Bank of Montreal Can Boosts Stake in Cisco Systems, Inc. $CSCO

Bank of Montreal Can increased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 21.9% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 6,934,909 shares of the network equipment provider’s stock after buying an additional 1,247,143 shares during the quarter. Bank of Montreal Can owned about 0.18% of Cisco Systems worth $474,486,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Benchmark Financial Wealth Advisors LLC boosted its holdings in shares of Cisco Systems by 1.4% in the third 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 in the last quarter. Cobblestone Capital Advisors LLC NY raised its holdings in Cisco Systems by 0.6% during the third quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider’s stock worth $1,685,000 after purchasing an additional 142 shares in the last quarter. Yoder Wealth Management Inc. raised its holdings 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 worth $270,000 after purchasing an additional 143 shares in the last quarter. Weaver Consulting Group lifted its position in Cisco Systems by 1.5% in the third quarter. Weaver Consulting Group now owns 9,940 shares of the network equipment provider’s stock valued at $680,000 after purchasing an additional 145 shares during the period. Finally, Wynn Capital LLC boosted its holdings in Cisco Systems by 0.3% in the 3rd 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 in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, 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 of the company’s stock, valued at $51,003,220. This represents a 2.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Kristina M. Johnson sold 13,481 shares of the stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the transaction, the director owned 61,630 shares in the company, valued at approximately $4,753,521.90. The trade was a 17.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 75,677 shares of company stock valued at $5,811,211 in the last three months. Company insiders own 0.01% of the company’s stock.

Cisco Systems Stock Down 3.1%

Shares of NASDAQ CSCO opened at $76.21 on Tuesday. The firm has a market cap of $301.02 billion, a P/E ratio of 26.74, a price-to-earnings-growth ratio of 2.97 and a beta of 0.87. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18. The firm’s 50 day moving average price is $77.93 and its 200 day moving average price is $74.25.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results 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 return on equity of 27.88% and a net margin of 19.22%.The company had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. During the same period in the previous year, the firm posted $0.94 EPS. Cisco Systems’s revenue was up 9.7% on a year-over-year basis. As a group, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be paid a $0.42 dividend. The ex-dividend date is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 2.2%. Cisco Systems’s payout ratio is currently 57.54%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco’s “Secure AI Factory” deal puts sovereign and on‑prem AI deployments squarely in Cisco’s addressable market — a strategic win that could lift software and services revenue and support higher long‑term growth expectations. Cisco Secure AI Factory Deal Puts Sovereign AI At Center For Cisco Investors
• Positive Sentiment: Broader cybersecurity market growth (analysts expect the sector to roughly double by 2030) creates a favorable demand backdrop for Cisco’s security portfolio, even as specialist vendors (e.g., CrowdStrike) compete for wallet share. This is a tailwind for Cisco’s software/security revenue mix. The Cybersecurity Market Is Set to Double to $300 Billion by 2030. Here’s the Best Artificial Intelligence (AI) Stock to Buy Now.
• Positive Sentiment: With bond yields shifting, dividend‑oriented flows may favor large, reliable dividend payers like Cisco — a structural buyer base that can support the share price despite near‑term volatility. Bond Yields Are Getting Slashed — These Dividend Stocks Are the Smarter Play Right Now
• Neutral Sentiment: Some Wall Street analysts remain optimistic on CSCO, which can provide episodic support to the stock — but analyst commentary alone may not overcome investor concerns about execution and margin trade‑offs. Wall Street Bulls Look Optimistic About Cisco (CSCO): Should You Buy?
• Neutral Sentiment: Short‑interest data published today appears to be a reporting anomaly (shows zero change), so there’s no clear evidence of rising short pressure driving the move. Monitor for corrected data. (internal short‑interest release)
• Negative Sentiment: A recent analysis highlights that Cisco’s investment push into AI and software raises margin risk — investors are debating whether growth gains will offset near‑term margin compression and valuation pressure if operating leverage lags expectations. How The Cisco Systems (CSCO) Investment Story Is Shifting On Growth Hopes And Margin Risks

Wall Street Analyst Weigh In

Several research firms have issued reports on CSCO. Argus upgraded Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Piper Sandler lifted their price target on Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a research note on Thursday, November 13th. Melius Research upped their price objective on Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. President Capital cut their price objective on Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. Finally, Citigroup boosted their target price on shares of Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Three 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 stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $89.55.

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.