Roberts Capital Advisors LLC Makes New Investment in Cisco Systems, Inc. $CSCO

Roberts Capital Advisors LLC bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the third quarter, HoldingsChannel.com reports. The firm bought 10,324 shares of the network equipment provider’s stock, valued at approximately $706,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. SageView Advisory Group LLC lifted its holdings in Cisco Systems by 33.7% during the third quarter. SageView Advisory Group LLC now owns 118,251 shares of the network equipment provider’s stock valued at $8,091,000 after purchasing an additional 29,829 shares in the last quarter. Kepler Cheuvreux Suisse SA purchased a new stake in shares of Cisco Systems in the third quarter worth $63,646,000. Nemes Rush Group LLC raised its position in shares of Cisco Systems by 0.6% during the 3rd quarter. Nemes Rush Group LLC now owns 270,185 shares of the network equipment provider’s stock valued at $18,486,000 after purchasing an additional 1,663 shares during the period. Franklin Resources Inc. raised its position in shares of Cisco Systems by 4.4% during the 3rd quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider’s stock valued at $2,917,530,000 after purchasing an additional 1,804,625 shares during the period. Finally, Van ECK Associates Corp boosted its holdings in Cisco Systems by 2.3% in the 3rd quarter. Van ECK Associates Corp now owns 951,673 shares of the network equipment provider’s stock worth $65,114,000 after buying an additional 21,738 shares during the period. 73.33% of the stock is owned by institutional investors.

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $78.10 on Thursday. The firm has a fifty day simple moving average of $77.96 and a two-hundred day simple moving average of $74.35. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week 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 capitalization of $308.49 billion, a P/E ratio of 27.40, a PEG ratio of 2.94 and a beta of 0.87.

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

Cisco Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be paid 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 dividend payout ratio is 58.95%.

Insider Transactions at Cisco Systems

In other news, SVP Maria Victoria Wong sold 2,179 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total transaction of $169,395.46. Following the transaction, the senior vice president owned 28,807 shares of the company’s stock, valued at approximately $2,239,456.18. The trade was a 7.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Jeetendra I. Patel sold 11,248 shares of the stock in a transaction on Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $854,848.00. Following the sale, the insider owned 262,776 shares in the company, valued at $19,970,976. The trade was a 4.10% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 75,249 shares of company stock worth $5,776,829. 0.01% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on CSCO shares. Rosenblatt Securities reaffirmed a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a research note on Thursday, February 12th. Piper Sandler boosted their target price on shares of Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a report on Thursday, November 13th. HSBC raised their target price on shares of Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a research note on Friday, February 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. Finally, Bank of America raised their price objective on Cisco Systems from $85.00 to $95.00 and gave the company a “buy” rating in a research report on Thursday, November 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $89.55.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco’s “Secure AI Factory” deal emphasizes its role in sovereign and enterprise AI infrastructure, strengthening the company’s software/security narrative that investors view as higher‑margin long term. Cisco Secure AI Factory Deal Puts Sovereign AI At Center For Cisco Investors
• Positive Sentiment: Media analysis highlights Cisco’s “agentic” AI roadmap, suggesting upside beyond networking hardware into software and AI services — a structural growth story that supports a higher valuation multiple. How Cisco’s Artificial Intelligence ‘Agentic’ Makeover Will Rewire Internet Pioneer
• Positive Sentiment: Management’s presentation at Morgan Stanley highlighted strong FQ2 execution and demand for AI infrastructure and security, reinforcing near‑term revenue momentum and investor confidence. Cisco Systems (CSCO) Presents at Morgan Stanley’s Conference, Here’s What You Need to Know
• Positive Sentiment: Industry research projects sizable cybersecurity market growth through 2031, which benefits Cisco’s security portfolio and recurring‑revenue mix. Cybersecurity Solutions Market Research Report 2026-2031, Profiles of Prominent Players – Palo Alto Networks, Fortinet, CrowdStrike, Cisco Systems, IBM
• Neutral Sentiment: Cisco’s Networking Academy partnership with Senac Brasil aims to build long‑term talent and market access in underserved regions — positive for brand and adoption but limited near‑term financial impact. In Partnership with Senac Brasil and Senac Pará, the Cisco Networking Academy Provides Pathway to AI-enriched Future
• Neutral Sentiment: Public data on short interest in March appears noisy/insignificant (reported as 0 shares with NaN changes), so there’s no clear short‑squeeze or covering story driving today’s move.
• Neutral Sentiment: Elevated media and analyst attention (Zacks, sector writeups) is bringing investor focus to CSCO, which can amplify moves but doesn’t by itself change fundamentals. Cisco Systems, Inc. (CSCO) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Geopolitical tensions (Iran-related attacks on regional data centers) create execution risk for hyperscaler and cloud buildouts in the Middle East — a macro factor that could indirectly affect hardware demand. How the Iran war could impact hyperscalers’ massive AI buildout in the Middle East
• Negative Sentiment: Cisco faces margin pressure from higher memory costs and a hardware‑heavy product mix; that reduces near‑term operating leverage even as top‑line growth accelerates. This is the clearest near‑term risk to valuation. Cisco Balances Amazon Skills Push With Ongoing Margin Pressures

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.