Annex Advisory Services LLC Has $3.90 Million Stock Holdings in Cisco Systems, Inc. $CSCO

Key Points

• Annex Advisory Services LLC reduced its stake in Cisco by 21.7%, selling 14,001 shares to finish the quarter with 50,621 shares valued at $3.899 million.
• Cisco holds a consensus rating of Moderate Buy with an average target of $89.76, after recent analyst upgrades including Truist (buy, $94) and UBS (buy, $95).
• Cisco beat quarterly estimates (EPS $1.04 vs. $1.02; revenue $15.35B, +9.7% YoY), reported about $2.1B of AI infrastructure orders, and raised its quarterly dividend to $0.42 (annualized $1.68, ~2.0% yield).

Annex Advisory Services LLC decreased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 21.7% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,621 shares of the network equipment provider's stock after selling 14,001 shares during the quarter. Annex Advisory Services LLC's holdings in Cisco Systems were worth $3,899,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Marquette Asset Management LLC acquired a new stake in shares of Cisco Systems during the third quarter worth $25,000. Board of the Pension Protection Fund acquired a new stake in shares of Cisco Systems during the fourth quarter worth $31,000. Lowe Wealth Advisors LLC lifted its holdings in shares of Cisco Systems by 96.2% during the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider's stock worth $28,000 after buying an additional 200 shares in the last quarter. Cedar Mountain Advisors LLC lifted its holdings in shares of 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 buying an additional 251 shares in the last quarter. Finally, Holos Integrated Wealth LLC acquired a new stake in shares of Cisco Systems during the fourth quarter worth $41,000. Institutional investors own 73.33% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on CSCO shares. Zacks Research raised Cisco Systems from a "hold" rating to a "strong-buy" rating in a report on Monday, January 26th. Truist Financial started coverage on Cisco Systems in a report on Tuesday, March 31st. They set a "buy" rating and a $94.00 target price for the company. President Capital dropped their target price on Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. UBS Group raised their price target on Cisco Systems from $90.00 to $95.00 and gave the stock a "buy" rating in a research report on Thursday, February 12th. Finally, HSBC raised 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. Four research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems has a consensus rating of "Moderate Buy" and an average target price of $89.76.

Cisco Systems Stock Up 0.3%

Shares of NASDAQ CSCO opened at $82.61 on Wednesday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. Cisco Systems, Inc. has a 52 week low of $53.83 and a 52 week high of $88.18. The stock has a market capitalization of $326.30 billion, a P/E ratio of 28.99, a PEG ratio of 3.11 and a beta of 0.83. The stock's fifty day moving average is $79.76 and its 200 day moving average is $76.44.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its earnings results 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. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm had revenue of $15.35 billion for the quarter, compared to analysts' expectations of $15.11 billion. During the same quarter in the previous year, the business posted $0.94 earnings per share. The business's revenue for the quarter was up 9.7% on a year-over-year basis. Sell-side analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

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

Key Cisco Systems News

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

• Positive Sentiment: Reports say Cisco is in talks to acquire Israeli AI/cybersecurity startup Astrix for $250M–$350M, which would bolster Cisco’s capabilities for securing AI agents and signal active M&A to accelerate product gaps. M&A News: Cisco (CSCO) in Talks to Acquire Israeli Cybersecurity Startup Astrix for up to $350M
• Positive Sentiment: Analysts and investors point to AI tailwinds: Cisco reported ~10% revenue growth, surge in networking orders and $2.1B of AI infrastructure orders from hyperscalers, supporting raised guidance and a bullish view on its AI/NW positioning. Cisco Remains A Buy As AI Tailwinds Broaden
• Neutral Sentiment: Long-form analysis frames Cisco’s re-rating as a transition from a mature networking/dividend name to a critical AI-era infrastructure play, noting momentum but also execution/friction risks that keep some investors cautious. Cisco: The Stock Is Building 'Cause' While Fundamentals Pivot To AI Networking And Campus Refresh
• Neutral Sentiment: Comparative pieces position Cisco favorably vs. CrowdStrike on valuation and expanding security portfolio, which may attract value-oriented security investors but doesn’t change growth-profile debate. CRWD vs. CSCO: Which Cybersecurity Stock Should You Buy Right Now?
• Neutral Sentiment: Articles assessing whether CSCO is fairly priced note a strong 1‑year run (near +47%) but still modest valuation relative to growth, leaving room for debate on near-term upside vs. mean reversion. Is Cisco Systems (CSCO) Fairly Priced After Strong 1 Year Share Price Run?
• Neutral Sentiment: Zacks and other trending-stock rundowns highlight investor attention and key metrics to watch (orders, gross margin, AI spend), but offer no single catalyst. Here is What to Know Beyond Why Cisco Systems, Inc. (CSCO) is a Trending Stock
• Negative Sentiment: Competitive moves in data-center and device-management (e.g., Ciena’s DCOM demand and Inlayer’s strong growth) highlight intense competition and potential margin pressure in parts of Cisco’s TAM. How is Ciena's DCOM Unlocking a New Growth Engine Inside Data Centers?

Insider Transactions at Cisco Systems

In other Cisco Systems news, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total value of $169,395.46. Following the transaction, the senior vice president owned 28,807 shares in the company, valued at $2,239,456.18. The trade was a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, 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 value of $1,485,420.00. Following the completion of the transaction, the chief executive officer owned 671,095 shares in the company, valued at approximately $51,003,220. This represents a 2.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 46,431 shares of company stock valued at $3,574,820. Company 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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