Cisco Systems, Inc. $CSCO Shares Sold by Montag A & Associates Inc.

Montag A & Associates Inc. lowered its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 6.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 121,101 shares of the network equipment provider’s stock after selling 7,960 shares during the period. Montag A & Associates Inc.’s holdings in Cisco Systems were worth $9,328,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of CSCO. Arrowstreet Capital Limited Partnership increased its holdings in shares of Cisco Systems by 110.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock valued at $1,259,369,000 after purchasing an additional 9,648,265 shares during the period. Wellington Management Group LLP increased its holdings in shares of Cisco Systems by 19.5% in the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock valued at $2,309,066,000 after purchasing an additional 5,498,375 shares during the period. Invesco Ltd. increased its holdings in shares of Cisco Systems by 10.5% in the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after purchasing an additional 5,081,469 shares during the period. Vanguard Group Inc. increased its holdings in shares of Cisco Systems by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after purchasing an additional 4,049,893 shares during the period. Finally, Danske Bank A S acquired a new position in shares of Cisco Systems in the third quarter valued at approximately $233,956,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: Q2 results and AI/infra momentum — analysts note Cisco’s Q2 beat, raised outlook and AI-infrastructure product momentum as key drivers of the recent share rally and valuation re-rating. A Look At Cisco (CSCO) Valuation After Strong Q2 Results And AI Infrastructure Momentum
• Positive Sentiment: High odds of another earnings beat — a Zacks piece flags Cisco’s strong earnings-surprise history and the factors (revenue strength, margin leverage) that make another upside surprise likely, supporting near-term sentiment. Will Cisco (CSCO) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Policy tailwind for quantum networking — a new U.S. quantum policy bill advancing toward commercialization could accelerate funding and deployment for quantum-related networking tech, an area where Cisco is referenced as a key player. This is a medium-term catalyst for products beyond core routing/switching. National Quantum Policy Bill Advances: IBM, IonQ, Cisco in Focus
• Positive Sentiment: Technical/market momentum — multiple market reports note Cisco hitting fresh peaks and outperforming the Nasdaq index recently, reflecting strong investor demand and positive flow into the name. Cisco Hits Fresh Peak Amid Nasdaq Composite Today Buzz
• Neutral Sentiment: CNBC mention on trader radar — Cisco was referenced on CNBC’s “Final Trades,” a short-term media mention that can attract attention but is not a fundamental catalyst by itself. Netflix, Cisco, Zoom and a health care stock on CNBC’s ‘Final Trades’
• Neutral Sentiment: Peer strength — Arista (a data-center networking peer) is gaining momentum ahead of its earnings, highlighting competitive dynamics in the data-center space; this is worth monitoring but hasn’t materially changed Cisco’s trajectory yet. This Nvidia Rival Gains Momentum Ahead Of Earnings Report
• Neutral Sentiment: Ongoing bullish write-ups — several bullish theses and valuation analyses (Substack/InsiderMonkey/Yahoo) are circulating, reinforcing investor interest but largely echoing the same drivers: AI demand, recurring revenue, and attractive cash returns. Is Cisco Systems, Inc. (CSCO) A Good Stock To Buy Now?

Cisco Systems Trading Up 0.4%

Shares of CSCO stock opened at $91.85 on Friday. The business’s fifty day moving average price is $81.46 and its 200 day moving average price is $78.00. Cisco Systems, Inc. has a 1-year low of $58.58 and a 1-year high of $92.92. The firm has a market capitalization of $362.80 billion, a PE ratio of 32.23, a P/E/G ratio of 3.46 and a beta of 0.92. 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 (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share 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 firm had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. During the same quarter in the prior year, the company posted $0.94 earnings per share. Cisco Systems’s quarterly revenue was up 9.7% on a year-over-year basis. As a group, sell-side analysts forecast that Cisco Systems, Inc. will post 3.4 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd were given a dividend of $0.42 per share. The ex-dividend date was Thursday, April 2nd. 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 yield of 1.8%. Cisco Systems’s dividend payout ratio (DPR) is presently 58.95%.

Analyst Ratings Changes

CSCO has been the topic of a number of recent research reports. Wall Street Zen lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Zacks Research lowered Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Erste Group Bank lowered Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Rosenblatt Securities reaffirmed a “buy” rating and set a $100.00 price objective on shares of Cisco Systems in a report on Thursday, February 12th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a report on Friday, April 24th. Three analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $89.81.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total transaction of $634,489.50. Following the sale, the executive vice president directly owned 187,097 shares in the company, valued at approximately $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the business’s stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the sale, the executive vice president owned 156,693 shares in the company, valued at approximately $12,076,329.51. The trade was a 1.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 46,431 shares of company stock valued at $3,574,820 in the last 90 days. 0.01% of the stock is owned by corporate insiders.

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.