FSA Advisors Inc. Takes $4.43 Million Position in Cisco Systems, Inc. $CSCO

Key Points

• FSA Advisors acquired a new stake of 57,517 shares in Cisco Systems (NASDAQ:CSCO) in Q4 valued at approximately $4.43 million, and institutional investors now own about 73.33% of the company.
• Cisco reported a Q2 earnings beat and cited AI-infrastructure momentum, spurring analyst upgrades and a consensus rating of "Moderate Buy" with an average price target of $89.81.
• Cisco increased its quarterly dividend to $0.42 (1.8% yield), while company insiders have recently sold shares and now hold just 0.01% of the stock.

FSA Advisors Inc. acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 57,517 shares of the network equipment provider's stock, valued at approximately $4,431,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. boosted its stake in shares of Cisco Systems by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider's stock valued at $30,730,602,000 after purchasing an additional 4,049,893 shares during the period. Invesco Ltd. boosted its stake in shares of Cisco Systems by 10.5% in the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider's stock valued at $3,668,182,000 after purchasing an additional 5,081,469 shares during the period. Northern Trust Corp boosted its stake in shares of Cisco Systems by 3.5% in the third quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider's stock valued at $3,318,275,000 after purchasing an additional 1,631,703 shares during the period. Franklin Resources Inc. boosted its stake in shares of Cisco Systems by 4.4% in the third quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider's stock valued at $2,917,530,000 after purchasing an additional 1,804,625 shares during the period. Finally, Legal & General Group Plc lifted its stake in Cisco Systems by 7.2% in the third 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. Hedge funds and other institutional investors own 73.33% of the company's stock.

Trending Headlines about 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?

Analyst Ratings Changes

A number of research analysts recently issued reports on CSCO shares. Rosenblatt Securities reiterated a "buy" rating and issued a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. BNP Paribas Exane lifted their price target on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an "outperform" rating in a research note on Thursday, February 12th. UBS Group lifted their price target on shares of Cisco Systems from $90.00 to $95.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. JPMorgan Chase & Co. lifted their price target on shares of Cisco Systems from $95.00 to $96.00 and gave the stock an "overweight" rating in a research note on Thursday, April 16th. Finally, DZ Bank upgraded shares of Cisco Systems to a "strong-buy" rating in a research note on Friday, February 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average target price of $89.81.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the firm's stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total transaction of $634,489.50. Following the sale, the executive vice president owned 187,097 shares of the company's stock, valued at approximately $14,874,211.50. This trade represents a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Oliver Tuszik sold 3,132 shares of the firm's stock in a transaction that occurred on Wednesday, March 18th. The stock was 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 in the company, valued at approximately $15,040,000.62. The trade was a 1.63% 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. Company insiders own 0.01% of the company's stock.

Cisco Systems Price Performance

CSCO stock opened at $91.85 on Monday. 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, Inc. has a twelve month low of $58.58 and a twelve month high of $92.92. The company's 50 day moving average is $81.46 and its two-hundred day moving average is $78.07. The stock has a market cap of $362.80 billion, a P/E ratio of 32.23, a PEG ratio of 3.46 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping analysts' consensus estimates of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company had revenue of $15.35 billion for the quarter, compared to analysts' expectations of $15.11 billion. During the same quarter last year, the company earned $0.94 earnings per share. The firm's revenue for the quarter was up 9.7% on a year-over-year basis. Research analysts expect that Cisco Systems, Inc. will post 3.4 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd were issued a dividend of $0.42 per share. The ex-dividend date of this dividend was Thursday, April 2nd. 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 yield of 1.8%. Cisco Systems's dividend payout ratio is 58.95%.

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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