SageView Advisory Group LLC Raises Holdings in Cisco Systems, Inc. $CSCO

SageView Advisory Group LLC lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 33.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 118,251 shares of the network equipment provider’s stock after purchasing an additional 29,829 shares during the quarter. SageView Advisory Group LLC’s holdings in Cisco Systems were worth $8,091,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in the company. Bare Financial Services Inc raised its holdings in shares of Cisco Systems by 531.0% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after acquiring an additional 308 shares in the last quarter. Marquette Asset Management LLC bought a new stake in Cisco Systems in the third quarter worth $25,000. Lowe Wealth Advisors LLC raised its stake in Cisco Systems by 96.2% during 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 in the last quarter. Cedar Mountain Advisors LLC lifted its position in Cisco Systems by 115.7% during 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, Kilter Group LLC bought a new position in Cisco Systems during the second quarter valued at $44,000. 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: Cisco announced a strategic push into sovereign/secure AI with its “Secure AI Factory” partnership and related deals, reinforcing its positioning in AI infrastructure and security — a catalyst for revenue and enterprise spending momentum. Cisco Secure AI Factory Deal Puts Sovereign AI At Center For Cisco Investors
• Positive Sentiment: Wall Street commentary and retail interest are upbeat: recent analyst coverage and Zacks/market write-ups are drawing investor attention and supporting sentiment around Cisco’s growth story. Cisco Systems, Inc. (CSCO) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Media pieces highlight the broader cybersecurity and AI networking opportunity, which benefits Cisco indirectly, but they also spotlight pure-play competitors — this is industry-positive but mixed for incumbents. The Cybersecurity Market Is Set to Double to $300 Billion by 2030
• Neutral Sentiment: Short interest reports posted anomalous data (zeros and NaN increases) — this looks like a reporting glitch rather than a true surge in shorting activity, so it’s not a clear driver of price action. (Entries dated 3/9–3/10.)
• Neutral Sentiment: Arista’s strong AI-driven networking gains and HPE’s growing networking profitability highlight rising competition and market shifts in enterprise networking — these are industry signals investors should watch for relative share wins/losses. ANET Rises 73.3% in a Year: How Should You Play the Stock? Networking now 30% of HPE revenue but over half of profits
• Negative Sentiment: An analysis piece warns that Cisco’s investment story is shifting — growth hopes are improving but margin pressures and execution risk could weigh on forward profitability if costs rise or product mix changes unfavorably. How The Cisco Systems (CSCO) Investment Story Is Shifting On Growth Hopes And Margin Risks

Cisco Systems Stock Performance

Cisco Systems stock opened at $77.70 on Wednesday. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. The firm has a market capitalization of $306.91 billion, a P/E ratio of 27.26, a price-to-earnings-growth ratio of 2.88 and a beta of 0.87. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18. The company’s 50-day moving average is $77.94 and its 200 day moving average is $74.33.

Cisco Systems (NASDAQ:CSCO) last announced 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. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. During the same quarter in the previous year, the business earned $0.94 earnings per share. The company’s revenue for the quarter was up 9.7% compared to the same quarter last year. Research analysts forecast that Cisco Systems, Inc. will post 3.04 EPS for the current 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 $0.42 dividend. The ex-dividend date is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 2.2%. Cisco Systems’s payout ratio is 57.54%.

Insider Buying and Selling at Cisco Systems

In other news, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the completion of the sale, the director directly owned 61,630 shares of the company’s stock, valued at approximately $4,753,521.90. The trade was a 17.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Michael D. Capellas sold 10,850 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the completion of the transaction, the director directly owned 146,368 shares in the company, valued at $11,289,363.84. This represents a 6.90% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 75,677 shares of company stock valued at $5,811,211. 0.01% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several analysts have recently issued reports on CSCO shares. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. HSBC lifted their price target on Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a research report on Friday, February 13th. KeyCorp upped their price objective on Cisco Systems from $77.00 to $87.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Citic Securities raised their price objective on Cisco Systems from $75.00 to $90.00 in a research note on Monday, November 17th. Finally, Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and lifted their target price for the stock from $80.00 to $100.00 in a report on Monday, January 26th. Three 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 stock. According to MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and a consensus target price of $89.55.

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.