Cannell & Spears LLC Has $7.48 Million Stake in Cisco Systems, Inc. $CSCO

Cannell & Spears LLC decreased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 11.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 109,259 shares of the network equipment provider’s stock after selling 14,591 shares during the quarter. Cannell & Spears LLC’s holdings in Cisco Systems were worth $7,476,000 as of its most recent filing with the SEC.

Several other hedge funds have also made changes to their positions in CSCO. Benchmark Financial Wealth Advisors LLC increased its stake in Cisco Systems by 1.4% during the third quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider’s stock valued at $715,000 after acquiring an additional 142 shares during the period. Cobblestone Capital Advisors LLC NY lifted its position in shares of Cisco Systems by 0.6% in the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider’s stock worth $1,685,000 after acquiring an additional 142 shares during the period. Yoder Wealth Management Inc. lifted its position in shares of Cisco Systems by 3.8% in the 3rd quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider’s stock worth $270,000 after acquiring an additional 143 shares during the period. Weaver Consulting Group grew its holdings in shares of Cisco Systems by 1.5% during the 3rd quarter. Weaver Consulting Group now owns 9,940 shares of the network equipment provider’s stock worth $680,000 after purchasing an additional 145 shares in the last quarter. Finally, Wynn Capital LLC increased its position in shares of Cisco Systems by 0.3% during the third quarter. Wynn Capital LLC now owns 48,456 shares of the network equipment provider’s stock valued at $3,315,000 after purchasing an additional 150 shares during the period. Institutional investors own 73.33% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Beat-and-raise quarter: Cisco reported record Q2 revenue and EPS, with hyperscale/cloud AI orders up ~61% to $2.1B and management raising annual AI order expectations — a clear near-term revenue catalyst and reason for investor optimism. Article Title
• Positive Sentiment: Analyst upgrades and higher targets: Multiple firms have raised ratings/targets (Evercore, Citi, Argus, etc.), which supports buying interest and helps lift the stock. Article Title
• Positive Sentiment: Product share gains: Dell’Oro reports Cisco edged out competitors for #1 indoor Wi‑Fi 7 revenue share in 2025 thanks to aggressive pricing — supports near-term hardware demand and competitive positioning. Article Title
• Neutral Sentiment: Dividend raise: Cisco bumped its quarterly dividend to $0.42 (annualized $1.68), a modest positive for income buyers but not a major growth signal. Article Title
• Neutral Sentiment: Valuation & pullback debate: Several pieces weigh whether the recent pullback makes CSCO reasonably priced — useful context for entries but mixed impact on immediate direction. Article Title
• Neutral Sentiment: Investor outreach: Management’s conference presentations (e.g., Morgan Stanley) reiterate networking and AI strengths — improves visibility but is informational rather than catalytic. Article Title
• Negative Sentiment: Margin pressure: Management warned of higher memory costs and a hardware-heavy mix that could compress gross margins despite revenue growth — a key risk to near-term EPS expansion. Article Title
• Negative Sentiment: Insider selling: Recent SEC filings show EVP Thimaya Subaiya sold 1,744 shares and SVP Maria Victoria Wong sold 551 shares last week; amounts are small vs. their holdings but can create short-term sentiment headwinds. Form 4 – Subaiya Form 4 – Wong

Wall Street Analyst Weigh In

CSCO has been the subject of a number of recent research reports. Erste Group Bank lowered Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. UBS Group raised their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Finally, President Capital lowered their target price on shares of Cisco Systems from $90.00 to $88.00 in a research note on Wednesday, December 24th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $89.55.

Insider Activity

In other Cisco Systems news, insider Jeetendra I. Patel sold 11,248 shares of the firm’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 $854,848.00. Following the completion of the sale, the insider owned 262,776 shares in the company, valued at approximately $19,970,976. This trade represents a 4.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the business’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $77.07, for a total transaction of $134,410.08. Following the completion of the transaction, the executive vice president directly owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 75,799 shares of company stock worth $5,815,306. 0.01% of the stock is currently owned by insiders.

Cisco Systems Trading Up 0.8%

CSCO stock opened at $78.33 on Friday. The business has a fifty day moving average price of $78.02 and a 200 day moving average price of $74.50. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85. Cisco Systems, Inc. has a fifty-two week low of $52.11 and a fifty-two week high of $88.18. The stock has a market capitalization of $309.40 billion, a price-to-earnings ratio of 27.48, a P/E/G ratio of 2.96 and a beta of 0.87.

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 analysts’ consensus estimates of $1.02 by $0.02. The company had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business’s revenue was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.94 earnings per share. Analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s payout ratio is currently 58.95%.

About Cisco Systems

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.