Cisco Systems, Inc. $CSCO Shares Purchased by Capital Wealth Planning LLC

Key Points

• Capital Wealth Planning LLC boosted its stake in Cisco by 218% to 76,738 shares, now worth about $5.25 million, indicating notable institutional buying.
• Several firms have upgraded Cisco (Evercore to "outperform" with a $100 target; Zacks to "strong-buy"), leaving a MarketBeat consensus of "Moderate Buy" with an average target of $89.55.
• Cisco beat Q2 estimates with $1.04 EPS on $15.35B revenue, reported hyperscale/cloud AI orders up roughly 61% to $2.1B and raised AI order expectations, and also increased its quarterly dividend to $0.42.

Capital Wealth Planning LLC boosted its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 218.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 76,738 shares of the network equipment provider's stock after acquiring an additional 52,607 shares during the period. Capital Wealth Planning LLC's holdings in Cisco Systems were worth $5,250,000 as of its most recent SEC filing.

Other hedge funds also recently made changes to their positions in the company. Bare Financial Services Inc lifted its holdings in shares of Cisco Systems by 531.0% in the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider's stock valued at $25,000 after purchasing an additional 308 shares during the last quarter. Marquette Asset Management LLC purchased a new position in Cisco Systems during the 3rd quarter worth approximately $25,000. Lowe Wealth Advisors LLC grew its stake in Cisco Systems by 96.2% during the 3rd 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 during the last quarter. Cedar Mountain Advisors LLC increased 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 worth $32,000 after buying an additional 251 shares during the period. Finally, Kilter Group LLC purchased a new stake in Cisco Systems in the second quarter valued at approximately $44,000. Hedge funds and other institutional investors own 73.33% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on CSCO. Evercore raised Cisco Systems from an "in-line" rating to an "outperform" rating and increased their price objective for the company from $80.00 to $100.00 in a report on Monday, January 26th. Zacks Research upgraded shares of Cisco Systems from a "hold" rating to a "strong-buy" rating in a research report on Monday, January 26th. Weiss Ratings reiterated a "buy (b)" rating on shares of Cisco Systems in a research note on Tuesday, January 27th. DZ Bank raised shares of Cisco Systems to a "strong-buy" rating in a research report on Friday, February 13th. Finally, Citic Securities lifted their price objective on shares of Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $89.55.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, SVP Maria Victoria Wong sold 551 shares of the business's stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total transaction of $42,724.54. Following the sale, the senior vice president directly owned 27,957 shares in the company, valued at approximately $2,167,785.78. The trade was a 1.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Charles Robbins sold 19,545 shares of the firm's stock in a transaction on 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 of the company's stock, valued at approximately $51,003,220. This represents a 2.83% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 75,799 shares of company stock worth $5,815,306. Corporate insiders own 0.01% of the company's stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Beat-and-raise quarter: Cisco reported record Q2 revenue and EPS, with hyperscale/cloud AI orders up ~61% to $2.1B and management raising annual AI order expectations — a clear near-term revenue catalyst and reason for investor optimism. Article Title
• Positive Sentiment: Analyst upgrades and higher targets: Multiple firms have raised ratings/targets (Evercore, Citi, Argus, etc.), which supports buying interest and helps lift the stock. Article Title
• Positive Sentiment: Product share gains: Dell’Oro reports Cisco edged out competitors for #1 indoor Wi‑Fi 7 revenue share in 2025 thanks to aggressive pricing — supports near-term hardware demand and competitive positioning. Article Title
• Neutral Sentiment: Dividend raise: Cisco bumped its quarterly dividend to $0.42 (annualized $1.68), a modest positive for income buyers but not a major growth signal. Article Title
• Neutral Sentiment: Valuation & pullback debate: Several pieces weigh whether the recent pullback makes CSCO reasonably priced — useful context for entries but mixed impact on immediate direction. Article Title
• Neutral Sentiment: Investor outreach: Management’s conference presentations (e.g., Morgan Stanley) reiterate networking and AI strengths — improves visibility but is informational rather than catalytic. Article Title
• Negative Sentiment: Margin pressure: Management warned of higher memory costs and a hardware-heavy mix that could compress gross margins despite revenue growth — a key risk to near-term EPS expansion. Article Title
• Negative Sentiment: Insider selling: Recent SEC filings show EVP Thimaya Subaiya sold 1,744 shares and SVP Maria Victoria Wong sold 551 shares last week; amounts are small vs. their holdings but can create short-term sentiment headwinds. Form 4 - Subaiya Form 4 - Wong

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $78.33 on Friday. The firm has a market capitalization of $309.39 billion, a P/E ratio of 27.48, a PEG ratio of 2.94 and a beta of 0.87. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $88.18. The company's fifty day moving average is $78.02 and its two-hundred day moving average is $74.45. 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 (NASDAQ:CSCO - Get Free Report) last announced its quarterly 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. The business 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%. The business's revenue was up 9.7% compared to the same quarter last year. During the same quarter last year, the firm posted $0.94 EPS. Analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Thursday, April 2nd. This is a positive change from Cisco Systems's previous quarterly dividend of $0.41. Cisco Systems's payout ratio is 57.54%.

Cisco Systems 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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