Turtle Creek Wealth Advisors LLC Has $1.82 Million Stake in Cisco Systems, Inc. $CSCO

Turtle Creek Wealth Advisors LLC increased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 57.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,592 shares of the network equipment provider’s stock after buying an additional 8,610 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in Cisco Systems were worth $1,817,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Marquette Asset Management LLC bought a new stake in Cisco Systems during the third quarter worth $25,000. Board of the Pension Protection Fund bought a new position in shares of Cisco Systems in the 4th quarter valued at $31,000. Lowe Wealth Advisors LLC lifted its stake in shares of Cisco Systems by 96.2% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 200 shares during the last quarter. Cedar Mountain Advisors LLC raised its position in Cisco Systems by 115.7% during the 3rd 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 last quarter. Finally, Holos Integrated Wealth LLC bought a new position in Cisco Systems during the 4th quarter worth $41,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Stock Down 1.3%

Cisco Systems stock opened at $88.59 on Friday. Cisco Systems, Inc. has a 1-year low of $55.16 and a 1-year high of $90.45. The firm has a market capitalization of $349.92 billion, a price-to-earnings 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. The firm has a 50 day simple moving average of $80.30 and a 200 day simple moving average of $77.24.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share 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 business had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. During the same period in the previous year, the business earned $0.94 EPS. Cisco Systems’s revenue was up 9.7% compared to the same quarter last year. On average, analysts predict that Cisco Systems, Inc. will post 3.4 earnings per share for the current year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd were given a dividend of $0.42 per share. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date was Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.9%. Cisco Systems’s dividend payout ratio (DPR) is presently 58.95%.

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. HSBC increased their price target on Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a report on Friday, February 13th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Weiss Ratings reiterated a “buy (b)” rating on shares of Cisco Systems in a research note on Tuesday, January 27th. DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Finally, JPMorgan Chase & Co. lifted their target price on shares of Cisco Systems from $95.00 to $96.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $89.81.

Key Cisco Systems News

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

• Positive Sentiment: Cisco unveiled a working research prototype of a “Universal Quantum Switch” that can translate and route quantum information across different quantum systems and standard telecom fiber — a notable technology milestone that strengthens Cisco’s long‑term positioning in quantum networking. Cisco shows switch that can connect quantum computers of different kinds
• Positive Sentiment: Cisco published PR and media coverage describing the Universal Quantum Switch as a proof‑of‑concept with low fidelity degradation in early tests — this helps validate the engineering and could attract partners and research customers over time. Cisco Introduces Universal Quantum Switch, Advancing the Path to a Quantum Network
• Positive Sentiment: Analyst and trade coverage point to strong AI order momentum from hyperscalers and expanded partnerships; Cisco is targeting >$5B in FY26 AI deals, which supports near‑term revenue upside and justifies a premium multiple for growth. Cisco Cashes in on AI Order Momentum: More Upside Ahead in 2026?
• Positive Sentiment: Coverage noting a new 52‑week high and bullish price‑target models suggests investor enthusiasm for Cisco’s AI/networking tailwinds and contributes to momentum. Cisco Hits 52-Week High: Should You Still Buy the CSCO Stock?
• Neutral Sentiment: Cisco released its FY25 Purpose Report excerpt emphasizing security, privacy and trust in AI — positive for corporate governance and customer confidence but unlikely to move near‑term revenue materially. Prioritizing Security, Privacy, and Trust in the AI Era | Cisco FY25 Purpose Report
• Neutral Sentiment: Partnership updates — Qmulos products added to Cisco’s Global Price List — improve go‑to‑market breadth for compliance/security offerings but are incremental from a revenue perspective. Qmulos Now Available on Cisco Global Price List (GPL), Accelerating Continuous Compliance Solutions for Joint Customers
• Negative Sentiment: Short‑term price pullback/profit‑taking has been reported in market summaries (Cisco closed lower in the latest session), reflecting traders locking gains after the rally — this can create volatility even with positive longer‑term catalysts. Cisco Systems (CSCO) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Some analysts caution that the stock’s premium valuation and tough competition could limit upside from current levels — a reminder that expectations are high and earnings/execute‑on AI deals will be scrutinized. Why Cisco’s AI and Networking Tailwinds Point to $98.76 in 12 Months

Insider Activity

In other news, SVP Maria Victoria Wong sold 2,179 shares of the business’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the transaction, the senior vice president directly owned 28,807 shares in the company, valued at $2,239,456.18. The trade was a 7.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the completion of the transaction, the executive vice president owned 188,613 shares of the company’s stock, valued at $15,040,000.62. This trade represents a 1.63% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 46,431 shares of company stock worth $3,574,820. Company insiders own 0.01% of the company’s stock.

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.