Livforsakringsbolaget Skandia Omsesidigt grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 10.7% during the first quarter, Holdings Channel reports. The firm owned 407,377 shares of the network equipment provider’s stock after acquiring an additional 39,500 shares during the quarter. Cisco Systems comprises 1.3% of Livforsakringsbolaget Skandia Omsesidigt’s portfolio, making the stock its 16th largest holding. Livforsakringsbolaget Skandia Omsesidigt’s holdings in Cisco Systems were worth $31,600,000 as of its most recent filing with the SEC.
A number of other large investors also recently modified their holdings of CSCO. Vanguard Group Inc. grew its position in shares of Cisco Systems by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after buying an additional 4,049,893 shares during the last quarter. State Street Corp boosted its stake in Cisco Systems by 0.5% in the fourth quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock valued at $15,060,995,000 after acquiring an additional 1,057,962 shares during the period. Morgan Stanley grew its holdings in shares of Cisco Systems by 0.3% during the fourth quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock valued at $5,802,382,000 after purchasing an additional 206,352 shares during the last quarter. Invesco Ltd. raised its position in shares of Cisco Systems by 11.6% during the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after purchasing an additional 6,224,062 shares during the period. Finally, Norges Bank bought a new stake in shares of Cisco Systems in the 4th quarter worth approximately $4,473,272,000. 73.33% of the stock is currently owned by institutional investors.
Key Stories Impacting Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco is being highlighted as a beneficiary of the AI buildout, with multiple articles pointing to strong demand for its AI infrastructure products and broader networking solutions. Bull of the Day: Cisco Systems (CSCO)
- Positive Sentiment: Recent commentary says Cisco still has room to rerate, suggesting the market may be underappreciating its earnings power and growth potential. Why Cisco Still Has Room To Rerate
- Positive Sentiment: Analysts continue to point to Cisco as an attractive cybersecurity and AI-related stock, citing improving AI security demand and a relatively reasonable valuation versus peers. CRWD vs. CSCO: Which Cybersecurity Stock Should You Buy Right Now?
- Positive Sentiment: Cisco’s rumored interest in acquiring SentinelOne, along with its data center expansion in Italy and Bahrain, could strengthen its security portfolio and expand its AI/infrastructure footprint. Cisco (CSCO) Eyes SentinelOne As Italy And Bahrain Data Center Push Expands
- Positive Sentiment: The company recently beat earnings and revenue expectations, with management also issuing guidance that supports continued growth.
- Neutral Sentiment: Some coverage describes CSCO as trading in a range and suggests short-term options strategies rather than a major directional catalyst. Cisco Systems Stock Is in a Trading Range – Good For Shorting Puts and Calls
- Neutral Sentiment: Broader media coverage also frames Cisco as a mature “growth” name with recurring comparisons to its past cycles, which does not materially change the near-term outlook. 3 Growth Stocks to Stash
- Negative Sentiment: Despite the positive long-term narrative, Cisco shares have been underperforming in the latest session and have recently traded lower, reflecting some near-term profit-taking or consolidation. Cisco Systems (CSCO) Stock Dips While Market Gains: Key Facts
- Negative Sentiment: One article notes Cisco underperformed peers on Monday, signaling that the stock may be lagging the broader tech/cybersecurity group in the short term. Cisco Systems Inc. stock underperforms Monday when compared to competitors
Wall Street Analysts Forecast Growth
Check Out Our Latest Stock Analysis on CSCO
Cisco Systems Stock Down 1.8%
Shares of CSCO stock opened at $117.09 on Wednesday. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37. 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 business’s fifty day moving average is $116.33 and its 200-day moving average is $92.74. The stock has a market cap of $461.50 billion, a PE ratio of 38.02, a price-to-earnings-growth ratio of 3.04 and a beta of 1.02.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last announced 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 return on equity of 28.44% and a net margin of 20.14%.The business had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter last year, the business posted $0.96 earnings per share. The company’s quarterly revenue 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. Equities analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.
Cisco Systems Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is presently 54.55%.
Insider Buying and Selling at Cisco Systems
In related news, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the completion of the sale, the executive vice president directly owned 140,857 shares in the company, valued at approximately $16,890,162.87. This trade represents a 4.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the transaction, the executive vice president owned 177,223 shares in the company, valued at approximately $20,790,030.13. This trade represents a 3.58% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 47,650 shares of company stock valued at $5,668,823. Corporate insiders own 0.01% of the company’s 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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