Bank of New York Mellon Corp lessened its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 0.5% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 45,261,938 shares of the network equipment provider’s stock after selling 208,462 shares during the quarter. Cisco Systems comprises 0.6% of Bank of New York Mellon Corp’s investment portfolio, making the stock its 19th largest position. Bank of New York Mellon Corp’s holdings in Cisco Systems were worth $3,511,874,000 as of its most recent SEC filing.
Other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank purchased a new stake in Cisco Systems during the fourth quarter valued at about $4,473,272,000. Auto Owners Insurance Co increased its position in shares of Cisco Systems by 8,718.3% during the 4th quarter. Auto Owners Insurance Co now owns 51,952,421 shares of the network equipment provider’s stock valued at $400,190,000 after purchasing an additional 51,363,281 shares during the last quarter. Price T Rowe Associates Inc. MD raised its holdings in shares of Cisco Systems by 103.2% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 29,289,151 shares of the network equipment provider’s stock valued at $2,256,144,000 after buying an additional 14,874,407 shares in the last quarter. Franklin Resources Inc. lifted its position in Cisco Systems by 18.0% in the 4th quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider’s stock worth $3,876,219,000 after buying an additional 7,679,422 shares during the last quarter. Finally, Invesco Ltd. boosted its stake in Cisco Systems by 11.6% in the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after buying an additional 6,224,062 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.
Insiders Place Their Bets
In related news, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the transaction, the chief executive officer owned 637,085 shares in the company, valued at $76,469,312.55. The trade was a 3.25% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the transaction, the insider directly owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. The trade was a 2.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 47,650 shares of company stock worth $5,668,823. Company insiders own 0.01% of the company’s stock.
Analyst Ratings Changes
Check Out Our Latest Stock Analysis on CSCO
Key Stories Impacting Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Analysts and media continue to highlight Cisco’s strong year-to-date run, supported by rising AI-related orders, networking growth, security momentum, and improved earnings visibility. Cisco Jumps 52% YTD: Is There More Room for the Stock to Rise?
- Positive Sentiment: Cisco also announced a partnership with SuccessKPI to integrate AI-native workforce engagement tools into Webex Contact Center, reinforcing its push into AI-enabled enterprise communications. SuccessKPI Powers Next Generation Hybrid Contact Centers with WEM for Webex Cloud
- Positive Sentiment: Several recent articles remain constructive on Cisco’s AI and cybersecurity positioning, arguing that demand for AI-driven networking and security tools could support further upside. Top Cybersecurity Stocks to Buy Now as AI Changes Tech Defense
- Neutral Sentiment: Technical commentary says CSCO is now in a correction phase after slipping below key short-term support, and the next move may determine whether the longer-term uptrend stays intact. Cisco Systems (CSCO) Price Forecast: Correction Deepens as Key Support Nears
- Neutral Sentiment: Other coverage notes Cisco remains a popular AI and networking beneficiary, but some analysts also point out valuation and trading-range concerns, suggesting the stock may need another catalyst to extend its move. The AI Boom Isn’t Over: 3 Stocks to Buy for 2H 2026
- Negative Sentiment: Today’s weakness appears tied to investors locking in gains after Cisco’s big run, with some reports also citing broader pressure on large tech names and evidence that the stock had become extended. Cisco Systems slips as investors appear to be taking profits after a big post-earnings run
Cisco Systems Price Performance
CSCO stock opened at $111.77 on Thursday. The stock has a market capitalization of $440.53 billion, a price-to-earnings ratio of 36.29, a PEG ratio of 2.98 and a beta of 1.02. The firm’s 50-day moving average price is $116.74 and its two-hundred day moving average price is $92.98. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 12-month low of $65.75 and a 12-month high of $130.37.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same period last year, the company earned $0.96 EPS. The business’s quarterly revenue was up 12.0% compared to the same quarter last year. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. As a group, equities analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.
Cisco Systems Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s payout ratio is presently 54.55%.
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.
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