Crestwood Advisors Group LLC Purchases 8,827 Shares of Cisco Systems, Inc. $CSCO

Crestwood Advisors Group LLC raised its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.8% in the fourth quarter, Holdings Channel reports. The firm owned 192,656 shares of the network equipment provider’s stock after acquiring an additional 8,827 shares during the quarter. Crestwood Advisors Group LLC’s holdings in Cisco Systems were worth $14,840,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of CSCO. Arrowstreet Capital Limited Partnership increased its stake in Cisco Systems by 110.2% during the 3rd 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 in the last quarter. Wellington Management Group LLP increased its stake in Cisco Systems by 19.5% during the 3rd 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 in the last quarter. Invesco Ltd. increased its stake in Cisco Systems by 10.5% during the 3rd 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 in the last quarter. Vanguard Group Inc. increased its stake in Cisco Systems by 1.0% during the 4th 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 in the last quarter. Finally, Danske Bank A S bought a new stake in Cisco Systems during the 3rd quarter valued at about $233,956,000. 73.33% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

CSCO has been the subject of a number of research analyst reports. Erste Group Bank lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. 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 note on Friday, February 13th. Wall Street Zen lowered shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. JPMorgan Chase & Co. lifted their price target on shares of Cisco Systems from $95.00 to $96.00 and gave the stock an “overweight” rating in a research note on Thursday, April 16th. Finally, Rosenblatt Securities reiterated a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. Three analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus price target of $90.29.

Insider Activity at Cisco Systems

In related news, CEO Charles Robbins sold 19,545 shares of the business’s stock in a transaction that occurred on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the completion of the sale, the chief executive officer directly owned 671,095 shares in the company, valued at approximately $51,003,220. The trade was a 2.83% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the business’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total transaction of $134,410.08. Following 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 SEC filing for this sale provides additional information. Insiders sold a total of 46,431 shares of company stock valued at $3,574,820 in the last three months. Corporate insiders own 0.01% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: Analysts and previews signal a likely Q3 beat and margin focus, which supports upside expectations ahead of the print. Cisco Q3 Earnings Preview
• Positive Sentiment: Consensus research notes growth in earnings expectations and constructive commentary about Cisco’s secular positioning (AI/networking exposure), which underpins higher price targets at some shops. Investment Story Shifting
• Positive Sentiment: Cisco confirmed participation in multiple May–June investor events (J.P. Morgan, etc.), increasing visibility with the financial community and giving management more chances to articulate guidance and margin drivers. Investor Events
• Neutral Sentiment: Research notes show a split analyst narrative — some lift targets while others caution that recent optimism reduces the margin for disappointment; this makes post-earnings guidance the key catalyst. Analyst Views Diverge
• Neutral Sentiment: Macro calendar (inflation data) and its potential impact on guidance and IT spending is a near-term watch item highlighted in week-ahead previews. Week Ahead
• Negative Sentiment: Cisco recently underperformed peers and there were headlines noting a sharp session decline, signaling near-term profit-taking and sensitivity to broader market moves. These short-term flows could amplify volatility into earnings. Stock Drops Despite Market Gains
• Negative Sentiment: MarketWatch flagged underperformance relative to competitors, a reminder that any weak guidance or margin miss could prompt a larger pullback. Underperformance vs. Peers

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $92.16 on Friday. The firm has a 50 day moving average of $82.32 and a 200 day moving average of $78.56. 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 market capitalization of $364.02 billion, a price-to-earnings ratio of 32.34, a price-to-earnings-growth ratio of 3.44 and a beta of 0.92. Cisco Systems, Inc. has a 12-month low of $59.42 and a 12-month high of $94.71.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.02. The company had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same period in the previous year, the business posted $0.94 earnings per share. On average, research analysts anticipate that Cisco Systems, Inc. will post 3.42 earnings per share for the current year.

Cisco Systems Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd were given a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.8%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date was Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is presently 58.95%.

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.