Cache Advisors LLC Has $2.24 Million Holdings in Cisco Systems, Inc. $CSCO

Cache Advisors LLC raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 44.5% during the first quarter, HoldingsChannel.com reports. The fund owned 28,926 shares of the network equipment provider’s stock after acquiring an additional 8,912 shares during the quarter. Cisco Systems accounts for about 0.3% of Cache Advisors LLC’s holdings, making the stock its 28th largest position. Cache Advisors LLC’s holdings in Cisco Systems were worth $2,244,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of CSCO. Amarillo National Bank bought a new stake in Cisco Systems during the first quarter worth about $241,000. Vermillion Wealth Management Inc. raised its stake in shares of Cisco Systems by 34.1% in the first quarter. Vermillion Wealth Management Inc. now owns 1,049 shares of the network equipment provider’s stock valued at $81,000 after acquiring an additional 267 shares during the last quarter. Krilogy Financial LLC boosted its holdings in shares of Cisco Systems by 4.3% in the 1st quarter. Krilogy Financial LLC now owns 18,157 shares of the network equipment provider’s stock worth $1,534,000 after acquiring an additional 750 shares in the last quarter. Investment Advisory Services Inc. TX ADV boosted its holdings in shares of Cisco Systems by 1.2% in the 1st quarter. Investment Advisory Services Inc. TX ADV now owns 28,761 shares of the network equipment provider’s stock worth $2,232,000 after acquiring an additional 329 shares in the last quarter. Finally, Certified Advisory Corp grew its position in Cisco Systems by 11.7% during the 1st quarter. Certified Advisory Corp now owns 5,336 shares of the network equipment provider’s stock worth $414,000 after acquiring an additional 558 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: The U.S. Supreme Court ended a long-running lawsuit accusing Cisco of aiding China’s persecution of Falun Gong members, removing a legal overhang and reducing the risk of potential liability. US Supreme Court ends suit alleging Cisco helped China pursue Falun Gong
• Positive Sentiment: News flow is also highlighting Cisco’s push into AI infrastructure, including its Secure AI Factory efforts and quantum networking bets, which could strengthen its growth narrative with enterprise customers. How Cisco’s Secure AI Factory and Quantum Networking Bets Could Reshape the Cisco Systems (CSCO) Narrative
• Positive Sentiment: Cisco is also being discussed as a beneficiary of broader AI networking demand, with reports noting its collaboration activity alongside Nvidia and Equinix as enterprises upgrade data center and security infrastructure. Nvidia’s Network Ambitions Could Lift Telecom
• Neutral Sentiment: Several additional articles are keeping Cisco in focus, but they are mostly commentary pieces or general stock-interest items rather than new material business developments.

Insider Transactions at Cisco Systems

In other Cisco Systems news, CEO Charles Robbins sold 21,400 shares of the company’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the transaction, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. This represents a 3.25% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the transaction, the executive vice president directly owned 177,223 shares in the company, valued at $20,790,030.13. This trade represents a 3.58% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 47,650 shares of company stock valued at $5,668,823. 0.01% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on the company. Argus raised their price target on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Truist Financial began coverage on Cisco Systems in a research note on Tuesday, March 31st. They issued a “buy” rating and a $94.00 target price for the company. HSBC raised Cisco Systems from a “hold” rating to a “buy” rating and lifted their price target for the company from $77.00 to $137.00 in a report on Friday, May 15th. Finally, Weiss Ratings upgraded shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 29th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus target price of $122.90.

Cisco Systems Stock Performance

CSCO stock opened at $121.15 on Wednesday. The company has a 50 day moving average price of $107.69 and a 200 day moving average price of $88.71. Cisco Systems, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The stock has a market capitalization of $477.51 billion, a PE ratio of 39.33, a price-to-earnings-growth ratio of 3.10 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. The firm had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same period last year, the company earned $0.96 EPS. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. Analysts forecast that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

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.