Cisco Systems, Inc. $CSCO Shares Sold by Confluence Investment Management LLC

Confluence Investment Management LLC decreased its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 5.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,618,101 shares of the network equipment provider’s stock after selling 89,525 shares during the quarter. Cisco Systems makes up 1.9% of Confluence Investment Management LLC’s holdings, making the stock its 12th biggest position. Confluence Investment Management LLC’s holdings in Cisco Systems were worth $124,642,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of the stock. Benchmark Financial Wealth Advisors LLC lifted its position in shares of Cisco Systems by 1.4% in the third quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock valued at $715,000 after acquiring an additional 142 shares in the last quarter. Cobblestone Capital Advisors LLC NY boosted its stake in Cisco Systems by 0.6% during the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider’s stock worth $1,685,000 after purchasing an additional 142 shares during the last quarter. Yoder Wealth Management Inc. grew its holdings in shares of Cisco Systems by 3.8% during the third quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock worth $270,000 after buying an additional 143 shares in the last quarter. Weaver Consulting Group lifted its stake in shares of Cisco Systems by 1.5% in the third quarter. Weaver Consulting Group now owns 9,940 shares of the network equipment provider’s stock worth $680,000 after buying an additional 145 shares in the last quarter. Finally, KKM Financial LLC boosted its position in Cisco Systems by 1.9% during the third quarter. KKM Financial LLC now owns 7,971 shares of the network equipment provider’s stock worth $545,000 after acquiring an additional 145 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on CSCO. Evercore raised shares of Cisco Systems from an “in-line” rating to an “outperform” rating and upped their price objective for the company from $80.00 to $100.00 in a research note on Monday, January 26th. DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. UBS Group increased their price target on Cisco Systems from $90.00 to $95.00 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 research report on Monday, January 26th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $89.55.

Cisco Systems Trading Up 1.2%

Shares of Cisco Systems stock opened at $78.51 on Friday. The stock has a 50 day moving average of $78.31 and a 200 day moving average of $74.72. 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 has a market capitalization of $310.11 billion, a price-to-earnings ratio of 27.55, a PEG ratio of 2.93 and a beta of 0.87. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (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%. Cisco Systems’s revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the firm earned $0.94 EPS. As a group, research analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

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

Cisco Systems News Summary

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

• Positive Sentiment: Cisco launched a 10‑year “40 Communities” initiative to boost local emergency connectivity, digital skills and cybersecurity education — a program that can strengthen customer relationships with governments, expand public-sector sales opportunities, and bolster ESG positioning. Cisco Community Push Puts 40 Communities Initiative In Investor Focus
• Positive Sentiment: Cisco joined a new 400G Optical Multi‑Source Agreement (with Broadcom, NVIDIA, etc.), reinforcing its role in next‑generation AI data‑center networking — a direct product/capacity story that supports revenue leverage if AI infrastructure spending accelerates. Cisco’s 400G Alliance Ties AI Data Centers To Valuation Story
• Positive Sentiment: Goldman Sachs’ strategist flagged AI, cybersecurity and infrastructure as sector winners — a thematic endorsement that benefits Cisco as a core networking and security vendor in those categories. The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider
• Neutral Sentiment: Analysts maintain a constructive stance: consensus ratings remain around “Moderate Buy,” supporting continued investor interest but not signaling dramatic upgrades. Cisco Systems, Inc. Given Consensus Rating of “Moderate Buy” by Analysts
• Neutral Sentiment: Market commentary notes Cisco is showing relative strength versus broader Nasdaq weakness, suggesting technical resilience that traders are watching. Blue-Chip Tech Stock Could Topple Overhead Resistance
• Neutral Sentiment: Industry pieces (e.g., on suppliers like Jabil) reference Cisco as a major customer — an indirect signal of demand in networking and cloud hardware supply chains but not a direct company update. Jabil Quietly Manufactures an Accelerating Stock Price Rally (CSCO)
• Negative Sentiment: Two executive vice presidents disclosed stock sales this week (Oliver Tuszik sold ~3,132 shares at ~$79.74; Deborah Stahlkopf sold ~7,981 shares at ~$79.50). While insider sales can be routine, they sometimes weigh on sentiment when clustered. Oliver Tuszik Form 4 (SEC) Deborah L. Stahlkopf Form 4 (SEC)
• Negative Sentiment: Valuation concerns: at least one analyst note argues Cisco is expensive on a price‑to‑sales multiple, which could cap upside if earnings growth disappoints versus elevated expectations. Cisco is Overvalued at 4.95X PS: Should You Still Buy the Stock?

Insider Activity

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 transaction, 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 stock was sold at an average price of $76.00, for a total value of $854,848.00. Following the transaction, the insider owned 262,776 shares of the company’s stock, valued at approximately $19,970,976. This represents a 4.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 46,431 shares of company stock worth $3,574,820 in the last three months. 0.01% of the stock is currently owned by corporate insiders.

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.