SG Americas Securities LLC Increases Stake in Cisco Systems, Inc. $CSCO

Key Points

• SG Americas Securities increased its stake in Cisco by 2.5%, adding 249,253 shares to hold 10,197,328 shares valued at about $785.5 million (roughly 0.26% of Cisco and 1.0% of the fund's portfolio).
• Cisco unveiled AI‑agent security tools and expanded Zero Trust, a product push investors view as a catalyst to grow security revenue and monetize enterprise AI needs.
• Cisco beat quarterly expectations (EPS $1.04 vs. $1.02) with revenue up 9.7% year‑over‑year, and raised its quarterly dividend to $0.42 (annualized $1.68, ~2.1% yield).

SG Americas Securities LLC lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 2.5% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,197,328 shares of the network equipment provider's stock after acquiring an additional 249,253 shares during the quarter. Cisco Systems accounts for 1.0% of SG Americas Securities LLC's portfolio, making the stock its 14th largest position. SG Americas Securities LLC owned about 0.26% of Cisco Systems worth $785,500,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. State Street Corp raised its position in Cisco Systems by 0.6% in the 2nd quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider's stock worth $13,507,956,000 after purchasing an additional 1,067,872 shares during the period. Norges Bank bought a new position in shares of Cisco Systems during the second quarter valued at approximately $3,816,825,000. Invesco Ltd. grew its stake in shares of Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider's stock valued at $3,668,182,000 after buying an additional 5,081,469 shares during the last quarter. Northern Trust Corp raised its holdings in shares of Cisco Systems by 3.5% in the third quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider's stock worth $3,318,275,000 after buying an additional 1,631,703 shares during the period. Finally, Franklin Resources Inc. raised its holdings in shares of Cisco Systems by 4.4% in the third quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider's stock worth $2,917,530,000 after buying an additional 1,804,625 shares during the period. 73.33% of the stock is currently owned by institutional investors.

More Cisco Systems News

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

• Positive Sentiment: Cisco unveiled new AI‑agent security tools and expanded Zero Trust capabilities aimed at enabling safe deployment of agentic AI — a clear product catalyst that can drive incremental security revenue and ease a major barrier to enterprise AI adoption. Cisco Reimagines Security for the Agentic Workforce
• Positive Sentiment: Media coverage highlights Cisco’s new security services for controlling AI agents — reinforcing investor perception that Cisco is positioned to monetize AI security needs. Cisco launches security services to protect the world from AI agents and each other
• Positive Sentiment: RSA Conference AI/security news helped lift the cybersecurity group, producing a sectorwide rally that supported CSCO shares as investors rotated into security names. Cybersecurity Stocks Rally Amid AI News At RSA Conference
• Neutral Sentiment: Analyst/coverage pieces note Cisco is attracting attention for valuation and longer‑term momentum, framing CSCO as near or below some estimates of fair value — useful context but not an immediate earnings catalyst. A Look At Cisco (CSCO) Valuation As Shares Trade Below Estimated Fair Value
• Neutral Sentiment: Zacks and other outlets flagged investor interest and reiterated that Cisco is pushing a new security portfolio to reignite growth — the strategy improves visibility but notes recent revenue softness and competitive pressures. Cisco Bets on New Portfolio to Reignite Security Growth: What's Ahead?
• Neutral Sentiment: Reported short‑interest data shows effectively zero days to cover — likely a data artifact rather than a real short squeeze signal; treat as informational, not a driver.
• Negative Sentiment: An executive sale (~$250k) was reported, which can be read negatively by some investors even though the size is modest relative to the company’s market cap. Insider Selling: Cisco Systems NASDAQ: CSCO EVP Sells $249,745.68 in Stock

Cisco Systems Stock Up 1.5%

Shares of NASDAQ:CSCO opened at $78.81 on Tuesday. The business's 50 day moving average is $78.48 and its 200 day moving average is $74.96. The stock has a market cap of $311.27 billion, a P/E ratio of 27.65, a price-to-earnings-growth ratio of 2.93 and a beta of 0.87. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its 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. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. During the same period in the previous year, the company posted $0.94 EPS. Cisco Systems's revenue was up 9.7% on a year-over-year basis. Sell-side analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be paid a $0.42 dividend. 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. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems's payout ratio is currently 58.95%.

Analyst Ratings Changes

A number of equities analysts recently issued reports on CSCO shares. Argus upgraded Cisco Systems to a "strong-buy" rating in a report on Friday, February 13th. President Capital reduced their target price on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. CICC Research lifted their target price on Cisco Systems from $84.00 to $96.00 and gave the stock an "outperform" rating in a research report on Friday, February 13th. Rosenblatt Securities reissued a "buy" rating and set a $100.00 target price on shares of Cisco Systems in a research note on Thursday, February 12th. Finally, DZ Bank upgraded shares of Cisco Systems to a "strong-buy" rating in a report on Friday, February 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $89.55.

Insider Buying and Selling

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction dated 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 in the company, valued at $15,040,000.62. This represents a 1.63% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the firm's stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $77.07, for a total transaction of $134,410.08. Following the transaction, the executive vice president directly owned 156,693 shares in the company, valued at $12,076,329.51. This trade represents a 1.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 46,431 shares of company stock valued at $3,574,820 over the last quarter. 0.01% of the stock is owned by company insiders.

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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