Oppenheimer & Co. Inc. Has $28.36 Million Stock Holdings in Cisco Systems, Inc. $CSCO

Oppenheimer & Co. Inc. lessened its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 7.4% during the 4th quarter, HoldingsChannel reports. The fund owned 368,128 shares of the network equipment provider’s stock after selling 29,241 shares during the quarter. Oppenheimer & Co. Inc.’s holdings in Cisco Systems were worth $28,357,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in CSCO. Brighton Jones LLC lifted its stake in shares of Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after acquiring an additional 24,562 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after acquiring an additional 2,474 shares during the period. Sivia Capital Partners LLC lifted its stake in shares of Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after acquiring an additional 712 shares during the period. Schnieders Capital Management LLC. lifted its stake in shares of Cisco Systems by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after acquiring an additional 519 shares during the period. Finally, Marshall Wace LLP increased its holdings in Cisco Systems by 118.1% in the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after purchasing an additional 590,650 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Stock Up 2.2%

Shares of Cisco Systems stock opened at $91.50 on Friday. Cisco Systems, Inc. has a 1 year low of $57.68 and a 1 year high of $91.67. The business has a 50-day moving average of $81.46 and a two-hundred day moving average of $77.93. The company has a market capitalization of $361.41 billion, a P/E ratio of 32.11, a price-to-earnings-growth ratio of 3.38 and a beta of 0.83. 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) last announced its quarterly earnings results 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. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The company had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. During the same period in the prior year, the company earned $0.94 earnings per share. The company’s revenue for the quarter was up 9.7% compared to the same quarter last year. As a group, equities analysts predict that Cisco Systems, Inc. will post 3.4 EPS for the current year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd were issued a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.8%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date was Thursday, April 2nd. Cisco Systems’s dividend payout ratio is currently 58.95%.

Analyst Ratings Changes

Several equities analysts have weighed in on the company. HSBC increased their target price on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a research note on Friday, February 13th. UBS Group increased their target price on Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Citigroup increased their target price on Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Argus raised Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Finally, Rosenblatt Securities reissued a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a research note on Thursday, February 12th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus price target of $89.81.

Insider Buying and Selling

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction dated 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 in the company, valued at $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the sale, the executive vice president owned 156,693 shares of the company’s stock, valued at $12,076,329.51. This trade represents a 1.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is owned by company insiders.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Strong Q2 update and AI infrastructure momentum — analysis highlights that Cisco’s Q2 results, demand for AI networking infrastructure, and an increase to full‑year guidance have driven investor enthusiasm and valuation re-rating. A Look At Cisco (CSCO) Valuation After Strong Q2 Results And AI Infrastructure Momentum
• Positive Sentiment: Daily outperformance note — a Zacks piece flags Cisco as having beaten the broader market upswing in the latest session, reflecting short‑term buying interest. Cisco Systems (CSCO) Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: Independent bullish theses gaining circulation — two recent writeups summarize bullish arguments (valuation gap to growth, secular AI/networking tailwinds) that may attract new buyers. Is Cisco Systems, Inc. (CSCO) A Good Stock To Buy Now? Is Cisco Systems, Inc. (CSCO) A Good Stock To Buy Now?
• Neutral Sentiment: Broader market tailwind — Investopedia notes the best monthly performance for stocks since 2020, a backdrop that has helped cyclical/tech names including Cisco. Market strength is supportive but not company‑specific. Stocks Just Had Their Best Month Since 2020—Here Are The Big Winners
• Neutral Sentiment: Analyst backdrop: modestly positive — coverage summaries show Wall Street remains moderately optimistic but not unanimously bullish; steady analyst sentiment supports but does not guarantee further upside. Is Wall Street Bullish or Bearish on Cisco Systems Stock?
• Neutral Sentiment: Non‑financial reporting — Cisco’s FY25 Purpose Report highlights sustainability and energy-efficiency initiatives; relevant for long‑term ESG-minded investors but unlikely to move the stock in the near term. How We’re Building a Cleaner, More Efficient Energy Supply | Cisco FY25 Purpose Report
• Negative Sentiment: Relative short‑term underperformance vs. peers on some sessions — a MarketWatch note flags days where Cisco lagged competitors, a reminder that momentum can be uneven and valuation gains may invite profit‑taking or rotation. Cisco Systems Inc. stock underperforms Tuesday when compared to competitors

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.