RWA Wealth Partners LLC Lowers Holdings in Cisco Systems, Inc. $CSCO

RWA Wealth Partners LLC trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 267,313 shares of the network equipment provider’s stock after selling 11,652 shares during the period. RWA Wealth Partners LLC’s holdings in Cisco Systems were worth $18,290,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also made changes to their positions in CSCO. Vanguard Group Inc. increased its stake in Cisco Systems by 1.3% in the second quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock valued at $27,334,996,000 after purchasing an additional 5,039,714 shares during the last quarter. State Street Corp lifted its position in Cisco Systems by 0.6% in the second quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock valued at $13,507,956,000 after acquiring an additional 1,067,872 shares during the last quarter. Geode Capital Management LLC grew its holdings in shares of Cisco Systems by 1.2% during the second quarter. Geode Capital Management LLC now owns 99,252,395 shares of the network equipment provider’s stock worth $6,864,058,000 after purchasing an additional 1,157,704 shares during the last quarter. Norges Bank acquired a new stake in Cisco Systems during the 2nd quarter worth $3,816,825,000. Finally, Invesco Ltd. grew its holdings in shares of Cisco Systems by 3.0% during the second quarter. Invesco Ltd. now owns 48,531,251 shares of the network equipment provider’s stock worth $3,367,098,000 after buying an additional 1,414,105 shares during the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other Cisco Systems news, Director Michael D. Capellas sold 10,850 shares of the firm’s stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $77.13, for a total value of $836,860.50. Following the completion of the sale, the director owned 146,368 shares in the company, valued at approximately $11,289,363.84. This trade represents a 6.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Kristina M. Johnson sold 13,481 shares of the stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the completion of the transaction, the director owned 61,630 shares of the company’s stock, valued at approximately $4,753,521.90. This represents a 17.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 75,677 shares of company stock valued at $5,811,211 in the last quarter. 0.01% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

CSCO has been the subject of several recent analyst reports. Citic Securities raised their target price on shares of Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. UBS Group lifted their price objective on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Wells Fargo & Company lifted their price objective on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. KeyCorp upped their price objective on shares of Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a report on Thursday, November 13th. Finally, Bank of America boosted their target price on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Three equities 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. According to data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus target price of $89.55.

Cisco Systems Trading Up 0.5%

Shares of NASDAQ CSCO opened at $78.14 on Wednesday. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $88.18. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The firm has a market capitalization of $308.64 billion, a PE ratio of 27.42, a PEG ratio of 2.94 and a beta of 0.87. The business has a 50-day moving average price of $77.71 and a two-hundred day moving average price of $73.58.

Cisco Systems (NASDAQ:CSCO) last issued 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 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 the consensus estimate of $15.11 billion. During the same quarter in the previous year, the company posted $0.94 earnings per share. The business’s quarterly revenue was up 9.7% compared to the same quarter last year. As a group, analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 2.1%. The ex-dividend date is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio is currently 57.54%.

Cisco Systems News Summary

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

• Positive Sentiment: Networking revenue acceleration — Cisco’s fiscal Q2 networking sales rose ~21% to $8.29B, driven by AI-related and campus demand, signaling stronger order momentum and upside to future revenue and gross-profit leverage. Cisco’s Networking Revenue Growth Picks Up: More Upside Ahead?
• Positive Sentiment: Analyst upgrade — Zacks moved CSCO to a Strong Buy (Zacks Rank #1), reflecting growing optimism on Cisco’s earnings trajectory and likely supporting investor demand. All You Need to Know About Cisco (CSCO) Rating Upgrade to Strong Buy
• Positive Sentiment: International AI/security partnerships — Cisco launched a Cisco Secure AI Factory with NVIDIA in Australia and opened an AI-first autonomous enterprise hub with TCS in India, expanding go-to-market for AI/security solutions in key regions. Sharon AI & Cisco Launch Australia’s First Cisco Secure AI Factory with NVIDIA TCS, Cisco launch hub for autonomous enterprise operations in India
• Neutral Sentiment: Security thought leadership — Cisco published Splunk’s CISO survey highlighting AI governance and security risk, reinforcing Cisco’s positioning in security but not an immediate revenue signal. Splunk Report: Agentic AI Takes Center Stage in CISOs’ Path to Digital Resilience
• Neutral Sentiment: Competitive landscape note — Analyst piece compares Ciena and Cisco on AI-driven optical backlogs; highlights competition in network infrastructure but doesn’t change Cisco’s visible AI order stack. Ciena vs. Cisco: Which Networking Stock is a Better Buy?
• Neutral Sentiment: Quantum/comms ecosystem mention — IQM’s US listing story notes Cisco among investors in quantum tech, a long-term strategic exposure but not an immediate catalyst. IQM Quantum Computers to list shares in US at initial $1.8 billion valuation
• Negative Sentiment: Insider sale — SVP Maria Victoria Wong sold 2,179 shares (~7% reduction of her position), a disclosed insider sale that can create short-term perception pressure on the stock. SEC Filing – Insider Sale
• Negative Sentiment: Analyst downgrade on margins — Erste Group cut CSCO to Hold citing declining gross-margin concerns, which could cap multiple expansion if margins don’t stabilize. Erste Group Downgrades Cisco Systems, Inc. (CSCO) to Hold on Margin Concerns

Cisco Systems Company 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.