Cisco Systems, Inc. $CSCO Shares Sold by Advocate Group LLC

Advocate Group LLC reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 11.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 167,632 shares of the network equipment provider’s stock after selling 20,850 shares during the period. Cisco Systems makes up approximately 2.1% of Advocate Group LLC’s portfolio, making the stock its 7th largest position. Advocate Group LLC’s holdings in Cisco Systems were worth $12,913,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its position in Cisco Systems by 413.3% in the second 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 purchasing an additional 18,030,441 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in Cisco Systems by 110.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after buying an additional 9,648,265 shares in the last quarter. Wellington Management Group LLP raised its holdings in Cisco Systems by 19.5% during 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 in the last quarter. Invesco Ltd. boosted its position in Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after purchasing an additional 5,081,469 shares during the last quarter. Finally, Danske Bank A S acquired a new position in Cisco Systems during the third quarter valued at approximately $233,956,000. Institutional investors own 73.33% of the company’s stock.

Insider Transactions at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 7,981 shares of Cisco Systems stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the sale, the executive vice president owned 187,097 shares of the company’s stock, valued at approximately $14,874,211.50. The trade was a 4.09% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. 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 completion of the transaction, the chief executive officer owned 671,095 shares in the company, valued at approximately $51,003,220. This trade represents a 2.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 46,431 shares of company stock valued at $3,574,820. Corporate insiders own 0.01% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on CSCO. Citigroup boosted their price target on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Evercore raised Cisco Systems from an “in-line” rating to an “outperform” rating and increased their price objective for the company from $80.00 to $100.00 in a report on Monday, January 26th. BNP Paribas Exane raised their target price on shares of Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Finally, Morgan Stanley upped their price target on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Four investment 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’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $89.76.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco published a new “State of Wireless” report showing broad enterprise investment in Wi‑Fi and wireless as a revenue/efficiency multiplier tied to AI and IoT demand — a positive signal for Cisco’s wireless and infrastructure product demand. Cisco Report: Strategic Wireless Investments are Driving Higher ROI for Enterprises in the AI Era
• Positive Sentiment: Cisco will headline a COMPUTEX keynote (SVP Jeremy Foster) to present a “full‑stack approach to AI” — a visible positioning move that could help sales momentum and investor perception around Cisco’s AI infrastructure strategy. Cisco Makes Its Debut at COMPUTEX Keynote!
• Positive Sentiment: Coverage noting broker interest and upgrade momentum suggests some sell‑side optimism and index/market‑driven flows that can support the stock (analyst attention often boosts liquidity and sentiment). Brokers Suggest Investing in Cisco (CSCO): Read This Before Placing a Bet
• Neutral Sentiment: Stories flagging that CSCO is a “trending” ticker and being watched by Zacks users — indicates retail/investor interest but not a direct fundamental catalyst. Is Trending Stock Cisco Systems, Inc. (CSCO) a Buy Now?
• Neutral Sentiment: Private‑market deals in cloud communications (CallTower sale/ investment) highlight consolidation in collaboration/cloud services — tangential to Cisco’s UC and collaboration market but not an immediate CSCO earnings driver. CallTower Announces Strategic Investment from Court Square Capital Partners
• Negative Sentiment: Coverage reports Cisco’s gross margin contracted sequentially and Q3 commentary points to lower margins as AI revenue mix and higher memory costs weigh on profitability — a clear near‑term risk to EPS and multiple expansion. Cisco’s Gross Margin Contracts Sequentially: Is Growth Getting Harder?

Cisco Systems Price Performance

NASDAQ:CSCO opened at $79.02 on Friday. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The firm has a market capitalization of $312.12 billion, a price-to-earnings ratio of 27.73, a P/E/G ratio of 2.98 and a beta of 0.83. The stock’s 50 day moving average price is $79.36 and its two-hundred day moving average price is $75.68. 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 issued its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping the consensus estimate of $1.02 by $0.02. The company had revenue of $15.35 billion during the quarter, compared to the consensus estimate 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 for the quarter was up 9.7% compared to the same quarter last year. During the same period in the previous year, the company posted $0.94 EPS. On average, analysts anticipate 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. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 58.95%.

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.