WJ Financial Advisors LLC acquired a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the fourth quarter, Holdings Channel reports. The institutional investor acquired 8,571 shares of the network equipment provider’s stock, valued at approximately $660,000.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. CENTRAL TRUST Co grew its stake in Cisco Systems by 3.3% during the 4th quarter. CENTRAL TRUST Co now owns 123,488 shares of the network equipment provider’s stock worth $9,512,000 after purchasing an additional 3,945 shares in the last quarter. Cairn Investment Group Inc. raised its position in Cisco Systems by 0.5% in the 4th quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock valued at $1,860,000 after purchasing an additional 130 shares in the last quarter. Core Alternative Capital boosted its stake in shares of Cisco Systems by 0.9% in the 4th quarter. Core Alternative Capital now owns 58,344 shares of the network equipment provider’s stock valued at $4,493,000 after buying an additional 498 shares during the period. AlphaStar Capital Management LLC boosted its stake in shares of Cisco Systems by 7.5% in the 4th quarter. AlphaStar Capital Management LLC now owns 37,424 shares of the network equipment provider’s stock valued at $2,883,000 after buying an additional 2,613 shares during the period. Finally, Oak Harbor Wealth Partners LLC grew its position in shares of Cisco Systems by 0.6% during the fourth quarter. Oak Harbor Wealth Partners LLC now owns 27,848 shares of the network equipment provider’s stock worth $2,145,000 after buying an additional 157 shares in the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
Several research firms have commented on CSCO. JPMorgan Chase & Co. boosted their price target on shares of Cisco Systems from $95.00 to $96.00 and gave the stock an “overweight” rating in a report on Thursday, April 16th. Rosenblatt Securities restated a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. DZ Bank raised Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. BNP Paribas Exane increased their price objective on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Finally, Truist Financial assumed coverage on Cisco Systems in a research report on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price on the stock. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and an average price target of $89.81.
Insiders Place Their Bets
In other news, SVP Maria Victoria Wong sold 551 shares of the firm’s stock in a transaction that occurred 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 transaction, the senior vice president directly owned 27,957 shares in the company, valued at approximately $2,167,785.78. This trade represents a 1.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Charles Robbins sold 19,545 shares of the company’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 completion of the sale, the chief executive officer owned 671,095 shares of the company’s stock, valued at approximately $51,003,220. This trade represents a 2.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is owned by 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?
Cisco Systems Stock Performance
NASDAQ CSCO opened at $91.85 on Friday. The company has a fifty day moving average of $81.46 and a two-hundred day moving average of $78.00. The company has a market capitalization of $362.80 billion, a PE ratio of 32.23, a P/E/G ratio of 3.46 and a beta of 0.92. Cisco Systems, Inc. has a 1 year low of $58.58 and a 1 year high of $92.92. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.02. The business had revenue of $15.35 billion during 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 quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the business earned $0.94 EPS. As a group, analysts expect that Cisco Systems, Inc. will post 3.4 earnings per share for the current year.
Cisco Systems Increases Dividend
The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd were paid a $0.42 dividend. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date was Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 58.95%.
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.
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