Cache Advisors LLC Takes Position in Cisco Systems, Inc. $CSCO

Cache Advisors LLC purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 20,014 shares of the network equipment provider’s stock, valued at approximately $1,542,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Marquette Asset Management LLC acquired a new position in shares of Cisco Systems during the third quarter worth about $25,000. Lowe Wealth Advisors LLC boosted its position in shares of Cisco Systems by 96.2% during the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after buying an additional 200 shares during the period. Board of the Pension Protection Fund acquired a new position in shares of Cisco Systems during the fourth quarter worth about $31,000. Cedar Mountain Advisors LLC boosted its position in shares of Cisco Systems by 115.7% during the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after buying an additional 251 shares during the period. Finally, Holos Integrated Wealth LLC acquired a new position in shares of Cisco Systems during the fourth quarter worth about $41,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems News Summary

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

• Positive Sentiment: Truist initiated coverage with a Buy and $94 price target, citing strength in Cisco’s networking business and secular cybersecurity tailwinds — a direct analyst endorsement that can lift investor sentiment. Cisco Systems (CSCO) See Vast Potential in Securing AI Agents
• Positive Sentiment: Cisco is named as a founding partner in Anthropic’s Project Glasswing (access to Mythos model) — this positions Cisco to help secure AI agents and participate in shared tooling to find/patch vulnerabilities, reinforcing its cybersecurity revenue story. Anthropic Lets Apple, Amazon Test More Powerful Mythos AI Model
• Positive Sentiment: Sector momentum: cyber stocks are rallying on Anthropic’s Project Glasswing news and broader re-rating of security names — positive spillover for Cisco’s security and networking franchises. Cybersecurity Stocks Climb Amid Anthropic’s Project Glasswing Launch
• Positive Sentiment: Corporate governance/strategy boost: Cisco added Pete Shimer (former Deloitte COO/CFO) to its board as it leans into AI infrastructure — a credibility and oversight signal that investors often view favorably. Cisco Adds Pete Shimer To Board As AI Infrastructure Story Builds
• Positive Sentiment: Technical setup: CSCO recently cleared its 50-day moving average, indicating a short-term bullish trend that can attract momentum traders. Cisco Systems (CSCO) Recently Broke Out Above the 50-Day Moving Average
• Neutral Sentiment: Cisco released its State of Industrial AI report highlighting adoption and network/security readiness needs — supports product positioning but is more long‑term/PR than immediate revenue impact. Cisco Research: Industrial AI Moves into Physical Operations, Readiness Gaps Determine Scale
• Neutral Sentiment: Corporate social/skills initiative: Cisco and Quest Alliance announced vocational training work in India — positive for brand and long-term talent pipeline but unlikely to move near-term earnings. Cisco and Quest Alliance Are Modernizing Vocational Training for India’s Next-Gen Workforce
• Negative Sentiment: Security concern: a Salesforce-managed CRM breach reportedly exposed Cisco data (linked to the ShinyHunters group), raising short-term questions about data protection and potential PR/regulatory scrutiny for enterprise vendors. This is a reputational risk that investors will watch. Salesforce Security Breach Tests Conviction In AI Agent Growth Story

Analyst Upgrades and Downgrades

Several research analysts recently commented on CSCO shares. Evercore upgraded shares of 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 report on Monday, January 26th. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Erste Group Bank cut Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Citigroup increased their price target on Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Finally, JPMorgan Chase & Co. increased their price target on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $89.76.

Insider Buying and Selling

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the transaction, 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the transaction, the executive vice president directly owned 188,613 shares of the company’s stock, valued at $15,040,000.62. This trade represents a 1.63% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 46,431 shares of company stock worth $3,574,820. 0.01% of the stock is owned by company insiders.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $83.70 on Thursday. The firm has a 50-day moving average of $79.57 and a 200-day moving average of $75.96. 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 stock has a market cap of $330.61 billion, a PE ratio of 29.37, a P/E/G ratio of 2.98 and a beta of 0.83. Cisco Systems, Inc. has a 52-week low of $52.67 and a 52-week high of $88.18.

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

Cisco Systems Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be given a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Thursday, April 2nd. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio 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.