about $41,663,000. Ameriflex Group Inc. increased its holdings in shares of Cisco Systems by 322.5% during the third quarter. Ameriflex Group Inc. now owns 11,184 shares of the network equipment provider's stock worth $765,000 after purchasing an additional 8,537 shares during the period. Blair William & Co. IL raised its position in shares of Cisco Systems by 1.2% in the third quarter. Blair William & Co. IL now owns 815,801 shares of the network equipment provider's stock valued at $55,817,000 after buying an additional 9,491 shares in the last quarter. HUB Investment Partners LLC raised its position in shares of Cisco Systems by 77.0% in the third quarter. HUB Investment Partners LLC now owns 126,393 shares of the network equipment provider's stock valued at $8,648,000 after buying an additional 54,983 shares in the last quarter. Finally, Intellus Advisors LLC boosted its stake in shares of Cisco Systems by 3.5% in the third quarter. Intellus Advisors LLC now owns 8,457 shares of the network equipment provider's stock valued at $579,000 after buying an additional 286 shares during the period. 73.33% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on CSCO shares. UBS Group raised their price objective on Cisco Systems from $90.00 to $95.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Morgan Stanley boosted their price target on Cisco Systems from $82.00 to $91.00 and gave the company an "overweight" rating in a research note on Wednesday, December 17th. Bank of America increased their price objective on shares of Cisco Systems from $85.00 to $95.00 and gave the stock a "buy" rating in a research note on Thursday, November 13th. HSBC boosted their target price on shares of Cisco Systems from $74.00 to $77.00 and gave the company a "hold" rating in a research report on Friday, February 13th. Finally, Wall Street Zen raised shares of Cisco Systems from a "hold" rating to a "buy" rating in a research note on Saturday, February 28th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $89.55.

Cisco Systems Stock Performance

Cisco Systems stock opened at $78.64 on Friday. 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 $310.62 billion, a PE ratio of 27.59, a P/E/G ratio of 2.97 and a beta of 0.87. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The business's 50-day moving average price is $77.96 and its two-hundred day moving average price is $74.14.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings results 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 company had revenue of $15.35 billion for 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 firm's quarterly revenue was up 9.7% compared to the same quarter last year. During the same period last year, the company posted $0.94 EPS. As a group, analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This is a positive change from Cisco Systems's previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. Cisco Systems's dividend payout ratio (DPR) is 57.54%.

Insider Activity

In related news, Director Kristina M. Johnson sold 13,481 shares of the firm's stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the transaction, the director owned 61,630 shares in the company, valued at $4,753,521.90. This trade represents a 17.95% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Michael D. Capellas sold 10,850 shares of the business's stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the sale, the director directly owned 146,368 shares in the company, valued at $11,289,363.84. The trade was a 6.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 75,677 shares of company stock valued at $5,811,211. 0.01% of the stock is currently owned by company insiders.

More Cisco Systems News

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

• Positive Sentiment: Heavy AI order flow, stronger guidance and product momentum — Analysts and coverage pieces highlight Cisco’s growing AI infrastructure business (AI revenue > $2B in 2025) and FY26 targets for higher recognized revenue and orders, plus Silicon One/G300 chip traction and buybacks that support valuation upside. Read More.
• Positive Sentiment: Confirmed hyperscaler demand and partnerships — Reports note heavy AI orders, a new Cisco Secure AI Factory in Australia with NVIDIA and SharonAI, and guidance upgrades that validate near-term revenue drivers. These operational signals are the main fundamental reason some investors remain bullish. Read More.
• Positive Sentiment: Dividend and income appeal — Multiple retirement/dividend-focused articles include NASDAQ dividend names and long-term “set it and forget it” recommendations, supporting demand from income-oriented holders if rates fall. That dynamic could help support the stock over time. Read More.
• Neutral Sentiment: Industry positioning and market studies — Cisco is cited as a leader in email encryption and unified communications market reports, underscoring long-term TAM exposure but not an immediate catalyst. Read More.
• Neutral Sentiment: Management outreach — Cisco presented at the Morgan Stanley TMT conference; transcripts provide detail for investors but did not introduce a surprise that would flip sentiment. Read More.
• Negative Sentiment: Macro and geopolitical uncertainty / market rotation — Broader market factors (regional tensions, shifting bond yields/rate expectations, and profit-taking after YTD gains) are likely weighing on the stock today despite company positives; one article notes regional risks that could affect U.S. investment flows. Read More.
• Negative Sentiment: Mixed commentary and historical caution — Some retail/advice pieces remind investors of past Cisco drawdowns and caution about growth re-rates; these narratives can pressure sentiment during short-term pullbacks. Read More.

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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