Diversified Enterprises LLC Raises Stock Holdings in Cisco Systems, Inc. $CSCO

Diversified Enterprises LLC increased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 87.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 25,063 shares of the network equipment provider’s stock after purchasing an additional 11,657 shares during the period. Diversified Enterprises LLC’s holdings in Cisco Systems were worth $1,931,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Marquette Asset Management LLC purchased a new stake in Cisco Systems in the third quarter worth $25,000. Lowe Wealth Advisors LLC grew its stake 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 purchasing an additional 200 shares during the period. Board of the Pension Protection Fund purchased a new stake in Cisco Systems in the fourth quarter worth $31,000. Cedar Mountain Advisors LLC grew its stake 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 purchasing an additional 251 shares during the period. Finally, Holos Integrated Wealth LLC purchased a new stake in Cisco Systems in the fourth quarter worth $41,000. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, insider Jeetendra I. Patel sold 11,248 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 $854,848.00. Following the transaction, the insider directly owned 262,776 shares of the company’s stock, valued at $19,970,976. This represents a 4.10% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, SVP Maria Victoria Wong sold 2,179 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total value of $169,395.46. Following the transaction, the senior vice president directly owned 28,807 shares in the company, valued at approximately $2,239,456.18. The trade was a 7.03% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 46,431 shares of company stock valued at $3,574,820. Corporate insiders own 0.01% of the company’s stock.

More Cisco Systems News

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

• Positive Sentiment: Surging AI orders from hyperscalers — Cisco is seeing accelerating AI order momentum, targeting over $5B in fiscal‑2026 AI deals which supports revenue growth expectations and long‑term upside. Cisco Cashes in on AI Order Momentum: More Upside Ahead in 2026?
• Positive Sentiment: Quantum networking prototype — Cisco unveiled a working Universal Quantum Switch (research prototype) that preserves quantum information with minimal degradation, signaling long‑term leadership and R&D differentiation in a nascent growth area. Cisco Introduces Universal Quantum Switch, Advancing the Path to a Quantum Network
• Positive Sentiment: Expanded partner channel — Qmulos products are now on Cisco’s Global Price List, simplifying procurement for customers and potentially smoothing sales motions for compliance/security offerings. Qmulos Now Available on Cisco Global Price List (GPL), Accelerating Continuous Compliance Solutions for Joint Customers
• Positive Sentiment: Analyst optimism and price targets — Several writeups point to a clear path for additional upside off recent gains (one model targets ~$98.76), which can support buyer interest if fundamentals continue to surprise on the upside. Why Cisco’s AI and Networking Tailwinds Point to $98.76 in 12 Months
• Neutral Sentiment: Corporate purpose update — Cisco published its FY25 Purpose Report emphasizing security, privacy and trust in AI; important for reputation and enterprise positioning but not an immediate earnings driver. Prioritizing Security, Privacy, and Trust in the AI Era | Cisco FY25 Purpose Report
• Neutral Sentiment: Mixed analyst views — Coverage highlights shifting narratives: strong AI tailwinds but tougher comps/valuation debates; this creates divergent short‑term views among investors. How Cisco Systems (CSCO) Story Is Shifting With Mixed Analyst Views And New AI Moves
• Negative Sentiment: Intraday weakness flagged — Coverage noted Cisco registered a bigger fall than the market in the latest session (lower volume vs. average), reflecting profit‑taking after the rally. Cisco Systems (CSCO) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Valuation and skepticism — Some commentary highlights premium valuation and skeptical analyst takes, which can cap near‑term gains if growth expectations slip. 3 Unpopular Stocks We’re Skeptical Of
• Negative Sentiment: Sector security headlines — Unauthorized access incidents at other AI vendors (Anthropic) raise broader security concerns that can increase customer diligence cycles across AI/networking buys. Unauthorized Users Access Anthropic’s Mythos AI During Limited Testing Rollout

Cisco Systems Trading Down 1.3%

NASDAQ CSCO opened at $88.59 on Friday. The stock has a market cap of $349.92 billion, a P/E ratio of 31.08, a P/E/G ratio of 3.38 and a beta of 0.83. 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 12 month low of $55.16 and a 12 month high of $90.45. The stock’s fifty day moving average price is $80.30 and its 200-day moving average price is $77.24.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The firm had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The company’s quarterly revenue was up 9.7% on a year-over-year basis. During the same period in the prior year, the company posted $0.94 earnings per share. As a group, equities analysts forecast that Cisco Systems, Inc. will post 3.4 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd were issued a dividend of $0.42 per share. The ex-dividend date of this dividend was Thursday, April 2nd. This is an increase 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 1.9%. Cisco Systems’s dividend payout ratio is currently 58.95%.

Analysts Set New Price Targets

A number of research firms have recently commented on CSCO. BNP Paribas Exane increased their target price on Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Citigroup increased their target price on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Erste Group Bank cut Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $89.81.

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.