Cisco Systems, Inc. $CSCO Stake Increased by Apella Capital LLC

Apella Capital LLC grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 61.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 22,537 shares of the network equipment provider’s stock after purchasing an additional 8,572 shares during the period. Apella Capital LLC’s holdings in Cisco Systems were worth $1,736,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Marquette Asset Management LLC acquired a new position in shares of Cisco Systems in the third quarter worth $25,000. Lowe Wealth Advisors LLC increased its stake in shares of Cisco Systems by 96.2% in the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after acquiring an additional 200 shares during the last quarter. Board of the Pension Protection Fund acquired a new position in shares of Cisco Systems in the fourth quarter worth $31,000. Cedar Mountain Advisors LLC increased its stake in shares of Cisco Systems by 115.7% in the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after acquiring an additional 251 shares during the last quarter. Finally, Holos Integrated Wealth LLC acquired a new position in shares of Cisco Systems in the fourth quarter worth $41,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on CSCO shares. Morgan Stanley upped their price target on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Truist Financial started coverage on shares of Cisco Systems in a research note on Tuesday, March 31st. They issued a “buy” rating and a $94.00 price target on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. CICC Research upped their price target on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a research note on Friday, February 13th. Finally, Evercore raised shares of Cisco Systems from an “in-line” rating to an “outperform” rating and increased their target price for the stock from $80.00 to $100.00 in a research report on Monday, January 26th. Four research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $89.76.

More Cisco Systems News

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

• Positive Sentiment: Cisco is named as a founding participant in Anthropic’s Project Glasswing, which gives major tech firms early access to Anthropic’s more powerful “Mythos” model to hunt for AI-driven vulnerabilities — this positions Cisco in collaborative cyber‑defense efforts that could boost demand for its security and networking products. Anthropic Lets Apple, Amazon Test More Powerful Mythos AI Model
• Positive Sentiment: Cisco released its State of Industrial AI report showing two‑thirds of industrial orgs are in live AI deployments but cite network readiness and security as scaling constraints — a finding that highlights Cisco’s addressable market for networking/security upgrades. Cisco Research: Industrial AI Moves into Physical Operations, Readiness Gaps Determine Scale
• Positive Sentiment: Cisco appointed Pete (Peter) Shimer — a seasoned Deloitte executive with CFO/COO/C-suite experience — to its board and Audit Committee, strengthening governance and signaling focus on scale and financial oversight as Cisco leans into AI infrastructure. Cisco Appoints Pete Shimer to its Board of Directors
• Positive Sentiment: Technical momentum: CSCO recently moved above its 50‑day moving average, a short‑term bullish signal that often attracts momentum traders. Cisco Systems (CSCO) Recently Broke Out Above the 50-Day Moving Average
• Neutral Sentiment: Cisco and Quest Alliance launched efforts to modernize vocational IT training in India — positive for long‑term brand, talent pipeline and CSR but unlikely to move near‑term earnings. Cisco and Quest Alliance Are Modernizing Vocational Training for India’s Next-Gen Workforce
• Neutral Sentiment: Sector ripple: Cybersecurity peers (Palo Alto, CrowdStrike) jumped after Anthropic’s partnerships were announced — a sector lift that likely helped Cisco shares given its security exposure, but this is an indirect effect. Palo Alto, CrowdStrike Stocks Pop After Anthropic Announces Partnerships
• Neutral Sentiment: Market coverage notes CSCO outpaced the broader market recently — useful confirmation of the move but not a new fundamental catalyst. Why Cisco Systems (CSCO) Outpaced the Stock Market Today

Insider Buying and Selling

In other news, SVP Maria Victoria Wong sold 551 shares of the firm’s stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the sale, the senior vice president directly owned 27,957 shares of the company’s stock, valued at approximately $2,167,785.78. This trade represents a 1.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the firm’s stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the sale, the executive vice president directly owned 156,693 shares in the company, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 46,431 shares of company stock valued at $3,574,820 in the last quarter. Insiders own 0.01% of the company’s stock.

Cisco Systems Trading Up 0.3%

Cisco Systems stock opened at $80.68 on Wednesday. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. The company has a market capitalization of $318.68 billion, a price-to-earnings ratio of 28.31, a PEG ratio of 2.98 and a beta of 0.83. Cisco Systems, Inc. has a one year low of $52.67 and a one year high of $88.18. The company’s fifty day moving average price is $79.47 and its two-hundred day moving average price is $75.90.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping the consensus estimate of $1.02 by $0.02. The firm had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the prior year, the business posted $0.94 earnings per share. On average, analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be given a $0.42 dividend. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is 58.95%.

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.