Allium Financial Advisors LLC Sells 6,925 Shares of Cisco Systems, Inc. $CSCO

Allium Financial Advisors LLC reduced its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 64.1% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 3,884 shares of the network equipment provider’s stock after selling 6,925 shares during the quarter. Allium Financial Advisors LLC’s holdings in Cisco Systems were worth $266,000 as of its most recent SEC filing.

Other hedge funds also recently modified their holdings of the company. Avantax Advisory Services Inc. lifted its holdings in shares of Cisco Systems by 1.1% during the 2nd quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock worth $29,163,000 after acquiring an additional 4,525 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its stake in Cisco Systems by 6.9% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after acquiring an additional 205,043 shares during the last quarter. Greystone Financial Group LLC acquired a new position in Cisco Systems during the third quarter valued at approximately $8,563,000. Jones Financial Companies Lllp raised its position 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 valued at $46,165,000 after purchasing an additional 56,057 shares in the last quarter. Finally, Rockland Trust Co. lifted its stake 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 purchasing an additional 13,966 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. HSBC raised their price objective on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a research note on Friday, February 13th. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Finally, Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus price target of $89.55.

Insider Buying and Selling

In other Cisco Systems news, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the sale, the director directly owned 61,630 shares of the company’s stock, valued at $4,753,521.90. The trade was a 17.95% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, SVP Maria Victoria Wong sold 2,179 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were 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 owned 28,807 shares of the company’s stock, valued at approximately $2,239,456.18. This trade represents a 7.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 75,799 shares of company stock valued at $5,815,306 over the last three months. Insiders own 0.01% of the company’s stock.

Cisco Systems News Roundup

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

• Positive Sentiment: Beat-and-raise quarter: Cisco reported record Q2 revenue and EPS, with hyperscale/cloud AI orders up ~61% to $2.1B and management raising annual AI order expectations — a clear near-term revenue catalyst and reason for investor optimism. Article Title
• Positive Sentiment: Analyst upgrades and higher targets: Multiple firms have raised ratings/targets (Evercore, Citi, Argus, etc.), which supports buying interest and helps lift the stock. Article Title
• Positive Sentiment: Product share gains: Dell’Oro reports Cisco edged out competitors for #1 indoor Wi‑Fi 7 revenue share in 2025 thanks to aggressive pricing — supports near-term hardware demand and competitive positioning. Article Title
• Neutral Sentiment: Dividend raise: Cisco bumped its quarterly dividend to $0.42 (annualized $1.68), a modest positive for income buyers but not a major growth signal. Article Title
• Neutral Sentiment: Valuation & pullback debate: Several pieces weigh whether the recent pullback makes CSCO reasonably priced — useful context for entries but mixed impact on immediate direction. Article Title
• Neutral Sentiment: Investor outreach: Management’s conference presentations (e.g., Morgan Stanley) reiterate networking and AI strengths — improves visibility but is informational rather than catalytic. Article Title
• Negative Sentiment: Margin pressure: Management warned of higher memory costs and a hardware-heavy mix that could compress gross margins despite revenue growth — a key risk to near-term EPS expansion. Article Title
• Negative Sentiment: Insider selling: Recent SEC filings show EVP Thimaya Subaiya sold 1,744 shares and SVP Maria Victoria Wong sold 551 shares last week; amounts are small vs. their holdings but can create short-term sentiment headwinds. Form 4 – Subaiya Form 4 – Wong

Cisco Systems Stock Up 0.8%

Shares of CSCO opened at $78.33 on Friday. 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, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18. The stock has a market capitalization of $309.39 billion, a price-to-earnings ratio of 27.48, a PEG ratio of 2.96 and a beta of 0.87. The stock has a fifty day moving average of $78.02 and a 200-day moving average of $74.50.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. During the same quarter in the previous year, the company posted $0.94 EPS. Cisco Systems’s quarterly revenue was up 9.7% compared to the same quarter last year. As a group, sell-side 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 declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 57.54%.

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.