Park Avenue Securities LLC Has $24.58 Million Holdings in Cisco Systems, Inc. $CSCO

Park Avenue Securities LLC grew its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 21.8% in the fourth quarter, Holdings Channel reports. The fund owned 319,098 shares of the network equipment provider’s stock after acquiring an additional 57,009 shares during the quarter. Park Avenue Securities LLC’s holdings in Cisco Systems were worth $24,580,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Bare Financial Services Inc raised its position 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 valued at $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 during the third quarter valued at about $25,000. Lowe Wealth Advisors LLC grew its holdings in shares of 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 purchasing an additional 200 shares during the last quarter. Cedar Mountain Advisors LLC increased its stake in shares of 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 period. Finally, Holos Integrated Wealth LLC bought a new position in Cisco Systems in the 4th quarter valued at approximately $41,000. 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: Cisco launched a 10‑year “40 Communities” initiative to boost local emergency connectivity, digital skills and cybersecurity education — a program that can strengthen customer relationships with governments, expand public-sector sales opportunities, and bolster ESG positioning. Cisco Community Push Puts 40 Communities Initiative In Investor Focus
• Positive Sentiment: Cisco joined a new 400G Optical Multi‑Source Agreement (with Broadcom, NVIDIA, etc.), reinforcing its role in next‑generation AI data‑center networking — a direct product/capacity story that supports revenue leverage if AI infrastructure spending accelerates. Cisco’s 400G Alliance Ties AI Data Centers To Valuation Story
• Positive Sentiment: Goldman Sachs’ strategist flagged AI, cybersecurity and infrastructure as sector winners — a thematic endorsement that benefits Cisco as a core networking and security vendor in those categories. The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider
• Neutral Sentiment: Analysts maintain a constructive stance: consensus ratings remain around “Moderate Buy,” supporting continued investor interest but not signaling dramatic upgrades. Cisco Systems, Inc. Given Consensus Rating of “Moderate Buy” by Analysts
• Neutral Sentiment: Market commentary notes Cisco is showing relative strength versus broader Nasdaq weakness, suggesting technical resilience that traders are watching. Blue-Chip Tech Stock Could Topple Overhead Resistance
• Neutral Sentiment: Industry pieces (e.g., on suppliers like Jabil) reference Cisco as a major customer — an indirect signal of demand in networking and cloud hardware supply chains but not a direct company update. Jabil Quietly Manufactures an Accelerating Stock Price Rally (CSCO)
• Negative Sentiment: Two executive vice presidents disclosed stock sales this week (Oliver Tuszik sold ~3,132 shares at ~$79.74; Deborah Stahlkopf sold ~7,981 shares at ~$79.50). While insider sales can be routine, they sometimes weigh on sentiment when clustered. Oliver Tuszik Form 4 (SEC) Deborah L. Stahlkopf Form 4 (SEC)
• Negative Sentiment: Valuation concerns: at least one analyst note argues Cisco is expensive on a price‑to‑sales multiple, which could cap upside if earnings growth disappoints versus elevated expectations. Cisco is Overvalued at 4.95X PS: Should You Still Buy the Stock?

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the stock. JPMorgan Chase & Co. lifted their target price on shares of Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a research report on Monday, February 9th. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Citigroup boosted their price objective on shares of Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and an average price target of $89.55.

Cisco Systems Stock Up 1.2%

Cisco Systems stock opened at $78.51 on Friday. The firm has a market cap of $310.11 billion, a price-to-earnings ratio of 27.55, a PEG ratio of 2.93 and a beta of 0.87. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-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 50 day moving average price of $78.31 and a two-hundred day moving average price of $74.72.

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, beating analysts’ consensus estimates of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company 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 firm posted $0.94 EPS. The company’s quarterly revenue was up 9.7% on a year-over-year basis. Equities analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. 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. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is currently 57.54%.

Insider Activity

In related news, EVP Thimaya K. Subaiya sold 1,744 shares of the firm’s stock in a transaction that occurred on 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 sale, the executive vice president owned 156,693 shares of the company’s stock, valued at $12,076,329.51. This trade represents a 1.10% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of Cisco Systems stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the sale, the executive vice president owned 187,097 shares of the company’s stock, valued at approximately $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 46,431 shares of company stock worth $3,574,820. 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.