Mercer Global Advisors Inc. ADV Has $90.82 Million Position in Cisco Systems, Inc. $CSCO

Mercer Global Advisors Inc. ADV boosted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 40.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,327,424 shares of the network equipment provider’s stock after purchasing an additional 380,491 shares during the quarter. Mercer Global Advisors Inc. ADV’s holdings in Cisco Systems were worth $90,822,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bare Financial Services Inc lifted its holdings in shares of Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after buying an additional 308 shares in the last quarter. Marquette Asset Management LLC acquired a new position in shares of Cisco Systems in the third quarter valued at about $25,000. Lowe Wealth Advisors LLC increased 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 worth $28,000 after acquiring an additional 200 shares during the period. Cedar Mountain Advisors LLC increased its position in Cisco Systems by 115.7% during the third 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 during the period. Finally, Kilter Group LLC acquired a new stake in Cisco Systems in the 2nd quarter worth about $44,000. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems Trading Up 0.7%

CSCO opened at $78.90 on Tuesday. The stock has a market capitalization of $311.65 billion, a price-to-earnings ratio of 27.68, a P/E/G ratio of 2.96 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. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $88.18. The company has a 50-day simple moving average of $78.08 and a 200 day simple moving average of $74.60.

Cisco Systems (NASDAQ:CSCO) last released its earnings results 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. 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 EPS. Analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be paid a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is 57.54%.

Analyst Ratings Changes

A number of analysts have issued reports on the stock. Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday. Citigroup raised their target price on shares of Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. BNP Paribas Exane boosted their price target on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. Three investment 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 company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $89.55.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, SVP Maria Victoria Wong sold 2,179 shares of the company’s 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 completion of the sale, the senior vice president directly owned 28,807 shares in the company, valued at $2,239,456.18. This represents a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Jeetendra I. Patel sold 11,248 shares of the firm’s 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 completion of the sale, the insider directly owned 262,776 shares in the company, valued at approximately $19,970,976. This represents a 4.10% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 75,799 shares of company stock valued at $5,815,306. 0.01% of the stock is currently owned by insiders.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco expanded its Secure AI Factory with NVIDIA to run AI securely from central data centers to local edge sites, shortening deployment timelines and offering partner reference architectures (strengthens Cisco’s AI/security positioning and partner-led revenue opportunities). Cisco Secure AI Factory with NVIDIA Makes AI Easier to Deploy and Secure, Anywhere Organizations Need It
• Positive Sentiment: Cisco moved to the top position in Wi‑Fi 7 revenue share, gaining adoption via aggressive pricing and fast customer ramp — a boost to networking product growth and upgrade cycles. Cisco Wi Fi 7 Lead Reframes Growth And Margin Trade Offs
• Positive Sentiment: Recent quarterly results (Feb. 11) showed an EPS beat and ~9.7% revenue growth year-over-year, underpinning valuation and investor confidence in recurring enterprise demand.
• Neutral Sentiment: NVIDIA’s new Vera CPU and agent tooling accelerate the AI hardware/software ecosystem; this can increase demand for high‑performance networking and security but is an indirect, medium-term tailwind for Cisco. NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI
• Neutral Sentiment: Third-party AI tooling (Aible’s SafeClaw) and broader agent/AI developments grow the market for governed AI deployments — positive for infrastructure demand but not an immediate Cisco-specific catalyst. Aible Launches SafeClaw Long-Running Agents and Presents at Eight Partner Booths and Sessions at NVIDIA GTC 2026
• Negative Sentiment: An institutional investor (Allium Financial Advisors) trimmed its CSCO stake, a small sell signal that could modestly weigh on near-term sentiment. Allium Financial Advisors LLC Sells 6,925 Shares of Cisco Systems, Inc. $CSCO
• Negative Sentiment: Opinion pieces reminding investors of Cisco’s dot‑com era volatility can damp investor appetite for aggressive multiple expansion, adding a cautionary tone to otherwise positive operational news. 1 Growth Stock Set to Flourish and 2 We Avoid

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.