Farther Finance Advisors LLC Acquires 40,211 Shares of Cisco Systems, Inc. $CSCO

Key Points

• Farther Finance Advisors boosted its Cisco stake by 34.8%, buying 40,211 shares to hold 155,848 shares worth roughly $12.0 million, as institutional investors now own about 73.33% of the stock.
• Cisco slightly beat quarterly expectations (EPS $1.04 vs. $1.02; revenue $15.35B vs. $15.11B) and analysts point to an AI‑networking surge and stronger infrastructure demand as key drivers lifting momentum and guidance.
• Market sentiment is mixed but tilted positive with a consensus "Moderate Buy" and an average price target of $89.76, while valuation gains (≈47% over one year) and concerns about the $28B Splunk deal’s impact on free cash flow temper enthusiasm.

Farther Finance Advisors LLC raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 34.8% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 155,848 shares of the network equipment provider's stock after purchasing an additional 40,211 shares during the quarter. Farther Finance Advisors LLC's holdings in Cisco Systems were worth $12,005,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Arrowstreet Capital Limited Partnership boosted its holdings in Cisco Systems by 110.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider's stock worth $1,259,369,000 after acquiring an additional 9,648,265 shares during the last quarter. Wellington Management Group LLP boosted its holdings in Cisco Systems by 19.5% during the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider's stock worth $2,309,066,000 after acquiring an additional 5,498,375 shares during the last quarter. Invesco Ltd. boosted its holdings in Cisco Systems by 10.5% during the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider's stock worth $3,668,182,000 after acquiring an additional 5,081,469 shares during the last quarter. Danske Bank A S purchased a new position in Cisco Systems during the 3rd quarter worth $233,956,000. Finally, Legal & General Group Plc boosted its holdings in Cisco Systems by 7.2% during the 3rd quarter. Legal & General Group Plc now owns 37,674,954 shares of the network equipment provider's stock worth $2,577,720,000 after acquiring an additional 2,535,716 shares during the last quarter. Institutional investors own 73.33% of the company's stock.

More Cisco Systems News

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

• Positive Sentiment: Zacks and others highlight an AI networking surge driving material top‑line momentum; Zacks says AI‑driven networking contributed to substantial revenue growth and helps justify further upside as infrastructure and wireless demand shift in Cisco’s favor. Cisco's AI Networking Surge Gathers Momentum
• Positive Sentiment: Bullish analysis on Seeking Alpha notes AI infrastructure orders (including hyperscaler demand) and disciplined OPEX helped Cisco raise full‑year EPS guidance after the quarter, supporting the investment case despite margin pressure from memory costs. Cisco Remains A Buy As AI Tailwinds Broaden
• Neutral Sentiment: Cisco is reportedly in talks to buy Israeli cybersecurity startup Astrix for roughly $250–$350M to bolster AI‑agent security monitoring — a strategic tuck‑in that strengthens Cisco’s security stack but is not a material spend relative to its balance sheet. M&A News: Cisco in Talks to Acquire Astrix
• Neutral Sentiment: Valuation pieces note a strong 1‑year share run (up ~47% over 1 year) and ask whether current levels are fair; these analyses are weighing momentum versus stretched gains. Is Cisco Systems Fairly Priced?
• Negative Sentiment: Zacks downgraded Cisco from "strong‑buy" to "hold," removing some buy‑side conviction and likely prompting short‑term selling pressure. Zacks Downgrades Cisco
• Negative Sentiment: Bear case from Seeking Alpha flags the $28B Splunk deal for materially increasing debt, compressing free cash flow versus pre‑Splunk levels, and limiting dividend upside — a structural FCF concern investors are reacting to. AI Top-Line Boom Can't Hide Free Cash Flow Problem

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the company'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 sale, the executive vice president directly owned 188,613 shares of the company's stock, valued at $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, SVP Maria Victoria Wong sold 551 shares of the company's stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total value of $42,724.54. Following the sale, the senior vice president owned 27,957 shares in the company, valued at approximately $2,167,785.78. This represents a 1.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 46,431 shares of company stock valued at $3,574,820. Insiders own 0.01% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on CSCO shares. HSBC lifted their price objective on shares of Cisco Systems from $74.00 to $77.00 and gave the stock a "hold" rating in a report on Friday, February 13th. BNP Paribas Exane lifted their price objective on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an "outperform" rating in a report on Thursday, February 12th. Morgan Stanley lifted their price objective on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an "overweight" rating in a report on Wednesday, December 17th. CICC Research lifted their price objective on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an "outperform" rating in a report on Friday, February 13th. Finally, Weiss Ratings reissued a "buy (b)" rating on shares of Cisco Systems in a report on Tuesday, January 27th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $89.76.

Cisco Systems Price Performance

NASDAQ CSCO opened at $82.36 on Thursday. The company has a market cap of $325.31 billion, a PE ratio of 28.90, a price-to-earnings-growth ratio of 3.12 and a beta of 0.83. Cisco Systems, Inc. has a 52 week low of $53.83 and a 52 week high of $88.18. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45. The firm's 50-day simple moving average is $79.79 and its two-hundred day simple moving average is $76.48.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its quarterly earnings data 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. The business 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%. The company's revenue was up 9.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.94 earnings per share. Research analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 2.0%. This is a boost from Cisco Systems's previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems's payout ratio is currently 58.95%.

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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