Nykredit A S purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 1,584,314 shares of the network equipment provider’s stock, valued at approximately $186,094,000.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in CSCO. Intesa Sanpaolo Wealth Management purchased a new stake in shares of Cisco Systems in the fourth quarter worth $25,000. MidAtlantic Capital Management Inc. purchased a new position in shares of Cisco Systems in the 4th quarter worth about $25,000. Networth Advisors LLC boosted its stake in Cisco Systems by 276.4% in the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after purchasing an additional 246 shares in the last quarter. Manning & Napier Advisors LLC boosted its stake in Cisco Systems by 137.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after purchasing an additional 200 shares in the last quarter. Finally, Financial Life Planners purchased a new stake in Cisco Systems during the 1st quarter valued at about $27,000. Institutional investors own 73.33% of the company’s stock.
Insider Activity
In other news, EVP Deborah L. Stahlkopf sold 6,487 shares of the firm’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.53, for a total value of $723,495.11. Following the transaction, the executive vice president directly owned 167,116 shares in the company, valued at $18,638,447.48. This trade represents a 3.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of Cisco Systems stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the sale, the executive vice president directly owned 140,857 shares of the company’s stock, valued at $16,890,162.87. The trade was a 4.82% 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 three months, insiders sold 53,611 shares of company stock worth $6,066,680. Insiders own 0.01% of the company’s stock.
Analysts Set New Price Targets
Read Our Latest Stock Report on CSCO
Cisco Systems Stock Performance
Shares of NASDAQ CSCO opened at $109.46 on Thursday. The firm’s 50-day moving average price is $114.56 and its 200-day moving average price is $101.93. Cisco Systems, Inc. has a 52-week low of $66.13 and a 52-week high of $130.37. The company has a market cap of $431.43 billion, a PE ratio of 32.77, a PEG ratio of 2.30 and a beta of 1.00. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last released its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.05. The firm had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the company earned $0.99 earnings per share. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. As a group, analysts anticipate that Cisco Systems, Inc. will post 4.44 EPS for the current year.
Cisco Systems Dividend Announcement
The business also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Shareholders of record on Friday, October 2nd will be paid a dividend of $0.42 per share. The ex-dividend date is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. Cisco Systems’s payout ratio is currently 50.30%.
Trending Headlines about Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Deutsche Bank initiated Cisco coverage with a Buy rating and a $135 price target, implying substantial upside from recent levels. The endorsement adds positive analyst momentum and supports the view that Cisco’s networking and AI infrastructure businesses can continue growing. Deutsche Bank initiates coverage of Cisco Systems with buy recommendation
- Positive Sentiment: AI infrastructure demand is strengthening Cisco’s growth outlook. Reports highlight strong hyperscaler AI orders and suggest the company may be undervalued relative to pure-play networking competitors. An earlier enterprise hardware refresh could provide an additional growth engine beyond Cisco’s existing AI guidance. The AI Infrastructure Stock Nobody Talks About Enough Cisco Systems Stock Has A Second Engine The AI Story Hides
- Positive Sentiment: Cisco’s dividend remains part of the investment case. The company recently returned cash to shareholders, reinforcing its appeal to income-focused investors even as the market compares its payout profile with IBM’s. Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants
- Neutral Sentiment: Cisco’s strong recent rally—supported by earnings that exceeded analyst expectations and double-digit revenue growth—has raised questions about how much of the good news is already reflected in the stock. 3 Reasons CSCO is Risky and 1 Stock to Buy Instead
- Neutral Sentiment: General investor interest in AI-powered cybersecurity is increasing as cyber threats rise, although the article focuses on the broader security sector rather than providing a direct Cisco catalyst. Top AI-Powered Security Stocks Worth Buying Amid Rising Cyber Threats
- Negative Sentiment: A China-linked cyber-espionage group reportedly targeted Cisco IOS XR routers. Persistent access to high-value infrastructure could increase concerns about customer security, reputational damage, remediation costs, and demand for Cisco’s core networking products. What Does Cisco Systems Fire Ant Router Espionage Mean For Investors?
- Negative Sentiment: Analysts caution that Cisco’s networking super cycle may be vulnerable to changing customer spending patterns, while its premium valuation leaves less room for disappointment. The Real Risk Inside Cisco Stock
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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