Cisco Systems, Inc. $CSCO Shares Purchased by Ameriflex Group Inc.

Ameriflex Group Inc. increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 322.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,184 shares of the network equipment provider’s stock after purchasing an additional 8,537 shares during the period. Ameriflex Group Inc.’s holdings in Cisco Systems were worth $765,000 as of its most recent SEC filing.

Several other institutional investors have also recently added to or reduced their stakes in the business. Avantax Advisory Services Inc. grew its stake in shares of Cisco Systems by 1.1% during the second quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock valued at $29,163,000 after acquiring an additional 4,525 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its holdings in Cisco Systems by 6.9% during the 3rd 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 purchasing an additional 205,043 shares during the last quarter. Greystone Financial Group LLC acquired a new position in shares of Cisco Systems in the 3rd quarter valued at approximately $8,563,000. Jones Financial Companies Lllp raised its position in shares of Cisco Systems by 8.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock valued at $46,165,000 after purchasing an additional 56,057 shares in the last quarter. Finally, Rockland Trust Co. grew its position in shares of 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 in the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, insider Jeetendra I. Patel sold 11,248 shares of Cisco Systems stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $854,848.00. Following the transaction, the insider owned 262,776 shares of the company’s stock, valued at approximately $19,970,976. This trade represents a 4.10% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Michael D. Capellas sold 16,150 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the sale, the director directly owned 157,218 shares of the company’s stock, valued at $12,149,807.04. This represents a 9.32% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 75,677 shares of company stock worth $5,811,211 over the last three months. Company insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

Shares of Cisco Systems stock opened at $78.64 on Friday. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The company’s 50-day moving average price is $77.96 and its two-hundred day moving average price is $74.09. The stock has a market cap of $310.62 billion, a PE ratio of 27.59, a price-to-earnings-growth ratio of 3.02 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last released its 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. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. During the same period in the previous year, the firm earned $0.94 EPS. The business’s revenue for the quarter was up 9.7% on a year-over-year basis. As a group, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is presently 57.54%.

Wall Street Analyst Weigh In

Several research firms recently issued reports on CSCO. CICC Research upped their price target on shares of Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a report on Friday, February 13th. DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Rosenblatt Securities restated a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a research note on Thursday, February 12th. Bank of America lifted their price target on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Finally, Barclays boosted their price objective on Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a report on Thursday, November 13th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $89.55.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Heavy AI order flow, stronger guidance and product momentum — Analysts and coverage pieces highlight Cisco’s growing AI infrastructure business (AI revenue > $2B in 2025) and FY26 targets for higher recognized revenue and orders, plus Silicon One/G300 chip traction and buybacks that support valuation upside. Read More.
• Positive Sentiment: Confirmed hyperscaler demand and partnerships — Reports note heavy AI orders, a new Cisco Secure AI Factory in Australia with NVIDIA and SharonAI, and guidance upgrades that validate near-term revenue drivers. These operational signals are the main fundamental reason some investors remain bullish. Read More.
• Positive Sentiment: Dividend and income appeal — Multiple retirement/dividend-focused articles include NASDAQ dividend names and long-term “set it and forget it” recommendations, supporting demand from income-oriented holders if rates fall. That dynamic could help support the stock over time. Read More.
• Neutral Sentiment: Industry positioning and market studies — Cisco is cited as a leader in email encryption and unified communications market reports, underscoring long-term TAM exposure but not an immediate catalyst. Read More.
• Neutral Sentiment: Management outreach — Cisco presented at the Morgan Stanley TMT conference; transcripts provide detail for investors but did not introduce a surprise that would flip sentiment. Read More.
• Negative Sentiment: Macro and geopolitical uncertainty / market rotation — Broader market factors (regional tensions, shifting bond yields/rate expectations, and profit-taking after YTD gains) are likely weighing on the stock today despite company positives; one article notes regional risks that could affect U.S. investment flows. Read More.
• Negative Sentiment: Mixed commentary and historical caution — Some retail/advice pieces remind investors of past Cisco drawdowns and caution about growth re-rates; these narratives can pressure sentiment during short-term pullbacks. Read More.

Cisco Systems Company 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.