Modera Wealth Management LLC Lowers Stake in Cisco Systems, Inc. $CSCO

Modera Wealth Management LLC reduced its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 3.8% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 763,792 shares of the network equipment provider’s stock after selling 30,210 shares during the quarter. Modera Wealth Management LLC’s holdings in Cisco Systems were worth $58,835,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. Marquette Asset Management LLC bought a new stake in shares of Cisco Systems in the third quarter valued at about $25,000. Lowe Wealth Advisors LLC raised its holdings in shares of Cisco Systems by 96.2% in the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 200 shares in the last quarter. Board of the Pension Protection Fund bought a new stake in shares of Cisco Systems in the fourth quarter valued at about $31,000. Cedar Mountain Advisors LLC raised its holdings in shares of Cisco Systems by 115.7% in the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after acquiring an additional 251 shares in the last quarter. Finally, Holos Integrated Wealth LLC bought a new stake in shares of Cisco Systems in the fourth quarter valued at about $41,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Cisco Systems news, insider Jeetendra I. Patel sold 11,248 shares of the business’s stock in a transaction dated 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 transaction, the insider directly owned 262,776 shares in the company, valued at approximately $19,970,976. The trade was a 4.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the completion of the transaction, the executive vice president owned 188,613 shares of the company’s stock, valued at $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 46,431 shares of company stock valued at $3,574,820 in the last three months. 0.01% of the stock is currently owned by insiders.

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $80.68 on Wednesday. The company has a market capitalization of $318.68 billion, a PE ratio of 28.31, a P/E/G ratio of 2.98 and a beta of 0.83. 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 company has a 50-day simple moving average of $79.47 and a two-hundred day simple moving average of $75.90. Cisco Systems, Inc. has a one year low of $52.67 and a one year high of $88.18.

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

Cisco Systems Increases Dividend

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

Analyst Ratings Changes

Several analysts recently weighed in on the company. Wall Street Zen downgraded Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. HSBC lifted their price objective on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a report on Friday, February 13th. Citigroup lifted their price objective on Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Zacks Research upgraded Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Finally, BNP Paribas Exane lifted their price objective on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Four analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $89.76.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco is named as a founding participant in Anthropic’s Project Glasswing, which gives major tech firms early access to Anthropic’s more powerful “Mythos” model to hunt for AI-driven vulnerabilities — this positions Cisco in collaborative cyber‑defense efforts that could boost demand for its security and networking products. Anthropic Lets Apple, Amazon Test More Powerful Mythos AI Model
• Positive Sentiment: Cisco released its State of Industrial AI report showing two‑thirds of industrial orgs are in live AI deployments but cite network readiness and security as scaling constraints — a finding that highlights Cisco’s addressable market for networking/security upgrades. Cisco Research: Industrial AI Moves into Physical Operations, Readiness Gaps Determine Scale
• Positive Sentiment: Cisco appointed Pete (Peter) Shimer — a seasoned Deloitte executive with CFO/COO/C-suite experience — to its board and Audit Committee, strengthening governance and signaling focus on scale and financial oversight as Cisco leans into AI infrastructure. Cisco Appoints Pete Shimer to its Board of Directors
• Positive Sentiment: Technical momentum: CSCO recently moved above its 50‑day moving average, a short‑term bullish signal that often attracts momentum traders. Cisco Systems (CSCO) Recently Broke Out Above the 50-Day Moving Average
• Neutral Sentiment: Cisco and Quest Alliance launched efforts to modernize vocational IT training in India — positive for long‑term brand, talent pipeline and CSR but unlikely to move near‑term earnings. Cisco and Quest Alliance Are Modernizing Vocational Training for India’s Next-Gen Workforce
• Neutral Sentiment: Sector ripple: Cybersecurity peers (Palo Alto, CrowdStrike) jumped after Anthropic’s partnerships were announced — a sector lift that likely helped Cisco shares given its security exposure, but this is an indirect effect. Palo Alto, CrowdStrike Stocks Pop After Anthropic Announces Partnerships
• Neutral Sentiment: Market coverage notes CSCO outpaced the broader market recently — useful confirmation of the move but not a new fundamental catalyst. Why Cisco Systems (CSCO) Outpaced the Stock Market Today

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.