Cisco Systems, Inc. $CSCO Shares Purchased by Blair William & Co. IL

Blair William & Co. IL boosted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 1.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 815,801 shares of the network equipment provider’s stock after buying an additional 9,491 shares during the period. Blair William & Co. IL’s holdings in Cisco Systems were worth $55,817,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Bare Financial Services Inc boosted its position in shares of Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after acquiring an additional 308 shares during the last quarter. Marquette Asset Management LLC purchased a new position in Cisco Systems during the third quarter worth approximately $25,000. Legacy Investment Solutions LLC acquired a new position in shares of Cisco Systems in the 2nd quarter valued at $28,000. Lowe Wealth Advisors LLC grew its stake in shares of Cisco Systems by 96.2% during the 3rd 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 grew its stake in shares of Cisco Systems by 115.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after buying an additional 251 shares during the period. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the sale, the senior vice president owned 28,807 shares in the company, valued at $2,239,456.18. This trade represents a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the transaction, 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 75,677 shares of company stock worth $5,811,211 in the last ninety days. 0.01% of the stock is currently owned by company insiders.

Cisco Systems Stock Down 1.7%

Shares of Cisco Systems stock opened at $78.64 on Friday. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $88.18. The stock has a market cap of $310.62 billion, a price-to-earnings ratio of 27.59, a price-to-earnings-growth ratio of 2.97 and a beta of 0.87. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The company has a fifty day moving average price of $77.96 and a 200 day moving average price of $74.14.

Cisco Systems (NASDAQ:CSCO) last released 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. The company had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm’s revenue was up 9.7% compared to the same quarter last year. During the same period last year, the company posted $0.94 earnings per share. Equities research analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. The ex-dividend date is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is 57.54%.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on CSCO. Evercore raised Cisco Systems from an “in-line” rating to an “outperform” rating and increased their target price for the stock from $80.00 to $100.00 in a research report on Monday, January 26th. Wells Fargo & Company boosted their price target on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Citigroup upped their price target on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Melius Research raised their price objective on Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Finally, KeyCorp lifted their price objective on Cisco Systems from $77.00 to $87.00 and gave the company 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 given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus target price of $89.55.

Key Cisco Systems News

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

• Positive Sentiment: Heavy AI order flow, stronger guidance and product momentum — Analysts and coverage pieces highlight Cisco’s growing AI infrastructure business (AI revenue > $2B in 2025) and FY26 targets for higher recognized revenue and orders, plus Silicon One/G300 chip traction and buybacks that support valuation upside. Read More.
• Positive Sentiment: Confirmed hyperscaler demand and partnerships — Reports note heavy AI orders, a new Cisco Secure AI Factory in Australia with NVIDIA and SharonAI, and guidance upgrades that validate near-term revenue drivers. These operational signals are the main fundamental reason some investors remain bullish. Read More.
• Positive Sentiment: Dividend and income appeal — Multiple retirement/dividend-focused articles include NASDAQ dividend names and long-term “set it and forget it” recommendations, supporting demand from income-oriented holders if rates fall. That dynamic could help support the stock over time. Read More.
• Neutral Sentiment: Industry positioning and market studies — Cisco is cited as a leader in email encryption and unified communications market reports, underscoring long-term TAM exposure but not an immediate catalyst. Read More.
• Neutral Sentiment: Management outreach — Cisco presented at the Morgan Stanley TMT conference; transcripts provide detail for investors but did not introduce a surprise that would flip sentiment. Read More.
• Negative Sentiment: Macro and geopolitical uncertainty / market rotation — Broader market factors (regional tensions, shifting bond yields/rate expectations, and profit-taking after YTD gains) are likely weighing on the stock today despite company positives; one article notes regional risks that could affect U.S. investment flows. Read More.
• Negative Sentiment: Mixed commentary and historical caution — Some retail/advice pieces remind investors of past Cisco drawdowns and caution about growth re-rates; these narratives can pressure sentiment during short-term pullbacks. Read More.

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.