Cisco Systems, Inc. $CSCO Stake Decreased by Clark Capital Management Group Inc.

Clark Capital Management Group Inc. trimmed its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 16.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,881,624 shares of the network equipment provider’s stock after selling 373,665 shares during the quarter. Cisco Systems comprises 0.8% of Clark Capital Management Group Inc.’s portfolio, making the stock its 24th largest holding. Clark Capital Management Group Inc.’s holdings in Cisco Systems were worth $128,741,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its stake in shares of Cisco Systems by 49.5% in the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock worth $4,392,000 after purchasing an additional 24,562 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after purchasing an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in Cisco Systems by 7.5% in the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock worth $706,000 after purchasing an additional 712 shares during the period. Schnieders Capital Management LLC. grew its position in Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after buying an additional 519 shares in the last quarter. Finally, Beacon Harbor Wealth Advisors Inc. bought a new position in Cisco Systems in the 2nd quarter valued at about $6,205,000. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting 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

A number of analysts have commented on the stock. Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday. HSBC boosted their target price on Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a report on Friday, February 13th. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Monday, January 26th. Finally, DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $89.55.

Cisco Systems Stock Performance

Shares of CSCO opened at $78.33 on Friday. 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’s 50 day moving average is $78.02 and its 200-day moving average is $74.50. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The stock has a market capitalization of $309.40 billion, a P/E ratio of 27.48, a P/E/G ratio of 2.96 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating the consensus estimate of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the prior year, the business earned $0.94 earnings per share. Equities research analysts anticipate 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. Stockholders 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. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.1%. Cisco Systems’s payout ratio is currently 58.95%.

Insider Buying and Selling at Cisco Systems

In other news, CEO Charles Robbins sold 19,545 shares of the company’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the completion of the sale, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at $51,003,220. This represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, SVP Maria Victoria Wong sold 551 shares of Cisco Systems stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the completion of the transaction, the senior vice president directly owned 27,957 shares in the company, valued at $2,167,785.78. This represents a 1.93% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 75,799 shares of company stock worth $5,815,306. 0.01% of the stock is owned by insiders.

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.