Cisco Systems, Inc. $CSCO Stock Holdings Lifted by Kovitz Investment Group Partners LLC

Kovitz Investment Group Partners LLC increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 3.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 645,928 shares of the network equipment provider’s stock after acquiring an additional 24,125 shares during the quarter. Kovitz Investment Group Partners LLC’s holdings in Cisco Systems were worth $44,194,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CSCO. Bare Financial Services Inc raised its stake in Cisco Systems by 531.0% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after purchasing an additional 308 shares during the period. Marquette Asset Management LLC purchased a new position in shares of Cisco Systems during the third quarter valued at $25,000. Legacy Investment Solutions LLC purchased a new position in shares of Cisco Systems during the second quarter valued at $28,000. Lowe Wealth Advisors LLC raised its position in Cisco Systems by 96.2% during the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 200 shares during the period. Finally, Cedar Mountain Advisors LLC lifted its stake in Cisco Systems by 115.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after acquiring an additional 251 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insiders Place Their Bets

In related news, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the sale, the director directly owned 61,630 shares in the company, valued at approximately $4,753,521.90. The trade was a 17.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Michael D. Capellas sold 16,150 shares of Cisco Systems stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the completion of the transaction, the director directly owned 157,218 shares in the company, valued at approximately $12,149,807.04. This represents a 9.32% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 73,498 shares of company stock worth $5,641,815 in the last three months. 0.01% of the stock is owned by insiders.

Cisco Systems Stock Performance

Shares of CSCO opened at $79.20 on Monday. The firm has a market cap of $312.83 billion, a price-to-earnings ratio of 27.79, a price-to-earnings-growth ratio of 2.99 and a beta of 0.87. The company’s fifty day moving average is $77.71 and its 200-day moving average is $73.48. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $15.11 billion. During the same period in the prior year, the company posted $0.94 earnings per share. Cisco Systems’s revenue for the quarter was up 9.7% on a year-over-year basis. Equities analysts expect that Cisco Systems, Inc. will post 3.04 EPS 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 issued a dividend of $0.42 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is currently 57.54%.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Evercore raised Cisco Systems from an “in-line” rating to an “outperform” rating and lifted their target price for the company from $80.00 to $100.00 in a research note on Monday, January 26th. Piper Sandler boosted their price objective on shares of Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a research report on Thursday, November 13th. UBS Group increased their target price 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. President Capital lowered their price target on shares of Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Finally, Bank of America increased their price objective on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

More Cisco Systems News

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

• Positive Sentiment: Cisco reported a quantum networking breakthrough (Qunnect entanglement swapping over metro fiber) and unveiled AI-powered networking/security updates and new Silicon One chips — news that supports a longer-term thesis for higher-margin infrastructure demand. Article Title
• Positive Sentiment: Market momentum is being reinforced by strong AI infrastructure traction: reports cite >$2B in AI-related orders and a 17% six‑month share gain, suggesting meaningful revenue benefit from Cisco’s AI push. Article Title
• Positive Sentiment: Technically, CSCO recently crossed above its 50‑day moving average — a short‑term bullish signal that can attract momentum and systematic buyers. Article Title
• Positive Sentiment: Analysts remain broadly favorable: consensus brokerage sentiment and rising estimates versus peers (Cisco highlighted as cheaper vs. Palo Alto Networks on certain metrics) are supporting buy-side interest. Article Title
• Neutral Sentiment: Corporate social and workforce partnerships (LISC, Per Scholas) underscore Cisco’s ESG footprint and local resilience work — positive PR but limited near‑term revenue impact. Article Title
• Neutral Sentiment: Valuation and pullback analyses are mixed: some pieces recommend patience, noting that recent gains have pushed valuations above historical norms even as growth improves. Article Title
• Neutral Sentiment: Reported short interest data is unclear or immaterial in the public summaries — no clear near‑term pressure signaled.
• Negative Sentiment: Erste Group downgraded CSCO to Hold, which can weigh on momentum and curb fresh inflows from certain institutional buyers. Article Title
• Negative Sentiment: An insider sale (11,248 shares reported) may raise minor governance/near‑term sentiment questions for some investors. Article Title

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.