Jefferies Financial Group Inc. Sells 11,984 Shares of Cisco Systems, Inc. $CSCO

Jefferies Financial Group Inc. decreased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 20.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 46,635 shares of the network equipment provider’s stock after selling 11,984 shares during the period. Jefferies Financial Group Inc.’s holdings in Cisco Systems were worth $3,191,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Bare Financial Services Inc increased its position in shares of Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after acquiring an additional 308 shares in the last quarter. Marquette Asset Management LLC bought a new position in Cisco Systems in the 3rd quarter valued at about $25,000. Lowe Wealth Advisors LLC boosted its stake in 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 purchasing an additional 200 shares during the last quarter. Cedar Mountain Advisors LLC boosted its stake in 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 purchasing an additional 251 shares during the last quarter. Finally, Kilter Group LLC bought a new stake in Cisco Systems during the 2nd quarter worth approximately $44,000. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco announced a strategic push into sovereign/secure AI with its “Secure AI Factory” partnership and related deals, reinforcing its positioning in AI infrastructure and security — a catalyst for revenue and enterprise spending momentum. Cisco Secure AI Factory Deal Puts Sovereign AI At Center For Cisco Investors
• Positive Sentiment: Wall Street commentary and retail interest are upbeat: recent analyst coverage and Zacks/market write-ups are drawing investor attention and supporting sentiment around Cisco’s growth story. Cisco Systems, Inc. (CSCO) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Media pieces highlight the broader cybersecurity and AI networking opportunity, which benefits Cisco indirectly, but they also spotlight pure-play competitors — this is industry-positive but mixed for incumbents. The Cybersecurity Market Is Set to Double to $300 Billion by 2030
• Neutral Sentiment: Short interest reports posted anomalous data (zeros and NaN increases) — this looks like a reporting glitch rather than a true surge in shorting activity, so it’s not a clear driver of price action. (Entries dated 3/9–3/10.)
• Neutral Sentiment: Arista’s strong AI-driven networking gains and HPE’s growing networking profitability highlight rising competition and market shifts in enterprise networking — these are industry signals investors should watch for relative share wins/losses. ANET Rises 73.3% in a Year: How Should You Play the Stock? Networking now 30% of HPE revenue but over half of profits
• Negative Sentiment: An analysis piece warns that Cisco’s investment story is shifting — growth hopes are improving but margin pressures and execution risk could weigh on forward profitability if costs rise or product mix changes unfavorably. How The Cisco Systems (CSCO) Investment Story Is Shifting On Growth Hopes And Margin Risks

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $77.70 on Wednesday. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The stock has a fifty day simple moving average of $77.94 and a two-hundred day simple moving average of $74.33. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18. The firm has a market cap of $306.91 billion, a price-to-earnings ratio of 27.26, a price-to-earnings-growth ratio of 2.88 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.02. The firm had revenue of $15.35 billion for the quarter, compared to analyst estimates 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 was up 9.7% on a year-over-year basis. During the same period in the previous year, the company posted $0.94 earnings per share. Analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The company 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. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 2.2%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is presently 57.54%.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, Director Michael D. Capellas sold 10,850 shares of the stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $77.13, for a total transaction of $836,860.50. Following the completion of the transaction, the director owned 146,368 shares in the company, valued at $11,289,363.84. This trade represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the transaction, the senior vice president owned 28,807 shares of the company’s stock, valued at $2,239,456.18. The trade was a 7.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 75,677 shares of company stock valued at $5,811,211. Insiders own 0.01% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have recently commented on the company. Wall Street Zen raised Cisco Systems from a “hold” rating to a “buy” rating in a research note on Saturday, February 28th. Bank of America upped their price target on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Citic Securities increased their price target on Cisco Systems from $75.00 to $90.00 in a research report on Monday, November 17th. Melius Research raised their price objective on Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Finally, Piper Sandler lifted their price objective on shares of Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a report on Thursday, November 13th. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have given 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 $89.55.

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.