Adelphi Trust Co Buys Shares of 12,892 Cisco Systems, Inc. $CSCO

Key Points

• Adelphi Trust Co bought a new stake of 12,892 Cisco shares in Q4 valued at about $993,000, while institutional investors own roughly 73.33% of CSCO.
• Company insiders sold 46,431 shares in the past 90 days worth $3.57M, leaving insiders with only 0.01% ownership.
• Cisco beat Q4 estimates (EPS $1.04 vs. $1.02; revenue $15.35B, +9.7% YoY), raised its quarterly dividend to $0.42 (annual $1.68, ~2.0% yield), and carries a consensus rating of Moderate Buy with an average price target near $89.76.

Adelphi Trust Co bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 12,892 shares of the network equipment provider's stock, valued at approximately $993,000.

Several other hedge funds have also bought and sold shares of the stock. Northstar Advisory Group LLC lifted its position in Cisco Systems by 1.6% during the fourth quarter. Northstar Advisory Group LLC now owns 8,203 shares of the network equipment provider's stock valued at $632,000 after purchasing an additional 133 shares during the last quarter. Roman Butler Fullerton & Co. lifted its holdings in shares of Cisco Systems by 0.8% in the 4th quarter. Roman Butler Fullerton & Co. now owns 15,917 shares of the network equipment provider's stock worth $1,183,000 after acquiring an additional 133 shares during the last quarter. Green Alpha Advisors LLC lifted its holdings in shares of Cisco Systems by 1.2% in the 4th quarter. Green Alpha Advisors LLC now owns 12,349 shares of the network equipment provider's stock worth $951,000 after acquiring an additional 141 shares during the last quarter. Benchmark Financial Wealth Advisors LLC lifted its holdings in shares of Cisco Systems by 1.4% in the 3rd quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider's stock worth $715,000 after acquiring an additional 142 shares during the last quarter. Finally, Cobblestone Capital Advisors LLC NY lifted its holdings in shares of Cisco Systems by 0.6% in the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider's stock worth $1,685,000 after acquiring an additional 142 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Insider Transactions at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 1,744 shares of the company's stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the sale, the executive vice president directly owned 156,693 shares of the company's stock, valued at $12,076,329.51. This represents a 1.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available 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 stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the sale, the executive vice president directly owned 187,097 shares in the company, valued at $14,874,211.50. This represents a 4.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 46,431 shares of company stock worth $3,574,820. 0.01% of the stock is owned by insiders.

More Cisco Systems News

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

• Positive Sentiment: Zacks and others highlight an AI networking surge driving material top‑line momentum; Zacks says AI‑driven networking contributed to substantial revenue growth and helps justify further upside as infrastructure and wireless demand shift in Cisco’s favor. Cisco's AI Networking Surge Gathers Momentum
• Positive Sentiment: Bullish analysis on Seeking Alpha notes AI infrastructure orders (including hyperscaler demand) and disciplined OPEX helped Cisco raise full‑year EPS guidance after the quarter, supporting the investment case despite margin pressure from memory costs. Cisco Remains A Buy As AI Tailwinds Broaden
• Neutral Sentiment: Cisco is reportedly in talks to buy Israeli cybersecurity startup Astrix for roughly $250–$350M to bolster AI‑agent security monitoring — a strategic tuck‑in that strengthens Cisco’s security stack but is not a material spend relative to its balance sheet. M&A News: Cisco in Talks to Acquire Astrix
• Neutral Sentiment: Valuation pieces note a strong 1‑year share run (up ~47% over 1 year) and ask whether current levels are fair; these analyses are weighing momentum versus stretched gains. Is Cisco Systems Fairly Priced?
• Negative Sentiment: Zacks downgraded Cisco from "strong‑buy" to "hold," removing some buy‑side conviction and likely prompting short‑term selling pressure. Zacks Downgrades Cisco
• Negative Sentiment: Bear case from Seeking Alpha flags the $28B Splunk deal for materially increasing debt, compressing free cash flow versus pre‑Splunk levels, and limiting dividend upside — a structural FCF concern investors are reacting to. AI Top-Line Boom Can't Hide Free Cash Flow Problem

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the stock. President Capital lowered their price objective on shares of Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Citigroup boosted their price objective 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. Zacks Research lowered shares of Cisco Systems from a "strong-buy" rating to a "hold" rating in a report on Monday. Weiss Ratings reiterated a "buy (b)" rating on shares of Cisco Systems in a report on Tuesday, January 27th. Finally, Evercore upgraded shares of Cisco Systems from an "in-line" rating to an "outperform" rating and upped their price target for the company from $80.00 to $100.00 in a report on Monday, January 26th. Three investment 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. Based on data from MarketBeat, Cisco Systems presently has a consensus rating of "Moderate Buy" and an average price target of $89.76.

Cisco Systems Stock Down 0.3%

Shares of Cisco Systems stock opened at $82.36 on Thursday. 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 company's fifty day simple moving average is $79.79 and its two-hundred day simple moving average is $76.48. The company has a market cap of $325.31 billion, a P/E ratio of 28.90, a PEG ratio of 3.12 and a beta of 0.83. Cisco Systems, Inc. has a 12-month low of $53.83 and a 12-month high of $88.18.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.02 by $0.02. The business had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company's quarterly revenue was up 9.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.94 EPS. Research analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be given a $0.42 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.0%. This is a boost from Cisco Systems's previous quarterly dividend of $0.41. Cisco Systems's payout ratio is currently 58.95%.

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.

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