BIP Wealth LLC Has $1.46 Million Holdings in Cisco Systems, Inc. $CSCO

BIP Wealth LLC grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 92.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 18,984 shares of the network equipment provider’s stock after purchasing an additional 9,104 shares during the period. BIP Wealth LLC’s holdings in Cisco Systems were worth $1,462,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Mirae Asset Global Investments Co. Ltd. increased its holdings in Cisco Systems by 6.9% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock worth $218,236,000 after buying an additional 205,043 shares during the last quarter. Greystone Financial Group LLC acquired a new position in Cisco Systems during the third quarter worth $8,563,000. Jones Financial Companies Lllp increased its holdings in Cisco Systems by 8.9% during the third quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after buying an additional 56,057 shares during the last quarter. Rockland Trust Co. increased its holdings in Cisco Systems by 213.8% during the third quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock worth $1,402,000 after buying an additional 13,966 shares during the last quarter. Finally, CX Institutional increased its holdings in Cisco Systems by 11.0% during the third quarter. CX Institutional now owns 144,336 shares of the network equipment provider’s stock worth $9,875,000 after buying an additional 14,334 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Cisco Systems

In related news, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the completion of the sale, the executive vice president owned 188,613 shares of the company’s stock, valued at $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the company’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $77.07, for a total transaction of $134,410.08. Following the sale, the executive vice president directly owned 156,693 shares of the company’s stock, valued at $12,076,329.51. This represents a 1.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 46,431 shares of company stock valued at $3,574,820 over the last three months. 0.01% of the stock is owned by insiders.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Truist initiated coverage with a Buy and $94 price target, citing strength in Cisco’s networking business and secular cybersecurity tailwinds — a direct analyst endorsement that can lift investor sentiment. Cisco Systems (CSCO) See Vast Potential in Securing AI Agents
• Positive Sentiment: Cisco is named as a founding partner in Anthropic’s Project Glasswing (access to Mythos model) — this positions Cisco to help secure AI agents and participate in shared tooling to find/patch vulnerabilities, reinforcing its cybersecurity revenue story. Anthropic Lets Apple, Amazon Test More Powerful Mythos AI Model
• Positive Sentiment: Sector momentum: cyber stocks are rallying on Anthropic’s Project Glasswing news and broader re-rating of security names — positive spillover for Cisco’s security and networking franchises. Cybersecurity Stocks Climb Amid Anthropic’s Project Glasswing Launch
• Positive Sentiment: Corporate governance/strategy boost: Cisco added Pete Shimer (former Deloitte COO/CFO) to its board as it leans into AI infrastructure — a credibility and oversight signal that investors often view favorably. Cisco Adds Pete Shimer To Board As AI Infrastructure Story Builds
• Positive Sentiment: Technical setup: CSCO recently cleared its 50-day moving average, indicating a short-term bullish trend that can attract momentum traders. Cisco Systems (CSCO) Recently Broke Out Above the 50-Day Moving Average
• Neutral Sentiment: Cisco released its State of Industrial AI report highlighting adoption and network/security readiness needs — supports product positioning but is more long‑term/PR than immediate revenue impact. Cisco Research: Industrial AI Moves into Physical Operations, Readiness Gaps Determine Scale
• Neutral Sentiment: Corporate social/skills initiative: Cisco and Quest Alliance announced vocational training work in India — positive for brand and long-term talent pipeline but unlikely to move near-term earnings. Cisco and Quest Alliance Are Modernizing Vocational Training for India’s Next-Gen Workforce
• Negative Sentiment: Security concern: a Salesforce-managed CRM breach reportedly exposed Cisco data (linked to the ShinyHunters group), raising short-term questions about data protection and potential PR/regulatory scrutiny for enterprise vendors. This is a reputational risk that investors will watch. Salesforce Security Breach Tests Conviction In AI Agent Growth Story

Cisco Systems Trading Up 3.7%

Shares of Cisco Systems stock opened at $83.70 on Thursday. The firm has a 50-day moving average of $79.57 and a 200-day moving average of $75.96. The stock has a market cap of $330.61 billion, a PE ratio of 29.37, a PEG ratio of 2.98 and a beta of 0.83. Cisco Systems, Inc. has a 52-week low of $52.67 and a 52-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 announced its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The company had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. Cisco Systems’s quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.94 earnings per share. As a group, sell-side analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 58.95%.

Analyst Upgrades and Downgrades

CSCO has been the topic of a number of recent analyst reports. 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 report on Thursday, February 12th. UBS Group boosted their target price on shares of Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Erste Group Bank cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. HSBC lifted their price objective 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. Finally, Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Four investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $89.76.

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.