Wilmington Savings Fund Society FSB Has $30.89 Million Position in Cisco Systems, Inc. $CSCO

Wilmington Savings Fund Society FSB trimmed its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 20.7% during the third quarter, Holdings Channel reports. The firm owned 451,409 shares of the network equipment provider’s stock after selling 118,162 shares during the quarter. Wilmington Savings Fund Society FSB’s holdings in Cisco Systems were worth $30,885,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Bare Financial Services Inc increased its holdings 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 purchasing an additional 308 shares in the last quarter. Marquette Asset Management LLC bought a new position in shares of Cisco Systems during the 3rd quarter worth approximately $25,000. Lowe Wealth Advisors LLC boosted its holdings in shares of Cisco Systems by 96.2% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after buying an additional 200 shares in the last quarter. Cedar Mountain Advisors LLC grew its position in shares of Cisco Systems by 115.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after buying an additional 251 shares during the period. Finally, Kilter Group LLC bought a new stake in shares of Cisco Systems in the 2nd quarter valued at $44,000. Institutional investors own 73.33% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco joined a new 400G Optical Multi‑Source Agreement with Broadcom, NVIDIA and others to set technical standards for 400G optical interfaces — a move that should accelerate interoperable AI data‑center deployments and support long‑term demand for Cisco networking gear. Read More.
• Positive Sentiment: Cisco expanded its Secure AI Factory with NVIDIA to enable secure, end‑to‑edge AI deployments (reference architectures with NVIDIA Spectrum‑X and Cisco Silicon One), which can shorten AI rollout timelines and increase networking & security attach rates. Read More.
• Positive Sentiment: Operational headlines back the product news: Cisco reported a fiscal-Q2 beat, subscription revenue is now ~51% of sales, and webscale AI infrastructure orders topped ~$2.1B — concrete signs that AI demand is translating into bookings and recurring revenue. Read More.
• Positive Sentiment: Analyst sentiment is constructive: a consensus rating of “Moderate Buy” was reported, which can support further inflows if reinforced by the company’s AI momentum. Read More.
• Positive Sentiment: High‑profile investor interest: Ken Fisher’s long‑running stake and renewed attention to Cisco is a positive signal for long‑term holders. Read More.
• Neutral Sentiment: Broader AI/semiconductor news (e.g., NVIDIA’s new Vera CPU) could reshape infrastructure architectures; impacts on Cisco depend on adoption of partner reference architectures versus alternate stacks. Read More.
• Neutral Sentiment: Optical‑networking peers (e.g., Ciena) have seen sharp rallies on AI/optical demand; that sector strength can be a tailwind for Cisco’s optics/networking exposure but also raises relative valuation comparisons. Read More.
• Negative Sentiment: Some commentary warns about growth‑stock froth and historic valuation risks (dot‑com comparisons), which could cap multiple expansion for Cisco despite improving fundamentals — watch P/E and subscription margin trajectory. Read More.

Analyst Ratings Changes

A number of research firms recently issued reports on CSCO. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. JPMorgan Chase & Co. upped their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a report on Monday, February 9th. UBS Group increased their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Finally, President Capital reduced their target price on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems has an average rating of “Moderate Buy” and an average price target of $89.55.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $79.27 on Wednesday. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The firm has a fifty day simple moving average of $78.16 and a two-hundred day simple moving average of $74.68. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18. The firm has a market capitalization of $313.11 billion, a PE ratio of 27.81, a price-to-earnings-growth ratio of 2.98 and a beta of 0.87.

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

Cisco Systems Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. Cisco Systems’s dividend payout ratio (DPR) is presently 58.95%.

Insider Transactions at Cisco Systems

In other news, insider Jeetendra I. Patel sold 11,248 shares of the stock in a transaction that occurred on 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 sale, the insider directly owned 262,776 shares of the company’s stock, valued at $19,970,976. This 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 this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the transaction, the executive vice president directly owned 156,693 shares in the company, valued at approximately $12,076,329.51. The trade was a 1.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 75,799 shares of company stock valued at $5,815,306. Corporate insiders own 0.01% of the company’s 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.