Cisco Systems, Inc. $CSCO Position Increased by China Universal Asset Management Co. Ltd.

China Universal Asset Management Co. Ltd. raised its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 6.5% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 122,118 shares of the network equipment provider’s stock after buying an additional 7,428 shares during the quarter. China Universal Asset Management Co. Ltd.’s holdings in Cisco Systems were worth $9,407,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of CSCO. Mirae Asset Global Investments Co. Ltd. grew its stake in Cisco Systems by 6.9% during the 3rd 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 acquiring an additional 205,043 shares in the last quarter. Greystone Financial Group LLC purchased a new stake in shares of Cisco Systems in the third quarter worth approximately $8,563,000. Jones Financial Companies Lllp lifted its position 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 purchasing an additional 56,057 shares in the last quarter. Rockland Trust Co. lifted its position in shares of Cisco Systems by 213.8% in the third quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock worth $1,402,000 after purchasing an additional 13,966 shares in the last quarter. Finally, CX Institutional lifted its position in shares of Cisco Systems by 11.0% in the third quarter. CX Institutional now owns 144,336 shares of the network equipment provider’s stock worth $9,875,000 after purchasing an additional 14,334 shares in the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Cisco Systems

In related news, SVP Maria Victoria Wong sold 2,179 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total value of $169,395.46. Following the transaction, the senior vice president owned 28,807 shares in the company, valued at approximately $2,239,456.18. This represents a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the transaction, the executive vice president owned 187,097 shares in the company, valued at $14,874,211.50. This represents a 4.09% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 46,431 shares of company stock valued at $3,574,820 in the last ninety days. 0.01% of the stock is currently owned by insiders.

Cisco Systems Trading Down 1.3%

NASDAQ:CSCO opened at $88.59 on Friday. The stock’s 50 day moving average price is $80.30 and its 200 day moving average price is $77.24. Cisco Systems, Inc. has a 52 week low of $55.16 and a 52 week high of $90.45. The company has a market capitalization of $349.92 billion, a P/E ratio of 31.08, a P/E/G ratio of 3.38 and a beta of 0.83. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS 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 firm had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. During the same quarter in the prior year, the company posted $0.94 earnings per share. The firm’s revenue was up 9.7% on a year-over-year basis. On average, research analysts forecast that Cisco Systems, Inc. will post 3.4 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd were issued a $0.42 dividend. 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 yield of 1.9%. The ex-dividend date was Thursday, April 2nd. Cisco Systems’s dividend payout ratio is currently 58.95%.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Surging AI orders from hyperscalers — Cisco is seeing accelerating AI order momentum, targeting over $5B in fiscal‑2026 AI deals which supports revenue growth expectations and long‑term upside. Cisco Cashes in on AI Order Momentum: More Upside Ahead in 2026?
• Positive Sentiment: Quantum networking prototype — Cisco unveiled a working Universal Quantum Switch (research prototype) that preserves quantum information with minimal degradation, signaling long‑term leadership and R&D differentiation in a nascent growth area. Cisco Introduces Universal Quantum Switch, Advancing the Path to a Quantum Network
• Positive Sentiment: Expanded partner channel — Qmulos products are now on Cisco’s Global Price List, simplifying procurement for customers and potentially smoothing sales motions for compliance/security offerings. Qmulos Now Available on Cisco Global Price List (GPL), Accelerating Continuous Compliance Solutions for Joint Customers
• Positive Sentiment: Analyst optimism and price targets — Several writeups point to a clear path for additional upside off recent gains (one model targets ~$98.76), which can support buyer interest if fundamentals continue to surprise on the upside. Why Cisco’s AI and Networking Tailwinds Point to $98.76 in 12 Months
• Neutral Sentiment: Corporate purpose update — Cisco published its FY25 Purpose Report emphasizing security, privacy and trust in AI; important for reputation and enterprise positioning but not an immediate earnings driver. Prioritizing Security, Privacy, and Trust in the AI Era | Cisco FY25 Purpose Report
• Neutral Sentiment: Mixed analyst views — Coverage highlights shifting narratives: strong AI tailwinds but tougher comps/valuation debates; this creates divergent short‑term views among investors. How Cisco Systems (CSCO) Story Is Shifting With Mixed Analyst Views And New AI Moves
• Negative Sentiment: Intraday weakness flagged — Coverage noted Cisco registered a bigger fall than the market in the latest session (lower volume vs. average), reflecting profit‑taking after the rally. Cisco Systems (CSCO) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Valuation and skepticism — Some commentary highlights premium valuation and skeptical analyst takes, which can cap near‑term gains if growth expectations slip. 3 Unpopular Stocks We’re Skeptical Of
• Negative Sentiment: Sector security headlines — Unauthorized access incidents at other AI vendors (Anthropic) raise broader security concerns that can increase customer diligence cycles across AI/networking buys. Unauthorized Users Access Anthropic’s Mythos AI During Limited Testing Rollout

Analysts Set New Price Targets

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 report on Wednesday, February 18th. JPMorgan Chase & Co. increased their price target on shares of Cisco Systems from $95.00 to $96.00 and gave the stock an “overweight” rating in a research report on Thursday, April 16th. Truist Financial initiated coverage on shares of Cisco Systems in a research report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 price target for the company. BNP Paribas Exane increased their price target on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Finally, DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average target price of $89.81.

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.