Shrier Wealth Management LLC bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 22,315 shares of the network equipment provider’s stock, valued at approximately $1,719,000.
A number of other hedge funds have also recently added to or reduced their stakes in CSCO. Brighton Jones LLC lifted its holdings in shares of Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after acquiring an additional 24,562 shares during the period. Revolve Wealth Partners LLC grew its holdings in Cisco Systems by 37.0% in the fourth 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 increased its position in Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares during the last quarter. Schnieders Capital Management LLC. increased its position in Cisco Systems by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock worth $969,000 after purchasing an additional 519 shares during the last quarter. Finally, VestGen Advisors LLC raised its stake in Cisco Systems by 6.8% during the second quarter. VestGen Advisors LLC now owns 19,530 shares of the network equipment provider’s stock worth $1,355,000 after purchasing an additional 1,252 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.
Insider Transactions at Cisco Systems
In other Cisco Systems news, SVP Maria Victoria Wong sold 2,179 shares of the stock in a transaction that occurred 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 completion of the sale, the senior vice president owned 28,807 shares of the company’s stock, valued at $2,239,456.18. This trade represents a 7.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction that occurred 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 owned 188,613 shares in the company, valued at $15,040,000.62. This represents a 1.63% 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 over the last 90 days. 0.01% of the stock is owned by corporate insiders.
Cisco Systems Stock Up 0.7%
Cisco Systems (NASDAQ:CSCO – Get Free Report) last issued its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS 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 company had revenue of $15.35 billion for the quarter, compared to analysts’ expectations of $15.11 billion. During the same quarter in the previous year, the firm posted $0.94 earnings per share. The firm’s quarterly revenue was up 9.7% on a year-over-year basis. Research analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.
Cisco Systems Increases Dividend
The business 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 dividend of $0.42 per share. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 annualized dividend and a yield of 2.2%. Cisco Systems’s dividend payout ratio is presently 57.54%.
Analyst Ratings Changes
Several brokerages have recently issued reports on CSCO. Morgan Stanley boosted their price objective on shares of Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. Evercore raised Cisco Systems from an “in-line” rating to an “outperform” rating and increased their target price for the stock from $80.00 to $100.00 in a research report on Monday, January 26th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Finally, Argus upgraded Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Four 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 stock presently has a consensus rating of “Moderate Buy” and an average target price of $89.76.
Read Our Latest Analysis on Cisco Systems
Key Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Truist initiated coverage with a “buy” and $94 price target, giving analysts’ backing that can attract demand and support the rally. Truist starts coverage on Cisco with buy and $94 PT
- Positive Sentiment: Beacon Investment Advisory increased its stake modestly (8,879 shares), a signal of institutional accumulation that can be viewed as incremental support. Beacon Investment Advisory Services Inc. Acquires 8,879 Shares of Cisco Systems, Inc. $CSCO
- Neutral Sentiment: Arista (ANET) is reporting sizable margin expansion driven by AI networking demand — this highlights strong sector demand but also competitive pressure that could influence Cisco’s margin outlook over time. ANET’s Margin Expansion Moderates: Can Growth Be Sustained?
- Neutral Sentiment: Several recent analyst/appeal pieces review Cisco’s pullback and valuation, providing balanced perspectives that may attract longer-term investors evaluating entry after recent volatility. Is It Too Late To Consider Cisco Systems (CSCO) After Its Recent Share Price Pullback?
- Negative Sentiment: Reports tied to a recent Trivy breach suggested a cyberattack link; Cisco says it contained the issue, but security incident headlines briefly pressured sentiment and can amplify risk aversion in networking names. Cisco Stock (CSCO) Wobbles after Reports of Cyberattack Linked to Recent Trivy Breach
- Negative Sentiment: Escalating Middle East tensions — including threats from Iran’s Revolutionary Guard against Western tech firms — are driving broader market volatility and weighing on stocks with global enterprise exposure. Iran’s Revolutionary Guard Threatens to Strike U.S. Companies in Mideast
- Negative Sentiment: Macro headlines and risk-off flows linked to the Middle East drove a recent session where Cisco fell more than the broader market, showing sensitivity to geopolitical shocks despite company-specific fundamentals. Here’s Why Cisco Systems (CSCO) Fell More Than Broader Market
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.
See Also
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