Cisco Systems, Inc. $CSCO Shares Sold by Seizert Capital Partners LLC

Key Points

• Seizert Capital Partners trimmed its Cisco stake by 2.2%, selling 14,614 shares and leaving it with 647,199 shares valued at about $49.85 million, making CSCO its 20th largest holding.
• Cisco beat Q2 expectations, raised its outlook and is seeing AI-infrastructure product momentum, which analysts say is driving the recent share rally and valuation re-rating.
• Insider selling and dividend action: insiders sold 46,431 shares (~$3.57M) over the past three months, while Cisco raised its quarterly dividend to $0.42 (a 1.8% yield).

Seizert Capital Partners LLC cut its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 2.2% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 647,199 shares of the network equipment provider's stock after selling 14,614 shares during the period. Cisco Systems accounts for approximately 2.1% of Seizert Capital Partners LLC's investment portfolio, making the stock its 20th largest holding. Seizert Capital Partners LLC's holdings in Cisco Systems were worth $49,854,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in CSCO. Cairn Investment Group Inc. increased its holdings in shares of Cisco Systems by 0.5% in the 4th quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider's stock worth $1,860,000 after acquiring an additional 130 shares during the period. Juncture Wealth Strategies LLC grew its position in Cisco Systems by 0.9% in the 4th quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider's stock worth $1,159,000 after purchasing an additional 132 shares during the last quarter. Northstar Advisory Group LLC increased its stake in shares of Cisco Systems by 1.6% in the fourth quarter. Northstar Advisory Group LLC now owns 8,203 shares of the network equipment provider's stock valued at $632,000 after purchasing an additional 133 shares during the period. Roman Butler Fullerton & Co. increased its stake in shares of Cisco Systems by 0.8% in the fourth quarter. Roman Butler Fullerton & Co. now owns 15,917 shares of the network equipment provider's stock valued at $1,183,000 after purchasing an additional 133 shares during the period. Finally, Green Alpha Advisors LLC raised its holdings in shares of Cisco Systems by 1.2% during the fourth quarter. Green Alpha Advisors LLC now owns 12,349 shares of the network equipment provider's stock valued at $951,000 after buying an additional 141 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Q2 results and AI/infra momentum — analysts note Cisco’s Q2 beat, raised outlook and AI-infrastructure product momentum as key drivers of the recent share rally and valuation re-rating. A Look At Cisco (CSCO) Valuation After Strong Q2 Results And AI Infrastructure Momentum
• Positive Sentiment: High odds of another earnings beat — a Zacks piece flags Cisco’s strong earnings-surprise history and the factors (revenue strength, margin leverage) that make another upside surprise likely, supporting near-term sentiment. Will Cisco (CSCO) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Policy tailwind for quantum networking — a new U.S. quantum policy bill advancing toward commercialization could accelerate funding and deployment for quantum-related networking tech, an area where Cisco is referenced as a key player. This is a medium-term catalyst for products beyond core routing/switching. National Quantum Policy Bill Advances: IBM, IonQ, Cisco in Focus
• Positive Sentiment: Technical/market momentum — multiple market reports note Cisco hitting fresh peaks and outperforming the Nasdaq index recently, reflecting strong investor demand and positive flow into the name. Cisco Hits Fresh Peak Amid Nasdaq Composite Today Buzz
• Neutral Sentiment: CNBC mention on trader radar — Cisco was referenced on CNBC’s “Final Trades,” a short-term media mention that can attract attention but is not a fundamental catalyst by itself. Netflix, Cisco, Zoom and a health care stock on CNBC's 'Final Trades'
• Neutral Sentiment: Peer strength — Arista (a data-center networking peer) is gaining momentum ahead of its earnings, highlighting competitive dynamics in the data-center space; this is worth monitoring but hasn’t materially changed Cisco’s trajectory yet. This Nvidia Rival Gains Momentum Ahead Of Earnings Report
• Neutral Sentiment: Ongoing bullish write-ups — several bullish theses and valuation analyses (Substack/InsiderMonkey/Yahoo) are circulating, reinforcing investor interest but largely echoing the same drivers: AI demand, recurring revenue, and attractive cash returns. Is Cisco Systems, Inc. (CSCO) A Good Stock To Buy Now?

Insider Activity

In other Cisco Systems news, SVP Maria Victoria Wong sold 2,179 shares of the business's 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 completion of the sale, the senior vice president owned 28,807 shares of the company's stock, valued at $2,239,456.18. The trade was a 7.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Oliver Tuszik sold 3,132 shares of the company's stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the sale, 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 SEC filing for this sale provides additional information. Over the last three months, insiders sold 46,431 shares of company stock valued at $3,574,820. Corporate insiders own 0.01% of the company's stock.

Cisco Systems Price Performance

Shares of Cisco Systems stock opened at $91.85 on Monday. The company has a market cap of $362.80 billion, a P/E ratio of 32.23, a P/E/G ratio of 3.46 and a beta of 0.92. Cisco Systems, Inc. has a 1 year low of $58.58 and a 1 year high of $92.92. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The stock has a 50-day moving average price of $81.46 and a 200 day moving average price of $78.07.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating the consensus estimate of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business had revenue of $15.35 billion for the quarter, compared to analysts' expectations of $15.11 billion. During the same period in the previous year, the company posted $0.94 EPS. Cisco Systems's revenue was up 9.7% on a year-over-year basis. As a group, analysts expect that Cisco Systems, Inc. will post 3.4 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. Investors of record on Thursday, April 2nd were issued 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 1.8%. The ex-dividend date was Thursday, April 2nd. Cisco Systems's dividend payout ratio is currently 58.95%.

Analyst Ratings Changes

A number of equities analysts recently issued reports on the company. HSBC increased their price objective on Cisco Systems from $74.00 to $77.00 and gave the stock a "hold" rating in a report on Friday, February 13th. Wall Street Zen lowered Cisco Systems from a "buy" rating to a "hold" rating in a report on Saturday, March 14th. UBS Group upped 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. CICC Research raised their target price on shares of Cisco Systems from $84.00 to $96.00 and gave the company an "outperform" rating in a research note on Friday, February 13th. Finally, Argus upgraded shares of Cisco Systems to a "strong-buy" rating in a research report on Friday, February 13th. Three investment 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. According to data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $89.81.

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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