131,465 Shares in Cisco Systems, Inc. $CSCO Purchased by TABR Capital Management LLC

TABR Capital Management LLC bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 4th quarter, HoldingsChannel reports. The firm bought 131,465 shares of the network equipment provider’s stock, valued at approximately $10,127,000. Cisco Systems comprises approximately 2.6% of TABR Capital Management LLC’s holdings, making the stock its 9th largest position.

Other institutional investors have also added to or reduced their stakes in the company. Marquette Asset Management LLC bought a new position in shares of Cisco Systems during the third quarter valued at approximately $25,000. Lowe Wealth Advisors LLC boosted its position 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 acquiring an additional 200 shares in the last quarter. Board of the Pension Protection Fund purchased a new position in shares of Cisco Systems in the 4th quarter valued at $31,000. Cedar Mountain Advisors LLC raised its position in shares of Cisco Systems by 115.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after acquiring an additional 251 shares in the last quarter. Finally, Holos Integrated Wealth LLC purchased a new stake in shares of Cisco Systems during the 4th quarter worth $41,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Trading Up 2.3%

NASDAQ CSCO opened at $89.70 on Wednesday. Cisco Systems, Inc. has a 12-month low of $54.58 and a 12-month high of $89.80. The company has a fifty day simple moving average of $79.95 and a two-hundred day simple moving average of $77.07. 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 market cap of $354.31 billion, a P/E ratio of 31.47, a P/E/G ratio of 3.31 and a beta of 0.83.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating analysts’ consensus estimates 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 net margin of 19.22% and a return on equity of 27.88%. The business’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period in the previous year, the company earned $0.94 earnings per share. On average, analysts forecast that Cisco Systems, Inc. will post 3.4 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. Stockholders of record on Thursday, April 2nd will be issued a $0.42 dividend. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s dividend payout ratio is currently 58.95%.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco is being framed as a momentum/value hybrid — articles point to accelerating revenue, AI networking/security product positioning and improving deal flow that make it attractive to momentum investors. Cisco Systems (CSCO) is a Great Momentum Stock: Should You Buy? Cisco Systems (CSCO) is a Great Momentum Stock: Should You Buy?
• Positive Sentiment: Zacks flags Cisco as among stocks that could beat upcoming earnings estimates based on its Earnings ESP and improving fundamentals — a potential catalyst for upside if results surprise. These 2 Computer and Technology Stocks Could Beat Earnings
• Positive Sentiment: Industry write-ups rank Cisco among top AI/data-center plays (treated as a value AI play by some funds) thanks to its pivot toward AI-native networking and security — supports longer-term revenue and margin upside expectations. Is Cisco Systems (CSCO) One of the Best AI Data Center Stocks to Buy Right Now?
• Positive Sentiment: Research roundup coverage highlights Cisco alongside Broadcom and others for AI-driven growth, expanding product portfolios and robust revenue trends — positive analyst attention that can support multiple upward revisions. Top Research Reports for Broadcom, JPMorgan & Cisco
• Neutral Sentiment: Zacks analyst blog mentions Cisco in a broader note on sector names (AI momentum, cloud demand) but also flags margin pressure and macro risks — supportive context but mixed near-term implications. The Zacks Analyst Blog Broadcom, JPMorgan, Cisco, Preformed Line Products and CompX The Zacks Analyst Blog Broadcom, JPMorgan, Cisco…
• Neutral Sentiment: Coverage examining aggregate Wall Street recommendations concludes analysts are generally optimistic on Cisco — useful for sentiment but not a guaranteed price catalyst absent earnings or guidance beats. Is Cisco (CSCO) a Buy as Wall Street Analysts Look Optimistic? Is Cisco (CSCO) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: General market coverage (Dow moves) mentioned Cisco among movers; this is more context for intraday action than a company-specific fundamental shift. Stock Market Today: Dow Dips As Trump Says This On Iran; This Stock Clears Entry (Live Coverage)
• Negative Sentiment: Former Cisco CEO John Chambers warned that the AI bubble is harder to navigate than prior tech cycles — a cautionary note that could temper investor enthusiasm if macro or valuation risks re-emerge. Cisco’s John Chambers lived through the dot-com crash. He says the AI bubble is harder to navigate

Insider Transactions at Cisco Systems

In related news, CEO Charles Robbins sold 19,545 shares of Cisco Systems stock in a transaction dated 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 of the company’s stock, valued at $51,003,220. The trade was a 2.83% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, SVP Maria Victoria Wong sold 2,179 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total value of $169,395.46. Following the completion of the sale, the senior vice president owned 28,807 shares in the company, valued at approximately $2,239,456.18. This represents a 7.03% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several equities analysts have issued reports on CSCO shares. Erste Group Bank lowered Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Truist Financial initiated coverage on shares of Cisco Systems in a research report on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price for the company. President Capital cut their price target on shares of Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. JPMorgan Chase & Co. raised their price objective on Cisco Systems from $95.00 to $96.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. Finally, Citigroup upped their target price on Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Three investment 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 stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $89.81.

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.