Cardano Risk Management B.V. Invests $154.06 Million in Cisco Systems, Inc. $CSCO

Posted by Francis Steltz on Aug 9th, 2026

Cardano Risk Management B.V. purchased a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund purchased 1,311,581 shares of the network equipment provider’s stock, valued at approximately $154,058,000. Cisco Systems comprises approximately 1.2% of Cardano Risk Management B.V.’s portfolio, making the stock its 24th biggest holding.

Other hedge funds have also recently modified their holdings of the company. Everpar Advisors LLC increased its position in Cisco Systems by 8.4% during the second quarter. Everpar Advisors LLC now owns 29,987 shares of the network equipment provider’s stock worth $3,522,000 after purchasing an additional 2,327 shares during the last quarter. Ehrlich Financial Group acquired a new position in Cisco Systems in the 2nd quarter valued at about $206,000. Adamsbrown Wealth Consultants LLC acquired a new position in Cisco Systems in the 2nd quarter valued at about $213,000. Lexington Hill Partners LLC purchased a new stake in shares of Cisco Systems in the 2nd quarter valued at approximately $380,000. Finally, Valeo Financial Advisors LLC grew its stake in shares of Cisco Systems by 3.2% in the 2nd quarter. Valeo Financial Advisors LLC now owns 72,874 shares of the network equipment provider’s stock valued at $8,560,000 after buying an additional 2,237 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Transactions at Cisco Systems

In other Cisco Systems news, EVP Oliver Tuszik sold 2,607 shares of Cisco Systems stock in a transaction dated Thursday, June 11th. The stock was 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 directly owned 172,727 shares of the company’s stock, valued at $20,920,694.24. The trade was a 1.49% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the business’s 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 sale, the insider owned 246,737 shares in the company, valued at $28,937,315.36. This trade represents a 2.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is owned by corporate insiders.

Key Cisco Systems News

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

Positive Sentiment: Cisco raised its fiscal 2026 AI infrastructure order forecast from $5 billion to approximately $9 billion, reflecting stronger-than-expected demand from hyperscale customers. The company expects to recognize about $4 billion in related revenue, compared with total fiscal-year revenue guidance of $62.8 billion to $63.0 billion. Cisco Raised Its AI Order Target to $9 Billion
Positive Sentiment: Recent coverage highlights Cisco’s positioning in the AI networking boom, alongside security partnerships and Webex emergency-calling integration. These developments reinforce the company’s push beyond traditional networking equipment. Can Cisco Lead the AI Networking Boom?
Positive Sentiment: Cisco’s partner-focused skills initiative is designed to help solution providers find and retain qualified technical talent, potentially supporting ecosystem growth and customer implementation capacity over time. Cisco: Powering Partner Growth Through Skills-Based Talent Connections
Neutral Sentiment: Analysts are focusing on Cisco’s fiscal fourth-quarter metrics beyond revenue and earnings, including indicators that may show whether AI-related demand is translating into sustainable growth. Cisco will report results and hold its conference call on August 12. Cisco Q4 Earnings Metrics
Neutral Sentiment: Industry coverage describes a mixed networking outlook: AI demand is favorable, but cautious information-technology spending, deployment delays and rising costs remain risks for Cisco and peers.
Negative Sentiment: Zacks Research downgraded CSCO from “strong buy” to “hold,” adding a more cautious analyst signal after the stock’s substantial run. Separate analysis also suggests Cisco may be roughly 9% overvalued, increasing sensitivity to any earnings disappointment. Cisco Security and Valuation Analysis

Wall Street Analysts Forecast Growth

Several analysts have recently commented on CSCO shares. Morgan Stanley lifted their price target on shares of Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, June 12th. KeyCorp increased their price objective on Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a research report on Thursday, June 25th. The Goldman Sachs Group raised their target price on Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research note on Wednesday, June 3rd. Citic Securities upped their price target on Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Finally, Bank of America increased their price target on Cisco Systems from $135.00 to $150.00 and gave the stock a “buy” rating in a report on Monday, June 8th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and an average target price of $123.14.

Check Out Our Latest Analysis on CSCO

Cisco Systems Stock Performance

Shares of CSCO stock opened at $121.43 on Friday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The firm has a market cap of $478.61 billion, a P/E ratio of 39.43, a P/E/G ratio of 2.74 and a beta of 1.02. The firm’s 50 day moving average price is $117.74 and its 200-day moving average price is $97.54. Cisco Systems, Inc. has a one year low of $65.75 and a one year high of $130.37.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter last year, the firm earned $0.96 EPS. The firm’s revenue for the quarter was up 12.0% on a year-over-year basis. 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 research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Investors of record on Monday, July 6th were issued a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Monday, July 6th. Cisco Systems’s payout ratio is currently 54.55%.

About Cisco Systems

(Free Report)

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.