CCM Investment Advisers LLC Has $22.76 Million Stake in Cisco Systems, Inc. $CSCO

CCM Investment Advisers LLC lessened its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 7.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 295,448 shares of the network equipment provider’s stock after selling 22,105 shares during the period. Cisco Systems comprises 2.2% of CCM Investment Advisers LLC’s holdings, making the stock its 13th largest position. CCM Investment Advisers LLC’s holdings in Cisco Systems were worth $22,758,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Bare Financial Services Inc boosted its position in Cisco Systems by 531.0% during the 2nd 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 during the last quarter. Marquette Asset Management LLC acquired a new stake in shares of Cisco Systems in the third quarter valued at approximately $25,000. Board of the Pension Protection Fund bought a new stake in shares of Cisco Systems in the fourth quarter worth $31,000. Lowe Wealth Advisors LLC lifted its position in shares of Cisco Systems by 96.2% in 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 in the last quarter. Finally, Cedar Mountain Advisors LLC boosted its holdings in Cisco Systems by 115.7% during the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after purchasing an additional 251 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Buying and Selling

In related news, CEO Charles Robbins sold 19,545 shares of Cisco Systems stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the completion of the sale, the chief executive officer owned 671,095 shares of the company’s stock, valued at approximately $51,003,220. The trade was a 2.83% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the company’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the transaction, the executive vice president owned 187,097 shares in the company, valued at approximately $14,874,211.50. This trade represents a 4.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is currently owned by insiders.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco participated in a $2.5B private placement in memory-chip maker Nanya Technology alongside other tech firms, signaling a strategic bet on memory supply and potential commercial ties that could help Cisco’s hardware and systems businesses. Nanya Technology shares surge 10% after $2.5 billion private placement
• Positive Sentiment: Cisco signed an MOU with Atom Computing to explore linking neutral-atom quantum computers via quantum networks — a move that advances Cisco’s positioning in next‑generation networking and distributed quantum architectures. Atom Computing Announces Strategic Collaboration with Cisco
• Positive Sentiment: BofA reaffirmed a Buy on CSCO with a $95 price target, citing strong AI and data-center demand — analyst support like this can lift sentiment and provide upside to the stock’s multiple. Cisco (CSCO) Rated Buy on Strong AI and Data Center Demand
• Positive Sentiment: Recent coverage highlighting Cisco outperforming the broader market reinforces momentum and investor confidence in its cash flows and dividend profile. Cisco Systems (CSCO) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Multiple short‑interest reports show nonsensical/zero values and NaN changes for March — the data appears unreliable, so there’s no clear short-squeeze or bearish short-interest signal from these entries.
• Negative Sentiment: Analysis pieces note rising valuation expectations are colliding with margin pressures and higher input costs; investors should watch margin trends and FY26 execution as elevated valuation hopes increase downside risk if margins slip. How Cisco Systems (CSCO) Story Is Shifting With Margin Pressures And Higher Valuation Hopes

Cisco Systems Stock Performance

CSCO opened at $81.83 on Thursday. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The business has a 50 day moving average of $78.74 and a 200-day moving average of $75.10. The stock has a market cap of $323.22 billion, a price-to-earnings ratio of 28.71, a PEG ratio of 3.06 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results 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 period in the previous year, the firm earned $0.94 EPS. The firm’s revenue was up 9.7% compared to the same quarter last year. On average, equities research analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

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

Analysts Set New Price Targets

CSCO has been the topic of several recent research reports. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. JPMorgan Chase & Co. lifted their target price on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research report on Monday, February 9th. Citigroup increased their price target on Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Argus upgraded Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Finally, HSBC boosted their price target on Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a research report on Friday, February 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $89.55.

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.