FNY Investment Advisers LLC Increases Position in Cisco Systems, Inc. $CSCO

FNY Investment Advisers LLC raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 24,311.8% in the fourth quarter, Holdings Channel.com reports. The firm owned 33,200 shares of the network equipment provider’s stock after purchasing an additional 33,064 shares during the period. Cisco Systems comprises 0.7% of FNY Investment Advisers LLC’s portfolio, making the stock its 24th largest holding. FNY Investment Advisers LLC’s holdings in Cisco Systems were worth $2,557,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Mirae Asset Global Investments Co. Ltd. grew its stake in shares of Cisco Systems by 6.9% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock worth $218,236,000 after acquiring an additional 205,043 shares during the last quarter. Greystone Financial Group LLC bought a new position in Cisco Systems in the 3rd quarter worth about $8,563,000. Jones Financial Companies Lllp boosted its stake in Cisco Systems by 8.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after purchasing an additional 56,057 shares in the last quarter. Rockland Trust Co. grew its position in Cisco Systems by 213.8% during the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock valued at $1,402,000 after purchasing an additional 13,966 shares during the last quarter. Finally, CX Institutional increased its stake in Cisco Systems by 11.0% during the 3rd quarter. CX Institutional now owns 144,336 shares of the network equipment provider’s stock valued at $9,875,000 after purchasing an additional 14,334 shares in the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $79.02 on Friday. The firm’s 50-day moving average price is $79.27 and its 200-day moving average price is $75.53. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18. The company has a market cap of $312.12 billion, a PE ratio of 27.73, a PEG ratio of 2.94 and a beta of 0.83. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45.

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

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders 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 of this dividend is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is currently 57.54%.

Insider Transactions at Cisco Systems

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 stock was sold at an average price of $76.00, for a total transaction of $854,848.00. Following the completion of the sale, the insider directly owned 262,776 shares in the company, valued at $19,970,976. The trade was a 4.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Charles Robbins sold 19,545 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at $51,003,220. The trade was a 2.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 46,431 shares of company stock worth $3,574,820. Company insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have issued reports on the stock. Morgan Stanley lifted their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. UBS Group boosted their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and increased their target price for the company from $80.00 to $100.00 in a research note on Monday, January 26th. Finally, CICC Research lifted their target price on Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. Four 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, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $89.76.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Truist initiated coverage and upgraded Cisco to a strong-buy, providing a visible brokerage endorsement that can support buying interest. Truist Coverage
• Positive Sentiment: Cisco released a State of Wireless report showing widespread enterprise Wi‑Fi investment tied to AI/IoT and reporting revenue/efficiency benefits — this supports Cisco’s networking product demand narrative. State of Wireless Report
• Positive Sentiment: Cisco will keynote at COMPUTEX (first-time appearance) to present a “full stack approach to AI,” raising visibility around its AI infrastructure strategy and potential product announcements later in the quarter. COMPUTEX Keynote
• Positive Sentiment: Cisco’s collaboration with Atom Computing to explore quantum networking expands its long‑term infrastructure story beyond classical networking, which investors may view as strategic optionality. Quantum Networking
• Neutral Sentiment: Private-equity activity in cloud communications (CallTower sale/strategic investment) signals sector consolidation but has limited direct impact on Cisco’s core networking revenue; it’s a thematic industry note. CallTower / Court Square
• Neutral Sentiment: Coverage noting Cisco’s upgrade momentum aligning with Nasdaq trends highlights technical/market-flow support rather than fundamental change. Upgrade Momentum
• Negative Sentiment: Multiple outlets report Cisco’s gross margin contracted sequentially and management’s Q3 commentary points to margin pressure from higher memory costs and an AI revenue mix — this is the primary near-term headwind investors are pricing in. Gross Margin Contracts
• Negative Sentiment: Short-term price weakness was noted in recent market pieces despite strong order trends for AI infrastructure, reflecting profit‑taking or concern that margin pressure could offset revenue growth. Short-term Price Weakness

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.