IFP Advisors Inc boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 11.3% in the third quarter, according to its most recent filing with the SEC. The firm owned 120,635 shares of the network equipment provider’s stock after acquiring an additional 12,239 shares during the period. IFP Advisors Inc’s holdings in Cisco Systems were worth $8,338,000 as of its most recent filing with the SEC.
Several other institutional investors and hedge funds also recently made changes to their positions in the business. Polar Asset Management Partners Inc. acquired a new position in shares of Cisco Systems in the 3rd quarter valued at $550,000. Investment Research Partners LLC bought a new stake in Cisco Systems in the third quarter valued at about $1,704,000. Cambria Investment Management L.P. bought a new stake in Cisco Systems in the third quarter valued at about $257,000. Lantern Wealth Advisors LLC lifted its stake in Cisco Systems by 10.2% in the third quarter. Lantern Wealth Advisors LLC now owns 12,736 shares of the network equipment provider’s stock valued at $871,000 after buying an additional 1,175 shares during the period. Finally, KERR FINANCIAL PLANNING Corp acquired a new position in Cisco Systems in the third quarter valued at about $84,000. Institutional investors own 73.33% of the company’s stock.
Cisco Systems Trading Down 2.1%
NASDAQ CSCO opened at $77.60 on Thursday. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $88.18. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. The firm 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 stock’s 50-day moving average is $78.22 and its 200-day moving average is $74.70.
Cisco Systems Increases Dividend
The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be issued a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 2.2%. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio is currently 57.54%.
Wall Street Analysts Forecast Growth
CSCO has been the subject of several analyst reports. BNP Paribas Exane boosted their target price on Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Evercore upgraded shares of Cisco Systems from an “in-line” rating to an “outperform” rating and increased their price target for the company from $80.00 to $100.00 in a research report on Monday, January 26th. Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. President Capital lowered their target price on shares of Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Finally, HSBC increased their target price on shares of Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a 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 issued a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $89.55.
View Our Latest Stock Analysis on CSCO
Insider Activity at Cisco Systems
In related news, SVP Maria Victoria Wong sold 551 shares of the company’s stock in a transaction on Wednesday, March 11th. The shares were 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 directly owned 27,957 shares of the company’s stock, valued at approximately $2,167,785.78. This represents a 1.93% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Charles Robbins sold 19,545 shares of the stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $1,485,420.00. Following the transaction, 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 position. The disclosure for this sale is available in the SEC filing. Insiders have sold 46,168 shares of company stock valued at $3,527,445 over the last three months. Insiders own 0.01% of the company’s stock.
More Cisco Systems News
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?
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.
Recommended Stories
Want to see what other hedge funds are holding CSCO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cisco Systems, Inc. (NASDAQ:CSCO – Free Report).
Receive News & Ratings for Cisco Systems Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Cisco Systems and related companies with MarketBeat.com's FREE daily email newsletter.
