Calamos Wealth Management LLC Increases Stock Holdings in Cisco Systems, Inc. $CSCO

Calamos Wealth Management LLC raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 24.8% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 30,085 shares of the network equipment provider’s stock after purchasing an additional 5,984 shares during the quarter. Calamos Wealth Management LLC’s holdings in Cisco Systems were worth $2,317,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Marquette Asset Management LLC acquired a new stake in shares of Cisco Systems in the 3rd quarter valued at approximately $25,000. Board of the Pension Protection Fund acquired a new stake in shares of Cisco Systems in the 4th quarter valued at approximately $31,000. Lowe Wealth Advisors LLC lifted its holdings in shares of Cisco Systems by 96.2% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 200 shares during the period. Cedar Mountain Advisors LLC lifted its holdings in shares of Cisco Systems by 115.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after buying an additional 251 shares during the period. Finally, Holos Integrated Wealth LLC acquired a new stake in shares of Cisco Systems in the 4th quarter valued at approximately $41,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the transaction, the senior vice president directly owned 28,807 shares of the company’s stock, valued at approximately $2,239,456.18. The trade was a 7.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the transaction, the executive vice president directly owned 187,097 shares of the company’s stock, valued at approximately $14,874,211.50. This trade represents a 4.09% 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 90 days. Insiders own 0.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. DZ Bank raised Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Zacks Research cut Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Erste Group Bank cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Evercore raised Cisco Systems from an “in-line” rating to an “outperform” rating and raised their price target for the company from $80.00 to $100.00 in a report on Monday, January 26th. Finally, JPMorgan Chase & Co. raised their price target on Cisco Systems from $95.00 to $96.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $89.81.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco unveiled a working prototype of a “Universal Quantum Switch” that can route quantum information between different types of quantum systems — a tangible step toward quantum networking that expands Cisco’s addressable market beyond traditional routers and switches. Cisco shows switch that can connect quantum computers of different kinds
• Positive Sentiment: The company’s Universal Quantum Switch press release reported proof-of-concept results (under 4% fidelity degradation) and stressed interoperability over standard telecom fiber — a credibility boost for long-term revenue potential in an emerging market. Cisco Introduces Universal Quantum Switch, Advancing the Path to a Quantum Network
• Positive Sentiment: Analysts and trade pieces are positioning Cisco as a beneficiary of the AI-quantum convergence and as a “pick-and-shovel” supplier to AI infrastructure builds — sentiment that supports multiple-year upside if Cisco converts research into commercial products and services. AI Meets Quantum: Best Pick-and-Shovel Stocks for a Multi-Year Shift
• Positive Sentiment: Market commentary ranks Cisco among AI/infra names with multi‑trillion-dollar potential over time, reflecting investor expectations that its transformation into higher‑margin software/subscriptions and AI hardware could materially re-rate valuation. Cisco Systems (CSCO): Can It Hit Trillion Dollar Milestone?
• Neutral Sentiment: Cisco added Qmulos continuous‑compliance products to its Global Price List, easing procurement for joint customers — a modest commercial win that supports software and services momentum but is not material on its own. Qmulos Now Available on Cisco Global Price List (GPL)
• Neutral Sentiment: Reported short‑interest data for April appears inconsistent (shows 0 shares / NaN change) and is not indicating a meaningful short squeeze or cover signal at this time.
• Negative Sentiment: Despite the upbeat product news, Cisco shares pulled back on April 23 (a larger decline than the market), showing that investors still react to near‑term macro/earnings/rotation risk even as the company invests in new growth areas. Cisco Systems (CSCO) Registers a Bigger Fall Than the Market

Cisco Systems Stock Performance

Shares of CSCO stock opened at $89.01 on Friday. The stock has a fifty day moving average price of $80.55 and a 200 day moving average price of $77.38. The stock has a market cap of $351.58 billion, a PE ratio of 31.23, a P/E/G ratio of 3.34 and a beta of 0.83. Cisco Systems, Inc. has a 1 year low of $56.07 and a 1 year high of $90.45. 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 data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.02. The firm had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.Cisco Systems’s revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the firm posted $0.94 earnings per share. Sell-side analysts forecast that Cisco Systems, Inc. will post 3.4 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd were issued 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 1.9%. The ex-dividend date of this dividend was Thursday, April 2nd. Cisco Systems’s payout ratio is presently 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.