Invictus Private Wealth LLC Raises Stock Holdings in Cisco Systems, Inc. $CSCO

Invictus Private Wealth LLC boosted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 1,045.7% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 70,608 shares of the network equipment provider’s stock after purchasing an additional 64,445 shares during the quarter. Cisco Systems comprises approximately 0.3% of Invictus Private Wealth LLC’s portfolio, making the stock its 27th biggest holding. Invictus Private Wealth LLC’s holdings in Cisco Systems were worth $4,831,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of CSCO. Avantax Advisory Services Inc. grew its holdings in shares of Cisco Systems by 1.1% during the 2nd quarter. Avantax Advisory Services Inc. now owns 420,336 shares of the network equipment provider’s stock valued at $29,163,000 after purchasing an additional 4,525 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its position in Cisco Systems by 6.9% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock valued at $218,236,000 after buying an additional 205,043 shares during the period. Greystone Financial Group LLC bought a new position in shares of Cisco Systems during the third quarter valued at about $8,563,000. Jones Financial Companies Lllp increased its holdings in shares of Cisco Systems by 8.9% in the third quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after buying an additional 56,057 shares during the period. Finally, Rockland Trust Co. lifted its stake in shares of Cisco Systems by 213.8% in the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock valued at $1,402,000 after acquiring an additional 13,966 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Activity

In related news, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the transaction, the senior vice president directly owned 28,807 shares of the company’s stock, valued at $2,239,456.18. This trade represents a 7.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Michael D. Capellas sold 10,850 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the sale, the director directly owned 146,368 shares in the company, valued at $11,289,363.84. The trade was a 6.90% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 75,677 shares of company stock worth $5,811,211. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Stock Performance

Shares of CSCO opened at $78.14 on Wednesday. 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, Inc. has a one year low of $52.11 and a one year high of $88.18. The company has a 50-day simple moving average of $77.71 and a two-hundred day simple moving average of $73.58. The firm has a market capitalization of $308.64 billion, a PE ratio of 27.42, a price-to-earnings-growth ratio of 2.94 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last posted 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. The firm had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.94 EPS. On average, analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a 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 is currently 57.54%.

Analyst Ratings Changes

Several research firms recently issued reports on CSCO. Melius Research raised their price target on Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. CICC Research raised their target price on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. Argus raised shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Finally, Wells Fargo & Company boosted their price objective on shares of Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and seven have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $89.55.

Key Cisco Systems News

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

• Positive Sentiment: Networking revenue acceleration — Cisco’s fiscal Q2 networking sales rose ~21% to $8.29B, driven by AI-related and campus demand, signaling stronger order momentum and upside to future revenue and gross-profit leverage. Cisco’s Networking Revenue Growth Picks Up: More Upside Ahead?
• Positive Sentiment: Analyst upgrade — Zacks moved CSCO to a Strong Buy (Zacks Rank #1), reflecting growing optimism on Cisco’s earnings trajectory and likely supporting investor demand. All You Need to Know About Cisco (CSCO) Rating Upgrade to Strong Buy
• Positive Sentiment: International AI/security partnerships — Cisco launched a Cisco Secure AI Factory with NVIDIA in Australia and opened an AI-first autonomous enterprise hub with TCS in India, expanding go-to-market for AI/security solutions in key regions. Sharon AI & Cisco Launch Australia’s First Cisco Secure AI Factory with NVIDIA TCS, Cisco launch hub for autonomous enterprise operations in India
• Neutral Sentiment: Security thought leadership — Cisco published Splunk’s CISO survey highlighting AI governance and security risk, reinforcing Cisco’s positioning in security but not an immediate revenue signal. Splunk Report: Agentic AI Takes Center Stage in CISOs’ Path to Digital Resilience
• Neutral Sentiment: Competitive landscape note — Analyst piece compares Ciena and Cisco on AI-driven optical backlogs; highlights competition in network infrastructure but doesn’t change Cisco’s visible AI order stack. Ciena vs. Cisco: Which Networking Stock is a Better Buy?
• Neutral Sentiment: Quantum/comms ecosystem mention — IQM’s US listing story notes Cisco among investors in quantum tech, a long-term strategic exposure but not an immediate catalyst. IQM Quantum Computers to list shares in US at initial $1.8 billion valuation
• Negative Sentiment: Insider sale — SVP Maria Victoria Wong sold 2,179 shares (~7% reduction of her position), a disclosed insider sale that can create short-term perception pressure on the stock. SEC Filing – Insider Sale
• Negative Sentiment: Analyst downgrade on margins — Erste Group cut CSCO to Hold citing declining gross-margin concerns, which could cap multiple expansion if margins don’t stabilize. Erste Group Downgrades Cisco Systems, Inc. (CSCO) to Hold on Margin Concerns

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.