Empirical Financial Services LLC d.b.a. Empirical Wealth Management boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 4.9% during the fourth quarter, HoldingsChannel.com reports. The firm owned 463,944 shares of the network equipment provider’s stock after acquiring an additional 21,647 shares during the period. Cisco Systems makes up about 0.6% of Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s portfolio, making the stock its 27th largest holding. Empirical Financial Services LLC d.b.a. Empirical Wealth Management’s holdings in Cisco Systems were worth $35,738,000 as of its most recent SEC filing.
Several other large investors have also recently added to or reduced their stakes in the stock. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its stake in shares of Cisco Systems by 413.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock valued at $1,553,645,000 after buying an additional 18,030,441 shares during the period. Arrowstreet Capital Limited Partnership increased its stake in shares of Cisco Systems by 110.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after acquiring an additional 9,648,265 shares during the last quarter. Wellington Management Group LLP increased its stake in shares of Cisco Systems by 19.5% in the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after acquiring an additional 5,498,375 shares during the last quarter. Invesco Ltd. raised its holdings in shares of Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after acquiring an additional 5,081,469 shares in the last quarter. Finally, Danske Bank A S acquired a new stake in Cisco Systems during the third quarter valued at $233,956,000. Institutional investors and hedge funds own 73.33% of the company’s stock.
Cisco Systems Price Performance
NASDAQ CSCO opened at $77.93 on Thursday. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The stock’s 50-day moving average is $79.18 and its two-hundred day moving average is $75.51. The firm has a market cap of $307.81 billion, a P/E ratio of 27.34, a price-to-earnings-growth ratio of 2.93 and a beta of 0.83. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85.
Cisco Systems Increases Dividend
The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 2.2%. Cisco Systems’s dividend payout ratio (DPR) is currently 57.54%.
Key Stories Impacting Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco reported stronger-than-expected Q2 results and said AI infrastructure orders have surged; management guided FY revenue to $61.2–$61.7B, reinforcing revenue momentum and the company’s AI networking story. CSCO Stock Slipped ~4% This Week Even as AI Infrastructure Orders Surged
- Positive Sentiment: Truist initiated coverage with a “buy/strong-buy” view and a $94 price target, signaling analyst confidence that Cisco can capture more AI‑driven networking spend. Truist Securities initiates coverage of Cisco Systems (CSCO) with buy recommendation
- Positive Sentiment: Cisco signed an MOU with Atom Computing to explore quantum networking links, extending its AI/infra narrative into emerging quantum/distributed compute networking — a longer‑term strategic positive. Is Cisco’s Quantum Networking Push With Atom Computing Reshaping Its AI Infrastructure Story (CSCO)?
- Neutral Sentiment: Coverage and ratings pages (e.g., Barron’s) are being updated as analysts reassess Cisco amid recent results and macro volatility — watch for changes in consensus estimates. Cisco Systems Inc. (Research Ratings)
- Neutral Sentiment: Investor pieces debating whether the recent pullback is a buying opportunity or a pause in the rally — useful for positioning but not news-driven catalysts. Is It Too Late To Consider Cisco Systems (CSCO)?
- Negative Sentiment: Reports of a cyberattack tied to a recent Trivy breach briefly rattled the stock — even contained incidents can raise short‑term risk perception for a network‑security vendor. Cisco Stock (CSCO) Wobbles after Reports of Cyberattack Linked to Recent Trivy Breach
- Negative Sentiment: Heightened Middle‑East geopolitical tensions and threats from Iran to Western tech firms have pressured indexes and risk appetite, contributing to Cisco’s recent weekly pullback. Iran’s Revolutionary Guard Threatens to Strike U.S. Companies in Mideast
- Negative Sentiment: Despite positive fundamental developments, shares slipped ~4–5% over the past week — likely profit‑taking and macro/sector rotation outweighing company‑specific tailwinds in the near term. CSCO Stock Slipped ~4% This Week Even as AI Infrastructure Orders Surged
Analysts Set New Price Targets
CSCO has been the topic of a number of recent research reports. President Capital lowered their target price on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. DZ Bank raised Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. CICC Research increased their price objective on Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Four investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $89.76.
Check Out Our Latest Stock Report on Cisco Systems
Insider Activity at Cisco Systems
In related news, CEO Charles Robbins sold 19,545 shares of the company’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the completion of the sale, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at approximately $51,003,220. This represents a 2.83% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, SVP Maria Victoria Wong sold 2,179 shares of the firm’s stock in a transaction 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 completion of the transaction, the senior vice president owned 28,807 shares in the company, valued at $2,239,456.18. The trade was a 7.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is owned by company insiders.
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.
Further Reading
Want to see what other hedge funds are holding CSCO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cisco Systems, Inc. (NASDAQ:CSCO – Free Report).
Receive News & Ratings for Cisco Systems Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Cisco Systems and related companies with MarketBeat.com's FREE daily email newsletter.
