Bingham Private Wealth LLC Acquires New Holdings in Cisco Systems, Inc. $CSCO

Key Points

• Bingham Private Wealth LLC acquired 23,643 shares of Cisco (~$1.82M) in Q4, making Cisco about 1.5% of its portfolio and its 12th-largest holding.
• Cisco beat quarterly estimates (EPS $1.04 vs $1.02) with revenue up 9.7% and reported ~$2.1B in AI infrastructure orders, supporting bullish analyst sentiment and an average price target of $89.76.
• Dividend and insider activity: Cisco raised its quarterly dividend to $0.42 (annualized $1.68, ~2.0% yield), while insiders have recently sold shares (CEO sold 19,545; SVP sold 551) amid roughly 73% institutional ownership.

Bingham Private Wealth LLC acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 23,643 shares of the network equipment provider's stock, valued at approximately $1,821,000. Cisco Systems makes up approximately 1.5% of Bingham Private Wealth LLC's investment portfolio, making the stock its 12th biggest holding.

Other institutional investors also recently added to or reduced their stakes in the company. Marquette Asset Management LLC bought a new stake in Cisco Systems during the third quarter valued at about $25,000. Board of the Pension Protection Fund bought a new stake in Cisco Systems during the fourth quarter valued at about $31,000. Lowe Wealth Advisors LLC boosted its position in Cisco Systems by 96.2% during the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider's stock valued at $28,000 after purchasing an additional 200 shares in the last quarter. Cedar Mountain Advisors LLC boosted its position in Cisco Systems by 115.7% during the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider's stock valued at $32,000 after purchasing an additional 251 shares in the last quarter. Finally, Holos Integrated Wealth LLC bought a new stake in Cisco Systems during the fourth quarter valued at about $41,000. Institutional investors own 73.33% of the company's stock.

Cisco Systems Stock Up 0.3%

Cisco Systems stock opened at $82.61 on Wednesday. The stock has a market capitalization of $326.30 billion, a PE ratio of 28.99, a price-to-earnings-growth ratio of 3.11 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. The business has a 50 day simple moving average of $79.76 and a 200-day simple moving average of $76.44. 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 (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings data 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 business had revenue of $15.35 billion during 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 was up 9.7% compared to the same quarter last year. During the same period in the previous year, the business earned $0.94 earnings per share. On average, analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently disclosed 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. 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. The ex-dividend date is Thursday, April 2nd. Cisco Systems's dividend payout ratio (DPR) is presently 58.95%.

Key Headlines Impacting Cisco Systems

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?

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on CSCO. Argus raised Cisco Systems to a "strong-buy" rating in a research report on Friday, February 13th. President Capital reduced their price objective on Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. HSBC raised their price objective on Cisco Systems from $74.00 to $77.00 and gave the stock a "hold" rating in a research note on Friday, February 13th. Rosenblatt Securities restated a "buy" rating and issued a $100.00 price objective on shares of Cisco Systems in a research note on Thursday, February 12th. Finally, BNP Paribas Exane raised their price objective on Cisco Systems from $86.00 to $87.00 and gave the stock an "outperform" rating in a research note on Thursday, February 12th. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have assigned a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and an average price target of $89.76.

Insiders Place Their Bets

In other news, SVP Maria Victoria Wong sold 551 shares of Cisco Systems stock in a transaction that occurred 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 sale, the senior vice president directly owned 27,957 shares of the company's stock, valued at $2,167,785.78. The trade was a 1.93% decrease in their ownership of the stock. The sale 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 that occurred on Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $1,485,420.00. Following the completion of the sale, the chief executive officer directly owned 671,095 shares in the company, valued at $51,003,220. This represents a 2.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is owned by insiders.

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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