M3 Wealth Management LLC Takes Position in Cisco Systems, Inc. $CSCO

M3 Wealth Management LLC bought a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 9,648 shares of the network equipment provider’s stock, valued at approximately $743,000.

Other institutional investors also recently modified their holdings of the company. Smithfield Trust Co increased its stake in shares of Cisco Systems by 0.3% in the fourth quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock valued at $2,596,000 after buying an additional 117 shares during the period. Cairn Investment Group Inc. increased its stake in shares of Cisco Systems by 0.5% in the fourth quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock valued at $1,860,000 after buying an additional 130 shares during the period. Juncture Wealth Strategies LLC increased its stake in shares of Cisco Systems by 0.9% in the fourth quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider’s stock valued at $1,159,000 after buying an additional 132 shares during the period. Clearwater Capital Advisors LLC increased its stake in shares of Cisco Systems by 2.5% in the fourth quarter. Clearwater Capital Advisors LLC now owns 5,407 shares of the network equipment provider’s stock valued at $417,000 after buying an additional 132 shares during the period. Finally, Northstar Advisory Group LLC increased its stake in shares of Cisco Systems by 1.6% in the fourth quarter. Northstar Advisory Group LLC now owns 8,203 shares of the network equipment provider’s stock valued at $632,000 after buying an additional 133 shares during the period. Institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

Several research analysts have recently issued reports on CSCO shares. Bank of America upped their price objective on Cisco Systems from $114.00 to $135.00 and gave the company a “buy” rating in a research note on Tuesday. The Goldman Sachs Group upped their price objective on Cisco Systems from $75.00 to $116.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. Argus upped their price objective on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a research note on Thursday, February 12th. Finally, BNP Paribas Exane upped their price objective on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $119.09.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Bank of America raised Cisco’s price target to $135 from $114 and kept a Buy rating, citing stronger demand for high-speed optical networking equipment tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also raised its price target on Cisco to $150 from $100 and maintained a Buy rating after the company’s latest quarterly results, reinforcing bullish sentiment around the post-earnings setup. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Coverage highlighted Cisco as a major beneficiary of the AI networking buildout, with investors increasingly favoring Cisco over some peers in the AI infrastructure trade. Cisco Soars 32% in a Month, Arista Falls 10%, Broadcom Drifts: The AI Networking Trade Has a Clear Winner
• Positive Sentiment: Recent reports said Cisco and NVIDIA delivered record results this earnings cycle, suggesting Cisco is benefiting from strong AI-driven demand trends. AI Buildout Fuels Record Results for These Companies
• Neutral Sentiment: Articles comparing Nvidia’s growth trajectory to Cisco’s 1990s expansion keep Cisco in the market conversation, but this is more of a valuation/history narrative than a direct catalyst. Nvidia Sales Growth Looks Like Cisco. That’s Not Necessarily a Bad Thing.

Insider Buying and Selling

In related news, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the sale, the executive vice president directly owned 188,613 shares of the company’s stock, valued at approximately $15,040,000.62. This represents a 1.63% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the sale, the executive vice president directly owned 187,097 shares of the company’s stock, valued at $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 29,924 shares of company stock worth $2,991,192 over the last quarter. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

Shares of CSCO opened at $118.33 on Wednesday. Cisco Systems, Inc. has a 12-month low of $62.30 and a 12-month high of $120.79. The business’s fifty day moving average is $90.99 and its 200 day moving average is $82.24. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The stock has a market cap of $466.39 billion, a P/E ratio of 38.42, a P/E/G ratio of 3.66 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same period last year, the business earned $0.96 EPS. Cisco Systems’s quarterly revenue was up 12.0% compared to the same quarter last year. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. Sell-side analysts anticipate that Cisco Systems, Inc. will post 3.44 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

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.