SevenBridge Financial Group LLC Cuts Stock Position in Cisco Systems, Inc. $CSCO

SevenBridge Financial Group LLC trimmed its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 18.0% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 64,067 shares of the network equipment provider’s stock after selling 14,047 shares during the quarter. SevenBridge Financial Group LLC’s holdings in Cisco Systems were worth $4,738,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Bare Financial Services Inc grew its holdings 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 purchasing an additional 308 shares during the last quarter. Marquette Asset Management LLC acquired a new stake in shares of Cisco Systems in the 3rd quarter worth $25,000. Lowe Wealth Advisors LLC grew its stake 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 worth $28,000 after buying an additional 200 shares during the last quarter. Cedar Mountain Advisors LLC raised its stake in 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 buying an additional 251 shares during the last quarter. Finally, Kilter Group LLC acquired a new stake in Cisco Systems in the second quarter worth about $44,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Buying and Selling

In other Cisco Systems news, CEO Charles Robbins sold 19,545 shares of the company’s stock in a transaction dated 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 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. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Michael D. Capellas sold 16,150 shares of the firm’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.28, for a total value of $1,248,072.00. Following the sale, the director owned 157,218 shares in the company, valued at $12,149,807.04. This trade represents a 9.32% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 75,249 shares of company stock valued at $5,776,829 in the last ninety days. Company insiders own 0.01% of the company’s stock.

Wall Street Analysts Forecast Growth

CSCO has been the subject of several research analyst reports. DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Barclays lifted their price objective on shares of Cisco Systems from $71.00 to $76.00 and gave the stock an “equal weight” rating in a research note on Thursday, November 13th. Wells Fargo & Company upped their target price on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Finally, UBS Group lifted their price target on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Three research 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. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $89.55.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $78.10 on Thursday. Cisco Systems, Inc. has a fifty-two week low of $52.11 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 capitalization of $308.49 billion, a P/E ratio of 27.40, a PEG ratio of 2.94 and a beta of 0.87. The stock has a 50-day simple moving average of $77.96 and a two-hundred day simple moving average of $74.35.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results 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. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. During the same period last year, the company earned $0.94 earnings per share. Cisco Systems’s revenue for the quarter was up 9.7% compared to the same quarter last year. On average, equities analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be given 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 annualized dividend and a yield of 2.2%. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is 58.95%.

Key Headlines Impacting 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 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.