Cisco Systems, Inc. $CSCO Shares Sold by RIA Advisory Group LLC

RIA Advisory Group LLC lowered its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 93.7% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 6,409 shares of the network equipment provider’s stock after selling 94,982 shares during the period. RIA Advisory Group LLC’s holdings in Cisco Systems were worth $438,000 as of its most recent filing with the SEC.

Several other large investors have also modified their holdings of the stock. Triumph Capital Management bought a new stake in shares of Cisco Systems during the 3rd quarter worth $116,000. AIA Group Ltd raised its position in shares of Cisco Systems by 81.7% during the third quarter. AIA Group Ltd now owns 254,654 shares of the network equipment provider’s stock worth $17,423,000 after purchasing an additional 114,474 shares during the period. Financial Symmetry Inc lifted its holdings in shares of Cisco Systems by 2.7% during the third quarter. Financial Symmetry Inc now owns 11,081 shares of the network equipment provider’s stock valued at $758,000 after purchasing an additional 288 shares during the last quarter. Farmers National Bank lifted its holdings in shares of Cisco Systems by 20.8% during the third quarter. Farmers National Bank now owns 90,426 shares of the network equipment provider’s stock valued at $6,187,000 after purchasing an additional 15,581 shares during the last quarter. Finally, Painted Porch Advisors LLC boosted its position in shares of Cisco Systems by 9.9% in the 3rd quarter. Painted Porch Advisors LLC now owns 4,551 shares of the network equipment provider’s stock valued at $311,000 after purchasing an additional 409 shares during the period. 73.33% of the stock is owned by institutional investors.

Cisco Systems Trading Down 2.1%

Cisco Systems stock opened at $77.60 on Thursday. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The stock has a market cap of $306.51 billion, a P/E ratio of 27.23, a P/E/G ratio of 3.00 and a beta of 0.87. The company’s fifty day simple moving average is $78.22 and its 200-day simple moving average is $74.70.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.Cisco Systems’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period last year, the company earned $0.94 earnings per share. As a group, sell-side analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be paid 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 dividend on an annualized basis and a dividend yield of 2.2%. Cisco Systems’s dividend payout ratio (DPR) is 57.54%.

Insider Buying and Selling at Cisco Systems

In related news, Director Michael D. Capellas sold 10,850 shares of the business’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 of the company’s stock, valued at approximately $11,289,363.84. The trade was a 6.90% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, SVP Maria Victoria Wong sold 551 shares of the stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the transaction, the senior vice president owned 27,957 shares in the company, valued at $2,167,785.78. This represents a 1.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 46,168 shares of company stock worth $3,527,445 over the last quarter. Insiders own 0.01% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Q2 beat and sizable AI infrastructure demand — Cisco reported fiscal Q2 results that topped expectations, with subscription revenue reaching ~51% of sales and AI infrastructure orders from webscale customers above $2.1B, strengthening the revenue mix and investor thesis around AI-driven networking demand. How Cisco’s AI Infrastructure Orders and NVIDIA Alliance Could Shape Cisco Systems (CSCO) Investors
• Positive Sentiment: Expanded NVIDIA partnership — Cisco expanded its Secure AI Factory with NVIDIA to accelerate secure, end‑to‑end AI deployments from cloud to edge, which can shorten customer deployment timelines and deepen Cisco’s share of AI infrastructure spend. Cisco Secure AI Factory with NVIDIA Makes AI Easier to Deploy and Secure, Anywhere Organizations Need It
• Positive Sentiment: 400G Optical alliance participation — Cisco joined a 400G Optical Multi‑Source Agreement (with Broadcom, NVIDIA, etc.) to drive standards and interoperability for next‑gen AI data center networks, reinforcing its role with cloud and hyperscale customers. Cisco’s 400G Alliance Ties AI Data Centers To Valuation Story
• Positive Sentiment: Analyst and institutional support — Analysts maintain a consensus “Moderate Buy” and noted investors such as Ken Fisher’s fund continue to hold or highlight Cisco as a long‑term position, providing sentiment support. Cisco Systems, Inc. (NASDAQ:CSCO) Given Consensus Rating of “Moderate Buy” by Analysts Cisco Systems Inc. (CSCO): Billionaire Ken Fisher Reignites Interest in Long-Term Holding
• Neutral Sentiment: Additional coverage and product commentary — Multiple outlets and analysts are highlighting Cisco’s AI product pipeline and NVIDIA tie‑ups; these are supportive but may already be priced in, so near‑term upside depends on continued order flow and execution. CSCO Taps NVIDIA to Drive Secure AI at the Edge: More Upside Ahead?
• Negative Sentiment: Valuation concerns — At ~4.95x price‑to‑sales and with a strong AI narrative baked in, some commentary flags Cisco as relatively expensive in the near term, which can prompt profit‑taking despite the operational beat. Cisco is Overvalued at 4.95X PS: Should You Still Buy the Stock?

Analyst Upgrades and Downgrades

CSCO has been the topic of a number of analyst reports. Rosenblatt Securities reissued a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. President Capital dropped their target price on shares of Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. HSBC boosted their price target on shares of Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a report on Friday, February 13th. Finally, CICC Research upped their price target on shares of Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $89.55.

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.