Natixis Advisors LLC Acquires 158,375 Shares of Cisco Systems, Inc. $CSCO

Key Points

• Natixis Advisors LLC increased its stake in Cisco by 4.6%, acquiring 158,375 shares to hold 3,607,105 shares worth about $246.8 million at quarter-end.
• Cisco beat quarterly expectations (EPS $1.04 vs. $1.02) with revenue up 9.7% YoY to $15.35 billion and raised its quarterly dividend to $0.42 (annual $1.68, ~2.1% yield).
• Several analysts raised price targets (consensus ~$89.55, "Moderate Buy") even as insiders sold roughly 75,677 shares last quarter—including CEO Charles Robbins—while institutional ownership remains high (~73%).

Natixis Advisors LLC grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 4.6% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 3,607,105 shares of the network equipment provider's stock after acquiring an additional 158,375 shares during the quarter. Natixis Advisors LLC owned 0.09% of Cisco Systems worth $246,799,000 at the end of the most recent quarter.

A number of other hedge funds also recently made changes to their positions in CSCO. Bare Financial Services Inc boosted its position in Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider's stock valued at $25,000 after buying an additional 308 shares in the last quarter. Marquette Asset Management LLC acquired a new position in shares of Cisco Systems during the third quarter worth $25,000. Legacy Investment Solutions LLC acquired a new position in shares of Cisco Systems during the second quarter worth $28,000. Lowe Wealth Advisors LLC lifted its stake in shares of Cisco Systems by 96.2% in 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. Finally, 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 valued at $32,000 after acquiring an additional 251 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Key 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.

Insider Activity

In other news, CEO Charles Robbins sold 19,545 shares of the stock in a transaction on Friday, February 13th. The shares were 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 $51,003,220. This represents a 2.83% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Michael D. Capellas sold 16,150 shares of Cisco Systems stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the transaction, the director directly owned 157,218 shares of the company's stock, valued at $12,149,807.04. This represents a 9.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 75,677 shares of company stock worth $5,811,211. 0.01% of the stock is owned by insiders.

Cisco Systems Stock Down 1.7%

Shares of CSCO opened at $78.64 on Friday. The company has a market capitalization of $310.62 billion, a PE ratio of 27.59, a PEG 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 stock's 50-day moving average price is $77.96 and its two-hundred day moving average price is $74.14. 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 (NASDAQ:CSCO - Get Free Report) last issued its quarterly 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. 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 analysts' expectations of $15.11 billion. During the same quarter in the prior year, the firm posted $0.94 earnings per share. The business's quarterly revenue was up 9.7% on a year-over-year basis. On average, analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. 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 2.1%. This is a boost from Cisco Systems's previous quarterly dividend of $0.41. Cisco Systems's payout ratio is currently 57.54%.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Morgan Stanley boosted their price objective on Cisco Systems from $82.00 to $91.00 and gave the stock an "overweight" rating in a research report on Wednesday, December 17th. Wells Fargo & Company lifted their price target on Cisco Systems from $83.00 to $95.00 and gave the company an "overweight" rating in a research note on Thursday, November 13th. President Capital reduced their price target on Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Piper Sandler upped their price objective on Cisco Systems from $70.00 to $86.00 and gave the company a "neutral" rating in a research note on Thursday, November 13th. Finally, 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 research report on Monday, February 9th. Three 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 has an average rating of "Moderate Buy" and a consensus price target of $89.55.

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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