Integrated Quantitative Investments LLC Takes $1.36 Million Position in Cisco Systems, Inc. $CSCO

Key Points

• Integrated Quantitative Investments LLC opened a new position in Cisco Systems (NASDAQ:CSCO) in Q3, buying 19,877 shares valued at about $1.36 million, while institutional investors now own roughly 73.33% of the stock.
• Analysts have generally raised targets and kept favorable coverage—Cisco's consensus rating is "Moderate Buy" with a consensus price target of $89.55, and recent upgrades include Piper Sandler to $86 and BNP Paribas to $87.
• Cisco beat quarterly estimates (EPS $1.04 vs. $1.02; revenue $15.35B vs. $15.11B), increased its quarterly dividend to $0.42, and is seeing strategic AI/6G momentum including a reported ~$2.1 billion in AI orders and a new "Secure AI Factory" initiative in Australia.

Integrated Quantitative Investments LLC acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 19,877 shares of the network equipment provider's stock, valued at approximately $1,360,000.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in CSCO. KCM Investment Advisors LLC lifted its stake in Cisco Systems by 2.4% during the 3rd quarter. KCM Investment Advisors LLC now owns 98,121 shares of the network equipment provider's stock worth $6,713,000 after acquiring an additional 2,320 shares in the last quarter. Winch Advisory Services LLC increased its stake in Cisco Systems by 22.5% during the third quarter. Winch Advisory Services LLC now owns 1,618 shares of the network equipment provider's stock worth $111,000 after purchasing an additional 297 shares during the period. Advisory Alpha LLC lifted its position in shares of Cisco Systems by 7.2% during the third quarter. Advisory Alpha LLC now owns 9,383 shares of the network equipment provider's stock worth $641,000 after purchasing an additional 628 shares in the last quarter. NewSquare Capital LLC boosted its stake in shares of Cisco Systems by 1.2% in the third quarter. NewSquare Capital LLC now owns 114,423 shares of the network equipment provider's stock valued at $7,829,000 after purchasing an additional 1,366 shares during the period. Finally, IFG Advisory LLC grew its holdings in shares of Cisco Systems by 11.0% in the third quarter. IFG Advisory LLC now owns 93,643 shares of the network equipment provider's stock valued at $6,407,000 after purchasing an additional 9,247 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company's stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. Piper Sandler increased their target price on shares of Cisco Systems from $70.00 to $86.00 and gave the stock a "neutral" rating in a report on Thursday, November 13th. Barclays increased their price objective on Cisco Systems from $71.00 to $76.00 and gave the company an "equal weight" rating in a research note on Thursday, November 13th. BNP Paribas Exane lifted their target price on Cisco Systems from $86.00 to $87.00 and gave the company an "outperform" rating in a report on Thursday, February 12th. Erste Group Bank downgraded Cisco Systems from a "buy" rating to a "hold" rating in a report on Wednesday, February 18th. Finally, Weiss Ratings reiterated a "buy (b)" rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, Cisco Systems currently has a consensus rating of "Moderate Buy" and a consensus price target of $89.55.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco reportedly landed about $2.1 billion in AI orders, a claim that, if sustained, would materially bolster near‑term revenue and visibility into AI-driven network demand. Forget Nvidia: This Networking Giant Just Landed $2.1 Billion in AI Orders, and Nobody's Talking About It
• Positive Sentiment: Cisco opened a “Secure AI Factory” initiative in Australia (with partners named), highlighting sovereign-cloud, secure AI and 6G collaboration — a strategic move that positions Cisco at the center of enterprise/telecom AI infrastructure and could drive multi‑year project work. Cisco Deepens AI And 6G Push With Secure Australia Factory
• Positive Sentiment: Bullish commentary argues Cisco is materially different from its dot‑com era profile and models upside (price target scenarios near $90 by 2027), supporting a narrative that multiple expansion is possible if AI/edge execution continues. Why Cisco Is Nothing Like Its Dot-Com Self — And Could Hit $90 by 2027
• Neutral Sentiment: Analytical pieces unpack whether the Secure AI Factory/6G moves materially change Cisco’s investment narrative; useful for investors but not definitive—watch for concrete contracts, timelines and margin impact. Did Cisco’s Secure AI Factory Push into 6G and Sovereign Clouds Just Shift Cisco’s (CSCO) Investment Narrative?
• Neutral Sentiment: Industry demos (Ethernet Alliance at OFC) and partner ecosystem activity reinforce Ethernet/AI networking demand tailwinds that benefit Cisco over time but are incremental near‑term. AI-Scale Ethernet at the Heart of Ethernet Alliance’s OFC 2026 Demo
• Neutral Sentiment: Related industry news (Skyworks 6G, Brandlive integration, New Relic CTO hire) signal ecosystem momentum but are peripheral to Cisco’s direct revenue drivers. SWKS to Showcase 6G Power Amplifier: Will its Prospects Get a Boost? Brandlive and Synergy SKY Announce Integration New Relic Announces Michael Frendo as Chief Technology Officer
• Neutral Sentiment: Short‑interest alerts reported “large increases” but the underlying entries show zero shares/NaN and appear to be data errors — no reliable short‑squeeze or bearish signal from this source. (Monitor confirmed short interest releases from exchanges for clarity.)

Insider Transactions at Cisco Systems

In other news, Director Michael D. Capellas sold 10,850 shares of the stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $77.13, for a total transaction of $836,860.50. Following the completion of the sale, the director owned 146,368 shares in the company, valued at approximately $11,289,363.84. This represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Jeetendra I. Patel sold 11,248 shares of the business's stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $854,848.00. Following the completion of the transaction, the insider owned 262,776 shares in the company, valued at $19,970,976. This trade represents a 4.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 75,677 shares of company stock worth $5,811,211 over the last 90 days. Company insiders own 0.01% of the company's stock.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $80.87 on Thursday. The company has a fifty day moving average of $77.92 and a two-hundred day moving average of $73.96. The company has a market capitalization of $319.43 billion, a PE ratio of 28.38, a P/E/G ratio of 2.98 and a beta of 0.87. Cisco Systems, Inc. has a 1 year low of $52.11 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 earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business's quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the business earned $0.94 EPS. As a group, analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from Cisco Systems's previous quarterly dividend of $0.41. Cisco Systems's dividend payout ratio is presently 57.54%.

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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