FNY Investment Advisers LLC Buys 33,064 Shares of Cisco Systems, Inc. $CSCO

FNY Investment Advisers LLC lifted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 24,311.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 33,200 shares of the network equipment provider’s stock after buying an additional 33,064 shares during the period. Cisco Systems makes up approximately 0.7% of FNY Investment Advisers LLC’s holdings, making the stock its 24th largest holding. FNY Investment Advisers LLC’s holdings in Cisco Systems were worth $2,557,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of CSCO. State Street Corp increased its stake in Cisco Systems by 0.6% in the 2nd quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock worth $13,507,956,000 after purchasing an additional 1,067,872 shares during the period. Invesco Ltd. grew its holdings in shares of Cisco Systems by 10.5% in the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after purchasing an additional 5,081,469 shares during the last quarter. Northern Trust Corp increased its stake in shares of Cisco Systems by 3.5% in the third quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider’s stock worth $3,318,275,000 after buying an additional 1,631,703 shares during the period. Franklin Resources Inc. increased its stake in shares of Cisco Systems by 4.4% in the third quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider’s stock worth $2,917,530,000 after buying an additional 1,804,625 shares during the period. Finally, Legal & General Group Plc raised its holdings in Cisco Systems by 7.2% during the 3rd quarter. Legal & General Group Plc now owns 37,674,954 shares of the network equipment provider’s stock valued at $2,577,720,000 after buying an additional 2,535,716 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Trading Up 1.4%

NASDAQ:CSCO opened at $79.02 on Friday. The company has a 50-day moving average price of $79.27 and a 200-day moving average price of $75.53. The stock has a market cap of $312.12 billion, a price-to-earnings ratio of 27.73, a P/E/G ratio of 2.94 and a beta of 0.83. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to analysts’ expectations of $15.11 billion. During the same quarter in the previous year, the company earned $0.94 earnings per share. Cisco Systems’s quarterly revenue was up 9.7% on a year-over-year basis. Equities analysts predict 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. Shareholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. Cisco Systems’s dividend payout ratio (DPR) is currently 57.54%.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Truist initiated coverage and upgraded Cisco to a strong-buy, providing a visible brokerage endorsement that can support buying interest. Truist Coverage
• Positive Sentiment: Cisco released a State of Wireless report showing widespread enterprise Wi‑Fi investment tied to AI/IoT and reporting revenue/efficiency benefits — this supports Cisco’s networking product demand narrative. State of Wireless Report
• Positive Sentiment: Cisco will keynote at COMPUTEX (first-time appearance) to present a “full stack approach to AI,” raising visibility around its AI infrastructure strategy and potential product announcements later in the quarter. COMPUTEX Keynote
• Positive Sentiment: Cisco’s collaboration with Atom Computing to explore quantum networking expands its long‑term infrastructure story beyond classical networking, which investors may view as strategic optionality. Quantum Networking
• Neutral Sentiment: Private-equity activity in cloud communications (CallTower sale/strategic investment) signals sector consolidation but has limited direct impact on Cisco’s core networking revenue; it’s a thematic industry note. CallTower / Court Square
• Neutral Sentiment: Coverage noting Cisco’s upgrade momentum aligning with Nasdaq trends highlights technical/market-flow support rather than fundamental change. Upgrade Momentum
• Negative Sentiment: Multiple outlets report Cisco’s gross margin contracted sequentially and management’s Q3 commentary points to margin pressure from higher memory costs and an AI revenue mix — this is the primary near-term headwind investors are pricing in. Gross Margin Contracts
• Negative Sentiment: Short-term price weakness was noted in recent market pieces despite strong order trends for AI infrastructure, reflecting profit‑taking or concern that margin pressure could offset revenue growth. Short-term Price Weakness

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on CSCO. HSBC raised their price target on shares of Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a report on Friday, February 13th. Erste Group Bank lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. President Capital cut their target price on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Truist Financial began coverage on Cisco Systems in a research report on Tuesday. They set a “buy” rating and a $94.00 price target for the company. Finally, Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and increased their price objective for the stock from $80.00 to $100.00 in a report on Monday, January 26th. Four equities research 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 MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus target price of $89.76.

Insider Transactions at Cisco Systems

In other news, EVP Oliver Tuszik sold 3,132 shares of the firm’s stock in a transaction that occurred 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 completion of the transaction, the executive vice president owned 188,613 shares in the company, valued at $15,040,000.62. This trade represents a 1.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Charles Robbins sold 19,545 shares of Cisco Systems stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $1,485,420.00. Following the sale, the chief executive officer owned 671,095 shares in the company, valued at $51,003,220. This represents a 2.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 46,431 shares of company stock worth $3,574,820. 0.01% of the stock is owned by insiders.

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.