Modera Wealth Management LLC Sells 30,210 Shares of Cisco Systems, Inc. $CSCO

Modera Wealth Management LLC decreased its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 3.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 763,792 shares of the network equipment provider’s stock after selling 30,210 shares during the period. Modera Wealth Management LLC’s holdings in Cisco Systems were worth $58,835,000 at the end of the most recent quarter.

A number of other institutional investors have also added to or reduced their stakes in CSCO. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main grew its holdings in Cisco Systems by 413.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock valued at $1,553,645,000 after buying an additional 18,030,441 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in Cisco Systems by 110.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock valued at $1,259,369,000 after buying an additional 9,648,265 shares in the last quarter. Wellington Management Group LLP grew its holdings in Cisco Systems by 19.5% during the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock valued at $2,309,066,000 after buying an additional 5,498,375 shares in the last quarter. Invesco Ltd. grew its holdings in Cisco Systems by 10.5% during the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after buying an additional 5,081,469 shares in the last quarter. Finally, Danske Bank A S purchased a new stake in Cisco Systems during the 3rd quarter valued at approximately $233,956,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Trading Up 0.3%

CSCO stock opened at $80.68 on Wednesday. The firm has a fifty day moving average price of $79.47 and a 200 day moving average price of $75.90. Cisco Systems, Inc. has a fifty-two week low of $52.67 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 firm has a market cap of $318.68 billion, a PE ratio of 28.31, a price-to-earnings-growth ratio of 2.98 and a beta of 0.83.

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. The company had revenue of $15.35 billion during the quarter, compared to analyst estimates 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 period in the previous year, the firm earned $0.94 earnings per share. Sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently disclosed 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. 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 yield of 2.1%. Cisco Systems’s payout ratio is presently 58.95%.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco is named as a founding participant in Anthropic’s Project Glasswing, which gives major tech firms early access to Anthropic’s more powerful “Mythos” model to hunt for AI-driven vulnerabilities — this positions Cisco in collaborative cyber‑defense efforts that could boost demand for its security and networking products. Anthropic Lets Apple, Amazon Test More Powerful Mythos AI Model
• Positive Sentiment: Cisco released its State of Industrial AI report showing two‑thirds of industrial orgs are in live AI deployments but cite network readiness and security as scaling constraints — a finding that highlights Cisco’s addressable market for networking/security upgrades. Cisco Research: Industrial AI Moves into Physical Operations, Readiness Gaps Determine Scale
• Positive Sentiment: Cisco appointed Pete (Peter) Shimer — a seasoned Deloitte executive with CFO/COO/C-suite experience — to its board and Audit Committee, strengthening governance and signaling focus on scale and financial oversight as Cisco leans into AI infrastructure. Cisco Appoints Pete Shimer to its Board of Directors
• Positive Sentiment: Technical momentum: CSCO recently moved above its 50‑day moving average, a short‑term bullish signal that often attracts momentum traders. Cisco Systems (CSCO) Recently Broke Out Above the 50-Day Moving Average
• Neutral Sentiment: Cisco and Quest Alliance launched efforts to modernize vocational IT training in India — positive for long‑term brand, talent pipeline and CSR but unlikely to move near‑term earnings. Cisco and Quest Alliance Are Modernizing Vocational Training for India’s Next-Gen Workforce
• Neutral Sentiment: Sector ripple: Cybersecurity peers (Palo Alto, CrowdStrike) jumped after Anthropic’s partnerships were announced — a sector lift that likely helped Cisco shares given its security exposure, but this is an indirect effect. Palo Alto, CrowdStrike Stocks Pop After Anthropic Announces Partnerships
• Neutral Sentiment: Market coverage notes CSCO outpaced the broader market recently — useful confirmation of the move but not a new fundamental catalyst. Why Cisco Systems (CSCO) Outpaced the Stock Market Today

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on CSCO shares. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. Erste Group Bank lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Citigroup raised their target price on shares of Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Finally, Evercore raised shares of Cisco Systems from an “in-line” rating to an “outperform” rating and raised their target price for the company from $80.00 to $100.00 in a report on Monday, January 26th. Four research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and an average price target of $89.76.

Insider Activity at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 11,248 shares of Cisco Systems stock in a transaction on 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 directly owned 262,776 shares of the company’s stock, valued at $19,970,976. The trade was a 4.10% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the transaction, the executive vice president directly 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 46,431 shares of company stock valued at $3,574,820 over the last three months. Corporate insiders own 0.01% of the company’s stock.

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.