Cisco Systems, Inc. $CSCO Shares Acquired by Sawgrass Asset Management LLC

25 Jan 2026, 12:26 by Kim Johansen · The Markets Daily

Sawgrass Asset Management LLC grew its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 39.0% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 193,514 shares of the network equipment provider’s stock after buying an additional 54,319 shares during the quarter. Cisco Systems makes up about 1.6% of Sawgrass Asset Management LLC’s portfolio, making the stock its 13th largest holding. Sawgrass Asset Management LLC’s holdings in Cisco Systems were worth $13,240,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Bare Financial Services Inc raised its position in shares of Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after buying an additional 308 shares during the last quarter. Marquette Asset Management LLC purchased a new stake in Cisco Systems during the 3rd quarter valued at about $25,000. Financial Connections Group Inc. raised its holdings in Cisco Systems by 89.4% in the 2nd quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 193 shares during the last quarter. Legacy Investment Solutions LLC purchased a new position in Cisco Systems in the 2nd quarter worth approximately $28,000. Finally, Lowe Wealth Advisors LLC boosted its holdings in shares of Cisco Systems by 96.2% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after purchasing an additional 200 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Stock Up 0.3%

Shares of NASDAQ:CSCO opened at $74.59 on Friday. The company has a market capitalization of $294.71 billion, a price-to-earnings ratio of 28.04, a PEG ratio of 2.82 and a beta of 0.87. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $80.82. The business has a 50-day moving average price of $76.62 and a 200 day moving average price of $71.76. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted 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. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The company had revenue of $14.88 billion for the quarter, compared to analysts’ expectations of $14.77 billion. During the same quarter in the prior year, the company posted $0.91 earnings per share. Cisco Systems’s revenue for the quarter was up 7.5% compared to the same quarter last year. 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. Sell-side analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were issued a $0.41 dividend. This represents a $1.64 annualized dividend and a yield of 2.2%. The ex-dividend date was Friday, January 2nd. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.

Insider Buying and Selling

In related news, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total value of $1,039,789.53. Following the sale, the director owned 61,630 shares in the company, valued at approximately $4,753,521.90. The trade was a 17.95% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Maria Victoria Wong sold 428 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $80.33, for a total value of $34,381.24. Following the transaction, the senior vice president owned 32,176 shares of the company’s stock, valued at $2,584,698.08. This trade represents a 1.31% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,044,865 shares of company stock valued at $81,397,635 over the last quarter. 0.01% of the stock is owned by corporate insiders.

Analyst Ratings Changes

Several equities research analysts recently commented on CSCO shares. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, November 22nd. Piper Sandler raised their target price on Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a research note on Thursday, November 13th. Erste Group Bank raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. President Capital cut their price objective on shares of Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. Finally, KeyCorp lifted their target price on shares of Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. Fifteen investment analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and a consensus price target of $85.86.

Read Our Latest Research Report on CSCO

Cisco Systems Profile

(Free Report)

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.