Wedbush Securities Inc. Trims Holdings in Cisco Systems, Inc. $CSCO

Wedbush Securities Inc. reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 9.1% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 170,435 shares of the network equipment provider’s stock after selling 17,071 shares during the period. Wedbush Securities Inc.’s holdings in Cisco Systems were worth $11,661,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently bought and sold shares of CSCO. Benchmark Financial Wealth Advisors LLC increased its position in Cisco Systems by 1.4% in the 3rd quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock valued at $715,000 after acquiring an additional 142 shares during the period. Yoder Wealth Management Inc. grew its stake in shares of Cisco Systems by 3.8% in the 3rd quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock valued at $270,000 after purchasing an additional 143 shares during the last quarter. Wynn Capital LLC increased its holdings in shares of Cisco Systems by 0.3% in the third quarter. Wynn Capital LLC now owns 48,456 shares of the network equipment provider’s stock valued at $3,315,000 after purchasing an additional 150 shares during the period. Old North State Trust LLC raised its stake in shares of Cisco Systems by 0.6% during the second quarter. Old North State Trust LLC now owns 24,534 shares of the network equipment provider’s stock worth $1,702,000 after purchasing an additional 151 shares during the last quarter. Finally, Boyd Watterson Asset Management LLC OH lifted its holdings in shares of Cisco Systems by 1.5% during the second quarter. Boyd Watterson Asset Management LLC OH now owns 10,445 shares of the network equipment provider’s stock worth $725,000 after purchasing an additional 152 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Trading Down 0.9%

Shares of Cisco Systems stock opened at $85.54 on Thursday. The company has a 50-day moving average of $77.91 and a two-hundred day moving average of $72.99. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The company has a current ratio of 0.93, a quick ratio of 0.83 and a debt-to-equity ratio of 0.46. The stock has a market cap of $337.98 billion, a PE ratio of 32.16, a price-to-earnings-growth ratio of 3.26 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. The business had revenue of $15.35 billion for the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The company’s revenue was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.94 EPS. On average, research analysts anticipate 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 given a $0.42 dividend. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.

Insider Buying and Selling at Cisco Systems

In related news, Director Michael D. Capellas sold 16,150 shares of the stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.28, for a total value of $1,248,072.00. Following the sale, the director directly owned 157,218 shares of the company’s stock, valued at approximately $12,149,807.04. This represents a 9.32% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Deborah L. Stahlkopf sold 164,584 shares of the firm’s stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $77.85, for a total transaction of $12,812,864.40. Following the transaction, the executive vice president owned 196,738 shares of the company’s stock, valued at $15,316,053.30. This trade represents a 45.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,044,865 shares of company stock worth $81,397,635. 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: Record Q2 revenue, EPS beats on the headline metrics and Cisco raised its FY26 outlook — evidence of strong demand (particularly from AI hyperscalers). This supports longer‑term revenue growth expectations. CISCO REPORTS SECOND QUARTER EARNINGS
• Positive Sentiment: New Silicon One G300 AI switching silicon positions Cisco to compete for large AI‑data‑center spend (big TAM). That product news underpins the company’s AI infrastructure narrative and potential market share gains vs. competitors. Silicon One G300 Announcement Drives Sentiment
• Positive Sentiment: Board approved a 2% quarterly dividend increase to $0.42 — a shareholder‑friendly move that signals management confidence and supports income investors. CISCO REPORTS SECOND QUARTER EARNINGS
• Neutral Sentiment: Analyst sentiment and price targets remain broadly positive with several upgrades and above‑consensus targets — this supports upside but may already be priced into the stock. Quiver Quant Q2 Earnings Summary
• Neutral Sentiment: Valuation debate: some outlets question whether recent multi‑year gains have priced in the AI upside, so investor patience may be required for further upside. Is Cisco Fairly Priced?
• Negative Sentiment: Near‑term guidance was essentially in line with expectations rather than a clear beat; investors punished the stock after the quarter even though results were strong — market focus shifted to guidance cadence. CNBC: Stock Drops on Mediocre Forecast
• Negative Sentiment: Gross margin came in below some estimates and management noted higher memory/component costs are pressuring margins; that near‑term margin risk is a key reason traders sold shares. MSN: Higher Memory Costs Pressure Margins
• Negative Sentiment: Operating cash flow softened year‑over‑year and capex rose; combined with notable insider selling reported by third parties, these items add execution and governance noise for short‑term traders. Quiver Quant: Financials & Insider Activity

Wall Street Analysts Forecast Growth

A number of equities analysts have commented on the stock. Melius Research upped their price objective on shares of Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Argus increased their price target on shares of Cisco Systems from $80.00 to $100.00 in a report on Thursday, November 13th. Barclays raised their price objective on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research report on Thursday, November 13th. KeyCorp increased their target price on Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. Finally, Wells Fargo & Company raised their price target on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. One research analyst has rated the stock with a Strong Buy rating, seventeen have assigned a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.45.

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.