Severin Investments LLC Boosts Holdings in Cisco Systems, Inc. $CSCO

Severin Investments LLC boosted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 115.5% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 13,970 shares of the network equipment provider’s stock after acquiring an additional 7,488 shares during the period. Cisco Systems accounts for about 0.9% of Severin Investments LLC’s holdings, making the stock its 24th biggest position. Severin Investments LLC’s holdings in Cisco Systems were worth $956,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CSCO. Bare Financial Services Inc raised its holdings in shares of Cisco Systems by 531.0% in the 2nd 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 period. Marquette Asset Management LLC bought a new position in Cisco Systems during the third quarter valued at $25,000. Lowe Wealth Advisors LLC increased its position in Cisco Systems by 96.2% in the third 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 increased its position 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 worth $32,000 after buying an additional 251 shares during the last quarter. Finally, Kilter Group LLC bought a new stake in shares of Cisco Systems in the second quarter valued at $44,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on CSCO. President Capital dropped their price target on Cisco Systems from $90.00 to $88.00 in a research report on Wednesday, December 24th. Argus upgraded Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Evercore upgraded shares of Cisco Systems from an “in-line” rating to an “outperform” rating and increased their target price for the stock from $80.00 to $100.00 in a research report on Monday, January 26th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a research note on Thursday, February 12th. 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 stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $89.55.

Insider Buying and Selling

In related news, Director Michael D. Capellas sold 10,850 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $77.13, for a total transaction of $836,860.50. Following the completion of the transaction, the director owned 146,368 shares of the company’s stock, valued at approximately $11,289,363.84. The trade was a 6.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Jeetendra I. Patel sold 11,248 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $854,848.00. Following the sale, the insider directly owned 262,776 shares in the company, valued at $19,970,976. This trade represents a 4.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 46,168 shares of company stock valued at $3,527,445 in the last three months. Insiders own 0.01% of the company’s stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Q2 beat and sizable AI infrastructure demand — Cisco reported fiscal Q2 results that topped expectations, with subscription revenue reaching ~51% of sales and AI infrastructure orders from webscale customers above $2.1B, strengthening the revenue mix and investor thesis around AI-driven networking demand. How Cisco’s AI Infrastructure Orders and NVIDIA Alliance Could Shape Cisco Systems (CSCO) Investors
• Positive Sentiment: Expanded NVIDIA partnership — Cisco expanded its Secure AI Factory with NVIDIA to accelerate secure, end‑to‑end AI deployments from cloud to edge, which can shorten customer deployment timelines and deepen Cisco’s share of AI infrastructure spend. Cisco Secure AI Factory with NVIDIA Makes AI Easier to Deploy and Secure, Anywhere Organizations Need It
• Positive Sentiment: 400G Optical alliance participation — Cisco joined a 400G Optical Multi‑Source Agreement (with Broadcom, NVIDIA, etc.) to drive standards and interoperability for next‑gen AI data center networks, reinforcing its role with cloud and hyperscale customers. Cisco’s 400G Alliance Ties AI Data Centers To Valuation Story
• Positive Sentiment: Analyst and institutional support — Analysts maintain a consensus “Moderate Buy” and noted investors such as Ken Fisher’s fund continue to hold or highlight Cisco as a long‑term position, providing sentiment support. Cisco Systems, Inc. (NASDAQ:CSCO) Given Consensus Rating of “Moderate Buy” by Analysts Cisco Systems Inc. (CSCO): Billionaire Ken Fisher Reignites Interest in Long-Term Holding
• Neutral Sentiment: Additional coverage and product commentary — Multiple outlets and analysts are highlighting Cisco’s AI product pipeline and NVIDIA tie‑ups; these are supportive but may already be priced in, so near‑term upside depends on continued order flow and execution. CSCO Taps NVIDIA to Drive Secure AI at the Edge: More Upside Ahead?
• Negative Sentiment: Valuation concerns — At ~4.95x price‑to‑sales and with a strong AI narrative baked in, some commentary flags Cisco as relatively expensive in the near term, which can prompt profit‑taking despite the operational beat. Cisco is Overvalued at 4.95X PS: Should You Still Buy the Stock?

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $77.60 on Thursday. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. 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 cap of $306.51 billion, a PE ratio of 27.23, a price-to-earnings-growth ratio of 3.00 and a beta of 0.87. The stock has a fifty day moving average of $78.22 and a 200-day moving average of $74.70.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to analysts’ expectations of $15.11 billion. During the same quarter in the prior year, the firm posted $0.94 EPS. The firm’s quarterly revenue was up 9.7% on a year-over-year basis. Equities research analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share 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 given a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is 57.54%.

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.