Cisco Systems, Inc. $CSCO Shares Acquired by Board of the Pension Protection Fund

Board of the Pension Protection Fund lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 93.5% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 24,000 shares of the network equipment provider’s stock after buying an additional 11,600 shares during the period. Cisco Systems makes up about 1.8% of Board of the Pension Protection Fund’s holdings, making the stock its 6th biggest holding. Board of the Pension Protection Fund’s holdings in Cisco Systems were worth $1,665,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Financial Connections Group Inc. increased its holdings in shares of Cisco Systems by 89.4% during the 2nd quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock worth $28,000 after buying an additional 193 shares during the last quarter. Brown Shipley& Co Ltd acquired a new stake in shares of Cisco Systems during the 2nd quarter worth $32,000. Pandora Wealth Inc. acquired a new stake in shares of Cisco Systems during the 1st quarter worth $31,000. Nova Wealth Management Inc. acquired a new stake in shares of Cisco Systems during the 1st quarter worth $31,000. Finally, Fairway Wealth LLC increased its holdings in shares of Cisco Systems by 224.7% during the 1st quarter. Fairway Wealth LLC now owns 578 shares of the network equipment provider’s stock worth $36,000 after buying an additional 400 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $67.94 on Friday. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.00 and a quick ratio of 0.91. The firm has a 50-day moving average of $68.24 and a two-hundred day moving average of $64.88. The stock has a market cap of $268.58 billion, a P/E ratio of 25.93, a PEG ratio of 2.86 and a beta of 0.97. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $72.55.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, August 13th. The network equipment provider reported $0.99 earnings per share for the quarter, beating analysts’ consensus estimates of $0.98 by $0.01. The company had revenue of $14.67 billion during the quarter, compared to analysts’ expectations of $14.63 billion. Cisco Systems had a net margin of 18.45% and a return on equity of 27.06%. The firm’s revenue for the quarter was up 7.6% on a year-over-year basis. During the same period in the prior year, the company posted $0.87 EPS. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. On average, research analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 22nd. Shareholders of record on Friday, October 3rd will be given a $0.41 dividend. This represents a $1.64 dividend on an annualized basis and a yield of 2.4%. The ex-dividend date of this dividend is Friday, October 3rd. Cisco Systems’s dividend payout ratio is presently 62.60%.

Insider Buying and Selling at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 7,511 shares of the stock in a transaction dated Wednesday, August 20th. The shares were sold at an average price of $66.84, for a total transaction of $502,035.24. Following the transaction, the executive vice president owned 161,467 shares of the company’s stock, valued at approximately $10,792,454.28. This trade represents a 4.44% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Oliver Tuszik sold 17,526 shares of the stock in a transaction dated Friday, September 19th. The stock was sold at an average price of $67.95, for a total transaction of $1,190,891.70. Following the transaction, the executive vice president directly owned 198,855 shares in the company, valued at $13,512,197.25. The trade was a 8.10% decrease in their position. The disclosure for this sale can be found here. In the last ninety days, insiders have sold 82,965 shares of company stock valued at $5,559,996. Corporate insiders own 0.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on the company. Rosenblatt Securities restated a “buy” rating and set a $87.00 price objective on shares of Cisco Systems in a report on Thursday, August 14th. Evercore ISI increased their price target on Cisco Systems from $72.00 to $74.00 and gave the company an “in-line” rating in a report on Thursday, August 14th. Bank of America increased their price target on Cisco Systems from $76.00 to $85.00 and gave the company a “buy” rating in a report on Thursday, August 14th. Deutsche Bank Aktiengesellschaft upgraded Cisco Systems from a “hold” rating to a “buy” rating and increased their price target for the company from $65.00 to $73.00 in a report on Monday, June 16th. Finally, Wolfe Research started coverage on Cisco Systems in a report on Tuesday, July 8th. They issued a “peer perform” rating for the company. One analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have given a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and a consensus target price of $74.89.

Cisco Systems Profile

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.