Brady Martz Wealth Solutions LLC trimmed its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 35.4% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 15,619 shares of the network equipment provider’s stock after selling 8,543 shares during the period. Brady Martz Wealth Solutions LLC’s holdings in Cisco Systems were worth $1,203,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in CSCO. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its holdings in shares of Cisco Systems by 413.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock valued at $1,553,645,000 after buying an additional 18,030,441 shares during the period. Arrowstreet Capital Limited Partnership boosted its stake in shares of Cisco Systems by 110.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after buying an additional 9,648,265 shares during the last quarter. Wellington Management Group LLP grew its holdings in shares of Cisco Systems by 19.5% in the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after acquiring an additional 5,498,375 shares during the period. Invesco Ltd. increased its position in Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after acquiring an additional 5,081,469 shares during the last quarter. Finally, Danske Bank A S purchased a new stake in Cisco Systems during the third quarter valued at $233,956,000. Institutional investors own 73.33% of the company’s stock.
Cisco Systems News Summary
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Truist initiated coverage with a “buy” and $94 price target, giving analysts’ backing that can attract demand and support the rally. Truist starts coverage on Cisco with buy and $94 PT
- Positive Sentiment: Beacon Investment Advisory increased its stake modestly (8,879 shares), a signal of institutional accumulation that can be viewed as incremental support. Beacon Investment Advisory Services Inc. Acquires 8,879 Shares of Cisco Systems, Inc. $CSCO
- Neutral Sentiment: Arista (ANET) is reporting sizable margin expansion driven by AI networking demand — this highlights strong sector demand but also competitive pressure that could influence Cisco’s margin outlook over time. ANET’s Margin Expansion Moderates: Can Growth Be Sustained?
- Neutral Sentiment: Several recent analyst/appeal pieces review Cisco’s pullback and valuation, providing balanced perspectives that may attract longer-term investors evaluating entry after recent volatility. Is It Too Late To Consider Cisco Systems (CSCO) After Its Recent Share Price Pullback?
- Negative Sentiment: Reports tied to a recent Trivy breach suggested a cyberattack link; Cisco says it contained the issue, but security incident headlines briefly pressured sentiment and can amplify risk aversion in networking names. Cisco Stock (CSCO) Wobbles after Reports of Cyberattack Linked to Recent Trivy Breach
- Negative Sentiment: Escalating Middle East tensions — including threats from Iran’s Revolutionary Guard against Western tech firms — are driving broader market volatility and weighing on stocks with global enterprise exposure. Iran’s Revolutionary Guard Threatens to Strike U.S. Companies in Mideast
- Negative Sentiment: Macro headlines and risk-off flows linked to the Middle East drove a recent session where Cisco fell more than the broader market, showing sensitivity to geopolitical shocks despite company-specific fundamentals. Here’s Why Cisco Systems (CSCO) Fell More Than Broader Market
Insiders Place Their Bets
Wall Street Analyst Weigh In
Several brokerages have issued reports on CSCO. CICC Research raised their target price on Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a research 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. UBS Group increased their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Truist Financial began coverage on shares of Cisco Systems in a report on Tuesday. They issued a “buy” rating and a $94.00 price objective on the stock. Finally, Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Three analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $89.76.
Read Our Latest Research Report on Cisco Systems
Cisco Systems Stock Performance
Shares of CSCO opened at $77.59 on Wednesday. The business has a 50-day simple moving average of $79.10 and a two-hundred day simple moving average of $75.49. 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 52 week low of $52.11 and a 52 week high of $88.18. The stock has a market cap of $306.47 billion, a price-to-earnings ratio of 27.22, a PEG ratio of 2.91 and a beta of 0.87.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The firm had revenue of $15.35 billion for 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 business’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the firm earned $0.94 EPS. On average, analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current year.
Cisco Systems Increases Dividend
The company 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 is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a yield of 2.2%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is presently 57.54%.
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.
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