Cisco Systems, Inc. $CSCO Shares Acquired by Robertson Stephens Wealth Management LLC

Robertson Stephens Wealth Management LLC raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 14.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 48,701 shares of the network equipment provider’s stock after acquiring an additional 6,133 shares during the period. Robertson Stephens Wealth Management LLC’s holdings in Cisco Systems were worth $3,752,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also bought and sold shares of the company. Brighton Jones LLC lifted its stake in shares of Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after purchasing an additional 24,562 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after purchasing an additional 2,474 shares during the period. Sivia Capital Partners LLC lifted its stake in shares of Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after purchasing an additional 712 shares during the period. Schnieders Capital Management LLC. lifted its stake in shares of Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after purchasing an additional 519 shares during the period. Finally, Marshall Wace LLP lifted its stake in shares of Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after purchasing an additional 590,650 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Price Performance

Cisco Systems stock opened at $91.85 on Friday. Cisco Systems, Inc. has a 52-week low of $58.58 and a 52-week high of $92.92. The firm has a market capitalization of $362.80 billion, a price-to-earnings ratio of 32.23, a PEG ratio of 3.46 and a beta of 0.92. The company has a fifty day simple moving average of $81.46 and a 200-day simple moving average of $78.00. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. During the same quarter in the prior year, the firm earned $0.94 earnings per share. The company’s revenue for the quarter was up 9.7% compared to the same quarter last year. On average, equities analysts anticipate that Cisco Systems, Inc. will post 3.4 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd were issued a dividend of $0.42 per share. The ex-dividend date of this dividend was Thursday, April 2nd. This is a positive change 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 1.8%. Cisco Systems’s payout ratio is currently 58.95%.

Insider Buying and Selling at Cisco Systems

In other news, SVP Maria Victoria Wong sold 551 shares of the company’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total transaction of $42,724.54. Following the completion of the sale, the senior vice president owned 27,957 shares of the company’s stock, valued at $2,167,785.78. This represents a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the sale, the executive vice president directly owned 188,613 shares of the company’s stock, valued at $15,040,000.62. The trade was a 1.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is owned by company insiders.

Key Cisco Systems News

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

• Positive Sentiment: Q2 results and AI/infra momentum — analysts note Cisco’s Q2 beat, raised outlook and AI-infrastructure product momentum as key drivers of the recent share rally and valuation re-rating. A Look At Cisco (CSCO) Valuation After Strong Q2 Results And AI Infrastructure Momentum
• Positive Sentiment: High odds of another earnings beat — a Zacks piece flags Cisco’s strong earnings-surprise history and the factors (revenue strength, margin leverage) that make another upside surprise likely, supporting near-term sentiment. Will Cisco (CSCO) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Policy tailwind for quantum networking — a new U.S. quantum policy bill advancing toward commercialization could accelerate funding and deployment for quantum-related networking tech, an area where Cisco is referenced as a key player. This is a medium-term catalyst for products beyond core routing/switching. National Quantum Policy Bill Advances: IBM, IonQ, Cisco in Focus
• Positive Sentiment: Technical/market momentum — multiple market reports note Cisco hitting fresh peaks and outperforming the Nasdaq index recently, reflecting strong investor demand and positive flow into the name. Cisco Hits Fresh Peak Amid Nasdaq Composite Today Buzz
• Neutral Sentiment: CNBC mention on trader radar — Cisco was referenced on CNBC’s “Final Trades,” a short-term media mention that can attract attention but is not a fundamental catalyst by itself. Netflix, Cisco, Zoom and a health care stock on CNBC’s ‘Final Trades’
• Neutral Sentiment: Peer strength — Arista (a data-center networking peer) is gaining momentum ahead of its earnings, highlighting competitive dynamics in the data-center space; this is worth monitoring but hasn’t materially changed Cisco’s trajectory yet. This Nvidia Rival Gains Momentum Ahead Of Earnings Report
• Neutral Sentiment: Ongoing bullish write-ups — several bullish theses and valuation analyses (Substack/InsiderMonkey/Yahoo) are circulating, reinforcing investor interest but largely echoing the same drivers: AI demand, recurring revenue, and attractive cash returns. Is Cisco Systems, Inc. (CSCO) A Good Stock To Buy Now?

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on the stock. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a research report on Friday, April 24th. Evercore upgraded shares of Cisco Systems from an “in-line” rating to an “outperform” rating and upped their price objective for the stock from $80.00 to $100.00 in a research report on Monday, January 26th. CICC Research upped 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. Finally, Citigroup upped their price objective on shares of Cisco Systems from $85.00 to $90.00 and gave the stock 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 issued a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the company 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.