Dynamic Advisor Solutions LLC Has $7.76 Million Stock Position in Cisco Systems, Inc. $CSCO

Dynamic Advisor Solutions LLC cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 8.5% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 100,778 shares of the network equipment provider’s stock after selling 9,359 shares during the period. Dynamic Advisor Solutions LLC’s holdings in Cisco Systems were worth $7,763,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the company. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of 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 purchasing an additional 205,043 shares during the last quarter. Greystone Financial Group LLC bought a new position in Cisco Systems in the 3rd quarter valued at approximately $8,563,000. Jones Financial Companies Lllp raised its holdings in 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 buying an additional 56,057 shares during the last quarter. Rockland Trust Co. boosted its position in Cisco Systems by 213.8% during the 3rd 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 period. Finally, CX Institutional grew its holdings in Cisco Systems by 11.0% during the 3rd quarter. CX Institutional now owns 144,336 shares of the network equipment provider’s stock worth $9,875,000 after acquiring an additional 14,334 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco launched a 10‑year “40 Communities” program to improve emergency connectivity, disaster response networks and local digital/cyber skills — a long‑term CSR/market‑development initiative that can lead to public‑sector contracts and steady demand for networking/security products. Cisco Community Push Puts 40 Communities Initiative In Investor Focus
• Positive Sentiment: Macro/sector commentary (Goldman) highlights AI, cybersecurity and infrastructure as winners — a thematic tailwind for Cisco’s routing, switching and security franchises as enterprise and cloud customers spend on AI‑ready networks. The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider
• Positive Sentiment: Technical commentary suggests Cisco could clear overhead resistance — if price momentum follows, that can draw momentum buyers and short‑covering. Blue‑Chip Tech Stock Could Topple Overhead Resistance
• Neutral Sentiment: Short‑interest data for March appear anomalous/zero — no meaningful short position to drive a short squeeze or large covering flows in the near term.
• Neutral Sentiment: Supplier/supply‑chain coverage (Jabil) and sector pieces underline stronger demand in AI/infrastructure, which indirectly supports Cisco but doesn’t alter Cisco’s near‑term fundamentals on its own. Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Note that Cisco’s recent price weakness has partly tracked the Nasdaq, indicating some index/market pressure rather than company‑specific deterioration. Price Decline Meets Nasdaq Composite Trends
• Negative Sentiment: Insider selling: two executive VPs disclosed recent sales (Oliver Tuszik — 3,132 shares; Deborah L. Stahlkopf — 7,981 shares). Sales are modest relative to holdings but clustered insider sales can weigh on near‑term sentiment. SEC filing — Tuszik sale SEC filing — Stahlkopf sale
• Negative Sentiment: Valuation concern: some analysis flags Cisco as expensive on price‑to‑sales, which could cap upside for value‑focused investors despite growth in AI/networking demand. Cisco is Overvalued at 4.95X PS

Analyst Ratings Changes

Several brokerages have issued reports on CSCO. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. BNP Paribas Exane increased their price objective on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Rosenblatt Securities reaffirmed a “buy” rating and set a $100.00 target price on shares of Cisco Systems in a research report on Thursday, February 12th. Finally, HSBC lifted their target price on Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a report on Friday, February 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. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $89.55.

Cisco Systems Stock Down 1.1%

Shares of NASDAQ CSCO opened at $77.65 on Monday. The company’s 50 day moving average price is $78.39 and its 200-day moving average price is $74.88. 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 company has a market capitalization of $306.71 billion, a P/E ratio of 27.25, a price-to-earnings-growth ratio of 2.93 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same period in the prior year, the company posted $0.94 earnings per share. Cisco Systems’s revenue for the quarter was up 9.7% compared to the same quarter last year. Equities analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is 57.54%.

Insider Transactions at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 7,981 shares of the company’s stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the sale, the executive vice president owned 187,097 shares in the company, valued at $14,874,211.50. This represents a 4.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value 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 approximately $15,040,000.62. The trade was a 1.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 46,431 shares of company stock worth $3,574,820. Corporate insiders own 0.01% of the company’s stock.

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.