10,366 Shares in Cisco Systems, Inc. $CSCO Purchased by Clear Trail Advisors LLC

Clear Trail Advisors LLC acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 10,366 shares of the network equipment provider’s stock, valued at approximately $799,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in CSCO. Bare Financial Services Inc raised its position 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 valued at $25,000 after purchasing an additional 308 shares during the period. Marquette Asset Management LLC bought a new position in Cisco Systems in the 3rd quarter worth approximately $25,000. Lowe Wealth Advisors LLC grew its stake in 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 in the last quarter. Board of the Pension Protection Fund bought a new stake in Cisco Systems during the 4th quarter valued at $31,000. Finally, Cedar Mountain Advisors LLC raised its holdings in Cisco Systems by 115.7% during 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. Institutional investors own 73.33% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: Cisco unveiled new AI‑agent security tools and expanded Zero Trust capabilities aimed at enabling safe deployment of agentic AI — a clear product catalyst that can drive incremental security revenue and ease a major barrier to enterprise AI adoption. Cisco Reimagines Security for the Agentic Workforce
• Positive Sentiment: Media coverage highlights Cisco’s new security services for controlling AI agents — reinforcing investor perception that Cisco is positioned to monetize AI security needs. Cisco launches security services to protect the world from AI agents and each other
• Positive Sentiment: RSA Conference AI/security news helped lift the cybersecurity group, producing a sectorwide rally that supported CSCO shares as investors rotated into security names. Cybersecurity Stocks Rally Amid AI News At RSA Conference
• Neutral Sentiment: Analyst/coverage pieces note Cisco is attracting attention for valuation and longer‑term momentum, framing CSCO as near or below some estimates of fair value — useful context but not an immediate earnings catalyst. A Look At Cisco (CSCO) Valuation As Shares Trade Below Estimated Fair Value
• Neutral Sentiment: Zacks and other outlets flagged investor interest and reiterated that Cisco is pushing a new security portfolio to reignite growth — the strategy improves visibility but notes recent revenue softness and competitive pressures. Cisco Bets on New Portfolio to Reignite Security Growth: What’s Ahead?
• Neutral Sentiment: Reported short‑interest data shows effectively zero days to cover — likely a data artifact rather than a real short squeeze signal; treat as informational, not a driver.
• Negative Sentiment: An executive sale (~$250k) was reported, which can be read negatively by some investors even though the size is modest relative to the company’s market cap. Insider Selling: Cisco Systems (NASDAQ:CSCO) EVP Sells $249,745.68 in Stock

Insider Buying and Selling

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The shares were 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 owned 187,097 shares of the company’s stock, valued at $14,874,211.50. The trade was a 4.09% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Jeetendra I. Patel sold 11,248 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $854,848.00. Following the completion of the transaction, the insider directly owned 262,776 shares in the company, valued at $19,970,976. The trade was a 4.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 46,431 shares of company stock valued at $3,574,820 in the last 90 days. 0.01% of the stock is owned by company insiders.

Cisco Systems Trading Up 1.5%

Shares of CSCO stock opened at $78.81 on Tuesday. 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 $311.27 billion, a PE ratio of 27.65, a price-to-earnings-growth ratio of 2.93 and a beta of 0.87. The business’s fifty day moving average is $78.48 and its 200 day moving average is $74.96.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping the consensus estimate of $1.02 by $0.02. The business 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%.The firm’s revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the business earned $0.94 earnings per share. On average, equities research analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently disclosed 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. 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. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. Cisco Systems’s payout ratio is presently 57.54%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the company. DZ Bank raised Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. President Capital decreased their price objective on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Citigroup increased their price objective on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. CICC Research lifted their target price on Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a report on Friday, February 13th. Finally, BNP Paribas Exane upped their price target on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $89.55.

About Cisco Systems

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.