MASTERINVEST Kapitalanlage GmbH Takes $15.97 Million Position in Cisco Systems, Inc. $CSCO

by · The Cerbat Gem

MASTERINVEST Kapitalanlage GmbH acquired a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 2nd quarter, according to its most recent 13F filing with the SEC. The firm acquired 230,215 shares of the network equipment provider’s stock, valued at approximately $15,972,000. Cisco Systems accounts for 1.7% of MASTERINVEST Kapitalanlage GmbH’s investment portfolio, making the stock its 11th biggest position.

Several other hedge funds have also made changes to their positions in CSCO. Brighton Jones LLC raised its stake in shares of Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after purchasing an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after buying an additional 2,474 shares during the period. EverSource Wealth Advisors LLC raised its position in Cisco Systems by 33.2% during the 1st quarter. EverSource Wealth Advisors LLC now owns 21,885 shares of the network equipment provider’s stock worth $1,350,000 after buying an additional 5,458 shares during the last quarter. Roanoke Asset Management Corp NY lifted its stake in Cisco Systems by 1.2% during the 1st quarter. Roanoke Asset Management Corp NY now owns 101,467 shares of the network equipment provider’s stock valued at $6,262,000 after acquiring an additional 1,181 shares during the period. Finally, Raymond James Financial Inc. boosted its holdings in shares of Cisco Systems by 6.0% in the 1st quarter. Raymond James Financial Inc. now owns 10,040,443 shares of the network equipment provider’s stock valued at $619,596,000 after acquiring an additional 568,786 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Trading Down 1.9%

Shares of CSCO stock opened at $77.80 on Friday. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $80.82. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. The stock’s fifty day moving average is $73.77 and its two-hundred day moving average is $69.73. The firm has a market capitalization of $307.39 billion, a P/E ratio of 29.25, a PEG ratio of 2.94 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last issued its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. The business had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The company’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.91 earnings per share. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. Research analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd will be issued a dividend of $0.41 per share. This represents a $1.64 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Friday, January 2nd. Cisco Systems’s payout ratio is currently 61.65%.

Analyst Ratings Changes

Several brokerages have weighed in on CSCO. Citigroup increased their price target on Cisco Systems from $80.00 to $85.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Barclays upped their target price on Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a research note on Thursday, November 13th. KeyCorp boosted their price target on Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. CICC Research upped their price objective on Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a research report on Friday, November 14th. Finally, Morgan Stanley lifted their target price on shares of Cisco Systems from $77.00 to $82.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. Seventeen equities research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. According to data from MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and an average price target of $84.14.

Get Our Latest Research Report on Cisco Systems

Insiders Place Their Bets

In related news, SVP Maria Victoria Wong sold 428 shares of the stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $80.33, for a total value of $34,381.24. Following the completion of the sale, the senior vice president owned 32,176 shares of the company’s stock, valued at approximately $2,584,698.08. This trade represents a 1.31% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Charles Robbins sold 116,734 shares of the business’s stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $77.30, for a total value of $9,023,538.20. Following the transaction, the chief executive officer directly owned 704,153 shares in the company, valued at $54,431,026.90. This trade represents a 14.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,021,910 shares of company stock valued at $79,463,804. Insiders own 0.01% of the company’s stock.

About Cisco Systems

(Free Report)

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.

Read More