Clifford Capital Partners LLC Purchases 39,144 Shares of Cisco Systems, Inc. $CSCO

Key Points

• Clifford Capital Partners increased its stake in Cisco by 16.6%, buying 39,144 shares to own 274,666 shares worth $18,793,000, making CSCO about 3.2% of the fund and its 19th-largest holding.
• Cisco beat expectations for the quarter (revenue $15.35B, EPS $1.04) and reported hyperscale/cloud AI orders up ~61% to $2.1B, prompting analyst upgrades and a consensus price target near $89.55.
• Key risks and sentiment drivers include management warnings of potential margin pressure from higher memory costs and a hardware-heavy mix, recent insider selling (about 75,799 shares worth ~$5.8M), and a modest dividend raise to $0.42 quarterly.

Clifford Capital Partners LLC grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 16.6% in the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 274,666 shares of the network equipment provider's stock after purchasing an additional 39,144 shares during the quarter. Cisco Systems makes up approximately 3.2% of Clifford Capital Partners LLC's holdings, making the stock its 19th biggest position. Clifford Capital Partners LLC's holdings in Cisco Systems were worth $18,793,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Brighton Jones LLC raised its position in Cisco Systems by 49.5% in the fourth 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 during the period. Revolve Wealth Partners LLC grew its position in shares of 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 valued at $542,000 after acquiring an additional 2,474 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider's stock worth $706,000 after purchasing an additional 712 shares in the last quarter. Schnieders Capital Management LLC. increased its stake in shares of Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider's stock worth $969,000 after purchasing an additional 519 shares in the last quarter. Finally, Beacon Harbor Wealth Advisors Inc. bought a new position in Cisco Systems in the 2nd quarter worth $6,205,000. Hedge funds and other institutional investors own 73.33% 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

Analyst Upgrades and Downgrades

Several research firms recently weighed in on CSCO. Argus upgraded Cisco Systems to a "strong-buy" rating in a research report on Friday, February 13th. Wall Street Zen downgraded Cisco Systems from a "buy" rating to a "hold" rating in a research note on Saturday. Zacks Research raised Cisco Systems from a "hold" rating to a "strong-buy" rating in a research report on Monday, January 26th. Weiss Ratings reissued a "buy (b)" rating on shares of Cisco Systems in a report on Tuesday, January 27th. Finally, CICC Research raised their target price on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an "outperform" rating in a research note on Friday, February 13th. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, Cisco Systems presently has an average rating of "Moderate Buy" and an average price target of $89.55.

Cisco Systems Price Performance

NASDAQ:CSCO opened at $78.33 on Friday. The firm has a market capitalization of $309.40 billion, a price-to-earnings ratio of 27.48, a PEG ratio of 2.96 and a beta of 0.87. 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 business has a 50 day simple moving average of $78.02 and a 200-day simple moving average of $74.50. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its earnings results 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 return on equity of 27.88% and a net margin of 19.22%.The company's revenue for the quarter was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.94 EPS. Equities analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. This is a boost from Cisco Systems's previous quarterly dividend of $0.41. Cisco Systems's dividend payout ratio is presently 58.95%.

Insider Activity at Cisco Systems

In related news, SVP Maria Victoria Wong sold 2,179 shares of the stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total value of $169,395.46. Following the sale, the senior vice president directly owned 28,807 shares of the company's stock, valued at $2,239,456.18. This represents a 7.03% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Charles Robbins sold 19,545 shares of the firm's stock in a transaction dated Friday, February 13th. The stock was 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 directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 75,799 shares of company stock worth $5,815,306 in the last three months. 0.01% of the stock is owned by insiders.

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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