Capital Advisors Inc. OK Raises Holdings in Cisco Systems, Inc. $CSCO

Capital Advisors Inc. OK grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 2.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 895,326 shares of the network equipment provider’s stock after purchasing an additional 24,382 shares during the period. Cisco Systems comprises about 1.1% of Capital Advisors Inc. OK’s investment portfolio, making the stock its 21st biggest holding. Capital Advisors Inc. OK’s holdings in Cisco Systems were worth $68,967,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Marquette Asset Management LLC bought a new stake in Cisco Systems in the 3rd quarter worth about $25,000. Lowe Wealth Advisors LLC lifted its stake in Cisco Systems by 96.2% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 200 shares during the period. Board of the Pension Protection Fund purchased a new stake in shares of Cisco Systems during the 4th quarter valued at about $31,000. Cedar Mountain Advisors LLC boosted its holdings in shares of Cisco Systems by 115.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after acquiring an additional 251 shares during the last quarter. Finally, Holos Integrated Wealth LLC bought a new stake in shares of Cisco Systems in the fourth quarter worth approximately $41,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems News Summary

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

• Positive Sentiment: Truist initiated coverage with a “buy” and $94 price target, giving analysts’ backing that can attract demand and support the rally. Truist starts coverage on Cisco with buy and $94 PT
• Positive Sentiment: Beacon Investment Advisory increased its stake modestly (8,879 shares), a signal of institutional accumulation that can be viewed as incremental support. Beacon Investment Advisory Services Inc. Acquires 8,879 Shares of Cisco Systems, Inc. $CSCO
• Neutral Sentiment: Arista (ANET) is reporting sizable margin expansion driven by AI networking demand — this highlights strong sector demand but also competitive pressure that could influence Cisco’s margin outlook over time. ANET’s Margin Expansion Moderates: Can Growth Be Sustained?
• Neutral Sentiment: Several recent analyst/appeal pieces review Cisco’s pullback and valuation, providing balanced perspectives that may attract longer-term investors evaluating entry after recent volatility. Is It Too Late To Consider Cisco Systems (CSCO) After Its Recent Share Price Pullback?
• Negative Sentiment: Reports tied to a recent Trivy breach suggested a cyberattack link; Cisco says it contained the issue, but security incident headlines briefly pressured sentiment and can amplify risk aversion in networking names. Cisco Stock (CSCO) Wobbles after Reports of Cyberattack Linked to Recent Trivy Breach
• Negative Sentiment: Escalating Middle East tensions — including threats from Iran’s Revolutionary Guard against Western tech firms — are driving broader market volatility and weighing on stocks with global enterprise exposure. Iran’s Revolutionary Guard Threatens to Strike U.S. Companies in Mideast
• Negative Sentiment: Macro headlines and risk-off flows linked to the Middle East drove a recent session where Cisco fell more than the broader market, showing sensitivity to geopolitical shocks despite company-specific fundamentals. Here’s Why Cisco Systems (CSCO) Fell More Than Broader Market

Insider Activity at Cisco Systems

In other news, SVP Maria Victoria Wong sold 551 shares of the stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the sale, the senior vice president directly owned 27,957 shares of the company’s stock, valued at $2,167,785.78. This represents a 1.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the transaction, the executive vice president owned 188,613 shares in the company, valued at approximately $15,040,000.62. This trade represents a 1.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 46,431 shares of company stock worth $3,574,820 in the last 90 days. Insiders own 0.01% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on CSCO. Citigroup increased their price objective on shares of Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. CICC Research lifted their target price on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a research report on Friday, February 13th. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. BNP Paribas Exane increased their price target on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Finally, Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and raised their price target for the stock from $80.00 to $100.00 in a research note on Monday, January 26th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and a consensus target price of $89.76.

Cisco Systems Price Performance

NASDAQ CSCO opened at $77.59 on Wednesday. The business’s fifty day moving average is $79.10 and its 200 day moving average is $75.49. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two 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 company has a market capitalization of $306.47 billion, a PE ratio of 27.22, a price-to-earnings-growth ratio of 2.91 and a beta of 0.87.

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, topping the consensus estimate of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. During the same quarter last year, the company earned $0.94 earnings per share. The business’s revenue for the quarter was up 9.7% compared to the same quarter last year. Sell-side analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be paid a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Thursday, April 2nd. 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 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.