BXM Wealth LLC Boosts Stock Holdings in Cisco Systems, Inc. $CSCO

BXM Wealth LLC boosted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 109.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 31,172 shares of the network equipment provider’s stock after purchasing an additional 16,268 shares during the quarter. BXM Wealth LLC’s holdings in Cisco Systems were worth $2,401,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Northstar Advisory Group LLC increased its holdings in shares of Cisco Systems by 1.6% in the fourth quarter. Northstar Advisory Group LLC now owns 8,203 shares of the network equipment provider’s stock worth $632,000 after purchasing an additional 133 shares during the last quarter. Green Alpha Advisors LLC boosted its stake in Cisco Systems by 1.2% during the fourth quarter. Green Alpha Advisors LLC now owns 12,349 shares of the network equipment provider’s stock valued at $951,000 after buying an additional 141 shares during the last quarter. Benchmark Financial Wealth Advisors LLC grew its holdings in Cisco Systems by 1.4% during the 3rd quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock valued at $715,000 after buying an additional 142 shares in the last quarter. Cobblestone Capital Advisors LLC NY grew its holdings in Cisco Systems by 0.6% during the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider’s stock valued at $1,685,000 after buying an additional 142 shares in the last quarter. Finally, Yoder Wealth Management Inc. increased its stake in Cisco Systems by 3.8% in the 3rd quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock worth $270,000 after acquiring an additional 143 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $79.02 on Monday. The company’s 50-day moving average price is $79.36 and its 200-day moving average price is $75.73. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The stock has a market cap of $312.12 billion, a PE ratio of 27.73, a PEG ratio of 2.98 and a beta of 0.83. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $88.18.

Cisco Systems (NASDAQ:CSCO) last announced 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 company had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The firm’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter last year, the business posted $0.94 EPS. Equities research analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. This is a boost 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 of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is presently 58.95%.

Key Cisco Systems News

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

• Positive Sentiment: Cisco published a new “State of Wireless” report showing broad enterprise investment in Wi‑Fi and wireless as a revenue/efficiency multiplier tied to AI and IoT demand — a positive signal for Cisco’s wireless and infrastructure product demand. Cisco Report: Strategic Wireless Investments are Driving Higher ROI for Enterprises in the AI Era
• Positive Sentiment: Cisco will headline a COMPUTEX keynote (SVP Jeremy Foster) to present a “full‑stack approach to AI” — a visible positioning move that could help sales momentum and investor perception around Cisco’s AI infrastructure strategy. Cisco Makes Its Debut at COMPUTEX Keynote!
• Positive Sentiment: Coverage noting broker interest and upgrade momentum suggests some sell‑side optimism and index/market‑driven flows that can support the stock (analyst attention often boosts liquidity and sentiment). Brokers Suggest Investing in Cisco (CSCO): Read This Before Placing a Bet
• Neutral Sentiment: Stories flagging that CSCO is a “trending” ticker and being watched by Zacks users — indicates retail/investor interest but not a direct fundamental catalyst. Is Trending Stock Cisco Systems, Inc. (CSCO) a Buy Now?
• Neutral Sentiment: Private‑market deals in cloud communications (CallTower sale/ investment) highlight consolidation in collaboration/cloud services — tangential to Cisco’s UC and collaboration market but not an immediate CSCO earnings driver. CallTower Announces Strategic Investment from Court Square Capital Partners
• Negative Sentiment: Coverage reports Cisco’s gross margin contracted sequentially and Q3 commentary points to lower margins as AI revenue mix and higher memory costs weigh on profitability — a clear near‑term risk to EPS and multiple expansion. Cisco’s Gross Margin Contracts Sequentially: Is Growth Getting Harder?

Analyst Upgrades and Downgrades

Several analysts have recently issued reports on CSCO shares. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a research report on Tuesday, January 27th. JPMorgan Chase & Co. upped their price target on shares of Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. Evercore upgraded shares of Cisco Systems from an “in-line” rating to an “outperform” rating and increased their price objective for the company from $80.00 to $100.00 in a research report on Monday, January 26th. Finally, Argus raised shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Four 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. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $89.76.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the firm’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the transaction, the executive vice president directly owned 187,097 shares in the company, valued at $14,874,211.50. This trade represents a 4.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Maria Victoria Wong sold 551 shares of the company’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the sale, the senior vice president owned 27,957 shares of the company’s stock, valued at $2,167,785.78. This represents a 1.93% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 46,431 shares of company stock valued at $3,574,820 in the last ninety days. Corporate insiders own 0.01% of the company’s stock.

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.