Advisors Capital Management LLC Purchases 53,080 Shares of Cisco Systems, Inc. $CSCO

Advisors Capital Management LLC boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 3.6% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 1,530,816 shares of the network equipment provider’s stock after acquiring an additional 53,080 shares during the quarter. Cisco Systems makes up approximately 1.3% of Advisors Capital Management LLC’s holdings, making the stock its 13th biggest holding. Advisors Capital Management LLC’s holdings in Cisco Systems were worth $104,738,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CSCO. Bare Financial Services Inc increased its holdings in shares of Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after acquiring an additional 308 shares in the last quarter. Marquette Asset Management LLC bought a new stake in Cisco Systems during the third quarter worth about $25,000. Legacy Investment Solutions LLC acquired a new position in Cisco Systems during the second quarter worth $28,000. Lowe Wealth Advisors LLC grew its holdings in Cisco Systems by 96.2% during the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after purchasing an additional 200 shares during the period. Finally, Cedar Mountain Advisors LLC raised its stake in 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 acquiring an additional 251 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms recently commented on CSCO. Evercore upgraded shares of Cisco Systems from an “in-line” rating to an “outperform” rating and upped their price target for the company from $80.00 to $100.00 in a research note on Monday, January 26th. Rosenblatt Securities reissued a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a research note on Thursday, February 12th. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, November 22nd. Wells Fargo & Company upped their target price on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a report on Thursday, November 13th. Finally, Melius Research raised their target price on Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. One investment analyst has rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus target price of $89.55.

Cisco Systems News Roundup

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

• Positive Sentiment: UBS raised its price target on CSCO to $95 (from $90) and kept a Buy rating, citing stronger AI order momentum that supports the company’s revenue outlook. UBS Lifts PT on Cisco Systems, Inc. (CSCO) Stock
• Positive Sentiment: Wall Street coverage highlighted continued upside — analysts’ average target (~$88.8) implies roughly ~16% upside versus recent levels, framing the recent pullback as a potential buying opportunity. Wall Street Sees 16% Upside in Cisco (CSCO) Despite Recent 9.4% Selloff
• Positive Sentiment: Coverage notes Cisco has widened its AI moat and adjusted its dividend payout policy, which supports income investors and bolsters the case for durable secular growth from AI-related demand. Cisco stock resets dividend payout as AI moat widens | CSCO
• Neutral Sentiment: Zacks highlights Cisco among names to watch in a challenged networking sector, noting both macro headwinds and company-specific tailwinds (AI demand, product mix). This is informative but not an immediate catalyst. 3 Stocks to Consider From a Troubled Networking Industry
• Neutral Sentiment: Zacks also flagged shifts in Cisco’s international revenue trends and increased investor attention; these articles explain drivers but don’t present a clear immediate buy/sell trigger. Why Cisco (CSCO) International Revenue Trends Deserve Your Attention
• Neutral Sentiment: Search and interest metrics coverage notes heavy investor attention on CSCO recently — useful context for liquidity and volatility but not a directional catalyst on its own. Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
• Neutral Sentiment: Short‑interest notices in recent feeds report a “large increase” but the data posted shows zero shares (likely a reporting error). The headline can spook traders, but the underlying data appears unreliable. Short Interest Notices (data appears erroneous)
• Negative Sentiment: Coverage on the post‑earnings period highlights a notable stock slide (reported ~9.4% over the past week), which has driven short‑term selling and higher volatility — a clear near‑term headwind for the share price. What’s next for Cisco after its post-earnings stock slide?

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $76.85 on Wednesday. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The company has a market cap of $303.64 billion, a P/E ratio of 26.97, a P/E/G ratio of 2.86 and a beta of 0.87. The business has a 50-day simple moving average of $77.74 and a two-hundred day simple moving average of $73.27.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results 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 firm had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.94 EPS. Research analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is presently 57.54%.

Insider Buying and Selling at Cisco Systems

In related news, Director Michael D. Capellas sold 16,150 shares of Cisco Systems stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $77.28, for a total value of $1,248,072.00. Following the completion of the sale, the director directly owned 157,218 shares in the company, valued at approximately $12,149,807.04. This trade represents a 9.32% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Maria Victoria Wong sold 9,801 shares of the stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $76.38, for a total value of $748,600.38. Following the completion of the transaction, the senior vice president directly owned 33,026 shares in the company, valued at approximately $2,522,525.88. This represents a 22.89% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 83,299 shares of company stock valued at $6,390,416. Company insiders own 0.01% of the company’s stock.

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.