Thompson Davis & CO. Inc. Makes New Investment in Cisco Systems, Inc. $CSCO

Thompson Davis & CO. Inc. acquired a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm acquired 6,834 shares of the network equipment provider’s stock, valued at approximately $526,000.

A number of other large investors also recently modified their holdings of the stock. Brighton Jones LLC raised its position in Cisco Systems by 49.5% in the 4th 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 during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Cisco Systems by 37.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock worth $542,000 after buying an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC boosted its position in Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after buying an additional 712 shares during the last quarter. Schnieders Capital Management LLC. increased its stake in shares of 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 during the period. Finally, RiverFront Investment Group LLC increased its stake in shares of Cisco Systems by 87.0% in the 2nd quarter. RiverFront Investment Group LLC now owns 17,433 shares of the network equipment provider’s stock valued at $1,210,000 after buying an additional 8,113 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Key Cisco Systems News

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

• Positive Sentiment: Cisco participated in a $2.5B private placement in memory-chip maker Nanya Technology alongside other tech firms, signaling a strategic bet on memory supply and potential commercial ties that could help Cisco’s hardware and systems businesses. Nanya Technology shares surge 10% after $2.5 billion private placement
• Positive Sentiment: Cisco signed an MOU with Atom Computing to explore linking neutral-atom quantum computers via quantum networks — a move that advances Cisco’s positioning in next‑generation networking and distributed quantum architectures. Atom Computing Announces Strategic Collaboration with Cisco
• Positive Sentiment: BofA reaffirmed a Buy on CSCO with a $95 price target, citing strong AI and data-center demand — analyst support like this can lift sentiment and provide upside to the stock’s multiple. Cisco (CSCO) Rated Buy on Strong AI and Data Center Demand
• Positive Sentiment: Recent coverage highlighting Cisco outperforming the broader market reinforces momentum and investor confidence in its cash flows and dividend profile. Cisco Systems (CSCO) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Multiple short‑interest reports show nonsensical/zero values and NaN changes for March — the data appears unreliable, so there’s no clear short-squeeze or bearish short-interest signal from these entries.
• Negative Sentiment: Analysis pieces note rising valuation expectations are colliding with margin pressures and higher input costs; investors should watch margin trends and FY26 execution as elevated valuation hopes increase downside risk if margins slip. How Cisco Systems (CSCO) Story Is Shifting With Margin Pressures And Higher Valuation Hopes

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the transaction, the executive vice president directly owned 188,613 shares in the company, valued at approximately $15,040,000.62. The trade was a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, SVP Maria Victoria Wong sold 551 shares of the business’s stock in a transaction dated Wednesday, March 11th. The shares were 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 of the company’s stock, valued at approximately $2,167,785.78. The trade was a 1.93% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 46,431 shares of company stock worth $3,574,820 in the last three months. 0.01% of the stock is owned by insiders.

Cisco Systems Stock Up 1.2%

Cisco Systems stock opened at $81.83 on Thursday. The firm has a market capitalization of $323.22 billion, a price-to-earnings ratio of 28.71, a PEG ratio of 3.06 and a beta of 0.87. The company’s 50 day simple moving average is $78.74 and its 200 day simple moving average is $75.10. 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.

Cisco Systems (NASDAQ:CSCO) last issued 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 firm had revenue of $15.35 billion during the quarter, compared to the consensus estimate 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 quarter in the prior year, the firm earned $0.94 earnings per share. As a group, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be given a $0.42 dividend. 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%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio is currently 57.54%.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. UBS Group upped their price target on Cisco Systems from $90.00 to $95.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Zacks Research upgraded shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a research note on Thursday, February 12th. Finally, CICC Research lifted their price target on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a research report on Friday, February 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus price target of $89.55.

Cisco Systems 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.