KLCM Advisors Inc. Has $14.99 Million Stock Holdings in Cisco Systems, Inc. $CSCO

KLCM Advisors Inc. reduced its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.2% in the 3rd quarter, HoldingsChannel reports. The firm owned 219,013 shares of the network equipment provider’s stock after selling 9,608 shares during the quarter. Cisco Systems makes up 1.5% of KLCM Advisors Inc.’s portfolio, making the stock its 19th biggest position. KLCM Advisors Inc.’s holdings in Cisco Systems were worth $14,985,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC raised its position in shares of Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after purchasing an additional 24,562 shares during the period. Revolve Wealth Partners LLC grew its position in Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after purchasing an additional 2,474 shares during the period. Sivia Capital Partners LLC grew its position in Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after purchasing an additional 712 shares during the period. Schnieders Capital Management LLC. increased its stake in Cisco Systems by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after purchasing an additional 519 shares in the last quarter. Finally, Nwam LLC raised its holdings in Cisco Systems by 7.0% during the second quarter. Nwam LLC now owns 21,267 shares of the network equipment provider’s stock worth $1,460,000 after buying an additional 1,392 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Stock Up 0.5%

Cisco Systems stock opened at $78.10 on Thursday. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The firm’s 50-day simple moving average is $77.96 and its 200 day simple moving average is $74.35. The stock has a market cap of $308.49 billion, a PE ratio of 27.40, a price-to-earnings-growth ratio of 2.94 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 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 during the quarter, compared to analyst estimates of $15.11 billion. During the same quarter last year, the business posted $0.94 EPS. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. Research analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be paid a $0.42 dividend. This is a boost 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 2.2%. Cisco Systems’s dividend payout ratio is currently 58.95%.

Wall Street Analyst Weigh In

CSCO has been the topic of a number of recent research reports. Piper Sandler raised their price objective on shares of Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a research note on Thursday, November 13th. KeyCorp upped their target price on shares of Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a report on Thursday, November 13th. CICC Research raised their price target on shares of Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Barclays lifted their price target on Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research note on Thursday, November 13th. Finally, Wells Fargo & Company increased their price objective on Cisco Systems from $83.00 to $95.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $89.55.

Insider Activity

In other news, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction 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 sale, the senior vice president directly owned 28,807 shares in the company, valued at $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 is available at this hyperlink. Also, Director Michael D. Capellas sold 10,850 shares of Cisco Systems stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the completion of the sale, the director directly owned 146,368 shares in the company, valued at approximately $11,289,363.84. This represents a 6.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 75,249 shares of company stock worth $5,776,829. 0.01% of the stock is owned by insiders.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco’s push to become an “agentic” AI platform is being framed as a major strategic hinge that could expand software and services revenue beyond traditional hardware, supporting a higher multiple if execution follows. Read More.
• Positive Sentiment: Management’s March presentation at Morgan Stanley highlighted strong FQ2 demand and AI‑infrastructure/security momentum, reinforcing the view that revenue mix is shifting toward higher‑value software and services. Read More.
• Positive Sentiment: Large TAM growth in cybersecurity (industry reports project strong CAGR) keeps Cisco relevant as a top vendor in security and managed services — a durable growth avenue even if hardware cycles slow. Read More.
• Positive Sentiment: Ongoing customer/education initiatives (Cisco Networking Academy partnerships in Brazil) support long‑term demand and brand strength in emerging markets, helpful for service adoption and recruitment. Read More.
• Neutral Sentiment: Retail and analyst attention is elevated (Zacks/coverage notes), which can amplify moves but doesn’t change fundamentals by itself. Read More.
• Neutral Sentiment: Reported short interest readings in early March show effectively zero reported short positions — suggests limited immediate squeeze dynamics, though the data appears anomalous and should be interpreted cautiously.
• Neutral Sentiment: Competitive landscape: peers like Arista and HPE are investing heavily in AI/5G networking, underlining both market opportunity and competitive pressure for Cisco’s hardware and services. Read More. Read More.
• Negative Sentiment: Margin pressure remains a meaningful near‑term risk: management has cited higher memory costs and a hardware‑heavy product mix weighing gross margins — this could cap multiple expansion until cost trends normalize. Read More.
• Negative Sentiment: Geopolitical risk (reported strikes on Middle East data centers) could disrupt hyperscaler and telecom AI buildouts in the region, creating execution risk for large infrastructure spend that benefits Cisco customers and partners. Read More.

Cisco Systems Company 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.