Cisco Systems, Inc. $CSCO Holdings Raised by Erste Asset Management GmbH

Erste Asset Management GmbH boosted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 31.7% in the fourth quarter, Holdings Channel reports. The institutional investor owned 1,442,093 shares of the network equipment provider’s stock after acquiring an additional 346,941 shares during the quarter. Cisco Systems makes up approximately 0.9% of Erste Asset Management GmbH’s holdings, making the stock its 26th largest position. Erste Asset Management GmbH’s holdings in Cisco Systems were worth $111,942,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. MidAtlantic Capital Management Inc. bought a new stake in Cisco Systems in the fourth quarter worth approximately $25,000. Board of the Pension Protection Fund bought a new stake in shares of Cisco Systems during the 4th quarter worth $31,000. EQ Wealth Advisors LLC bought a new stake in shares of Cisco Systems during the 4th quarter worth $31,000. Anfield Capital Management LLC boosted its holdings in Cisco Systems by 248.9% in the 4th quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock valued at $37,000 after purchasing an additional 346 shares during the period. Finally, Joseph Group Capital Management bought a new stake in Cisco Systems in the 4th quarter valued at $38,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Transactions at Cisco Systems

In other Cisco Systems news, CEO Charles Robbins sold 21,400 shares of the firm’s stock in a transaction dated Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the completion of the sale, the chief executive officer owned 637,085 shares in the company, valued at approximately $76,469,312.55. This trade represents a 3.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the sale, the insider owned 246,737 shares of the company’s stock, valued at $28,937,315.36. The trade was a 2.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders have sold 51,324 shares of company stock worth $5,559,834. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems News Roundup

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

• Positive Sentiment: Jim Cramer highlighted Cisco as a top Dow performer, saying legacy tech names like Cisco are benefiting from the AI data-center boom. Jim Cramer Highlights Cisco Systems as the Top Dow Performer
• Positive Sentiment: Analyst commentary is increasingly bullish, with upgrades tied to expectations that Cisco could generate about $6 billion in FY2027 AI revenue. Analyst Upgrades Cisco Systems As It Anticipates $6 Billion in FY2027 AI Revenue
• Positive Sentiment: Reports from Cisco’s conference appearance and product rollout emphasized its AI-centric Cloud Control platform, expanded cybersecurity tools, and partnerships aimed at secure AI infrastructure, supporting the view that Cisco can monetize AI beyond hardware refresh cycles. Cisco’s AI Platforms And Cybersecurity Push Test Valuation For Investors
• Neutral Sentiment: Broader market headlines about tech selling off, rising yields, and “bubble” comparisons to Cisco’s dot-com era may create short-term volatility, but they are not specific to Cisco’s fundamentals. Equities Fall, Yields Jump Intraday After Jobs Report; Tech Leads Sell-Off
• Neutral Sentiment: Goldman Sachs reportedly remained at Hold while Morgan Stanley reiterated Buy, suggesting Wall Street is still divided on how much upside is already priced in. Goldman Sachs Remains a Hold on Cisco Systems (CSCO) Morgan Stanley Sticks to Their Buy Rating for Cisco Systems (CSCO)

Cisco Systems Stock Performance

Shares of Cisco Systems stock opened at $121.64 on Monday. The stock has a market capitalization of $479.44 billion, a P/E ratio of 39.49, a price-to-earnings-growth ratio of 3.10 and a beta of 1.01. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The company has a 50-day simple moving average of $98.05 and a 200 day simple moving average of $85.01. Cisco Systems, Inc. has a 12-month low of $63.87 and a 12-month high of $130.37.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data 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. The firm had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the company posted $0.96 EPS. 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. Research analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be given a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on CSCO. Citic Securities raised their price objective on shares of Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. CICC Research raised their price objective on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. Weiss Ratings raised shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. Piper Sandler raised their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Finally, Argus raised their price objective on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a report on Tuesday, May 19th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $119.50.

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.