Coldstream Capital Management Inc. Boosts Stake in Cisco Systems, Inc. $CSCO

Coldstream Capital Management Inc. lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 8.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 218,506 shares of the network equipment provider’s stock after purchasing an additional 17,530 shares during the quarter. Coldstream Capital Management Inc.’s holdings in Cisco Systems were worth $14,950,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Brighton Jones LLC increased its holdings in Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after purchasing an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after purchasing an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC boosted its position in shares of Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after buying an additional 712 shares during the period. Schnieders Capital Management LLC. grew its stake in shares of Cisco Systems by 3.9% in the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after buying an additional 519 shares in the last quarter. Finally, Kingsview Wealth Management LLC grew its stake in shares of Cisco Systems by 5.7% in the second quarter. Kingsview Wealth Management LLC now owns 76,268 shares of the network equipment provider’s stock valued at $5,291,000 after buying an additional 4,140 shares in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems Stock Up 0.5%

CSCO stock opened at $79.27 on Wednesday. The company’s 50 day moving average price is $78.16 and its 200 day moving average price is $74.68. The firm has a market capitalization of $313.11 billion, a price-to-earnings ratio of 27.81, a PEG ratio of 2.98 and a beta of 0.87. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. 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 (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. During the same quarter in the previous year, the firm earned $0.94 earnings per share. The firm’s quarterly revenue was up 9.7% on a year-over-year basis. On average, equities research analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The company 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 dividend of $0.42 per share. 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 dividend on an annualized basis and a dividend yield of 2.1%. Cisco Systems’s payout ratio is presently 58.95%.

Insider Activity

In other news, Director Michael D. Capellas sold 16,150 shares of the stock in a transaction dated 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 represents a 9.32% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Maria Victoria Wong sold 2,179 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total value of $169,395.46. Following the sale, the senior vice president directly owned 28,807 shares in the company, valued at $2,239,456.18. This trade represents a 7.03% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 75,799 shares of company stock valued at $5,815,306. Insiders own 0.01% of the company’s stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco reports large AI infrastructure orders from webscale customers and continued subscription momentum (subscriptions ~51% of sales in the quarter), signaling higher-margin recurring revenue and direct AI-driven demand for its networking and security stack. How Cisco’s AI Infrastructure Orders and NVIDIA Alliance Could Shape Cisco Systems (CSCO) Investors
• Positive Sentiment: Cisco expanded its Secure AI Factory with NVIDIA to simplify secure AI deployment from data centers to edge sites — a strategic partnership that ties Cisco networking/security products to NVIDIA’s AI stack and could accelerate customer deployments and systems sales. Cisco Secure AI Factory with NVIDIA Makes AI Easier to Deploy and Secure, Anywhere Organizations Need It
• Positive Sentiment: Billionaire investor Ken Fisher’s fund continues to hold Cisco and highlighted it among notable moves for 2026 — a vote of confidence from a long-term institutional holder that can support sentiment and liquidity. Cisco Systems Inc. (CSCO): Billionaire Ken Fisher Reignites Interest in Long-Term Holding
• Neutral Sentiment: Multiple media/analyst notes (Zacks, Yahoo Finance) are amplifying the NVIDIA partnership and AI orders, which helps visibility but may already be priced in by short-term traders. CSCO Taps NVIDIA to Drive Secure AI at the Edge: More Upside Ahead?
• Neutral Sentiment: Industry moves — NVIDIA’s new Vera CPU and surging optical peer Ciena — underscore strong AI/optical demand but also intensifying competition and sector rotation that could influence networking/optical pricing and investment. NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI Ciena Surges 73% in 3 Months: Should Investors Still Buy the Stock?

Analyst Ratings Changes

Several research firms recently issued reports on CSCO. Citigroup increased their target price on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. HSBC increased their price target on shares of Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a research report on Friday, February 13th. CICC Research lifted their price objective on shares of Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a report on Friday, February 13th. BNP Paribas Exane upped their target price on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Finally, President Capital reduced their target price on shares of Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems has a consensus rating of “Moderate Buy” and an average target price of $89.55.

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.