SageView Advisory Group LLC Grows Stake in Cisco Systems, Inc. $CSCO

SageView Advisory Group LLC grew its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 33.7% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 118,251 shares of the network equipment provider’s stock after purchasing an additional 29,829 shares during the quarter. SageView Advisory Group LLC’s holdings in Cisco Systems were worth $8,091,000 as of its most recent SEC filing.

Several other institutional investors have also recently made changes to their positions in CSCO. Bare Financial Services Inc lifted its stake in Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after acquiring an additional 308 shares during the period. Marquette Asset Management LLC bought a new stake in shares of Cisco Systems in the 3rd quarter valued at about $25,000. Lowe Wealth Advisors LLC lifted its position 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 worth $28,000 after purchasing an additional 200 shares during the period. Cedar Mountain Advisors LLC boosted its stake in shares of Cisco Systems by 115.7% during the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after purchasing an additional 251 shares in the last quarter. Finally, Kilter Group LLC purchased a new position in Cisco Systems during the second quarter valued at approximately $44,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

CSCO opened at $77.70 on Wednesday. The company has a market cap of $306.91 billion, a P/E ratio of 27.26, a price-to-earnings-growth ratio of 2.88 and a beta of 0.87. 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 firm’s 50-day moving average price is $77.94 and its 200-day moving average price is $74.33. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.02. The company had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. Cisco Systems’s revenue was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.94 EPS. As a group, equities analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be given a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is currently 57.54%.

Insider Buying and Selling

In other news, insider Jeetendra I. Patel sold 11,248 shares of the firm’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $854,848.00. Following the completion of the transaction, the insider directly owned 262,776 shares in the company, valued at $19,970,976. This trade represents a 4.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Michael D. Capellas sold 16,150 shares of Cisco Systems stock in a transaction dated Thursday, December 18th. The stock was 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 $12,149,807.04. This trade represents a 9.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 75,677 shares of company stock worth $5,811,211 over the last three months. Corporate insiders own 0.01% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: Cisco announced a strategic push into sovereign/secure AI with its “Secure AI Factory” partnership and related deals, reinforcing its positioning in AI infrastructure and security — a catalyst for revenue and enterprise spending momentum. Cisco Secure AI Factory Deal Puts Sovereign AI At Center For Cisco Investors
• Positive Sentiment: Wall Street commentary and retail interest are upbeat: recent analyst coverage and Zacks/market write-ups are drawing investor attention and supporting sentiment around Cisco’s growth story. Cisco Systems, Inc. (CSCO) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Media pieces highlight the broader cybersecurity and AI networking opportunity, which benefits Cisco indirectly, but they also spotlight pure-play competitors — this is industry-positive but mixed for incumbents. The Cybersecurity Market Is Set to Double to $300 Billion by 2030
• Neutral Sentiment: Short interest reports posted anomalous data (zeros and NaN increases) — this looks like a reporting glitch rather than a true surge in shorting activity, so it’s not a clear driver of price action. (Entries dated 3/9–3/10.)
• Neutral Sentiment: Arista’s strong AI-driven networking gains and HPE’s growing networking profitability highlight rising competition and market shifts in enterprise networking — these are industry signals investors should watch for relative share wins/losses. ANET Rises 73.3% in a Year: How Should You Play the Stock? Networking now 30% of HPE revenue but over half of profits
• Negative Sentiment: An analysis piece warns that Cisco’s investment story is shifting — growth hopes are improving but margin pressures and execution risk could weigh on forward profitability if costs rise or product mix changes unfavorably. How The Cisco Systems (CSCO) Investment Story Is Shifting On Growth Hopes And Margin Risks

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on CSCO. JPMorgan Chase & Co. upped their target price on Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Argus raised shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. President Capital decreased their target price on shares of Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. CICC Research raised their target price on shares of Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research note on Friday, February 13th. Finally, Evercore raised shares of Cisco Systems from an “in-line” rating to an “outperform” rating and lifted their price target for the stock from $80.00 to $100.00 in a report on Monday, January 26th. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price 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.