Matrix Asset Advisors Inc. NY Sells 22,042 Shares of Cisco Systems, Inc. $CSCO

Matrix Asset Advisors Inc. NY reduced its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 16.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 112,308 shares of the network equipment provider’s stock after selling 22,042 shares during the period. Matrix Asset Advisors Inc. NY’s holdings in Cisco Systems were worth $8,651,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Marquette Asset Management LLC bought a new stake in Cisco Systems in the 3rd quarter valued at approximately $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 raised its holdings in shares of 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 purchasing an additional 200 shares during the last quarter. Cedar Mountain Advisors LLC raised its holdings in shares of 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 purchasing 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 $41,000. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Price Performance

NASDAQ:CSCO opened at $77.93 on Thursday. The company has a market cap of $307.81 billion, a P/E ratio of 27.34, a P/E/G ratio of 2.93 and a beta of 0.83. The firm’s fifty day moving average price is $79.18 and its two-hundred day moving average price is $75.51. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $88.18. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results 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. The company had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. Cisco Systems’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same quarter last year, the company posted $0.94 EPS. Equities analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio is presently 57.54%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q2 results and said AI infrastructure orders have surged; management guided FY revenue to $61.2–$61.7B, reinforcing revenue momentum and the company’s AI networking story. CSCO Stock Slipped ~4% This Week Even as AI Infrastructure Orders Surged
• Positive Sentiment: Truist initiated coverage with a “buy/strong-buy” view and a $94 price target, signaling analyst confidence that Cisco can capture more AI‑driven networking spend. Truist Securities initiates coverage of Cisco Systems (CSCO) with buy recommendation
• Positive Sentiment: Cisco signed an MOU with Atom Computing to explore quantum networking links, extending its AI/infra narrative into emerging quantum/distributed compute networking — a longer‑term strategic positive. Is Cisco’s Quantum Networking Push With Atom Computing Reshaping Its AI Infrastructure Story (CSCO)?
• Neutral Sentiment: Coverage and ratings pages (e.g., Barron’s) are being updated as analysts reassess Cisco amid recent results and macro volatility — watch for changes in consensus estimates. Cisco Systems Inc. (Research Ratings)
• Neutral Sentiment: Investor pieces debating whether the recent pullback is a buying opportunity or a pause in the rally — useful for positioning but not news-driven catalysts. Is It Too Late To Consider Cisco Systems (CSCO)?
• Negative Sentiment: Reports of a cyberattack tied to a recent Trivy breach briefly rattled the stock — even contained incidents can raise short‑term risk perception for a network‑security vendor. Cisco Stock (CSCO) Wobbles after Reports of Cyberattack Linked to Recent Trivy Breach
• Negative Sentiment: Heightened Middle‑East geopolitical tensions and threats from Iran to Western tech firms have pressured indexes and risk appetite, contributing to Cisco’s recent weekly pullback. Iran’s Revolutionary Guard Threatens to Strike U.S. Companies in Mideast
• Negative Sentiment: Despite positive fundamental developments, shares slipped ~4–5% over the past week — likely profit‑taking and macro/sector rotation outweighing company‑specific tailwinds in the near term. CSCO Stock Slipped ~4% This Week Even as AI Infrastructure Orders Surged

Insider Buying and Selling

In related news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the sale, the executive vice president directly owned 187,097 shares in the company, valued at $14,874,211.50. The trade was a 4.09% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Charles Robbins sold 19,545 shares of the company’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $76.00, for a total value of $1,485,420.00. Following the completion of the transaction, the chief executive officer directly owned 671,095 shares in the company, valued at approximately $51,003,220. This represents a 2.83% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 46,431 shares of company stock valued at $3,574,820 in the last ninety days. 0.01% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on CSCO. BNP Paribas Exane raised their target price on shares of Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. UBS Group boosted their price target on shares of Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Rosenblatt Securities restated a “buy” rating and issued a $100.00 price objective on shares of Cisco Systems in a report on Thursday, February 12th. Morgan Stanley lifted their target price on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Finally, DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Four investment 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, the stock presently has an average rating of “Moderate Buy” and an average price target of $89.76.

About Cisco Systems

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.