Leo Wealth LLC boosted its position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 31.4% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 54,853 shares of the network equipment provider’s stock after purchasing an additional 13,095 shares during the period. Leo Wealth LLC’s holdings in Cisco Systems were worth $4,133,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Marquette Asset Management LLC acquired a new stake in Cisco Systems in the third quarter valued at $25,000. Lowe Wealth Advisors LLC raised its stake in shares of Cisco Systems by 96.2% during the 3rd 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 last quarter. Board of the Pension Protection Fund purchased a new stake in shares of Cisco Systems in the 4th quarter worth about $31,000. Cedar Mountain Advisors LLC increased its holdings in Cisco Systems by 115.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after acquiring an additional 251 shares in the last quarter. Finally, Holos Integrated Wealth LLC acquired a new position in Cisco Systems during the fourth quarter worth about $41,000. 73.33% of the stock is owned by institutional investors and hedge funds.
Cisco Systems News Roundup
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco published a new “State of Wireless” report showing broad enterprise investment in Wi‑Fi and wireless as a revenue/efficiency multiplier tied to AI and IoT demand — a positive signal for Cisco’s wireless and infrastructure product demand. Cisco Report: Strategic Wireless Investments are Driving Higher ROI for Enterprises in the AI Era
- Positive Sentiment: Cisco will headline a COMPUTEX keynote (SVP Jeremy Foster) to present a “full‑stack approach to AI” — a visible positioning move that could help sales momentum and investor perception around Cisco’s AI infrastructure strategy. Cisco Makes Its Debut at COMPUTEX Keynote!
- Positive Sentiment: Coverage noting broker interest and upgrade momentum suggests some sell‑side optimism and index/market‑driven flows that can support the stock (analyst attention often boosts liquidity and sentiment). Brokers Suggest Investing in Cisco (CSCO): Read This Before Placing a Bet
- Neutral Sentiment: Stories flagging that CSCO is a “trending” ticker and being watched by Zacks users — indicates retail/investor interest but not a direct fundamental catalyst. Is Trending Stock Cisco Systems, Inc. (CSCO) a Buy Now?
- Neutral Sentiment: Private‑market deals in cloud communications (CallTower sale/ investment) highlight consolidation in collaboration/cloud services — tangential to Cisco’s UC and collaboration market but not an immediate CSCO earnings driver. CallTower Announces Strategic Investment from Court Square Capital Partners
- Negative Sentiment: Coverage reports Cisco’s gross margin contracted sequentially and Q3 commentary points to lower margins as AI revenue mix and higher memory costs weigh on profitability — a clear near‑term risk to EPS and multiple expansion. Cisco’s Gross Margin Contracts Sequentially: Is Growth Getting Harder?
Insider Buying and Selling
Cisco Systems Price Performance
Shares of CSCO opened at $79.02 on Monday. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The company’s fifty day moving average is $79.36 and its two-hundred day moving average is $75.73. The firm has a market cap of $312.12 billion, a PE ratio of 27.73, a price-to-earnings-growth ratio of 2.98 and a beta of 0.83. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period in the prior year, the firm posted $0.94 EPS. Analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.
Cisco Systems Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 2.1%. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s payout ratio is currently 58.95%.
Wall Street Analysts Forecast Growth
Several analysts have recently commented on the stock. Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a research report on Thursday, February 12th. Citigroup lifted their price objective on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. DZ Bank raised Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Finally, HSBC boosted their price target on Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a report on Friday, February 13th. Four investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $89.76.
Check Out Our Latest Stock Analysis on CSCO
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.
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