Mercer Global Advisors Inc. ADV Buys 380,491 Shares of Cisco Systems, Inc. $CSCO

Mercer Global Advisors Inc. ADV increased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 40.2% in the third quarter, Holdings Channel.com reports. The firm owned 1,327,424 shares of the network equipment provider’s stock after buying an additional 380,491 shares during the quarter. Mercer Global Advisors Inc. ADV’s holdings in Cisco Systems were worth $90,822,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Bare Financial Services Inc grew its stake in shares of Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after buying an additional 308 shares during the last quarter. Marquette Asset Management LLC bought a new position in shares of Cisco Systems in the 3rd quarter valued at $25,000. Lowe Wealth Advisors LLC lifted its stake in shares of Cisco Systems by 96.2% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 200 shares during the last quarter. Cedar Mountain Advisors LLC boosted its holdings in shares of Cisco Systems by 115.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after acquiring an additional 251 shares in the last quarter. Finally, Kilter Group LLC acquired a new stake in shares of Cisco Systems during the 2nd quarter valued at $44,000. Institutional investors own 73.33% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on CSCO shares. Rosenblatt Securities reaffirmed a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a report on Thursday, February 12th. Argus raised Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. BNP Paribas Exane boosted their price target on Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a report on Thursday, February 12th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Finally, Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $89.55.

Cisco Systems Stock Up 0.7%

Shares of CSCO opened at $78.90 on Tuesday. The stock’s 50-day moving average price is $78.08 and its two-hundred day moving average price is $74.60. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18. The company has a market capitalization of $311.65 billion, a PE ratio of 27.68, a PEG ratio of 2.96 and a beta of 0.87. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly 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 company had revenue of $15.35 billion during the quarter, compared to analysts’ expectations 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 quarter in the prior year, the firm posted $0.94 earnings per share. On average, analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued 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 a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is 57.54%.

More Cisco Systems News

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

• Positive Sentiment: Cisco expanded its Secure AI Factory with NVIDIA to run AI securely from central data centers to local edge sites, shortening deployment timelines and offering partner reference architectures (strengthens Cisco’s AI/security positioning and partner-led revenue opportunities). Cisco Secure AI Factory with NVIDIA Makes AI Easier to Deploy and Secure, Anywhere Organizations Need It
• Positive Sentiment: Cisco moved to the top position in Wi‑Fi 7 revenue share, gaining adoption via aggressive pricing and fast customer ramp — a boost to networking product growth and upgrade cycles. Cisco Wi Fi 7 Lead Reframes Growth And Margin Trade Offs
• Positive Sentiment: Recent quarterly results (Feb. 11) showed an EPS beat and ~9.7% revenue growth year-over-year, underpinning valuation and investor confidence in recurring enterprise demand.
• Neutral Sentiment: NVIDIA’s new Vera CPU and agent tooling accelerate the AI hardware/software ecosystem; this can increase demand for high‑performance networking and security but is an indirect, medium-term tailwind for Cisco. NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI
• Neutral Sentiment: Third-party AI tooling (Aible’s SafeClaw) and broader agent/AI developments grow the market for governed AI deployments — positive for infrastructure demand but not an immediate Cisco-specific catalyst. Aible Launches SafeClaw Long-Running Agents and Presents at Eight Partner Booths and Sessions at NVIDIA GTC 2026
• Negative Sentiment: An institutional investor (Allium Financial Advisors) trimmed its CSCO stake, a small sell signal that could modestly weigh on near-term sentiment. Allium Financial Advisors LLC Sells 6,925 Shares of Cisco Systems, Inc. $CSCO
• Negative Sentiment: Opinion pieces reminding investors of Cisco’s dot‑com era volatility can damp investor appetite for aggressive multiple expansion, adding a cautionary tone to otherwise positive operational news. 1 Growth Stock Set to Flourish and 2 We Avoid

Insider Transactions at Cisco Systems

In other news, insider Jeetendra I. Patel sold 11,248 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 value of $854,848.00. Following the sale, the insider directly owned 262,776 shares of the company’s stock, valued at approximately $19,970,976. This represents a 4.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Charles Robbins sold 19,545 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 75,799 shares of company stock worth $5,815,306. Company insiders own 0.01% of the company’s stock.

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.