Quent Long Short Global Small Cap Fund LP Takes $1.94 Million Position in Cisco Systems, Inc. $CSCO

Quent Long Short Global Small Cap Fund LP purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 25,148 shares of the network equipment provider’s stock, valued at approximately $1,937,000.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Mirae Asset Global Investments Co. Ltd. grew its stake in Cisco Systems by 6.9% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after acquiring an additional 205,043 shares during the last quarter. Greystone Financial Group LLC acquired a new stake in Cisco Systems in the 3rd quarter valued at about $8,563,000. Jones Financial Companies Lllp grew its stake in Cisco Systems by 8.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock valued at $46,165,000 after acquiring an additional 56,057 shares during the last quarter. Rockland Trust Co. grew its stake in Cisco Systems by 213.8% in the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock valued at $1,402,000 after acquiring an additional 13,966 shares during the last quarter. Finally, CX Institutional grew its stake in Cisco Systems by 11.0% in the 3rd quarter. CX Institutional now owns 144,336 shares of the network equipment provider’s stock valued at $9,875,000 after acquiring an additional 14,334 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: Surging AI orders from hyperscalers — Cisco is seeing accelerating AI order momentum, targeting over $5B in fiscal‑2026 AI deals which supports revenue growth expectations and long‑term upside. Cisco Cashes in on AI Order Momentum: More Upside Ahead in 2026?
• Positive Sentiment: Quantum networking prototype — Cisco unveiled a working Universal Quantum Switch (research prototype) that preserves quantum information with minimal degradation, signaling long‑term leadership and R&D differentiation in a nascent growth area. Cisco Introduces Universal Quantum Switch, Advancing the Path to a Quantum Network
• Positive Sentiment: Expanded partner channel — Qmulos products are now on Cisco’s Global Price List, simplifying procurement for customers and potentially smoothing sales motions for compliance/security offerings. Qmulos Now Available on Cisco Global Price List (GPL), Accelerating Continuous Compliance Solutions for Joint Customers
• Positive Sentiment: Analyst optimism and price targets — Several writeups point to a clear path for additional upside off recent gains (one model targets ~$98.76), which can support buyer interest if fundamentals continue to surprise on the upside. Why Cisco’s AI and Networking Tailwinds Point to $98.76 in 12 Months
• Neutral Sentiment: Corporate purpose update — Cisco published its FY25 Purpose Report emphasizing security, privacy and trust in AI; important for reputation and enterprise positioning but not an immediate earnings driver. Prioritizing Security, Privacy, and Trust in the AI Era | Cisco FY25 Purpose Report
• Neutral Sentiment: Mixed analyst views — Coverage highlights shifting narratives: strong AI tailwinds but tougher comps/valuation debates; this creates divergent short‑term views among investors. How Cisco Systems (CSCO) Story Is Shifting With Mixed Analyst Views And New AI Moves
• Negative Sentiment: Intraday weakness flagged — Coverage noted Cisco registered a bigger fall than the market in the latest session (lower volume vs. average), reflecting profit‑taking after the rally. Cisco Systems (CSCO) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Valuation and skepticism — Some commentary highlights premium valuation and skeptical analyst takes, which can cap near‑term gains if growth expectations slip. 3 Unpopular Stocks We’re Skeptical Of
• Negative Sentiment: Sector security headlines — Unauthorized access incidents at other AI vendors (Anthropic) raise broader security concerns that can increase customer diligence cycles across AI/networking buys. Unauthorized Users Access Anthropic’s Mythos AI During Limited Testing Rollout

Wall Street Analysts Forecast Growth

CSCO has been the topic of a number of analyst reports. UBS Group increased their target price on Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating in a report on Thursday, February 12th. HSBC increased their target price on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a report on Friday, February 13th. JPMorgan Chase & Co. increased their target price on Cisco Systems from $95.00 to $96.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Finally, Rosenblatt Securities reiterated a “buy” rating and set a $100.00 target price on shares of Cisco Systems in a report on Thursday, February 12th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and an average price target of $89.81.

Insider Buying and Selling

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction that occurred on 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 of the company’s stock, valued at $15,040,000.62. The trade was a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the transaction, the senior vice president directly owned 28,807 shares in the company, valued at approximately $2,239,456.18. This trade represents a 7.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 46,431 shares of company stock worth $3,574,820. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

CSCO stock opened at $88.59 on Friday. Cisco Systems, Inc. has a 52-week low of $55.16 and a 52-week high of $90.45. The stock’s fifty day simple moving average is $80.30 and its 200-day simple moving average is $77.24. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The stock has a market capitalization of $349.92 billion, a price-to-earnings ratio of 31.08, a price-to-earnings-growth ratio of 3.38 and a beta of 0.83.

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

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd were issued a $0.42 dividend. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date was Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.9%. Cisco Systems’s dividend payout ratio (DPR) is 58.95%.

Cisco Systems 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.