Indivisible Partners Makes New $1.54 Million Investment in Cisco Systems, Inc. $CSCO

Key Points

• Indivisible Partners established a new stake in Cisco (CSCO), buying 19,963 shares in Q4 valued at roughly $1.54 million.
• Analyst sentiment is broadly positive with a MarketBeat consensus of “Moderate Buy” and a $90.29 price target, while several firms have raised targets (UBS $95, Rosenblatt $100, Evercore as high as $110) or issued buy/strong‑buy ratings.
• Cisco recently beat quarterly expectations (EPS $1.04 vs. $1.02; revenue $15.35B, up 9.7% y/y), is expanding its security portfolio by acquiring Astrix Security and adding Qmulos, and raised its quarterly dividend to $0.42 per share.

Indivisible Partners purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 19,963 shares of the network equipment provider's stock, valued at approximately $1,537,000.

Several other institutional investors and hedge funds have also bought and sold shares of CSCO. Marquette Asset Management LLC purchased a new position in Cisco Systems in the third quarter worth $25,000. Board of the Pension Protection Fund purchased a new stake in shares of Cisco Systems during the fourth quarter valued at $31,000. EQ Wealth Advisors LLC purchased a new stake in shares of Cisco Systems during the fourth quarter valued at $31,000. Cedar Mountain Advisors LLC grew its holdings in shares of Cisco Systems by 115.7% during the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider's stock valued at $32,000 after buying an additional 251 shares during the last quarter. Finally, Joseph Group Capital Management purchased a new stake in shares of Cisco Systems during the fourth quarter valued at $38,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on the stock. UBS Group boosted their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the company a "buy" rating in a report on Thursday, February 12th. Rosenblatt Securities reissued a "buy" rating and set a $100.00 price target on shares of Cisco Systems in a research report on Thursday, February 12th. Wall Street Zen downgraded shares of Cisco Systems from a "buy" rating to a "hold" rating in a research report on Saturday, March 14th. Weiss Ratings reaffirmed a "buy (b)" rating on shares of Cisco Systems in a report on Friday, April 24th. Finally, Argus raised shares of Cisco Systems to a "strong-buy" rating in a report on Friday, February 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $90.29.

Insider Buying and Selling at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 1,744 shares of the stock in a transaction dated Thursday, March 12th. The shares were sold at an average price of $77.07, for a total transaction of $134,410.08. Following the sale, the executive vice president directly owned 156,693 shares of the company's stock, valued at $12,076,329.51. This represents a 1.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Charles Robbins sold 19,545 shares of the firm's stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the completion of the transaction, the chief executive officer directly owned 671,095 shares in the company, valued at $51,003,220. This represents a 2.83% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 46,431 shares of company stock worth $3,574,820. 0.01% of the stock is currently owned by company insiders.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Evercore raised its price target on Cisco to $110 and kept an "outperform" rating, signaling analyst confidence in upside tied to Cisco’s product mix (about a 17% implied upside from recent levels). Evercore price target raise
• Positive Sentiment: Cisco announced plans to acquire Israeli cybersecurity firm Astrix Security, expanding its access/connectivity security capabilities — a move that should accelerate product-led sales and M&A synergy messaging. Cisco to acquire Israeli co Astrix Security
• Positive Sentiment: Cisco is pushing security momentum by adding Qmulos to its SolutionsPlus program and integrating compliance analytics with its broader security portfolio (and deeper Splunk ties), which simplifies procurement and upsell opportunities to enterprise customers. Cisco Security Push With Astrix And Qmulos
• Positive Sentiment: Analysts (Evercore coverage) argue Cisco’s Silicon One ASIC business is underappreciated and could be a multi‑year growth driver for routing and AI networking — supportive for longer‑term revenue and margin upside. Silicon One underappreciated
• Positive Sentiment: Longer‑term tech roadmap: Cisco highlighted a Universal Quantum Switch for routing quantum information over standard fiber — a strategic signal that Cisco is positioning for future, high‑value networking platforms. Universal Quantum Switch
• Neutral Sentiment: Partner ecosystem news: C1 earned full Preferred status across Cisco 360 designations — positive for channel execution but incremental vs. the larger company story. C1 Preferred Partner status
• Neutral Sentiment: Broader market context: tech stocks were mixed in recent sessions; some industry earnings (Microchip, Gen Digital, News Corp, BlackBerry) are being watched by investors but are not directly tied to Cisco’s fundamentals. Tech stocks mixed

Cisco Systems Price Performance

NASDAQ:CSCO opened at $94.30 on Wednesday. Cisco Systems, Inc. has a one year low of $58.58 and a one year high of $94.72. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The firm has a market cap of $372.47 billion, a price-to-earnings ratio of 33.09, a PEG ratio of 3.49 and a beta of 0.92. The firm's fifty day moving average is $81.77 and its two-hundred day moving average is $78.24.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping 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 analyst estimates of $15.11 billion. During the same period in the prior year, the company posted $0.94 EPS. The company'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 EPS for the current year.

Cisco Systems Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd were paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.8%. 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. Cisco Systems's dividend payout ratio is currently 58.95%.

About Cisco Systems

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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