Quent Long Short Global Small Cap Fund LP Takes $1.94 Million Position in Cisco Systems, Inc. $CSCO

Key Points

• Quent Long Short Global Small Cap Fund LP initiated a new position in Cisco, buying 25,148 shares worth about $1.94 million in Q4, and institutional investors now own roughly 73.33% of the company.
• Cisco is seeing accelerating AI order momentum—targeting over $5 billion in fiscal‑2026 AI deals—and has showcased a quantum networking prototype, while several analysts have raised targets leaving an average MarketBeat price target near $89.81.
• Cisco recently beat quarterly EPS estimates ($1.04 vs. $1.02) with revenue up 9.7% year‑over‑year and increased its quarterly dividend to $0.42 (annualized $1.68, ~1.9% yield).

Quent Long Short Global Small Cap Fund LP purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 25,148 shares of the network equipment provider's stock, valued at approximately $1,937,000.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Mirae Asset Global Investments Co. Ltd. grew its stake in Cisco Systems by 6.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider's stock valued at $218,236,000 after acquiring an additional 205,043 shares during the last quarter. Greystone Financial Group LLC acquired a new stake in Cisco Systems in the 3rd quarter valued at about $8,563,000. Jones Financial Companies Lllp grew its stake in Cisco Systems by 8.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider's stock valued at $46,165,000 after acquiring an additional 56,057 shares during the last quarter. Rockland Trust Co. grew its stake in Cisco Systems by 213.8% in the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider's stock valued at $1,402,000 after acquiring an additional 13,966 shares during the last quarter. Finally, CX Institutional grew its stake in Cisco Systems by 11.0% in the 3rd quarter. CX Institutional now owns 144,336 shares of the network equipment provider's stock valued at $9,875,000 after acquiring an additional 14,334 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company's stock.

Key Cisco Systems News

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

• Positive Sentiment: Surging AI orders from hyperscalers — Cisco is seeing accelerating AI order momentum, targeting over $5B in fiscal‑2026 AI deals which supports revenue growth expectations and long‑term upside. Cisco Cashes in on AI Order Momentum: More Upside Ahead in 2026?
• Positive Sentiment: Quantum networking prototype — Cisco unveiled a working Universal Quantum Switch (research prototype) that preserves quantum information with minimal degradation, signaling long‑term leadership and R&D differentiation in a nascent growth area. Cisco Introduces Universal Quantum Switch, Advancing the Path to a Quantum Network
• Positive Sentiment: Expanded partner channel — Qmulos products are now on Cisco’s Global Price List, simplifying procurement for customers and potentially smoothing sales motions for compliance/security offerings. Qmulos Now Available on Cisco Global Price List (GPL), Accelerating Continuous Compliance Solutions for Joint Customers
• Positive Sentiment: Analyst optimism and price targets — Several writeups point to a clear path for additional upside off recent gains (one model targets ~$98.76), which can support buyer interest if fundamentals continue to surprise on the upside. Why Cisco’s AI and Networking Tailwinds Point to $98.76 in 12 Months
• Neutral Sentiment: Corporate purpose update — Cisco published its FY25 Purpose Report emphasizing security, privacy and trust in AI; important for reputation and enterprise positioning but not an immediate earnings driver. Prioritizing Security, Privacy, and Trust in the AI Era | Cisco FY25 Purpose Report
• Neutral Sentiment: Mixed analyst views — Coverage highlights shifting narratives: strong AI tailwinds but tougher comps/valuation debates; this creates divergent short‑term views among investors. How Cisco Systems (CSCO) Story Is Shifting With Mixed Analyst Views And New AI Moves
• Negative Sentiment: Intraday weakness flagged — Coverage noted Cisco registered a bigger fall than the market in the latest session (lower volume vs. average), reflecting profit‑taking after the rally. Cisco Systems (CSCO) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Valuation and skepticism — Some commentary highlights premium valuation and skeptical analyst takes, which can cap near‑term gains if growth expectations slip. 3 Unpopular Stocks We’re Skeptical Of
• Negative Sentiment: Sector security headlines — Unauthorized access incidents at other AI vendors (Anthropic) raise broader security concerns that can increase customer diligence cycles across AI/networking buys. Unauthorized Users Access Anthropic's Mythos AI During Limited Testing Rollout

Wall Street Analysts Forecast Growth

CSCO has been the topic of a number of analyst reports. UBS Group increased their target price on Cisco Systems from $90.00 to $95.00 and gave the company a "buy" rating in a report on Thursday, February 12th. HSBC increased their target price on Cisco Systems from $74.00 to $77.00 and gave the company a "hold" rating in a report on Friday, February 13th. JPMorgan Chase & Co. increased their target price on Cisco Systems from $95.00 to $96.00 and gave the company an "overweight" rating in a report on Thursday, April 16th. Wall Street Zen cut Cisco Systems from a "buy" rating to a "hold" rating in a report on Saturday, March 14th. Finally, Rosenblatt Securities reiterated a "buy" rating and set a $100.00 target price on shares of Cisco Systems in a report on Thursday, February 12th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have assigned a Hold rating to the company's stock. Based on data from MarketBeat, Cisco Systems presently has an average rating of "Moderate Buy" and an average price target of $89.81.

Insider Buying and Selling

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the transaction, the executive vice president directly owned 188,613 shares of the company's stock, valued at $15,040,000.62. The trade was a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the transaction, the senior vice president directly owned 28,807 shares in the company, valued at approximately $2,239,456.18. This trade represents a 7.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 46,431 shares of company stock worth $3,574,820. Corporate insiders own 0.01% of the company's stock.

Cisco Systems Price Performance

CSCO stock opened at $88.59 on Friday. Cisco Systems, Inc. has a 52-week low of $55.16 and a 52-week high of $90.45. The stock's fifty day simple moving average is $80.30 and its 200-day simple moving average is $77.24. 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 capitalization of $349.92 billion, a price-to-earnings ratio of 31.08, a price-to-earnings-growth ratio of 3.38 and a beta of 0.83.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business had revenue of $15.35 billion for the quarter, compared to analysts' expectations of $15.11 billion. During the same period last year, the company earned $0.94 earnings per share. The company's quarterly revenue was up 9.7% on a year-over-year basis. Equities research analysts expect that Cisco Systems, Inc. will post 3.4 EPS for the current year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd were issued a $0.42 dividend. This is a positive change from Cisco Systems's previous quarterly dividend of $0.41. The ex-dividend date was Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.9%. Cisco Systems's dividend payout ratio (DPR) is 58.95%.

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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