Modern Wealth Management LLC Acquires 6,727 Shares of Cisco Systems, Inc. $CSCO

Modern Wealth Management LLC lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 7.0% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 103,021 shares of the network equipment provider’s stock after buying an additional 6,727 shares during the quarter. Modern Wealth Management LLC’s holdings in Cisco Systems were worth $7,049,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Norges Bank bought a new stake in Cisco Systems during the 2nd quarter valued at $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings in shares of Cisco Systems by 413.3% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock worth $1,553,645,000 after acquiring an additional 18,030,441 shares during the period. Franklin Resources Inc. boosted its holdings in shares of Cisco Systems by 46.2% in the second quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock worth $2,833,261,000 after acquiring an additional 12,904,969 shares during the period. Laurel Wealth Advisors LLC grew its position in shares of Cisco Systems by 6,778.2% in the second quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock valued at $472,479,000 after purchasing an additional 6,711,004 shares in the last quarter. Finally, Vanguard Group Inc. grew its position in shares of Cisco Systems by 1.3% in the second quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock valued at $27,334,996,000 after purchasing an additional 5,039,714 shares in the last quarter. 73.33% of the stock is owned by institutional investors.

Key Cisco Systems News

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

• Positive Sentiment: Heavy AI order flow, stronger guidance and product momentum — Analysts and coverage pieces highlight Cisco’s growing AI infrastructure business (AI revenue > $2B in 2025) and FY26 targets for higher recognized revenue and orders, plus Silicon One/G300 chip traction and buybacks that support valuation upside. Read More.
• Positive Sentiment: Confirmed hyperscaler demand and partnerships — Reports note heavy AI orders, a new Cisco Secure AI Factory in Australia with NVIDIA and SharonAI, and guidance upgrades that validate near-term revenue drivers. These operational signals are the main fundamental reason some investors remain bullish. Read More.
• Positive Sentiment: Dividend and income appeal — Multiple retirement/dividend-focused articles include NASDAQ dividend names and long-term “set it and forget it” recommendations, supporting demand from income-oriented holders if rates fall. That dynamic could help support the stock over time. Read More.
• Neutral Sentiment: Industry positioning and market studies — Cisco is cited as a leader in email encryption and unified communications market reports, underscoring long-term TAM exposure but not an immediate catalyst. Read More.
• Neutral Sentiment: Management outreach — Cisco presented at the Morgan Stanley TMT conference; transcripts provide detail for investors but did not introduce a surprise that would flip sentiment. Read More.
• Negative Sentiment: Macro and geopolitical uncertainty / market rotation — Broader market factors (regional tensions, shifting bond yields/rate expectations, and profit-taking after YTD gains) are likely weighing on the stock today despite company positives; one article notes regional risks that could affect U.S. investment flows. Read More.
• Negative Sentiment: Mixed commentary and historical caution — Some retail/advice pieces remind investors of past Cisco drawdowns and caution about growth re-rates; these narratives can pressure sentiment during short-term pullbacks. Read More.

Insiders Place Their Bets

In other news, Director Michael D. Capellas sold 10,850 shares of the stock in a transaction on Friday, December 19th. The shares were sold at an average price of $77.13, for a total value of $836,860.50. Following the transaction, the director owned 146,368 shares of the company’s stock, valued at $11,289,363.84. This represents a 6.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Jeetendra I. Patel sold 11,248 shares of the firm’s stock in a transaction on Friday, February 13th. The shares were sold at an average price of $76.00, for a total transaction of $854,848.00. Following the sale, the insider owned 262,776 shares in the company, valued at approximately $19,970,976. This trade represents a 4.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 75,677 shares of company stock valued at $5,811,211 over the last three months. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

NASDAQ:CSCO opened at $78.64 on Friday. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18. The stock has a fifty day moving average of $77.96 and a 200 day moving average of $74.14. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The firm has a market capitalization of $310.62 billion, a price-to-earnings ratio of 27.59, a P/E/G ratio of 2.97 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results 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 business had revenue of $15.35 billion for the quarter, compared to analyst estimates of $15.11 billion. During the same period in the prior year, the company earned $0.94 EPS. The company’s quarterly revenue was up 9.7% compared to the same quarter last year. On average, research analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The business 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. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 57.54%.

Analysts Set New Price Targets

CSCO has been the topic of a number of recent research reports. JPMorgan Chase & Co. increased their price objective on Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. BNP Paribas Exane lifted their target price on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Citigroup upped their price target on Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Rosenblatt Securities reissued a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a report on Thursday, February 12th. Finally, Barclays raised their price objective on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a research report on Thursday, November 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

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.