Turtle Creek Wealth Advisors LLC Acquires 8,610 Shares of Cisco Systems, Inc. $CSCO

Turtle Creek Wealth Advisors LLC grew its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 57.5% in the 4th quarter, HoldingsChannel.com reports. The fund 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 quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. waypoint wealth counsel raised its stake in Cisco Systems by 1.5% in the fourth quarter. waypoint wealth counsel now owns 14,378 shares of the network equipment provider’s stock worth $1,108,000 after buying an additional 217 shares in the last quarter. B. Metzler seel. Sohn & Co. AG increased its stake in shares of Cisco Systems by 11.5% during the fourth quarter. B. Metzler seel. Sohn & Co. AG now owns 951,181 shares of the network equipment provider’s stock valued at $73,280,000 after purchasing an additional 97,775 shares in the last quarter. Alesco Advisors LLC purchased a new stake in shares of Cisco Systems during the fourth quarter valued at approximately $225,000. West Michigan Advisors LLC grew its holdings in shares of Cisco Systems by 5.3% during the fourth quarter. West Michigan Advisors LLC now owns 50,502 shares of the network equipment provider’s stock valued at $3,890,000 after buying an additional 2,563 shares during the last quarter. Finally, Rather & Kittrell Inc. grew its holdings in shares of Cisco Systems by 4.0% during the fourth quarter. Rather & Kittrell Inc. now owns 4,954 shares of the network equipment provider’s stock valued at $382,000 after buying an additional 191 shares during the last quarter. 73.33% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

CSCO has been the topic of several research reports. Weiss Ratings restated a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. UBS Group lifted their price objective on shares of Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. BNP Paribas Exane upped their price target on shares of Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a report on Thursday, February 12th. Erste Group Bank cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, Truist Financial started coverage on shares of Cisco Systems in a research report on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price for the company. Three research 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 company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $89.81.

Cisco Systems Trading Down 1.3%

Shares of Cisco Systems stock opened at $88.59 on Friday. The firm has a market capitalization of $349.92 billion, a price-to-earnings ratio of 31.08, a PEG ratio of 3.38 and a beta of 0.83. Cisco Systems, Inc. has a 12-month low of $55.16 and a 12-month high of $90.45. The firm’s 50 day simple moving average is $80.30 and its two-hundred day simple moving average is $77.24. 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 (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, topping analysts’ consensus estimates of $1.02 by $0.02. The firm had revenue of $15.35 billion for 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 business’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.94 earnings per share. Analysts predict that Cisco Systems, Inc. will post 3.4 EPS for the current year.

Cisco Systems Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd were paid a $0.42 dividend. The ex-dividend date 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 (DPR) is currently 58.95%.

Cisco Systems News Roundup

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 Transactions at Cisco Systems

In other news, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total value of $249,745.68. Following the sale, the executive vice president owned 188,613 shares in the company, valued at $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the stock in a transaction on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total transaction of $134,410.08. Following the completion of the sale, the executive vice president owned 156,693 shares in the company, valued at $12,076,329.51. The trade was a 1.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 46,431 shares of company stock valued at $3,574,820. 0.01% of the stock is owned by corporate insiders.

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.