Wilmington Savings Fund Society FSB Sells 118,162 Shares of Cisco Systems, Inc. $CSCO

Wilmington Savings Fund Society FSB lessened its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 20.7% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 451,409 shares of the network equipment provider’s stock after selling 118,162 shares during the period. Wilmington Savings Fund Society FSB’s holdings in Cisco Systems were worth $30,885,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in the company. Bare Financial Services Inc lifted its stake in Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after purchasing an additional 308 shares during the last quarter. Marquette Asset Management LLC acquired a new position in shares of Cisco Systems during the 3rd quarter worth $25,000. Lowe Wealth Advisors LLC boosted its stake in Cisco Systems by 96.2% in the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 200 shares in the last quarter. Cedar Mountain Advisors LLC boosted its stake in Cisco Systems by 115.7% in 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 in the last quarter. Finally, Kilter Group LLC bought a new position in Cisco Systems in the second quarter valued at about $44,000. 73.33% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts have recently commented on CSCO shares. Rosenblatt Securities reissued a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a report on Thursday, February 12th. BNP Paribas Exane upped their price objective on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Finally, Morgan Stanley boosted their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

Cisco Systems Price Performance

Shares of NASDAQ:CSCO opened at $79.27 on Wednesday. The firm has a market cap of $313.11 billion, a PE ratio of 27.81, a price-to-earnings-growth ratio of 2.98 and a beta of 0.87. The firm’s fifty day moving average is $78.16 and its 200-day moving average is $74.68. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The business had revenue of $15.35 billion during 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%.Cisco Systems’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the prior year, the business posted $0.94 earnings per share. Sell-side analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be paid a $0.42 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. Cisco Systems’s payout ratio is currently 58.95%.

Insider Activity at Cisco Systems

In related news, CEO Charles Robbins sold 19,545 shares of Cisco Systems stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $1,485,420.00. Following the transaction, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at $51,003,220. The trade was a 2.83% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, SVP Maria Victoria Wong sold 2,179 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total value of $169,395.46. Following the completion of the sale, the senior vice president owned 28,807 shares in the company, valued at $2,239,456.18. The trade was a 7.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 75,799 shares of company stock valued at $5,815,306 over the last ninety days. Insiders own 0.01% of the company’s stock.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco joined a new 400G Optical Multi‑Source Agreement with Broadcom, NVIDIA and others to set technical standards for 400G optical interfaces — a move that should accelerate interoperable AI data‑center deployments and support long‑term demand for Cisco networking gear. Read More.
• Positive Sentiment: Cisco expanded its Secure AI Factory with NVIDIA to enable secure, end‑to‑edge AI deployments (reference architectures with NVIDIA Spectrum‑X and Cisco Silicon One), which can shorten AI rollout timelines and increase networking & security attach rates. Read More.
• Positive Sentiment: Operational headlines back the product news: Cisco reported a fiscal-Q2 beat, subscription revenue is now ~51% of sales, and webscale AI infrastructure orders topped ~$2.1B — concrete signs that AI demand is translating into bookings and recurring revenue. Read More.
• Positive Sentiment: Analyst sentiment is constructive: a consensus rating of “Moderate Buy” was reported, which can support further inflows if reinforced by the company’s AI momentum. Read More.
• Positive Sentiment: High‑profile investor interest: Ken Fisher’s long‑running stake and renewed attention to Cisco is a positive signal for long‑term holders. Read More.
• Neutral Sentiment: Broader AI/semiconductor news (e.g., NVIDIA’s new Vera CPU) could reshape infrastructure architectures; impacts on Cisco depend on adoption of partner reference architectures versus alternate stacks. Read More.
• Neutral Sentiment: Optical‑networking peers (e.g., Ciena) have seen sharp rallies on AI/optical demand; that sector strength can be a tailwind for Cisco’s optics/networking exposure but also raises relative valuation comparisons. Read More.
• Negative Sentiment: Some commentary warns about growth‑stock froth and historic valuation risks (dot‑com comparisons), which could cap multiple expansion for Cisco despite improving fundamentals — watch P/E and subscription margin trajectory. Read More.

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.