Cisco Systems, Inc. $CSCO Shares Acquired by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 11.8% in the fourth quarter, Holdings Channel reports. The institutional investor owned 197,875 shares of the network equipment provider’s stock after acquiring an additional 20,857 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Cisco Systems were worth $15,242,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Marquette Asset Management LLC acquired a new stake in shares of Cisco Systems during the 3rd quarter worth approximately $25,000. EQ Wealth Advisors LLC acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $31,000. Board of the Pension Protection Fund acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $31,000. Cedar Mountain Advisors LLC increased its holdings in shares of Cisco Systems by 115.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after buying an additional 251 shares during the last quarter. Finally, Joseph Group Capital Management acquired a new stake in shares of Cisco Systems during the 4th quarter worth approximately $38,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Analysts and previews signal a likely Q3 beat and margin focus, which supports upside expectations ahead of the print. Cisco Q3 Earnings Preview
• Positive Sentiment: Consensus research notes growth in earnings expectations and constructive commentary about Cisco’s secular positioning (AI/networking exposure), which underpins higher price targets at some shops. Investment Story Shifting
• Positive Sentiment: Cisco confirmed participation in multiple May–June investor events (J.P. Morgan, etc.), increasing visibility with the financial community and giving management more chances to articulate guidance and margin drivers. Investor Events
• Neutral Sentiment: Research notes show a split analyst narrative — some lift targets while others caution that recent optimism reduces the margin for disappointment; this makes post-earnings guidance the key catalyst. Analyst Views Diverge
• Neutral Sentiment: Macro calendar (inflation data) and its potential impact on guidance and IT spending is a near-term watch item highlighted in week-ahead previews. Week Ahead
• Negative Sentiment: Cisco recently underperformed peers and there were headlines noting a sharp session decline, signaling near-term profit-taking and sensitivity to broader market moves. These short-term flows could amplify volatility into earnings. Stock Drops Despite Market Gains
• Negative Sentiment: MarketWatch flagged underperformance relative to competitors, a reminder that any weak guidance or margin miss could prompt a larger pullback. Underperformance vs. Peers

Analyst Upgrades and Downgrades

A number of equities analysts recently weighed in on the stock. CICC Research increased their price objective on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a research report on Friday, February 13th. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Citigroup lifted their target price on shares of Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a report on Friday, April 24th. Finally, UBS Group lifted their target price on shares of Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating in a 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 assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $90.29.

Cisco Systems Stock Up 0.6%

Cisco Systems stock opened at $92.16 on Friday. Cisco Systems, Inc. has a fifty-two week low of $59.42 and a fifty-two week high of $94.71. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The firm has a 50 day moving average price of $82.32 and a 200 day moving average price of $78.56. The company has a market capitalization of $364.02 billion, a PE ratio of 32.34, a price-to-earnings-growth ratio of 3.44 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.02. The firm had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter last year, the firm earned $0.94 EPS. Research analysts expect that Cisco Systems, Inc. will post 3.42 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd were paid a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.8%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date was Thursday, April 2nd. Cisco Systems’s payout ratio is presently 58.95%.

Insiders Place Their Bets

In other Cisco Systems news, SVP Maria Victoria Wong sold 2,179 shares of the business’s stock in a transaction 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 transaction, the senior vice president owned 28,807 shares in the company, valued at $2,239,456.18. The trade was a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the transaction, the executive vice president owned 187,097 shares of the company’s stock, valued at approximately $14,874,211.50. This trade represents a 4.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 46,431 shares of company stock valued at $3,574,820. Corporate insiders own 0.01% of the company’s stock.

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.