Healthcare of Ontario Pension Plan Trust Fund grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 60.0% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 4,670,052 shares of the network equipment provider’s stock after purchasing an additional 1,751,985 shares during the period. Healthcare of Ontario Pension Plan Trust Fund owned approximately 0.12% of Cisco Systems worth $362,349,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Norges Bank bought a new position in Cisco Systems in the 4th quarter valued at about $4,473,272,000. Auto Owners Insurance Co raised 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 worth $400,190,000 after buying an additional 51,363,281 shares in the last quarter. Price T Rowe Associates Inc. MD raised its position 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 worth $2,256,144,000 after buying an additional 14,874,407 shares in the last quarter. Franklin Resources Inc. lifted its stake in shares of 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 acquiring an additional 7,679,422 shares during the period. Finally, Invesco Ltd. boosted its holdings in shares of Cisco Systems by 11.6% in the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after acquiring an additional 6,224,062 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors.
Insider Buying and Selling at Cisco Systems
In other news, CEO Charles Robbins sold 21,400 shares of the company’s stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the completion of the sale, the chief executive officer directly owned 637,085 shares of the company’s stock, valued at $76,469,312.55. This represents a 3.25% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $121.12, for a total value of $315,759.84. Following the completion of the transaction, the executive vice president owned 172,727 shares of the company’s stock, valued at $20,920,694.24. This trade represents a 1.49% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is owned by insiders.
Trending Headlines about Cisco Systems
- Positive Sentiment: Cisco announced a new partnership with Tech Mahindra to launch an AI-driven Security Service Edge offering for global enterprises, which could strengthen Cisco’s security portfolio and add to future enterprise demand. Tech Mahindra and Cisco Partner to Bring AI-Driven Security Service Edge to Global Enterprises
- Positive Sentiment: Analysts and market coverage have highlighted Cisco after an upgrade, helping sentiment around the stock and suggesting investors see room for more upside ahead of earnings. Cisco Systems (NASDAQ:CSCO) Shares Up 1.3% on Analyst Upgrade
- Positive Sentiment: Cisco is also drawing attention ahead of its quarterly results, with preview coverage pointing to expected double-digit bottom-line growth, which can keep investors focused on earnings momentum. Cisco Systems’ Quarterly Earnings Preview: What You Need to Know
- Neutral Sentiment: Several Yahoo Finance articles referenced Cisco as a cautionary example from the dot-com era while discussing growth stocks, but these pieces were about other companies and did not provide new company-specific news for Cisco. 2 Growth Stocks with All-Star Potential and 1 We Find Risky
- Neutral Sentiment: More analyst commentary compared Cisco’s valuation to its recent partnership-driven momentum, suggesting the stock may already reflect some good news rather than signaling a clear new catalyst. Has Cisco Systems (CSCO) Run Ahead Of Fair Value Following Its Webex Contact Center Deal?
- Neutral Sentiment: Cisco AI security research showed multi-turn attacks can defeat many models, reinforcing Cisco’s credibility in AI security, though the article was more industry-focused than a direct financial catalyst. Multi-turn attacks broke AI models 88% of the time — single-turn testing missed it, Cisco AI security lead warns at VB Transform 2026
Wall Street Analysts Forecast Growth
A number of research firms recently commented on CSCO. JPMorgan Chase & Co. raised their price objective on shares of Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Citic Securities upped their target price on Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. BNP Paribas Exane increased their price target on Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a research note on Thursday, May 14th. UBS Group lifted their price target on Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. Finally, Argus boosted their price objective on Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, May 19th. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $123.14.
Check Out Our Latest Stock Analysis on CSCO
Cisco Systems Stock Performance
Shares of CSCO opened at $114.17 on Friday. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The firm’s 50 day moving average is $117.96 and its 200-day moving average is $94.56. Cisco Systems, Inc. has a 12-month low of $65.75 and a 12-month high of $130.37. The stock has a market capitalization of $449.99 billion, a P/E ratio of 37.07, a P/E/G ratio of 2.87 and a beta of 1.02.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business’s quarterly revenue was up 12.0% on a year-over-year basis. During the same period in the prior year, the business earned $0.96 earnings per share. 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. Equities research analysts anticipate that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.
Cisco Systems Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Monday, July 6th. Cisco Systems’s dividend payout ratio is 54.55%.
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.
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