WBI Investments LLC Sells 10,207 Shares of Cisco Systems, Inc. $CSCO

WBI Investments LLC lowered its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 47.6% in the third quarter, Holdings Channel reports. The firm owned 11,251 shares of the network equipment provider’s stock after selling 10,207 shares during the period. WBI Investments LLC’s holdings in Cisco Systems were worth $770,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. Bare Financial Services Inc grew its position in shares of Cisco Systems by 531.0% in the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after purchasing an additional 308 shares during the last quarter. Marquette Asset Management LLC bought a new stake in shares of Cisco Systems in the third quarter valued at about $25,000. Lowe Wealth Advisors LLC grew its position in Cisco Systems by 96.2% during 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 in the last quarter. Cedar Mountain Advisors LLC increased its stake in Cisco Systems by 115.7% during the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after acquiring an additional 251 shares during the period. Finally, Kilter Group LLC acquired a new position in Cisco Systems in the 2nd quarter valued at approximately $44,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems News Roundup

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?

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, Director Michael D. Capellas sold 10,850 shares of the stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $77.13, for a total transaction of $836,860.50. Following the sale, the director owned 146,368 shares of the company’s stock, valued at $11,289,363.84. This represents a 6.90% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, SVP Maria Victoria Wong sold 2,179 shares of the business’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total value of $169,395.46. Following the sale, the senior vice president owned 28,807 shares of the company’s stock, valued at approximately $2,239,456.18. The trade was a 7.03% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 46,168 shares of company stock worth $3,527,445 over the last quarter. Corporate insiders own 0.01% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have recently weighed in on the company. Citigroup lifted their price objective on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. BNP Paribas Exane raised their target price on Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. Finally, Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $89.55.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $77.60 on Thursday. The firm has a market cap of $306.51 billion, a price-to-earnings ratio of 27.23, a PEG ratio of 3.00 and a beta of 0.87. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18. The company has a 50 day moving average of $78.22 and a 200-day moving average of $74.70.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results 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. 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 analyst estimates of $15.11 billion. During the same period in the prior year, the company earned $0.94 EPS. Cisco Systems’s revenue for the quarter was up 9.7% on a year-over-year basis. On average, equities analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors 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. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 57.54%.

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.