Oregon Public Employees Retirement Fund Raises Stock Position in Cisco Systems, Inc. $CSCO

Oregon Public Employees Retirement Fund lifted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 31.6% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 452,551 shares of the network equipment provider’s stock after acquiring an additional 108,793 shares during the period. Oregon Public Employees Retirement Fund’s holdings in Cisco Systems were worth $30,964,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Bare Financial Services Inc boosted its stake in shares of Cisco Systems by 531.0% during the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after purchasing an additional 308 shares during the period. Financial Connections Group Inc. boosted its holdings in Cisco Systems by 89.4% during the 2nd quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 193 shares during the period. Legacy Investment Solutions LLC bought a new position in Cisco Systems in the 2nd quarter valued at $28,000. Lowe Wealth Advisors LLC increased its stake in Cisco Systems by 96.2% in the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after purchasing an additional 200 shares during the period. Finally, Nova Wealth Management Inc. bought a new stake in shares of Cisco Systems during the first quarter worth $31,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, Director Michael D. Capellas sold 16,150 shares of the stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $77.28, for a total transaction of $1,248,072.00. Following the transaction, the director owned 157,218 shares in the company, valued at $12,149,807.04. This trade represents a 9.32% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Jeetendra I. Patel sold 163,896 shares of Cisco Systems stock in a transaction on Friday, November 14th. The shares were sold at an average price of $77.86, for a total transaction of $12,760,942.56. Following the completion of the sale, the insider directly owned 281,108 shares in the company, valued at $21,887,068.88. This represents a 36.83% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. Insiders own 0.01% of the company’s stock.

Cisco Systems Trading Down 1.0%

NASDAQ CSCO opened at $73.96 on Friday. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $80.82. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. The company has a market capitalization of $292.22 billion, a PE ratio of 27.80, a P/E/G ratio of 2.83 and a beta of 0.87. The company has a fifty day moving average of $76.38 and a 200 day moving average of $71.31.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, beating analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The business had revenue of $14.88 billion during the quarter, compared to analyst estimates of $14.77 billion. During the same quarter last year, the business posted $0.91 EPS. The company’s revenue was up 7.5% on a year-over-year basis. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. Research analysts forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, January 21st. Investors of record on Friday, January 2nd will be given a dividend of $0.41 per share. This represents a $1.64 annualized dividend and a yield of 2.2%. The ex-dividend date is Friday, January 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 61.65%.

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on CSCO. Argus lifted their price objective on shares of Cisco Systems from $80.00 to $100.00 in a report on Thursday, November 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Cisco Systems in a research report on Thursday, October 30th. Bank of America upped their target price on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Melius Research raised their price target on Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Finally, UBS Group upped their price objective on shares of Cisco Systems from $88.00 to $90.00 and gave the stock a “buy” rating in a research note on Thursday, November 13th. Sixteen research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $85.23.

Cisco Systems Company Profile

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.