RWA Wealth Partners LLC Sells 11,652 Shares of Cisco Systems, Inc. $CSCO

RWA Wealth Partners LLC decreased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.2% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 267,313 shares of the network equipment provider’s stock after selling 11,652 shares during the quarter. RWA Wealth Partners LLC’s holdings in Cisco Systems were worth $18,290,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in CSCO. Norges Bank acquired a new stake in Cisco Systems in the second quarter worth about $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its holdings in Cisco Systems by 413.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock worth $1,553,645,000 after acquiring an additional 18,030,441 shares during the period. Franklin Resources Inc. lifted its stake in shares of Cisco Systems by 46.2% in the 2nd quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock valued at $2,833,261,000 after purchasing an additional 12,904,969 shares during the period. Laurel Wealth Advisors LLC boosted its position in shares of Cisco Systems by 6,778.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock worth $472,479,000 after purchasing an additional 6,711,004 shares during the last quarter. Finally, Vanguard Group Inc. boosted its holdings in Cisco Systems by 1.3% during the second quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock worth $27,334,996,000 after buying an additional 5,039,714 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on CSCO. CICC Research raised their price objective on Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a research note on Friday, February 13th. Evercore raised shares of Cisco Systems from an “in-line” rating to an “outperform” rating and increased their price objective for the stock from $80.00 to $100.00 in a research report on Monday, January 26th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a research note on Thursday, February 12th. Melius Research lifted their price target on Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Finally, Morgan Stanley lifted their target price on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $89.55.

Cisco Systems Stock Up 0.5%

Shares of CSCO stock opened at $78.14 on Wednesday. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18. The stock has a market cap of $308.64 billion, a price-to-earnings ratio of 27.42, a PEG ratio of 2.94 and a beta of 0.87. The firm’s 50-day moving average is $77.71 and its 200-day moving average is $73.58. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping analysts’ consensus estimates 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 return on equity of 27.88% and a net margin of 19.22%.The business’s revenue was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.94 earnings per share. Sell-side analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current 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 dividend of $0.42 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 annualized dividend and a yield of 2.1%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is 57.54%.

Key Cisco Systems News

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

• Positive Sentiment: Networking revenue acceleration — Cisco’s fiscal Q2 networking sales rose ~21% to $8.29B, driven by AI-related and campus demand, signaling stronger order momentum and upside to future revenue and gross-profit leverage. Cisco’s Networking Revenue Growth Picks Up: More Upside Ahead?
• Positive Sentiment: Analyst upgrade — Zacks moved CSCO to a Strong Buy (Zacks Rank #1), reflecting growing optimism on Cisco’s earnings trajectory and likely supporting investor demand. All You Need to Know About Cisco (CSCO) Rating Upgrade to Strong Buy
• Positive Sentiment: International AI/security partnerships — Cisco launched a Cisco Secure AI Factory with NVIDIA in Australia and opened an AI-first autonomous enterprise hub with TCS in India, expanding go-to-market for AI/security solutions in key regions. Sharon AI & Cisco Launch Australia’s First Cisco Secure AI Factory with NVIDIA TCS, Cisco launch hub for autonomous enterprise operations in India
• Neutral Sentiment: Security thought leadership — Cisco published Splunk’s CISO survey highlighting AI governance and security risk, reinforcing Cisco’s positioning in security but not an immediate revenue signal. Splunk Report: Agentic AI Takes Center Stage in CISOs’ Path to Digital Resilience
• Neutral Sentiment: Competitive landscape note — Analyst piece compares Ciena and Cisco on AI-driven optical backlogs; highlights competition in network infrastructure but doesn’t change Cisco’s visible AI order stack. Ciena vs. Cisco: Which Networking Stock is a Better Buy?
• Neutral Sentiment: Quantum/comms ecosystem mention — IQM’s US listing story notes Cisco among investors in quantum tech, a long-term strategic exposure but not an immediate catalyst. IQM Quantum Computers to list shares in US at initial $1.8 billion valuation
• Negative Sentiment: Insider sale — SVP Maria Victoria Wong sold 2,179 shares (~7% reduction of her position), a disclosed insider sale that can create short-term perception pressure on the stock. SEC Filing – Insider Sale
• Negative Sentiment: Analyst downgrade on margins — Erste Group cut CSCO to Hold citing declining gross-margin concerns, which could cap multiple expansion if margins don’t stabilize. Erste Group Downgrades Cisco Systems, Inc. (CSCO) to Hold on Margin Concerns

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, Director Michael D. Capellas sold 10,850 shares of the business’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $77.13, for a total value of $836,860.50. Following the completion of the sale, the director 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. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, CEO Charles Robbins sold 19,545 shares of the firm’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 transaction, the chief executive officer directly owned 671,095 shares in the company, valued at $51,003,220. This represents a 2.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 75,677 shares of company stock worth $5,811,211 in the last ninety days. Insiders own 0.01% of the company’s stock.

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.