Diversified Management Inc. Takes Position in Cisco Systems, Inc. $CSCO

Diversified Management Inc. purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) in the fourth quarter, Holdings Channel reports. The institutional investor purchased 16,837 shares of the network equipment provider’s stock, valued at approximately $1,297,000.

A number of other large investors also recently modified their holdings of CSCO. Brighton Jones LLC lifted its stake in shares of Cisco Systems by 49.5% in the 4th quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after acquiring an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in shares of Cisco Systems by 37.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after acquiring an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in shares of Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after acquiring an additional 712 shares during the last quarter. Schnieders Capital Management LLC. lifted its stake in shares of Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after acquiring an additional 519 shares during the last quarter. Finally, Marshall Wace LLP lifted its stake in shares of Cisco Systems by 118.1% in the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after acquiring an additional 590,650 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Stock Down 0.3%

Shares of NASDAQ CSCO opened at $82.36 on Thursday. The company has a market capitalization of $325.31 billion, a P/E ratio of 28.90, a price-to-earnings-growth ratio of 3.12 and a beta of 0.83. Cisco Systems, Inc. has a 52-week low of $53.83 and a 52-week high of $88.18. 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 company’s 50 day moving average price is $79.79 and its 200-day moving average price is $76.48.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) 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 the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.94 EPS. Equities analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 2.0%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is currently 58.95%.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on CSCO. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. HSBC increased their price objective on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a report on Friday, February 13th. JPMorgan Chase & Co. increased their price objective on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a report on Monday, February 9th. DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Finally, Citigroup increased their price objective on Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Three investment 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 company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $89.76.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Zacks and others highlight an AI networking surge driving material top?line momentum; Zacks says AI?driven networking contributed to substantial revenue growth and helps justify further upside as infrastructure and wireless demand shift in Cisco’s favor. Cisco’s AI Networking Surge Gathers Momentum
• Positive Sentiment: Bullish analysis on Seeking Alpha notes AI infrastructure orders (including hyperscaler demand) and disciplined OPEX helped Cisco raise full?year EPS guidance after the quarter, supporting the investment case despite margin pressure from memory costs. Cisco Remains A Buy As AI Tailwinds Broaden
• Neutral Sentiment: Cisco is reportedly in talks to buy Israeli cybersecurity startup Astrix for roughly $250–$350M to bolster AI?agent security monitoring — a strategic tuck?in that strengthens Cisco’s security stack but is not a material spend relative to its balance sheet. M&A News: Cisco in Talks to Acquire Astrix
• Neutral Sentiment: Valuation pieces note a strong 1?year share run (up ~47% over 1 year) and ask whether current levels are fair; these analyses are weighing momentum versus stretched gains. Is Cisco Systems Fairly Priced?
• Negative Sentiment: Zacks downgraded Cisco from “strong?buy” to “hold,” removing some buy?side conviction and likely prompting short?term selling pressure. Zacks Downgrades Cisco
• Negative Sentiment: Bear case from Seeking Alpha flags the $28B Splunk deal for materially increasing debt, compressing free cash flow versus pre?Splunk levels, and limiting dividend upside — a structural FCF concern investors are reacting to. AI Top-Line Boom Can’t Hide Free Cash Flow Problem

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, SVP Maria Victoria Wong sold 551 shares of the company’s stock in a transaction on Wednesday, March 11th. The shares were sold at an average price of $77.54, for a total transaction of $42,724.54. Following the sale, the senior vice president owned 27,957 shares of the company’s stock, valued at approximately $2,167,785.78. This represents a 1.93% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Charles Robbins sold 19,545 shares of the company’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 $1,485,420.00. Following the sale, the chief executive officer directly owned 671,095 shares in the company, valued at $51,003,220. This trade represents a 2.83% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, 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.