Cisco Systems, Inc. $CSCO Shares Sold by Cadinha & Co. LLC

Key Points

• Cadinha & Co. LLC trimmed its Cisco stake by 91.2% in Q4, selling 254,599 shares and leaving 24,578 shares valued at about $1.89 million.
• Analyst coverage is mixed but constructive overall: there are three Strong Buy, 14 Buy and eight Hold ratings, with an average target of $89.81 and individual targets up to $100.
• Cisco recently beat quarterly estimates on revenue and EPS, raised its quarterly dividend to $0.42 (a $1.68 annualized payout, ~1.9% yield), and is citing accelerating AI order momentum (targeting over $5B in FY‑2026) alongside R&D wins like a quantum networking prototype.

Cadinha & Co. LLC trimmed its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 91.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 24,578 shares of the network equipment provider's stock after selling 254,599 shares during the period. Cadinha & Co. LLC's holdings in Cisco Systems were worth $1,893,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in CSCO. Brighton Jones LLC grew its holdings in Cisco Systems by 49.5% during the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider's stock worth $4,392,000 after acquiring an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC grew its holdings in Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider's stock worth $542,000 after acquiring an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC grew its holdings in Cisco Systems by 7.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider's stock worth $706,000 after acquiring an additional 712 shares in the last quarter. Schnieders Capital Management LLC. grew its holdings in Cisco Systems by 3.9% during the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider's stock worth $969,000 after acquiring an additional 519 shares in the last quarter. Finally, Marshall Wace LLP grew its holdings in Cisco Systems by 118.1% during the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider's stock worth $6,289,000 after acquiring an additional 590,650 shares in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several brokerages have weighed in on CSCO. Zacks Research lowered shares of Cisco Systems from a "strong-buy" rating to a "hold" rating in a report on Monday, April 13th. Rosenblatt Securities reissued a "buy" rating and set a $100.00 price objective on shares of Cisco Systems in a report on Thursday, February 12th. Truist Financial began coverage on shares of Cisco Systems in a report on Tuesday, March 31st. They set a "buy" rating and a $94.00 price objective for the company. Wall Street Zen lowered shares of Cisco Systems from a "buy" rating to a "hold" rating in a report on Saturday, March 14th. Finally, UBS Group raised their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $89.81.

Cisco Systems Trading Down 1.3%

Shares of NASDAQ:CSCO opened at $88.59 on Friday. The company has a market cap of $349.92 billion, a PE ratio of 31.08, a P/E/G ratio of 3.38 and a beta of 0.83. The company's 50-day moving average price is $80.30 and its 200 day moving average price is $77.24. Cisco Systems, Inc. has a fifty-two week low of $55.16 and a fifty-two week high of $90.45. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45.

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 for the quarter, beating the consensus estimate of $1.02 by $0.02. The firm 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%. Cisco Systems's quarterly revenue was up 9.7% compared to the same quarter last year. During the same period last year, the firm posted $0.94 EPS. Sell-side analysts anticipate that Cisco Systems, Inc. will post 3.4 earnings per share for the current year.

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd were paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend was Thursday, April 2nd. This is a positive change from Cisco Systems's previous quarterly dividend of $0.41. Cisco Systems's dividend payout ratio is 58.95%.

Key Cisco Systems News

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

• Positive Sentiment: Surging AI orders from hyperscalers — Cisco is seeing accelerating AI order momentum, targeting over $5B in fiscal‑2026 AI deals which supports revenue growth expectations and long‑term upside. Cisco Cashes in on AI Order Momentum: More Upside Ahead in 2026?
• Positive Sentiment: Quantum networking prototype — Cisco unveiled a working Universal Quantum Switch (research prototype) that preserves quantum information with minimal degradation, signaling long‑term leadership and R&D differentiation in a nascent growth area. Cisco Introduces Universal Quantum Switch, Advancing the Path to a Quantum Network
• Positive Sentiment: Expanded partner channel — Qmulos products are now on Cisco’s Global Price List, simplifying procurement for customers and potentially smoothing sales motions for compliance/security offerings. Qmulos Now Available on Cisco Global Price List (GPL), Accelerating Continuous Compliance Solutions for Joint Customers
• Positive Sentiment: Analyst optimism and price targets — Several writeups point to a clear path for additional upside off recent gains (one model targets ~$98.76), which can support buyer interest if fundamentals continue to surprise on the upside. Why Cisco’s AI and Networking Tailwinds Point to $98.76 in 12 Months
• Neutral Sentiment: Corporate purpose update — Cisco published its FY25 Purpose Report emphasizing security, privacy and trust in AI; important for reputation and enterprise positioning but not an immediate earnings driver. Prioritizing Security, Privacy, and Trust in the AI Era | Cisco FY25 Purpose Report
• Neutral Sentiment: Mixed analyst views — Coverage highlights shifting narratives: strong AI tailwinds but tougher comps/valuation debates; this creates divergent short‑term views among investors. How Cisco Systems (CSCO) Story Is Shifting With Mixed Analyst Views And New AI Moves
• Negative Sentiment: Intraday weakness flagged — Coverage noted Cisco registered a bigger fall than the market in the latest session (lower volume vs. average), reflecting profit‑taking after the rally. Cisco Systems (CSCO) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Valuation and skepticism — Some commentary highlights premium valuation and skeptical analyst takes, which can cap near‑term gains if growth expectations slip. 3 Unpopular Stocks We’re Skeptical Of
• Negative Sentiment: Sector security headlines — Unauthorized access incidents at other AI vendors (Anthropic) raise broader security concerns that can increase customer diligence cycles across AI/networking buys. Unauthorized Users Access Anthropic's Mythos AI During Limited Testing Rollout

Insider Activity

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the firm's stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the transaction, the executive vice president owned 188,613 shares of the company's stock, valued at approximately $15,040,000.62. This trade represents a 1.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Jeetendra I. Patel sold 11,248 shares of the firm's stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $854,848.00. Following the transaction, the insider directly owned 262,776 shares in the company, valued at approximately $19,970,976. The trade was a 4.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 46,431 shares of company stock worth $3,574,820 in the last 90 days. 0.01% of the stock is currently owned by corporate insiders.

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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