Cisco Systems, Inc. $CSCO Stake Lifted by Asset Management One Co. Ltd.

Asset Management One Co. Ltd. lifted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 7.1% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 2,137,085 shares of the network equipment provider’s stock after purchasing an additional 142,398 shares during the quarter. Asset Management One Co. Ltd.’s holdings in Cisco Systems were worth $148,271,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently modified their holdings of the company. Drive Wealth Management LLC grew its stake in shares of Cisco Systems by 2.7% in the second quarter. Drive Wealth Management LLC now owns 16,605 shares of the network equipment provider’s stock worth $1,152,000 after purchasing an additional 436 shares in the last quarter. Kornitzer Capital Management Inc. KS grew its stake in shares of Cisco Systems by 0.7% in the first quarter. Kornitzer Capital Management Inc. KS now owns 892,064 shares of the network equipment provider’s stock worth $55,049,000 after purchasing an additional 6,501 shares in the last quarter. Golden State Wealth Management LLC lifted its holdings in shares of Cisco Systems by 10.8% in the first quarter. Golden State Wealth Management LLC now owns 6,298 shares of the network equipment provider’s stock valued at $389,000 after buying an additional 612 shares during the period. Shell Asset Management Co. lifted its holdings in shares of Cisco Systems by 53.3% in the second quarter. Shell Asset Management Co. now owns 77,234 shares of the network equipment provider’s stock valued at $5,358,000 after buying an additional 26,840 shares during the period. Finally, Acadian Asset Management LLC lifted its holdings in shares of Cisco Systems by 255.9% in the first quarter. Acadian Asset Management LLC now owns 7,819,547 shares of the network equipment provider’s stock valued at $482,509,000 after buying an additional 5,622,672 shares during the period. Institutional investors own 73.33% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on CSCO shares. Wall Street Zen lowered Cisco Systems from a “strong-buy” rating to a “buy” rating in a report on Saturday, July 12th. Wolfe Research started coverage on Cisco Systems in a report on Tuesday, July 8th. They issued a “peer perform” rating for the company. Morgan Stanley upped their price objective on Cisco Systems from $73.00 to $77.00 and gave the company an “overweight” rating in a report on Friday, October 10th. Barclays upped their price objective on Cisco Systems from $66.00 to $71.00 and gave the company an “equal weight” rating in a report on Thursday, August 14th. Finally, William Blair raised Cisco Systems to a “hold” rating in a report on Thursday, August 14th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $74.72.

Insider Transactions at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 2,718 shares of the stock in a transaction dated Thursday, September 11th. The stock was sold at an average price of $68.08, for a total value of $185,041.44. Following the completion of the sale, the executive vice president directly owned 157,184 shares of the company’s stock, valued at approximately $10,701,086.72. This represents a 1.70% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Charles Robbins sold 30,557 shares of the firm’s stock in a transaction dated Friday, August 15th. The stock was sold at an average price of $66.63, for a total value of $2,036,012.91. Following the sale, the chief executive officer directly owned 639,000 shares of the company’s stock, valued at $42,576,570. This trade represents a 4.56% decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last 90 days, insiders sold 82,965 shares of company stock worth $5,559,996. 0.01% of the stock is currently owned by company insiders.

Cisco Systems Trading Down 0.6%

Shares of NASDAQ CSCO opened at $70.27 on Friday. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $72.55. The company has a market cap of $277.79 billion, a price-to-earnings ratio of 26.82, a P/E/G ratio of 2.98 and a beta of 0.97. The company has a quick ratio of 0.91, a current ratio of 1.00 and a debt-to-equity ratio of 0.49. The business has a fifty day simple moving average of $68.21 and a 200-day simple moving average of $65.49.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, August 13th. The network equipment provider reported $0.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.98 by $0.01. The firm had revenue of $14.67 billion during the quarter, compared to the consensus estimate of $14.63 billion. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The business’s revenue for the quarter was up 7.6% on a year-over-year basis. During the same period in the prior year, the business earned $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. Sell-side analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, October 22nd. Investors of record on Friday, October 3rd were paid a $0.41 dividend. This represents a $1.64 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend was Friday, October 3rd. Cisco Systems’s dividend payout ratio is currently 62.60%.

Cisco Systems Company 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.