Savvy Advisors Inc. Grows Stock Position in Cisco Systems, Inc. $CSCO

Savvy Advisors Inc. boosted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 31.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 45,202 shares of the network equipment provider’s stock after acquiring an additional 10,748 shares during the period. Savvy Advisors Inc.’s holdings in Cisco Systems were worth $3,093,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Onyx Bridge Wealth Group LLC lifted its holdings in shares of Cisco Systems by 14.4% in the third quarter. Onyx Bridge Wealth Group LLC now owns 10,908 shares of the network equipment provider’s stock valued at $746,000 after purchasing an additional 1,376 shares in the last quarter. Willis Johnson & Associates Inc. acquired a new position in shares of Cisco Systems during the 3rd quarter worth approximately $339,000. Plan A Wealth LLC raised its position in shares of Cisco Systems by 7.0% during the 3rd quarter. Plan A Wealth LLC now owns 6,036 shares of the network equipment provider’s stock worth $413,000 after purchasing an additional 395 shares during the last quarter. Cibc World Market Inc. lifted its stake in Cisco Systems by 22.9% in the 3rd quarter. Cibc World Market Inc. now owns 1,206,519 shares of the network equipment provider’s stock valued at $82,550,000 after buying an additional 224,748 shares in the last quarter. Finally, Caprock Group LLC acquired a new stake in Cisco Systems during the 3rd quarter valued at $10,391,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insiders Place Their Bets

In other Cisco Systems news, CEO Charles Robbins sold 281,860 shares of Cisco Systems stock in a transaction that occurred on Monday, November 17th. The shares were sold at an average price of $78.35, for a total transaction of $22,083,731.00. Following the transaction, the chief executive officer directly owned 820,887 shares of the company’s stock, valued at $64,316,496.45. The trade was a 25.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Michael D. Capellas sold 16,150 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the sale, the director owned 157,218 shares of the company’s stock, valued at approximately $12,149,807.04. This represents a 9.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 1,044,865 shares of company stock worth $81,397,635. 0.01% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on CSCO shares. Morgan Stanley upped their price objective on Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, November 22nd. Evercore ISI raised their price target on shares of Cisco Systems from $100.00 to $175.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 3rd. CICC Research lifted their price target on shares of Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a report on Friday, November 14th. Finally, President Capital reduced their price objective on shares of Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and an average target price of $94.45.

Cisco Systems Stock Performance

Shares of CSCO stock opened at $85.54 on Thursday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. The firm has a market capitalization of $337.98 billion, a price-to-earnings ratio of 32.16, a price-to-earnings-growth ratio of 3.26 and a beta of 0.87. Cisco Systems, Inc. has a one year low of $52.11 and a one year high of $88.18. The company has a 50 day moving average price of $77.91 and a 200 day moving average price of $72.99.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The business’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same period in the prior year, the firm posted $0.94 EPS. Sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS 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 $0.42 dividend. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.0%. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.

Cisco Systems News Roundup

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

• Positive Sentiment: Record Q2 revenue, EPS beats on the headline metrics and Cisco raised its FY26 outlook — evidence of strong demand (particularly from AI hyperscalers). This supports longer‑term revenue growth expectations. CISCO REPORTS SECOND QUARTER EARNINGS
• Positive Sentiment: New Silicon One G300 AI switching silicon positions Cisco to compete for large AI‑data‑center spend (big TAM). That product news underpins the company’s AI infrastructure narrative and potential market share gains vs. competitors. Silicon One G300 Announcement Drives Sentiment
• Positive Sentiment: Board approved a 2% quarterly dividend increase to $0.42 — a shareholder‑friendly move that signals management confidence and supports income investors. CISCO REPORTS SECOND QUARTER EARNINGS
• Neutral Sentiment: Analyst sentiment and price targets remain broadly positive with several upgrades and above‑consensus targets — this supports upside but may already be priced into the stock. Quiver Quant Q2 Earnings Summary
• Neutral Sentiment: Valuation debate: some outlets question whether recent multi‑year gains have priced in the AI upside, so investor patience may be required for further upside. Is Cisco Fairly Priced?
• Negative Sentiment: Near‑term guidance was essentially in line with expectations rather than a clear beat; investors punished the stock after the quarter even though results were strong — market focus shifted to guidance cadence. CNBC: Stock Drops on Mediocre Forecast
• Negative Sentiment: Gross margin came in below some estimates and management noted higher memory/component costs are pressuring margins; that near‑term margin risk is a key reason traders sold shares. MSN: Higher Memory Costs Pressure Margins
• Negative Sentiment: Operating cash flow softened year‑over‑year and capex rose; combined with notable insider selling reported by third parties, these items add execution and governance noise for short‑term traders. Quiver Quant: Financials & Insider Activity

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.