131,465 Shares in Cisco Systems, Inc. $CSCO Purchased by TABR Capital Management LLC

TABR Capital Management LLC purchased a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 4th quarter, according to its most recent filing with the SEC. The institutional investor purchased 131,465 shares of the network equipment provider’s stock, valued at approximately $10,127,000. Cisco Systems comprises about 3.9% of TABR Capital Management LLC’s investment portfolio, making the stock its 4th largest holding.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Green Alpha Advisors LLC boosted its position in shares of Cisco Systems by 1.2% during the fourth quarter. Green Alpha Advisors LLC now owns 12,349 shares of the network equipment provider’s stock valued at $951,000 after buying an additional 141 shares during the period. Benchmark Financial Wealth Advisors LLC raised its holdings in shares of Cisco Systems by 1.4% in the third quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock worth $715,000 after buying an additional 142 shares during the period. Cobblestone Capital Advisors LLC NY lifted its stake in shares of Cisco Systems by 0.6% during the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider’s stock worth $1,685,000 after acquiring an additional 142 shares during the last quarter. Yoder Wealth Management Inc. lifted its stake in shares of Cisco Systems by 3.8% during 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 last quarter. Finally, Weaver Consulting Group boosted its holdings in Cisco Systems by 1.5% during the 3rd quarter. Weaver Consulting Group now owns 9,940 shares of the network equipment provider’s stock valued at $680,000 after acquiring an additional 145 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco launched a 10‑year “40 Communities” program to improve emergency connectivity, disaster response networks and local digital/cyber skills — a long‑term CSR/market‑development initiative that can lead to public‑sector contracts and steady demand for networking/security products. Cisco Community Push Puts 40 Communities Initiative In Investor Focus
• Positive Sentiment: Macro/sector commentary (Goldman) highlights AI, cybersecurity and infrastructure as winners — a thematic tailwind for Cisco’s routing, switching and security franchises as enterprise and cloud customers spend on AI‑ready networks. The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider
• Positive Sentiment: Technical commentary suggests Cisco could clear overhead resistance — if price momentum follows, that can draw momentum buyers and short‑covering. Blue‑Chip Tech Stock Could Topple Overhead Resistance
• Neutral Sentiment: Short‑interest data for March appear anomalous/zero — no meaningful short position to drive a short squeeze or large covering flows in the near term.
• Neutral Sentiment: Supplier/supply‑chain coverage (Jabil) and sector pieces underline stronger demand in AI/infrastructure, which indirectly supports Cisco but doesn’t alter Cisco’s near‑term fundamentals on its own. Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Note that Cisco’s recent price weakness has partly tracked the Nasdaq, indicating some index/market pressure rather than company‑specific deterioration. Price Decline Meets Nasdaq Composite Trends
• Negative Sentiment: Insider selling: two executive VPs disclosed recent sales (Oliver Tuszik — 3,132 shares; Deborah L. Stahlkopf — 7,981 shares). Sales are modest relative to holdings but clustered insider sales can weigh on near‑term sentiment. SEC filing — Tuszik sale SEC filing — Stahlkopf sale
• Negative Sentiment: Valuation concern: some analysis flags Cisco as expensive on price‑to‑sales, which could cap upside for value‑focused investors despite growth in AI/networking demand. Cisco is Overvalued at 4.95X PS

Cisco Systems Stock Down 1.1%

NASDAQ:CSCO opened at $77.65 on Monday. The company’s 50-day simple moving average is $78.39 and its 200-day simple moving average is $74.88. 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, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The stock has a market capitalization of $306.71 billion, a P/E ratio of 27.25, a P/E/G ratio of 2.93 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating 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 company had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same quarter in the prior year, the company posted $0.94 earnings per share. Cisco Systems’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 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently disclosed 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 represents a $1.68 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is 57.54%.

Wall Street Analyst Weigh In

A number of research firms have weighed in on CSCO. Citigroup increased their target price on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Rosenblatt Securities reissued a “buy” rating and set a $100.00 target price on shares of Cisco Systems in a research note on Thursday, February 12th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Morgan Stanley raised their price target on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Finally, UBS Group lifted their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Three analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $89.55.

Insider Activity at Cisco Systems

In other news, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Maria Victoria Wong sold 551 shares of the firm’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the transaction, the senior vice president owned 27,957 shares of the company’s stock, valued at $2,167,785.78. This trade represents a 1.93% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 46,431 shares of company stock worth $3,574,820 in the last 90 days. 0.01% of the stock is owned by insiders.

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.