Providence Capital Advisors LLC Trims Stock Holdings in Cisco Systems, Inc. $CSCO

Providence Capital Advisors LLC lessened its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 84.4% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 7,172 shares of the network equipment provider’s stock after selling 38,935 shares during the quarter. Providence Capital Advisors LLC’s holdings in Cisco Systems were worth $491,000 at the end of the most recent reporting period.

Several other institutional investors have also recently modified their holdings of the company. Benchmark Financial Wealth Advisors LLC boosted its holdings in shares of Cisco Systems by 1.4% in the 3rd 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 during the last quarter. Yoder Wealth Management Inc. lifted its position in 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 valued at $270,000 after purchasing an additional 143 shares during the period. Wynn Capital LLC boosted its holdings in Cisco Systems by 0.3% in the third quarter. Wynn Capital LLC now owns 48,456 shares of the network equipment provider’s stock valued at $3,315,000 after purchasing an additional 150 shares during the last quarter. Old North State Trust LLC grew its position in Cisco Systems by 0.6% during the 2nd quarter. Old North State Trust LLC now owns 24,534 shares of the network equipment provider’s stock worth $1,702,000 after purchasing an additional 151 shares during the period. Finally, Lion Street Advisors LLC raised its stake in shares of Cisco Systems by 0.7% during the 2nd quarter. Lion Street Advisors LLC now owns 20,694 shares of the network equipment provider’s stock valued at $1,436,000 after buying an additional 152 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

CSCO has been the topic of several analyst reports. BNP Paribas Exane lifted their price target on Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a research report on Thursday, November 13th. Erste Group Bank raised shares of Cisco Systems from a “hold” rating to a “buy” rating in a report on Monday, November 10th. UBS Group increased their price target on shares of Cisco Systems from $88.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Wells Fargo & Company raised their price target on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Finally, Barclays upped their price objective on shares of Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a research report on Thursday, November 13th. One analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus price target of $94.45.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco unveiled a new AI networking chip and router to compete with Broadcom and Nvidia for AI infrastructure spending, signaling potential revenue upside from hyperscale and enterprise AI network upgrades. Cisco unveils new AI networking chip, taking on Broadcom and Nvidia
• Positive Sentiment: Announcement of the new Silicon One G300 and G300-powered N9000/8000 systems plus advanced optics positions Cisco to capture higher-value AI networking deals by touting performance, energy efficiency and lower operating costs for AI data centers. Cisco Announces New Silicon One G300, Advanced Systems and Optics
• Positive Sentiment: Cisco expanded “AgenticOps” automation across networking, security and observability — a software-led push that could raise software/recurring revenue mix and simplify deployments for customers adopting AI at scale. Cisco Expands AgenticOps Innovations Across Portfolio
• Positive Sentiment: Major updates to Cisco’s AI Defense and AI-aware SASE add AI supply-chain governance and runtime protections — a timely security pitch that may help win enterprise AI deals and reduce adoption friction. Cisco Redefines Security for the Agentic Era with AI Defense Expansion
• Positive Sentiment: JPMorgan raised its price target on CSCO to $95 and maintained an overweight rating — an analyst endorsement that can lift sentiment and drive buying ahead of earnings. JPMorgan adjusts price target on Cisco Systems to $95
• Neutral Sentiment: Investors are also focused on the upcoming fiscal Q2 earnings (est. revenue ~$15–15.2B) and guidance — results could validate the AI-story or introduce near-term volatility depending on bookings and margins. Cisco Q2 Earnings Loom: Buy or Hold the CSCO Stock Ahead of Results?
• Neutral Sentiment: Macro/calendar events (jobs, inflation, retail-sales) noted by market commentators could influence risk appetite around tech names like Cisco this week, adding potential short-term market noise. What to Expect in Markets This Week

Insider Transactions at Cisco Systems

In other Cisco Systems news, Director Michael D. Capellas sold 16,150 shares of the firm’s stock in a transaction on Thursday, December 18th. The stock was sold at an average price of $77.28, for a total value of $1,248,072.00. Following the transaction, the director owned 157,218 shares in the company, valued at approximately $12,149,807.04. This trade represents a 9.32% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Jeetendra I. Patel sold 163,896 shares of Cisco Systems stock in a transaction on Friday, November 14th. The stock was sold at an average price of $77.86, for a total transaction of $12,760,942.56. Following the sale, the insider directly owned 281,108 shares in the company, valued at approximately $21,887,068.88. This trade represents a 36.83% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,044,865 shares of company stock worth $81,397,635 in the last quarter. 0.01% of the stock is owned by insiders.

Cisco Systems Stock Up 2.3%

Shares of NASDAQ CSCO opened at $86.75 on Tuesday. The firm has a market cap of $342.76 billion, a price-to-earnings ratio of 32.61, a price-to-earnings-growth ratio of 3.21 and a beta of 0.87. The company’s 50-day simple moving average is $77.57 and its 200-day simple moving average is $72.78. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $87.25.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The firm had revenue of $14.88 billion for the quarter, compared to analyst estimates of $14.77 billion. During the same period last year, the company posted $0.91 EPS. Cisco Systems’s quarterly revenue was up 7.5% compared to the same quarter last year. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. Equities analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were given a dividend of $0.41 per share. This represents a $1.64 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Friday, January 2nd. Cisco Systems’s payout ratio is presently 61.65%.

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.