Cisco Systems, Inc. $CSCO Shares Acquired by Sequoia Financial Advisors LLC

Key Points

• Sequoia Financial Advisors LLC boosted its stake in Cisco Systems by 11.8% in Q4, adding 20,857 shares to hold 197,875 shares valued at $15.24 million, while institutional investors collectively own about 73.33% of CSCO.
• Multiple analysts have lifted price targets recently and the stock carries a consensus rating of "Moderate Buy" with a mean target of $90.29.
• Cisco topped quarterly expectations (EPS $1.04 vs. $1.02; revenue $15.35B vs. $15.11B, +9.7% YoY) and increased its quarterly dividend to $0.42 ($1.68 annual, ~1.8% yield).

Sequoia Financial Advisors LLC grew its position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 11.8% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 197,875 shares of the network equipment provider's stock after acquiring an additional 20,857 shares during the period. Sequoia Financial Advisors LLC's holdings in Cisco Systems were worth $15,242,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of CSCO. Arrowstreet Capital Limited Partnership raised its position in shares of Cisco Systems by 110.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider's stock worth $1,259,369,000 after acquiring an additional 9,648,265 shares during the period. Wellington Management Group LLP raised its position in shares of Cisco Systems by 19.5% in the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider's stock worth $2,309,066,000 after acquiring an additional 5,498,375 shares during the period. Invesco Ltd. raised its position in shares of Cisco Systems by 10.5% in the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider's stock worth $3,668,182,000 after acquiring an additional 5,081,469 shares during the period. Vanguard Group Inc. raised its position in shares of Cisco Systems by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider's stock worth $30,730,602,000 after acquiring an additional 4,049,893 shares during the period. Finally, Danske Bank A S acquired a new position in shares of Cisco Systems in the third quarter worth about $233,956,000. Institutional investors and hedge funds own 73.33% of the company's stock.

Analyst Upgrades and Downgrades

CSCO has been the subject of several research analyst reports. BNP Paribas Exane upped their price target on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an "outperform" rating in a research report on Thursday, February 12th. HSBC upped their price target on shares of Cisco Systems from $74.00 to $77.00 and gave the stock a "hold" rating in a research report on Friday, February 13th. Citigroup boosted their price objective on Cisco Systems from $85.00 to $90.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Rosenblatt Securities restated a "buy" rating and issued a $100.00 target price on shares of Cisco Systems in a research report on Thursday, February 12th. Finally, UBS Group raised their target price on Cisco Systems from $90.00 to $95.00 and gave the company a "buy" rating in a research 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 stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $90.29.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $92.16 on Friday. Cisco Systems, Inc. has a 1-year low of $59.42 and a 1-year high of $94.71. The company has a market cap of $364.02 billion, a PE ratio of 32.34, a price-to-earnings-growth ratio of 3.44 and a beta of 0.92. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. The stock's 50 day simple moving average is $82.32 and its 200-day simple moving average is $78.56.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released 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 company had revenue of $15.35 billion during 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%. Cisco Systems's quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.94 EPS. As a group, equities research analysts anticipate that Cisco Systems, Inc. will post 3.42 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd were issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date was Thursday, April 2nd. This is a positive change from Cisco Systems's previous quarterly dividend of $0.41. Cisco Systems's payout ratio is currently 58.95%.

Insider Buying and Selling

In other Cisco Systems news, SVP Maria Victoria Wong sold 551 shares of the stock in a transaction dated Wednesday, March 11th. The shares were 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 in the company, valued at approximately $2,167,785.78. This represents a 1.93% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Charles Robbins sold 19,545 shares of the stock in a transaction dated 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 completion of the sale, the chief executive officer owned 671,095 shares of the company's stock, valued at approximately $51,003,220. The trade was a 2.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 46,431 shares of company stock worth $3,574,820 in the last 90 days. Corporate insiders own 0.01% of the company's stock.

Cisco Systems News Summary

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

• Positive Sentiment: Analysts and previews signal a likely Q3 beat and margin focus, which supports upside expectations ahead of the print. Cisco Q3 Earnings Preview
• Positive Sentiment: Consensus research notes growth in earnings expectations and constructive commentary about Cisco’s secular positioning (AI/networking exposure), which underpins higher price targets at some shops. Investment Story Shifting
• Positive Sentiment: Cisco confirmed participation in multiple May–June investor events (J.P. Morgan, etc.), increasing visibility with the financial community and giving management more chances to articulate guidance and margin drivers. Investor Events
• Neutral Sentiment: Research notes show a split analyst narrative — some lift targets while others caution that recent optimism reduces the margin for disappointment; this makes post-earnings guidance the key catalyst. Analyst Views Diverge
• Neutral Sentiment: Macro calendar (inflation data) and its potential impact on guidance and IT spending is a near-term watch item highlighted in week-ahead previews. Week Ahead
• Negative Sentiment: Cisco recently underperformed peers and there were headlines noting a sharp session decline, signaling near-term profit-taking and sensitivity to broader market moves. These short-term flows could amplify volatility into earnings. Stock Drops Despite Market Gains
• Negative Sentiment: MarketWatch flagged underperformance relative to competitors, a reminder that any weak guidance or margin miss could prompt a larger pullback. Underperformance vs. Peers

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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