Roberts Capital Advisors LLC Purchases New Shares in Cisco Systems, Inc. $CSCO

Posted by Hanz Christensen on Mar 12th, 2026

Roberts Capital Advisors LLC acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund acquired 10,324 shares of the network equipment provider’s stock, valued at approximately $706,000.

Several other institutional investors have also added to or reduced their stakes in CSCO. Bare Financial Services Inc raised its stake in Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after buying an additional 308 shares in the last quarter. Marquette Asset Management LLC purchased a new stake in Cisco Systems in the third quarter worth about $25,000. Lowe Wealth Advisors LLC boosted its position 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 in the last quarter. Cedar Mountain Advisors LLC raised its position 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 acquiring an additional 251 shares in the last quarter. Finally, Kilter Group LLC purchased a new position in shares of Cisco Systems in the 2nd quarter valued at approximately $44,000. 73.33% of the stock is currently owned by institutional investors.

Trending Headlines about Cisco Systems

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

Positive Sentiment: Cisco’s “Secure AI Factory” deal emphasizes its role in sovereign and enterprise AI infrastructure, strengthening the company’s software/security narrative that investors view as higher‑margin long term. Cisco Secure AI Factory Deal Puts Sovereign AI At Center For Cisco Investors
Positive Sentiment: Media analysis highlights Cisco’s “agentic” AI roadmap, suggesting upside beyond networking hardware into software and AI services — a structural growth story that supports a higher valuation multiple. How Cisco’s Artificial Intelligence ‘Agentic’ Makeover Will Rewire Internet Pioneer
Positive Sentiment: Management’s presentation at Morgan Stanley highlighted strong FQ2 execution and demand for AI infrastructure and security, reinforcing near‑term revenue momentum and investor confidence. Cisco Systems (CSCO) Presents at Morgan Stanley’s Conference, Here’s What You Need to Know
Positive Sentiment: Industry research projects sizable cybersecurity market growth through 2031, which benefits Cisco’s security portfolio and recurring‑revenue mix. Cybersecurity Solutions Market Research Report 2026-2031, Profiles of Prominent Players – Palo Alto Networks, Fortinet, CrowdStrike, Cisco Systems, IBM
Neutral Sentiment: Cisco’s Networking Academy partnership with Senac Brasil aims to build long‑term talent and market access in underserved regions — positive for brand and adoption but limited near‑term financial impact. In Partnership with Senac Brasil and Senac Pará, the Cisco Networking Academy Provides Pathway to AI-enriched Future
Neutral Sentiment: Public data on short interest in March appears noisy/insignificant (reported as 0 shares with NaN changes), so there’s no clear short‑squeeze or covering story driving today’s move.
Neutral Sentiment: Elevated media and analyst attention (Zacks, sector writeups) is bringing investor focus to CSCO, which can amplify moves but doesn’t by itself change fundamentals. Cisco Systems, Inc. (CSCO) is Attracting Investor Attention: Here is What You Should Know
Neutral Sentiment: Geopolitical tensions (Iran-related attacks on regional data centers) create execution risk for hyperscaler and cloud buildouts in the Middle East — a macro factor that could indirectly affect hardware demand. How the Iran war could impact hyperscalers’ massive AI buildout in the Middle East
Negative Sentiment: Cisco faces margin pressure from higher memory costs and a hardware‑heavy product mix; that reduces near‑term operating leverage even as top‑line growth accelerates. This is the clearest near‑term risk to valuation. Cisco Balances Amazon Skills Push With Ongoing Margin Pressures

Cisco Systems Stock Up 0.5%

Shares of Cisco Systems stock opened at $78.10 on Thursday. The company has a 50-day simple moving average of $77.96 and a two-hundred day simple moving average of $74.35. The stock has a market capitalization of $308.49 billion, a PE ratio of 27.40, a price-to-earnings-growth ratio of 2.94 and a beta of 0.87. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-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.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The firm had revenue of $15.35 billion for 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%. The business’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.94 earnings per share. On average, analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The firm 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. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 annualized dividend and a yield of 2.2%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio (DPR) is 58.95%.

Analysts Set New Price Targets

A number of research firms have issued reports on CSCO. 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 report on Thursday, February 12th. Citic Securities increased their price target on shares of Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. Citigroup boosted their price objective on shares of Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Melius Research raised their target price on shares of Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Finally, Barclays lifted their target price on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a report on Thursday, November 13th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $89.55.

Get Our Latest Analysis on Cisco Systems

Insiders Place Their Bets

In other news, insider Jeetendra I. Patel sold 11,248 shares of the business’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $854,848.00. Following the completion of the transaction, the insider owned 262,776 shares in the company, valued at $19,970,976. The trade was a 4.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Kristina M. Johnson sold 13,481 shares of the company’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total value of $1,039,789.53. Following the transaction, the director directly owned 61,630 shares in the company, valued at approximately $4,753,521.90. The trade was a 17.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 75,249 shares of company stock worth $5,776,829. 0.01% of the stock is owned by corporate insiders.

Cisco Systems Company Profile

(Free Report)

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.