Cisco Systems, Inc. $CSCO Stock Holdings Lowered by SteelPeak Wealth LLC

Key Points

• SteelPeak Wealth cut its stake in Cisco by 40.2% in Q4, selling 187,354 shares and leaving it with 278,238 shares valued at about $21.43 million.
• Cisco beat quarterly expectations with $1.04 EPS (vs. $1.02 est.) and $15.35 billion revenue (up 9.7% YoY), and raised its quarterly dividend to $0.42 per share (2.1% yield).
• Market sentiment is turning positive — Cisco published a favorable "State of Wireless" report, will headline a COMPUTEX AI keynote, and several analysts have raised price targets to the mid‑$90s–$100s, supporting upside momentum.

SteelPeak Wealth LLC lowered its position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 40.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 278,238 shares of the network equipment provider's stock after selling 187,354 shares during the quarter. SteelPeak Wealth LLC's holdings in Cisco Systems were worth $21,433,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently modified their holdings of the company. Marquette Asset Management LLC bought a new stake in shares of Cisco Systems in the 3rd quarter worth $25,000. Lowe Wealth Advisors LLC lifted its stake 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 buying an additional 200 shares in the last quarter. Board of the Pension Protection Fund purchased a new stake in shares of Cisco Systems in the 4th quarter valued at approximately $31,000. Cedar Mountain Advisors LLC boosted its position in shares of Cisco Systems by 115.7% in 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, Holos Integrated Wealth LLC acquired a new stake in Cisco Systems during the 4th quarter worth about $41,000. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco published a new "State of Wireless" report showing broad enterprise investment in Wi‑Fi and wireless as a revenue/efficiency multiplier tied to AI and IoT demand — a positive signal for Cisco’s wireless and infrastructure product demand. Cisco Report: Strategic Wireless Investments are Driving Higher ROI for Enterprises in the AI Era
• Positive Sentiment: Cisco will headline a COMPUTEX keynote (SVP Jeremy Foster) to present a "full‑stack approach to AI" — a visible positioning move that could help sales momentum and investor perception around Cisco’s AI infrastructure strategy. Cisco Makes Its Debut at COMPUTEX Keynote!
• Positive Sentiment: Coverage noting broker interest and upgrade momentum suggests some sell‑side optimism and index/market‑driven flows that can support the stock (analyst attention often boosts liquidity and sentiment). Brokers Suggest Investing in Cisco (CSCO): Read This Before Placing a Bet
• Neutral Sentiment: Stories flagging that CSCO is a "trending" ticker and being watched by Zacks users — indicates retail/investor interest but not a direct fundamental catalyst. Is Trending Stock Cisco Systems, Inc. (CSCO) a Buy Now?
• Neutral Sentiment: Private‑market deals in cloud communications (CallTower sale/ investment) highlight consolidation in collaboration/cloud services — tangential to Cisco’s UC and collaboration market but not an immediate CSCO earnings driver. CallTower Announces Strategic Investment from Court Square Capital Partners
• Negative Sentiment: Coverage reports Cisco’s gross margin contracted sequentially and Q3 commentary points to lower margins as AI revenue mix and higher memory costs weigh on profitability — a clear near‑term risk to EPS and multiple expansion. Cisco's Gross Margin Contracts Sequentially: Is Growth Getting Harder?

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $79.02 on Friday. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18. The company's fifty day simple moving average is $79.36 and its 200-day simple moving average is $75.62. The company has a market cap of $312.12 billion, a price-to-earnings ratio of 27.73, a PEG ratio of 2.98 and a beta of 0.83. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its 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 firm had revenue of $15.35 billion during the quarter, compared to analysts' expectations of $15.11 billion. During the same period in the prior year, the company earned $0.94 EPS. The business's quarterly revenue was up 9.7% compared to the same quarter last year. As a group, sell-side analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The business 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 dividend of $0.42 per share. This is an increase from Cisco Systems's previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems's dividend payout ratio (DPR) is currently 58.95%.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on CSCO shares. CICC Research boosted their price target on Cisco Systems from $84.00 to $96.00 and gave the company an "outperform" rating in a research note on Friday, February 13th. Zacks Research upgraded shares of Cisco Systems from a "hold" rating to a "strong-buy" rating in a report on Monday, January 26th. Evercore raised shares of Cisco Systems from an "in-line" rating to an "outperform" rating and boosted their target price for the stock from $80.00 to $100.00 in a research report on Monday, January 26th. JPMorgan Chase & Co. raised their price target on Cisco Systems from $90.00 to $95.00 and gave the company an "overweight" rating in a research report on Monday, February 9th. Finally, UBS Group lifted their price objective on Cisco Systems from $90.00 to $95.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average price target of $89.76.

Insiders Place Their Bets

In other Cisco Systems news, CEO Charles Robbins sold 19,545 shares of the company's 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 transaction, the chief executive officer owned 671,095 shares of the company's stock, valued at $51,003,220. This represents a 2.83% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, SVP Maria Victoria Wong sold 551 shares of the firm's 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 completion of the sale, the senior vice president owned 27,957 shares of the company's stock, valued at $2,167,785.78. This represents a 1.93% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 46,431 shares of company stock valued at $3,574,820 in the last quarter. 0.01% of the stock is currently owned by insiders.

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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