Wedbush Securities Inc. Trims Holdings in Cisco Systems, Inc. $CSCO

Wedbush Securities Inc. decreased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 9.1% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 170,435 shares of the network equipment provider’s stock after selling 17,071 shares during the quarter. Wedbush Securities Inc.’s holdings in Cisco Systems were worth $11,661,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Bare Financial Services Inc grew its position in shares of Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after purchasing an additional 308 shares during the period. Marquette Asset Management LLC acquired a new stake in Cisco Systems in the 3rd quarter worth about $25,000. Legacy Investment Solutions LLC acquired a new stake in Cisco Systems in the 2nd quarter worth about $28,000. Lowe Wealth Advisors LLC grew its holdings in Cisco Systems by 96.2% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 200 shares during the period. Finally, Cedar Mountain Advisors LLC increased its stake 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 valued at $32,000 after acquiring an additional 251 shares during the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts recently issued reports on the stock. Citigroup boosted their target price on shares of Cisco Systems from $80.00 to $85.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Evercore ISI boosted their price objective on shares of Cisco Systems from $100.00 to $175.00 and gave the company an “outperform” rating in a research note on Tuesday, February 3rd. JPMorgan Chase & Co. upped their price objective on Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a report on Monday. Argus lifted their target price on Cisco Systems from $80.00 to $100.00 in a report on Thursday, November 13th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $94.45.

Insider Activity

In other Cisco Systems news, SVP Maria Victoria Wong sold 428 shares of Cisco Systems stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $80.33, for a total transaction of $34,381.24. Following the sale, the senior vice president directly owned 32,176 shares in the company, valued at $2,584,698.08. The trade was a 1.31% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Michael D. Capellas sold 10,850 shares of the firm’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the sale, the director directly owned 146,368 shares of the company’s stock, valued at $11,289,363.84. The trade was a 6.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,044,865 shares of company stock worth $81,397,635 over the last quarter. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems News Summary

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

Cisco Systems Trading Down 0.9%

NASDAQ CSCO opened at $85.54 on Thursday. The stock has a market cap of $337.98 billion, a P/E ratio of 32.16, a PEG ratio of 3.26 and a beta of 0.87. The company’s fifty day simple moving average is $77.91 and its 200-day simple moving average is $72.99. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18.

Cisco Systems (NASDAQ:CSCO) last released its quarterly 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. The firm had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The firm’s quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.94 EPS. Equities research analysts predict 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. Investors of record on Thursday, April 2nd will be issued a $0.42 dividend. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 61.65%.

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.