Stratos Wealth Partners LTD. Increases Position in Cisco Systems, Inc. $CSCO

Stratos Wealth Partners LTD. increased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 29.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 151,314 shares of the network equipment provider’s stock after buying an additional 34,812 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in Cisco Systems were worth $10,353,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Benchmark Financial Wealth Advisors LLC lifted its holdings in shares of Cisco Systems by 1.4% during the third quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock worth $715,000 after purchasing an additional 142 shares during the period. Yoder Wealth Management Inc. lifted its stake in shares of Cisco Systems by 3.8% in the 3rd quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock worth $270,000 after acquiring an additional 143 shares during the period. Wynn Capital LLC boosted its holdings in shares of Cisco Systems by 0.3% in the third quarter. Wynn Capital LLC now owns 48,456 shares of the network equipment provider’s stock valued at $3,315,000 after acquiring an additional 150 shares in the last quarter. Old North State Trust LLC raised its holdings in Cisco Systems by 0.6% during the second quarter. Old North State Trust LLC now owns 24,534 shares of the network equipment provider’s stock worth $1,702,000 after purchasing an additional 151 shares in the last quarter. Finally, Boyd Watterson Asset Management LLC OH boosted its holdings in Cisco Systems by 1.5% in the 2nd quarter. Boyd Watterson Asset Management LLC OH now owns 10,445 shares of the network equipment provider’s stock valued at $725,000 after purchasing an additional 152 shares in the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Record Q2 revenue, EPS beats on the headline metrics and Cisco raised its FY26 outlook — evidence of strong demand (particularly from AI hyperscalers). This supports longer‑term revenue growth expectations. CISCO REPORTS SECOND QUARTER EARNINGS
• Positive Sentiment: New Silicon One G300 AI switching silicon positions Cisco to compete for large AI‑data‑center spend (big TAM). That product news underpins the company’s AI infrastructure narrative and potential market share gains vs. competitors. Silicon One G300 Announcement Drives Sentiment
• Positive Sentiment: Board approved a 2% quarterly dividend increase to $0.42 — a shareholder‑friendly move that signals management confidence and supports income investors. CISCO REPORTS SECOND QUARTER EARNINGS
• Neutral Sentiment: Analyst sentiment and price targets remain broadly positive with several upgrades and above‑consensus targets — this supports upside but may already be priced into the stock. Quiver Quant Q2 Earnings Summary
• Neutral Sentiment: Valuation debate: some outlets question whether recent multi‑year gains have priced in the AI upside, so investor patience may be required for further upside. Is Cisco Fairly Priced?
• Negative Sentiment: Near‑term guidance was essentially in line with expectations rather than a clear beat; investors punished the stock after the quarter even though results were strong — market focus shifted to guidance cadence. CNBC: Stock Drops on Mediocre Forecast
• Negative Sentiment: Gross margin came in below some estimates and management noted higher memory/component costs are pressuring margins; that near‑term margin risk is a key reason traders sold shares. MSN: Higher Memory Costs Pressure Margins
• Negative Sentiment: Operating cash flow softened year‑over‑year and capex rose; combined with notable insider selling reported by third parties, these items add execution and governance noise for short‑term traders. Quiver Quant: Financials & Insider Activity

Insider Buying and Selling at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 164,584 shares of the stock in a transaction on Friday, November 14th. The stock was sold at an average price of $77.85, for a total value of $12,812,864.40. Following the transaction, the executive vice president directly owned 196,738 shares of the company’s stock, valued at approximately $15,316,053.30. This trade represents a 45.55% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Charles Robbins sold 281,860 shares of the business’s stock in a transaction dated Monday, November 17th. The shares were sold at an average price of $78.35, for a total value of $22,083,731.00. Following the sale, the chief executive officer directly owned 820,887 shares of the company’s stock, valued at approximately $64,316,496.45. This trade represents a 25.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,044,865 shares of company stock worth $81,397,635. 0.01% of the stock is currently owned by insiders.

Cisco Systems Stock Performance

Cisco Systems stock opened at $85.54 on Thursday. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The company has a market capitalization of $337.98 billion, a price-to-earnings ratio of 32.16, a PEG ratio of 3.26 and a beta of 0.87. The stock has a fifty day moving average of $77.91 and a two-hundred day moving average of $72.99. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data 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 return on equity of 27.29% and a net margin of 18.38%.The firm had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same quarter last year, the business posted $0.94 EPS. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. On average, analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a $0.42 dividend. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 annualized dividend and a yield of 2.0%. Cisco Systems’s dividend payout ratio (DPR) is presently 61.65%.

Analyst Ratings Changes

A number of brokerages have recently issued reports on CSCO. Bank of America increased their target price on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Melius Research raised their target price on Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, November 13th. UBS Group boosted their target price on shares of Cisco Systems from $88.00 to $90.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Argus upped their target price on shares of Cisco Systems from $80.00 to $100.00 in a research report on Thursday, November 13th. Finally, HSBC lifted their price target on shares of Cisco Systems from $69.00 to $74.00 and gave the company a “hold” rating in a research report on Friday, November 14th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $94.45.

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.