Mitsubishi UFJ Asset Management Co. Ltd. Raises Stake in Cisco Systems, Inc. $CSCO

Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.2% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 8,440,324 shares of the network equipment provider’s stock after buying an additional 337,390 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned about 0.21% of Cisco Systems worth $577,509,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Brucke Financial Inc. raised its holdings in shares of Cisco Systems by 25.4% in the 3rd quarter. Brucke Financial Inc. now owns 15,069 shares of the network equipment provider’s stock worth $1,102,000 after purchasing an additional 3,056 shares during the period. Citizens Business Bank increased its position in Cisco Systems by 94.4% in the third quarter. Citizens Business Bank now owns 18,804 shares of the network equipment provider’s stock worth $1,287,000 after buying an additional 9,132 shares during the last quarter. Sumitomo Life Insurance Co. increased its position in Cisco Systems by 37.8% in the third quarter. Sumitomo Life Insurance Co. now owns 45,930 shares of the network equipment provider’s stock worth $3,143,000 after buying an additional 12,599 shares during the last quarter. Thornburg Investment Management Inc. raised its stake in shares of Cisco Systems by 6.7% in the third quarter. Thornburg Investment Management Inc. now owns 2,611,890 shares of the network equipment provider’s stock valued at $178,706,000 after buying an additional 163,721 shares during the period. Finally, Intech Investment Management LLC lifted its position in shares of Cisco Systems by 53.8% during the 3rd quarter. Intech Investment Management LLC now owns 855,768 shares of the network equipment provider’s stock valued at $58,552,000 after buying an additional 299,418 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on CSCO. BNP Paribas Exane increased their target price on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research report on Thursday, February 12th. Melius Research lifted their price objective on shares of Cisco Systems from $84.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. Citic Securities boosted their target price on shares of Cisco Systems from $75.00 to $90.00 in a report on Monday, November 17th. CICC Research lifted their price target on Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research report on Friday, February 13th. Finally, UBS Group increased their price objective on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $89.55.

Insider Activity at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 11,248 shares of the company’s stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $854,848.00. Following the completion of the sale, the insider owned 262,776 shares of the company’s stock, valued at $19,970,976. This represents a 4.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Michael D. Capellas sold 16,150 shares of Cisco Systems 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 directly owned 157,218 shares in the company, valued at $12,149,807.04. This trade represents a 9.32% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 75,677 shares of company stock worth $5,811,211 in the last quarter. 0.01% of the stock is owned by company insiders.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Networking revenue acceleration — Cisco reported networking revenue growth (~21% year-over-year in fiscal Q2) driven by AI and campus demand, supporting upside to future top-line and margins. Read More.
• Positive Sentiment: Analyst upgrades and bullish price targets — Multiple firms have raised targets or maintained buy/strong-buy views (Zacks rank upgrade and several banks raising targets), supporting demand for CSCO shares. Read More.
• Positive Sentiment: Dividend increase — Cisco raised its quarterly dividend to $0.42 (annualized $1.68), boosting yield and appealing to income-focused investors. Read More.
• Positive Sentiment: Talent and go‑to‑market partnerships — Cisco Networking Academy’s global partnership with Indeed (and other regional AI/security initiatives) strengthens hiring/training and helps commercial adoption of Cisco’s AI/security stack. Read More.
• Neutral Sentiment: Market performance context — Cisco has outpaced the Dow over the past year, keeping it in investors’ rotation but analysts remain cautiously optimistic on sustainability. Read More.
• Neutral Sentiment: Security thought leadership — Cisco distributed Splunk’s CISO report on AI risk/governance, which supports positioning in security but is not an immediate earnings driver. Read More.
• Neutral Sentiment: Competitive landscape — Analyst pieces comparing Cisco vs. Ciena highlight strong optical/AI demand across peers; competition could influence share gains but Cisco retains a large AI order pipeline. Read More.
• Negative Sentiment: Insider selling — SVP Maria Victoria Wong sold 2,179 shares (disclosed Feb. 24), which can create short-term perception pressure despite the small size relative to outstanding shares. Read More.
• Negative Sentiment: Analyst downgrade on margins — Erste Group cut CSCO to Hold citing gross-margin concerns; if margins disappoint, multiple expansion could be capped. Read More.

Cisco Systems Stock Up 1.3%

CSCO stock opened at $79.12 on Thursday. The company’s 50 day moving average is $77.78 and its 200 day moving average is $73.62. The stock has a market cap of $312.52 billion, a price-to-earnings ratio of 27.76, a price-to-earnings-growth ratio of 2.95 and a beta of 0.87. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The business’s quarterly revenue was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.94 EPS. Sell-side analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date is Thursday, April 2nd. This represents a $1.68 annualized dividend and a dividend yield of 2.1%. Cisco Systems’s dividend payout ratio is currently 57.54%.

Cisco Systems 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.