Strs Ohio Has $103.26 Million Position in Cisco Systems, Inc. $CSCO

Key Points

• Strs Ohio trimmed its Cisco stake by 8.8% in Q4 and now holds 1,340,462 shares valued at approximately $103.26 million.
• Artemis Investment Management made a large increase—up 944%—to own 1,868,054 shares (~$143.9 million), and institutional investors/hedge funds now own 73.33% of the stock.
• Cisco beat Q2 estimates (EPS $1.04 vs $1.02; revenue $15.35B vs $15.11B) and analysts point to AI-infrastructure momentum and a raised outlook as drivers of the recent share rally near its 52-week high.

Strs Ohio reduced its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 8.8% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 1,340,462 shares of the network equipment provider's stock after selling 129,826 shares during the quarter. Strs Ohio's holdings in Cisco Systems were worth $103,256,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. LVZ Inc. lifted its holdings in Cisco Systems by 14.5% in the 4th quarter. LVZ Inc. now owns 11,774 shares of the network equipment provider's stock worth $907,000 after purchasing an additional 1,490 shares during the last quarter. Riverstone Advisors LLC lifted its holdings in shares of Cisco Systems by 26.1% during the fourth quarter. Riverstone Advisors LLC now owns 4,994 shares of the network equipment provider's stock worth $385,000 after buying an additional 1,033 shares during the last quarter. Artemis Investment Management LLP lifted its holdings in shares of Cisco Systems by 944.0% during the fourth quarter. Artemis Investment Management LLP now owns 1,868,054 shares of the network equipment provider's stock worth $143,896,000 after buying an additional 1,689,115 shares during the last quarter. Forza Wealth Management LLC lifted its holdings in shares of Cisco Systems by 1.4% during the fourth quarter. Forza Wealth Management LLC now owns 64,112 shares of the network equipment provider's stock worth $4,939,000 after buying an additional 877 shares during the last quarter. Finally, Composition Wealth LLC lifted its holdings in shares of Cisco Systems by 5.3% during the fourth quarter. Composition Wealth LLC now owns 81,035 shares of the network equipment provider's stock worth $6,242,000 after buying an additional 4,082 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

More Cisco Systems News

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

• Positive Sentiment: Q2 results and AI/infra momentum — analysts note Cisco’s Q2 beat, raised outlook and AI-infrastructure product momentum as key drivers of the recent share rally and valuation re-rating. A Look At Cisco (CSCO) Valuation After Strong Q2 Results And AI Infrastructure Momentum
• Positive Sentiment: High odds of another earnings beat — a Zacks piece flags Cisco’s strong earnings-surprise history and the factors (revenue strength, margin leverage) that make another upside surprise likely, supporting near-term sentiment. Will Cisco (CSCO) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Policy tailwind for quantum networking — a new U.S. quantum policy bill advancing toward commercialization could accelerate funding and deployment for quantum-related networking tech, an area where Cisco is referenced as a key player. This is a medium-term catalyst for products beyond core routing/switching. National Quantum Policy Bill Advances: IBM, IonQ, Cisco in Focus
• Positive Sentiment: Technical/market momentum — multiple market reports note Cisco hitting fresh peaks and outperforming the Nasdaq index recently, reflecting strong investor demand and positive flow into the name. Cisco Hits Fresh Peak Amid Nasdaq Composite Today Buzz
• Neutral Sentiment: CNBC mention on trader radar — Cisco was referenced on CNBC’s “Final Trades,” a short-term media mention that can attract attention but is not a fundamental catalyst by itself. Netflix, Cisco, Zoom and a health care stock on CNBC's 'Final Trades'
• Neutral Sentiment: Peer strength — Arista (a data-center networking peer) is gaining momentum ahead of its earnings, highlighting competitive dynamics in the data-center space; this is worth monitoring but hasn’t materially changed Cisco’s trajectory yet. This Nvidia Rival Gains Momentum Ahead Of Earnings Report
• Neutral Sentiment: Ongoing bullish write-ups — several bullish theses and valuation analyses (Substack/InsiderMonkey/Yahoo) are circulating, reinforcing investor interest but largely echoing the same drivers: AI demand, recurring revenue, and attractive cash returns. Is Cisco Systems, Inc. (CSCO) A Good Stock To Buy Now?

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $91.85 on Friday. The business's fifty day moving average price is $81.46 and its two-hundred day moving average price is $77.93. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. The stock has a market capitalization of $362.80 billion, a price-to-earnings ratio of 32.23, a price-to-earnings-growth ratio of 3.45 and a beta of 0.92. Cisco Systems, Inc. has a fifty-two week low of $58.58 and a fifty-two week high of $92.92.

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

Cisco Systems Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd were issued a dividend of $0.42 per share. The ex-dividend date was Thursday, April 2nd. This is a boost from Cisco Systems's previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a dividend yield of 1.8%. Cisco Systems's dividend payout ratio (DPR) is currently 58.95%.

Analyst Upgrades and Downgrades

CSCO has been the subject of a number of research analyst reports. Argus upgraded Cisco Systems to a "strong-buy" rating in a report on Friday, February 13th. HSBC upped their price target on Cisco Systems from $74.00 to $77.00 and gave the stock a "hold" rating in a report on Friday, February 13th. Wall Street Zen lowered Cisco Systems from a "buy" rating to a "hold" rating in a report on Saturday, March 14th. DZ Bank upgraded Cisco Systems to a "strong-buy" rating in a report on Friday, February 13th. Finally, JPMorgan Chase & Co. boosted their price objective on Cisco Systems from $95.00 to $96.00 and gave the company an "overweight" rating in a research report on Thursday, April 16th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $89.81.

Insider Activity at Cisco Systems

In other news, CEO Charles Robbins sold 19,545 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the sale, the chief executive officer owned 671,095 shares in the company, valued at approximately $51,003,220. This represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, SVP Maria Victoria Wong sold 551 shares of the stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the sale, the senior vice president owned 27,957 shares in the company, valued at $2,167,785.78. The trade was a 1.93% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is currently owned by company insiders.

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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