Cisco Systems, Inc. $CSCO Position Boosted by CSM Advisors LLC

CSM Advisors LLC boosted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 6.1% during the 3rd quarter, Holdings Channel reports. The fund owned 636,912 shares of the network equipment provider’s stock after acquiring an additional 36,381 shares during the quarter. Cisco Systems comprises 1.2% of CSM Advisors LLC’s portfolio, making the stock its 14th largest holding. CSM Advisors LLC’s holdings in Cisco Systems were worth $43,582,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors also recently added to or reduced their stakes in CSCO. Bare Financial Services Inc increased its holdings in shares of Cisco Systems by 531.0% during 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 third quarter worth about $25,000. Lowe Wealth Advisors LLC grew its position 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 in the last quarter. Cedar Mountain Advisors LLC increased its stake in 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 buying an additional 251 shares during the period. Finally, Kilter Group LLC bought a new stake in shares of Cisco Systems during the 2nd quarter worth about $44,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Wall Street Analyst Weigh In

CSCO has been the subject of several recent analyst reports. HSBC increased their price objective on shares of Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a report on Friday, February 13th. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. UBS Group lifted their price target on Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Erste Group Bank lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Finally, Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and a consensus target price of $89.55.

Cisco Systems Stock Up 0.8%

Shares of Cisco Systems stock opened at $78.33 on Friday. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The firm has a market capitalization of $309.40 billion, a PE ratio of 27.48, a price-to-earnings-growth ratio of 2.96 and a beta of 0.87. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The stock’s fifty day moving average is $78.02 and its 200-day moving average is $74.50.

Cisco Systems (NASDAQ:CSCO) last issued 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. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm had revenue of $15.35 billion for the quarter, compared to analysts’ expectations of $15.11 billion. During the same quarter last year, the business posted $0.94 EPS. Cisco Systems’s revenue was up 9.7% on a year-over-year basis. Equities analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be given a $0.42 dividend. This is a boost 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 dividend yield of 2.1%. Cisco Systems’s payout ratio is currently 58.95%.

Cisco Systems News Roundup

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

• Positive Sentiment: Beat-and-raise quarter: Cisco reported record Q2 revenue and EPS, with hyperscale/cloud AI orders up ~61% to $2.1B and management raising annual AI order expectations — a clear near-term revenue catalyst and reason for investor optimism. Article Title
• Positive Sentiment: Analyst upgrades and higher targets: Multiple firms have raised ratings/targets (Evercore, Citi, Argus, etc.), which supports buying interest and helps lift the stock. Article Title
• Positive Sentiment: Product share gains: Dell’Oro reports Cisco edged out competitors for #1 indoor Wi‑Fi 7 revenue share in 2025 thanks to aggressive pricing — supports near-term hardware demand and competitive positioning. Article Title
• Neutral Sentiment: Dividend raise: Cisco bumped its quarterly dividend to $0.42 (annualized $1.68), a modest positive for income buyers but not a major growth signal. Article Title
• Neutral Sentiment: Valuation & pullback debate: Several pieces weigh whether the recent pullback makes CSCO reasonably priced — useful context for entries but mixed impact on immediate direction. Article Title
• Neutral Sentiment: Investor outreach: Management’s conference presentations (e.g., Morgan Stanley) reiterate networking and AI strengths — improves visibility but is informational rather than catalytic. Article Title
• Negative Sentiment: Margin pressure: Management warned of higher memory costs and a hardware-heavy mix that could compress gross margins despite revenue growth — a key risk to near-term EPS expansion. Article Title
• Negative Sentiment: Insider selling: Recent SEC filings show EVP Thimaya Subaiya sold 1,744 shares and SVP Maria Victoria Wong sold 551 shares last week; amounts are small vs. their holdings but can create short-term sentiment headwinds. Form 4 – Subaiya Form 4 – Wong

Insider Activity

In other Cisco Systems news, CEO Charles Robbins sold 19,545 shares of the business’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the sale, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at $51,003,220. The trade was a 2.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems 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 transaction, the senior vice president owned 28,807 shares in the company, valued at $2,239,456.18. This represents a 7.03% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 75,799 shares of company stock worth $5,815,306. 0.01% of the stock is owned by corporate insiders.

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.