Heartwood Wealth Advisors LLC trimmed its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 70.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,220 shares of the network equipment provider’s stock after selling 17,243 shares during the quarter. Heartwood Wealth Advisors LLC’s holdings in Cisco Systems were worth $556,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Green Alpha Advisors LLC lifted its stake in shares of Cisco Systems by 1.2% during the 4th quarter. Green Alpha Advisors LLC now owns 12,349 shares of the network equipment provider’s stock worth $951,000 after buying an additional 141 shares during the last quarter. Benchmark Financial Wealth Advisors LLC grew its stake in Cisco Systems by 1.4% in the 3rd quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock valued at $715,000 after buying an additional 142 shares during the last quarter. Cobblestone Capital Advisors LLC NY raised its holdings in Cisco Systems by 0.6% in the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider’s stock valued at $1,685,000 after acquiring an additional 142 shares during the period. Yoder Wealth Management Inc. raised its holdings in Cisco Systems by 3.8% in the 3rd quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock valued at $270,000 after acquiring an additional 143 shares during the period. Finally, Weaver Consulting Group lifted its position in Cisco Systems by 1.5% during the third quarter. Weaver Consulting Group now owns 9,940 shares of the network equipment provider’s stock worth $680,000 after acquiring an additional 145 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.
Insiders Place Their Bets
In other Cisco Systems news, SVP Maria Victoria Wong sold 2,179 shares of the business’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 transaction of $169,395.46. Following the completion of the transaction, the senior vice president directly 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the sale, the executive vice president owned 188,613 shares of the company’s stock, valued at $15,040,000.62. The trade was a 1.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 46,431 shares of company stock valued at $3,574,820 over the last three months. 0.01% of the stock is owned by corporate insiders.
Cisco Systems Stock Up 1.2%
Cisco Systems (NASDAQ:CSCO – Get Free Report) last announced its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) 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 firm had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. During the same period in the prior year, the company posted $0.94 earnings per share. The business’s revenue for the quarter was up 9.7% on a year-over-year basis. Sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.
Cisco Systems Increases Dividend
The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be given a dividend of $0.42 per share. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is 57.54%.
Cisco Systems News Roundup
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco participated in a $2.5B private placement in memory-chip maker Nanya Technology alongside other tech firms, signaling a strategic bet on memory supply and potential commercial ties that could help Cisco’s hardware and systems businesses. Nanya Technology shares surge 10% after $2.5 billion private placement
- Positive Sentiment: Cisco signed an MOU with Atom Computing to explore linking neutral-atom quantum computers via quantum networks — a move that advances Cisco’s positioning in next‑generation networking and distributed quantum architectures. Atom Computing Announces Strategic Collaboration with Cisco
- Positive Sentiment: BofA reaffirmed a Buy on CSCO with a $95 price target, citing strong AI and data-center demand — analyst support like this can lift sentiment and provide upside to the stock’s multiple. Cisco (CSCO) Rated Buy on Strong AI and Data Center Demand
- Positive Sentiment: Recent coverage highlighting Cisco outperforming the broader market reinforces momentum and investor confidence in its cash flows and dividend profile. Cisco Systems (CSCO) Laps the Stock Market: Here’s Why
- Neutral Sentiment: Multiple short‑interest reports show nonsensical/zero values and NaN changes for March — the data appears unreliable, so there’s no clear short-squeeze or bearish short-interest signal from these entries.
- Negative Sentiment: Analysis pieces note rising valuation expectations are colliding with margin pressures and higher input costs; investors should watch margin trends and FY26 execution as elevated valuation hopes increase downside risk if margins slip. How Cisco Systems (CSCO) Story Is Shifting With Margin Pressures And Higher Valuation Hopes
Wall Street Analyst Weigh In
CSCO has been the subject of a number of research analyst reports. Argus upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. President Capital dropped their price target on Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. CICC Research boosted their price target on Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research note on Friday, February 13th. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Finally, BNP Paribas Exane increased their price objective on Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average target price of $89.55.
Get Our Latest Research Report on Cisco Systems
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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