Thurston Springer Miller Herd & Titak Inc. Boosts Stock Holdings in Cisco Systems, Inc. $CSCO

Thurston Springer Miller Herd & Titak Inc. lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 428.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 29,509 shares of the network equipment provider’s stock after acquiring an additional 23,930 shares during the quarter. Cisco Systems makes up approximately 0.8% of Thurston Springer Miller Herd & Titak Inc.’s portfolio, making the stock its 19th largest position. Thurston Springer Miller Herd & Titak Inc.’s holdings in Cisco Systems were worth $2,273,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in the company. Marquette Asset Management LLC purchased a new position in Cisco Systems during the third quarter worth about $25,000. Board of the Pension Protection Fund bought a new position in shares of Cisco Systems during the 4th quarter worth approximately $31,000. Lowe Wealth Advisors LLC lifted its position in shares of Cisco Systems by 96.2% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after buying an additional 200 shares in the last quarter. Cedar Mountain Advisors LLC boosted its stake in shares of Cisco Systems by 115.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after buying an additional 251 shares during the last quarter. Finally, Holos Integrated Wealth LLC purchased a new position in shares of Cisco Systems in the 4th quarter worth approximately $41,000. 73.33% of the stock is owned by institutional investors.

Insider Activity

In other Cisco Systems news, insider Jeetendra I. Patel sold 11,248 shares of the stock in a transaction dated Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $854,848.00. Following the completion of the transaction, the insider owned 262,776 shares in the company, valued at $19,970,976. This trade represents a 4.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CEO Charles Robbins sold 19,545 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 transaction of $1,485,420.00. Following the completion of the sale, the chief executive officer directly owned 671,095 shares in the company, valued at approximately $51,003,220. This trade represents a 2.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco published a new “State of Wireless” report showing broad enterprise investment in Wi‑Fi and wireless as a revenue/efficiency multiplier tied to AI and IoT demand — a positive signal for Cisco’s wireless and infrastructure product demand. Cisco Report: Strategic Wireless Investments are Driving Higher ROI for Enterprises in the AI Era
• Positive Sentiment: Cisco will headline a COMPUTEX keynote (SVP Jeremy Foster) to present a “full‑stack approach to AI” — a visible positioning move that could help sales momentum and investor perception around Cisco’s AI infrastructure strategy. Cisco Makes Its Debut at COMPUTEX Keynote!
• Positive Sentiment: Coverage noting broker interest and upgrade momentum suggests some sell‑side optimism and index/market‑driven flows that can support the stock (analyst attention often boosts liquidity and sentiment). Brokers Suggest Investing in Cisco (CSCO): Read This Before Placing a Bet
• Neutral Sentiment: Stories flagging that CSCO is a “trending” ticker and being watched by Zacks users — indicates retail/investor interest but not a direct fundamental catalyst. Is Trending Stock Cisco Systems, Inc. (CSCO) a Buy Now?
• Neutral Sentiment: Private‑market deals in cloud communications (CallTower sale/ investment) highlight consolidation in collaboration/cloud services — tangential to Cisco’s UC and collaboration market but not an immediate CSCO earnings driver. CallTower Announces Strategic Investment from Court Square Capital Partners
• Negative Sentiment: Coverage reports Cisco’s gross margin contracted sequentially and Q3 commentary points to lower margins as AI revenue mix and higher memory costs weigh on profitability — a clear near‑term risk to EPS and multiple expansion. Cisco’s Gross Margin Contracts Sequentially: Is Growth Getting Harder?

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $79.02 on Friday. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The stock has a fifty day simple moving average of $79.36 and a two-hundred day simple moving average of $75.62. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18. The firm has a market cap of $312.12 billion, a price-to-earnings ratio of 27.73, a price-to-earnings-growth ratio of 2.98 and a beta of 0.83.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.02. The firm had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business’s revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the company posted $0.94 earnings per share. Analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 2.1%. 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. Cisco Systems’s payout ratio is currently 58.95%.

Analysts Set New Price Targets

CSCO has been the topic of a number of recent analyst reports. Truist Financial began coverage on Cisco Systems in a report on Tuesday. They set a “buy” rating and a $94.00 price target on the stock. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Argus upgraded Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. HSBC boosted their price target on shares of Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a report on Friday, February 13th. Finally, Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Four equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $89.76.

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.