Cisco Systems, Inc. $CSCO Stock Holdings Decreased by Mutual Advisors LLC

Mutual Advisors LLC lowered its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.3% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 147,823 shares of the network equipment provider’s stock after selling 6,586 shares during the period. Mutual Advisors LLC’s holdings in Cisco Systems were worth $11,387,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of CSCO. Arrowstreet Capital Limited Partnership lifted its position in shares of Cisco Systems by 110.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after buying an additional 9,648,265 shares during the last quarter. Wellington Management Group LLP lifted its position in shares of Cisco Systems by 19.5% in the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after buying an additional 5,498,375 shares during the last quarter. Invesco Ltd. lifted its position in shares of Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after buying an additional 5,081,469 shares during the last quarter. Vanguard Group Inc. lifted its position in shares of Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after buying an additional 4,049,893 shares during the last quarter. Finally, Danske Bank A S bought a new position in shares of Cisco Systems in the 3rd quarter worth about $233,956,000. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Stock Up 2.2%

CSCO stock opened at $91.50 on Friday. Cisco Systems, Inc. has a 52 week low of $57.68 and a 52 week high of $91.67. The company has a market capitalization of $361.41 billion, a price-to-earnings ratio of 32.11, a price-to-earnings-growth ratio of 3.38 and a beta of 0.83. The firm’s 50-day moving average is $81.46 and its two-hundred day moving average is $77.93. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45.

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

Cisco Systems Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd were given a dividend of $0.42 per share. 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 1.8%. Cisco Systems’s payout ratio is presently 58.95%.

Key Cisco Systems News

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

• Positive Sentiment: Strong Q2 results and AI infrastructure momentum: analysts and market commentary point to Cisco’s robust Q2 update, raised guidance and product news (AI and quantum networking) as key drivers of recent share gains and momentum. A Look At Cisco (CSCO) Valuation After Strong Q2 Results And AI Infrastructure Momentum
• Positive Sentiment: Market tailwind / fresh peak: coverage highlights that Cisco hit a fresh peak as the Nasdaq Composite strengthened, helping lift the stock alongside broader tech gains. Cisco Hits Fresh Peak Amid Nasdaq Composite Today Buzz
• Positive Sentiment: Market commentary and beat narrative: multiple market reports note Cisco’s recent close above prior levels and frame the move as part of a market upswing, reinforcing investor confidence. Cisco Systems (CSCO) Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: Bullish independent write-ups: several bullish theses and summaries (Compounding Your Wealth, summarized on sites like InsiderMonkey and Yahoo) argue for CSCO on secular AI demand, recurring software revenue and cash returns to shareholders. Is Cisco Systems, Inc. (CSCO) A Good Stock To Buy Now?
• Neutral Sentiment: Corporate sustainability / purpose reporting: Cisco’s FY25 Purpose Report highlights energy and efficiency initiatives tied to data center and AI usage — relevant for ESG-minded investors but not an immediate earnings driver. How We’re Building a Cleaner, More Efficient Energy Supply | Cisco FY25 Purpose Report
• Neutral Sentiment: Peripheral industry news: staffing and board moves at other ad-tech companies (Liftoff) were reported but have no direct impact on Cisco fundamentals. Liftoff Welcomes Former J.D. Power CEO, Dave Habiger and Former Apple Controller, Betsy Rafael to its Board of Directors
• Negative Sentiment: Short-term relative weakness vs. some competitors: one note flagged that Cisco underperformed peers on a specific trading day, a reminder that momentum can rotate across the sector. Cisco Systems Inc. stock underperforms Tuesday when compared to competitors
• Negative Sentiment: Valuation and run-up risk: coverage noting high trailing P/E and the stock’s strong short?term gains highlights valuation risk — if momentum slows, multiples could be re-priced. Is Cisco Systems, Inc. (CSCO) A Good Stock To Buy Now?

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the sale, the executive vice president directly owned 188,613 shares in the company, valued at approximately $15,040,000.62. The trade was a 1.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Charles Robbins sold 19,545 shares of the business’s stock in a transaction that occurred 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 completion of the sale, the chief executive officer owned 671,095 shares in the company, valued at $51,003,220. The trade was a 2.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 46,431 shares of company stock worth $3,574,820 in the last three months. Insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

CSCO has been the topic of a number of recent research reports. BNP Paribas Exane raised their price target on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a research report on Thursday, February 12th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $89.81.

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.