Jackson Square Capital LLC Has $7.59 Million Stake in Cisco Systems, Inc. $CSCO

Key Points

• Jackson Square Capital increased its stake in Cisco by 50.6% in Q4 to 98,574 shares worth about $7.59 million, making CSCO its 18th-largest position (≈1.5% of the fund).
• Cisco beat Q4 expectations with $1.04 EPS vs. $1.02 and $15.35B revenue (+9.7% YoY), raised its quarterly dividend to $0.42 (annual $1.68, ~2.0% yield), and carries a "Moderate Buy" consensus with an average target near $89.76.

Jackson Square Capital LLC increased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 50.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 98,574 shares of the network equipment provider's stock after acquiring an additional 33,107 shares during the period. Cisco Systems accounts for about 1.5% of Jackson Square Capital LLC's holdings, making the stock its 18th largest position. Jackson Square Capital LLC's holdings in Cisco Systems were worth $7,593,000 as of its most recent filing with the SEC.

Other hedge funds have also made changes to their positions in the company. Marquette Asset Management LLC acquired a new position in shares of Cisco Systems during the 3rd quarter valued at about $25,000. Board of the Pension Protection Fund acquired a new position in shares of Cisco Systems during the 4th quarter valued at about $31,000. Lowe Wealth Advisors LLC increased its holdings 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 valued at $28,000 after acquiring an additional 200 shares during the last quarter. Cedar Mountain Advisors LLC increased 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 valued at $32,000 after acquiring an additional 251 shares during the last quarter. Finally, Holos Integrated Wealth LLC acquired a new position in shares of Cisco Systems during the 4th quarter valued at about $41,000. Institutional investors and hedge funds own 73.33% of the company's stock.

Cisco Systems Price Performance

Shares of CSCO stock opened at $83.70 on Thursday. The stock has a 50 day moving average of $79.57 and a two-hundred day moving average of $75.96. 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, Inc. has a 12 month low of $52.67 and a 12 month high of $88.18. The company has a market capitalization of $330.61 billion, a P/E ratio of 29.37, a P/E/G ratio of 2.98 and a beta of 0.83.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last announced its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping analysts' consensus estimates of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The company had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. During the same quarter last year, the company earned $0.94 EPS. The company's quarterly revenue was up 9.7% on a year-over-year basis. As a group, equities analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

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

Wall Street Analyst Weigh In

A number of brokerages have recently commented on CSCO. Morgan Stanley increased their price objective on Cisco Systems from $82.00 to $91.00 and gave the company an "overweight" rating in a report on Wednesday, December 17th. Zacks Research raised Cisco Systems from a "hold" rating to a "strong-buy" rating in a report on Monday, January 26th. Weiss Ratings restated a "buy (b)" rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Citigroup increased their target price on Cisco Systems from $85.00 to $90.00 and gave the company a "buy" rating in a research note on Thursday, February 12th. Finally, Argus upgraded Cisco Systems to a "strong-buy" rating in a research note on Friday, February 13th. Four analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $89.76.

Insider Buying and Selling

In other Cisco Systems news, CEO Charles Robbins sold 19,545 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 value of $1,485,420.00. Following the completion of the sale, the chief executive officer owned 671,095 shares in the company, valued at approximately $51,003,220. This trade represents a 2.83% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the firm's stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the sale, the executive vice president owned 156,693 shares of the company's stock, valued at $12,076,329.51. This represents a 1.10% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 46,431 shares of company stock worth $3,574,820. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems News Roundup

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

• Positive Sentiment: Truist initiated coverage with a Buy and $94 price target, citing strength in Cisco’s networking business and secular cybersecurity tailwinds — a direct analyst endorsement that can lift investor sentiment. Cisco Systems (CSCO) See Vast Potential in Securing AI Agents
• Positive Sentiment: Cisco is named as a founding partner in Anthropic’s Project Glasswing (access to Mythos model) — this positions Cisco to help secure AI agents and participate in shared tooling to find/patch vulnerabilities, reinforcing its cybersecurity revenue story. Anthropic Lets Apple, Amazon Test More Powerful Mythos AI Model
• Positive Sentiment: Sector momentum: cyber stocks are rallying on Anthropic’s Project Glasswing news and broader re-rating of security names — positive spillover for Cisco’s security and networking franchises. Cybersecurity Stocks Climb Amid Anthropic's Project Glasswing Launch
• Positive Sentiment: Corporate governance/strategy boost: Cisco added Pete Shimer (former Deloitte COO/CFO) to its board as it leans into AI infrastructure — a credibility and oversight signal that investors often view favorably. Cisco Adds Pete Shimer To Board As AI Infrastructure Story Builds
• Positive Sentiment: Technical setup: CSCO recently cleared its 50-day moving average, indicating a short-term bullish trend that can attract momentum traders. Cisco Systems (CSCO) Recently Broke Out Above the 50-Day Moving Average
• Neutral Sentiment: Cisco released its State of Industrial AI report highlighting adoption and network/security readiness needs — supports product positioning but is more long‑term/PR than immediate revenue impact. Cisco Research: Industrial AI Moves into Physical Operations, Readiness Gaps Determine Scale
• Neutral Sentiment: Corporate social/skills initiative: Cisco and Quest Alliance announced vocational training work in India — positive for brand and long-term talent pipeline but unlikely to move near-term earnings. Cisco and Quest Alliance Are Modernizing Vocational Training for India's Next-Gen Workforce
• Negative Sentiment: Security concern: a Salesforce-managed CRM breach reportedly exposed Cisco data (linked to the ShinyHunters group), raising short-term questions about data protection and potential PR/regulatory scrutiny for enterprise vendors. This is a reputational risk that investors will watch. Salesforce Security Breach Tests Conviction In AI Agent Growth Story

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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