NS Partners Ltd Purchases New Holdings in Cisco Systems, Inc. $CSCO

Posted by Francis Steltz on Sep 1st, 2026

NS Partners Ltd acquired a new position in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) in the second quarter, according to the company in its most recent filing with the SEC. The firm acquired 75,094 shares of the network equipment provider’s stock, valued at approximately $8,821,000.

A number of other institutional investors and hedge funds have also modified their holdings of the company. BlackRock Inc. bought a new stake in Cisco Systems in the 2nd quarter valued at $42,129,647,000. State Street Corp raised its position 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 worth $15,060,995,000 after purchasing an additional 1,057,962 shares in the last quarter. Morgan Stanley lifted its stake in Cisco Systems by 0.3% during the fourth quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock worth $5,802,382,000 after purchasing an additional 206,352 shares during the period. Invesco Ltd. boosted its holdings in Cisco Systems by 11.6% during the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after purchasing an additional 6,224,062 shares in the last quarter. Finally, Norges Bank acquired a new position 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.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. Citic Securities upped their price target on Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Freedom Capital raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Sunday, August 16th. Barclays upped their price objective on shares of Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 13th. KeyCorp increased their price target on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. Finally, CICC Research lifted their price objective on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a research report on Monday, May 18th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $129.43.

Get Our Latest Analysis on Cisco Systems

Cisco Systems Stock Performance

Cisco Systems stock opened at $110.49 on Tuesday. The company has a market cap of $435.49 billion, a PE ratio of 33.08, a PEG ratio of 2.16 and a beta of 1.02. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. Cisco Systems, Inc. has a 1 year low of $66.13 and a 1 year high of $130.37. The company’s 50-day moving average is $114.99 and its two-hundred day moving average is $101.51.

Cisco Systems (NASDAQ:CSCO – Get Free Report) last posted its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The business had revenue of $17.25 billion during the quarter, compared to the consensus estimate of $16.84 billion. During the same period in the previous year, the firm posted $0.99 earnings per share. Cisco Systems’s revenue for the quarter was up 17.6% compared to the same quarter last year. 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. Equities analysts anticipate that Cisco Systems, Inc. will post 4.44 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be given a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 50.30%.

Cisco Systems News Roundup

Here are the key news stories impacting Cisco Systems this week:

Positive Sentiment: Saudi AI expansion strengthens Cisco’s AI growth narrative. Cisco, AMD and Saudi Arabia-based HUMAIN said production AI infrastructure is now live, combining AMD Instinct MI355X GPUs and EPYC CPUs with Cisco Silicon One networking. The partners plan to add up to 250 megawatts of capacity beginning in 2027 and potentially reach 1 gigawatt by 2030, creating a significant long-term opportunity for Cisco’s AI networking business. AMD, Cisco and HUMAIN Expand Saudi Arabia’s AI Infrastructure as AMD Instinct Systems Go Live
Positive Sentiment: Sovereign infrastructure broadens Cisco’s addressable market. Cisco is also introducing a Sovereign Critical Infrastructure portfolio in Canada for air-gapped, on-premises deployments. These offerings target governments and regulated industries that require strict data residency, security and operational control, potentially supporting higher-value infrastructure sales. How Investors Are Reacting To Cisco Systems Expanding Sovereign AI Infrastructure In Saudi Arabia
Positive Sentiment: Recent performance and outside commentary remain supportive. Cisco has outperformed the broader telecommunications industry over the past year, while Jim Cramer reiterated a bullish view following the company’s record quarter. These factors may reinforce investor confidence, although they are less material than the company’s operating results and AI bookings. How Is Cisco Systems’ Stock Performance Compared to Other Telecommunications Stocks?
Neutral Sentiment: Management will meet investors throughout September. Cisco executives are scheduled to participate in Goldman Sachs, Citi, Truist, Piper Sandler and other technology conferences. The meetings could provide updates on AI networking demand, margins and guidance, but no new financial targets were announced.
Negative Sentiment: Valuation and guidance remain potential constraints. Despite the AI momentum, prior commentary has noted conservative guidance, and the stock’s elevated valuation leaves less room for disappointment if AI-related revenue growth or broader networking demand falls short of expectations. Jim Cramer delivers unmistakable verdict on vital tech giant

Insider Transactions at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 6,487 shares of the business’s stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $111.53, for a total transaction of $723,495.11. Following the completion of the transaction, the executive vice president owned 167,116 shares in the company, valued at approximately $18,638,447.48. The trade was a 3.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of the business’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the completion of the transaction, the chief executive officer directly owned 602,710 shares of the company’s stock, valued at $67,226,273.40. This trade represents a 3.46% 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. In the last ninety days, insiders have sold 53,611 shares of company stock valued at $6,066,680. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Profile

(Free Report)

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.