KLCM Advisors Inc. Has $14.99 Million Holdings in Cisco Systems, Inc. $CSCO

KLCM Advisors Inc. decreased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 219,013 shares of the network equipment provider’s stock after selling 9,608 shares during the quarter. Cisco Systems makes up approximately 1.5% of KLCM Advisors Inc.’s portfolio, making the stock its 19th biggest position. KLCM Advisors Inc.’s holdings in Cisco Systems were worth $14,985,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of CSCO. Norges Bank acquired a new stake in shares of Cisco Systems during the second quarter valued at about $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its holdings in shares of Cisco Systems by 413.3% during the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock worth $1,553,645,000 after purchasing an additional 18,030,441 shares during the last quarter. Franklin Resources Inc. increased its stake in shares of Cisco Systems by 46.2% in the second quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock valued at $2,833,261,000 after buying an additional 12,904,969 shares during the period. Laurel Wealth Advisors LLC raised its holdings in Cisco Systems by 6,778.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock valued at $472,479,000 after buying an additional 6,711,004 shares during the last quarter. Finally, Vanguard Group Inc. raised its holdings in Cisco Systems by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock valued at $27,334,996,000 after buying an additional 5,039,714 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco’s push to become an “agentic” AI platform is being framed as a major strategic hinge that could expand software and services revenue beyond traditional hardware, supporting a higher multiple if execution follows. Read More.
• Positive Sentiment: Management’s March presentation at Morgan Stanley highlighted strong FQ2 demand and AI‑infrastructure/security momentum, reinforcing the view that revenue mix is shifting toward higher‑value software and services. Read More.
• Positive Sentiment: Large TAM growth in cybersecurity (industry reports project strong CAGR) keeps Cisco relevant as a top vendor in security and managed services — a durable growth avenue even if hardware cycles slow. Read More.
• Positive Sentiment: Ongoing customer/education initiatives (Cisco Networking Academy partnerships in Brazil) support long‑term demand and brand strength in emerging markets, helpful for service adoption and recruitment. Read More.
• Neutral Sentiment: Retail and analyst attention is elevated (Zacks/coverage notes), which can amplify moves but doesn’t change fundamentals by itself. Read More.
• Neutral Sentiment: Reported short interest readings in early March show effectively zero reported short positions — suggests limited immediate squeeze dynamics, though the data appears anomalous and should be interpreted cautiously.
• Neutral Sentiment: Competitive landscape: peers like Arista and HPE are investing heavily in AI/5G networking, underlining both market opportunity and competitive pressure for Cisco’s hardware and services. Read More. Read More.
• Negative Sentiment: Margin pressure remains a meaningful near‑term risk: management has cited higher memory costs and a hardware‑heavy product mix weighing gross margins — this could cap multiple expansion until cost trends normalize. Read More.
• Negative Sentiment: Geopolitical risk (reported strikes on Middle East data centers) could disrupt hyperscaler and telecom AI buildouts in the region, creating execution risk for large infrastructure spend that benefits Cisco customers and partners. Read More.

Analyst Ratings Changes

CSCO has been the topic of a number of research reports. BNP Paribas Exane boosted their target price 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. Melius Research raised their price target on shares of Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. CICC Research boosted their price objective 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. DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Finally, Citic Securities raised their target price on Cisco Systems from $75.00 to $90.00 in a research report on Monday, November 17th. Three analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus price target of $89.55.

Cisco Systems Stock Up 0.5%

Cisco Systems stock opened at $78.10 on Thursday. The firm has a market cap of $308.49 billion, a price-to-earnings ratio of 27.40, a PEG ratio of 2.94 and a beta of 0.87. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18. 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 50 day moving average price of $77.96 and a two-hundred day moving average price of $74.35.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating 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 analyst estimates of $15.11 billion. During the same period in the prior year, the firm posted $0.94 EPS. The company’s quarterly revenue was up 9.7% on a year-over-year basis. Equities analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The firm 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 $0.42 dividend. 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. This represents a $1.68 annualized dividend and a dividend yield of 2.2%. Cisco Systems’s dividend payout ratio is 58.95%.

Insider Transactions at Cisco Systems

In other Cisco Systems news, Director Kristina M. Johnson sold 13,481 shares of Cisco Systems stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total value of $1,039,789.53. Following the completion of the sale, the director directly owned 61,630 shares in the company, valued at approximately $4,753,521.90. The trade was a 17.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Jeetendra I. Patel sold 11,248 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $854,848.00. Following the completion of the transaction, the insider directly owned 262,776 shares in the company, valued at approximately $19,970,976. This trade represents a 4.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 75,249 shares of company stock worth $5,776,829. Corporate insiders own 0.01% of the company’s stock.

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.