1834 Investment Advisors Co. Has $3.31 Million Stock Holdings in Cisco Systems, Inc. $CSCO

Key Points

• 1834 Investment Advisors cut its Cisco stake by 27.1% in Q4, selling 15,957 shares and ending the period with 43,015 shares valued at about $3.313 million.
• Cisco unveiled a working prototype of a "Universal Quantum Switch" with proof‑of‑concept results (under 4% fidelity degradation and telecom‑fiber interoperability), a development that could expand its addressable market and strengthen its role in the AI‑quantum infrastructure buildout.
• Analysts are broadly positive—MarketBeat shows a "Moderate Buy" consensus with an average target of $89.81 as several firms raised targets/ratings—and Cisco recently beat quarterly EPS and revenue estimates while raising its quarterly dividend to $0.42 (1.9% yield).

1834 Investment Advisors Co. reduced its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 27.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 43,015 shares of the network equipment provider's stock after selling 15,957 shares during the quarter. 1834 Investment Advisors Co.'s holdings in Cisco Systems were worth $3,313,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in CSCO. Physician Wealth Advisors Inc. boosted its holdings in Cisco Systems by 30.2% during the 4th quarter. Physician Wealth Advisors Inc. now owns 3,362 shares of the network equipment provider's stock worth $259,000 after acquiring an additional 779 shares during the last quarter. James Investment Research Inc. increased its stake in Cisco Systems by 2.4% in the 4th quarter. James Investment Research Inc. now owns 22,912 shares of the network equipment provider's stock valued at $1,765,000 after buying an additional 545 shares during the last quarter. Inscription Capital LLC increased its stake in Cisco Systems by 18.9% in the 4th quarter. Inscription Capital LLC now owns 41,532 shares of the network equipment provider's stock valued at $3,199,000 after buying an additional 6,589 shares during the last quarter. Concord Wealth Partners lifted its position in shares of Cisco Systems by 0.9% during the 4th quarter. Concord Wealth Partners now owns 19,301 shares of the network equipment provider's stock worth $1,487,000 after buying an additional 169 shares in the last quarter. Finally, Matisse Capital boosted its stake in shares of Cisco Systems by 12.4% in the 4th quarter. Matisse Capital now owns 5,563 shares of the network equipment provider's stock worth $429,000 after buying an additional 613 shares during the last quarter. 73.33% of the stock is owned by institutional investors.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco unveiled a working prototype of a "Universal Quantum Switch" that can route quantum information between different types of quantum systems — a tangible step toward quantum networking that expands Cisco's addressable market beyond traditional routers and switches. Cisco shows switch that can connect quantum computers of different kinds
• Positive Sentiment: The company’s Universal Quantum Switch press release reported proof-of-concept results (under 4% fidelity degradation) and stressed interoperability over standard telecom fiber — a credibility boost for long-term revenue potential in an emerging market. Cisco Introduces Universal Quantum Switch, Advancing the Path to a Quantum Network
• Positive Sentiment: Analysts and trade pieces are positioning Cisco as a beneficiary of the AI-quantum convergence and as a "pick-and-shovel" supplier to AI infrastructure builds — sentiment that supports multiple-year upside if Cisco converts research into commercial products and services. AI Meets Quantum: Best Pick-and-Shovel Stocks for a Multi-Year Shift
• Positive Sentiment: Market commentary ranks Cisco among AI/infra names with multi‑trillion-dollar potential over time, reflecting investor expectations that its transformation into higher‑margin software/subscriptions and AI hardware could materially re-rate valuation. Cisco Systems (CSCO): Can It Hit Trillion Dollar Milestone?
• Neutral Sentiment: Cisco added Qmulos continuous‑compliance products to its Global Price List, easing procurement for joint customers — a modest commercial win that supports software and services momentum but is not material on its own. Qmulos Now Available on Cisco Global Price List (GPL)
• Neutral Sentiment: Reported short‑interest data for April appears inconsistent (shows 0 shares / NaN change) and is not indicating a meaningful short squeeze or cover signal at this time.
• Negative Sentiment: Despite the upbeat product news, Cisco shares pulled back on April 23 (a larger decline than the market), showing that investors still react to near‑term macro/earnings/rotation risk even as the company invests in new growth areas. Cisco Systems (CSCO) Registers a Bigger Fall Than the Market

Analysts Set New Price Targets

Several research firms have recently issued reports on CSCO. BNP Paribas Exane upped their target price on Cisco Systems from $86.00 to $87.00 and gave the company an "outperform" rating in a report on Thursday, February 12th. Weiss Ratings reissued a "buy (b)" rating on shares of Cisco Systems in a research report on Tuesday, January 27th. HSBC upped their price objective on Cisco Systems from $74.00 to $77.00 and gave the company a "hold" rating in a research note on Friday, February 13th. Erste Group Bank cut Cisco Systems from a "buy" rating to a "hold" rating in a research note on Wednesday, February 18th. Finally, Citigroup boosted their price target on shares of Cisco Systems from $85.00 to $90.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average target price of $89.81.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $89.01 on Monday. The company has a market capitalization of $351.58 billion, a P/E ratio of 31.23, a P/E/G ratio of 3.35 and a beta of 0.83. The business has a fifty day simple moving average of $80.55 and a two-hundred day simple moving average of $77.49. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. Cisco Systems, Inc. has a 1 year low of $56.07 and a 1 year high of $90.45.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS 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 revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.94 EPS. On average, analysts expect that Cisco Systems, Inc. will post 3.4 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd were issued a $0.42 dividend. This is a boost from Cisco Systems's previous quarterly dividend of $0.41. The ex-dividend date of this dividend was Thursday, April 2nd. This represents a $1.68 annualized dividend and a yield of 1.9%. Cisco Systems's payout ratio is 58.95%.

Insiders Place Their Bets

In other Cisco Systems news, CEO Charles Robbins sold 19,545 shares of the business's stock in a transaction on 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 sale, the chief executive officer owned 671,095 shares of the company's stock, valued at $51,003,220. The trade was a 2.83% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, SVP Maria Victoria Wong sold 2,179 shares of the business's stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total value of $169,395.46. Following the sale, the senior vice president owned 28,807 shares in the company, valued at approximately $2,239,456.18. The trade was a 7.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 46,431 shares of company stock worth $3,574,820 in the last three months. 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.

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