Danske Bank A S Takes Position in Cisco Systems, Inc. $CSCO

Danske Bank A S purchased a new stake in Cisco Systems, Inc. (NASDAQ:CSCO) during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 3,419,411 shares of the network equipment provider’s stock, valued at approximately $233,956,000. Cisco Systems comprises 0.6% of Danske Bank A S’s portfolio, making the stock its 24th largest holding. Danske Bank A S owned 0.09% of Cisco Systems at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bare Financial Services Inc boosted its stake in shares of Cisco Systems by 531.0% in the 2nd quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after purchasing an additional 308 shares during the last quarter. Marquette Asset Management LLC acquired a new stake in shares of Cisco Systems during the 3rd quarter worth approximately $25,000. Lowe Wealth Advisors LLC raised its stake in shares of Cisco Systems by 96.2% during the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock worth $28,000 after buying an additional 200 shares during the last quarter. Cedar Mountain Advisors LLC lifted its holdings in Cisco Systems by 115.7% in the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after buying an additional 251 shares during the period. Finally, Kilter Group LLC acquired a new position in Cisco Systems in the second quarter valued at approximately $44,000. 73.33% of the stock is owned by institutional investors.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco reports large AI infrastructure orders from webscale customers and continued subscription momentum (subscriptions ~51% of sales in the quarter), signaling higher-margin recurring revenue and direct AI-driven demand for its networking and security stack. How Cisco’s AI Infrastructure Orders and NVIDIA Alliance Could Shape Cisco Systems (CSCO) Investors
• Positive Sentiment: Cisco expanded its Secure AI Factory with NVIDIA to simplify secure AI deployment from data centers to edge sites — a strategic partnership that ties Cisco networking/security products to NVIDIA’s AI stack and could accelerate customer deployments and systems sales. Cisco Secure AI Factory with NVIDIA Makes AI Easier to Deploy and Secure, Anywhere Organizations Need It
• Positive Sentiment: Billionaire investor Ken Fisher’s fund continues to hold Cisco and highlighted it among notable moves for 2026 — a vote of confidence from a long-term institutional holder that can support sentiment and liquidity. Cisco Systems Inc. (CSCO): Billionaire Ken Fisher Reignites Interest in Long-Term Holding
• Neutral Sentiment: Multiple media/analyst notes (Zacks, Yahoo Finance) are amplifying the NVIDIA partnership and AI orders, which helps visibility but may already be priced in by short-term traders. CSCO Taps NVIDIA to Drive Secure AI at the Edge: More Upside Ahead?
• Neutral Sentiment: Industry moves — NVIDIA’s new Vera CPU and surging optical peer Ciena — underscore strong AI/optical demand but also intensifying competition and sector rotation that could influence networking/optical pricing and investment. NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI Ciena Surges 73% in 3 Months: Should Investors Still Buy the Stock?

Cisco Systems Trading Up 0.5%

CSCO opened at $79.27 on Wednesday. The firm’s fifty day moving average is $78.16 and its two-hundred day moving average is $74.68. The firm has a market cap of $313.11 billion, a PE ratio of 27.81, a price-to-earnings-growth ratio of 2.98 and a beta of 0.87. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $88.18. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. During the same quarter in the previous year, the business earned $0.94 EPS. The firm’s revenue was up 9.7% on a year-over-year basis. Equities research analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be paid a $0.42 dividend. The ex-dividend date of this dividend is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. Cisco Systems’s payout ratio is presently 58.95%.

Insider Buying and Selling

In related news, CEO Charles Robbins sold 19,545 shares of the business’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 $1,485,420.00. Following the completion of the transaction, the chief executive officer directly owned 671,095 shares in the company, valued at approximately $51,003,220. The trade was a 2.83% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the stock in a transaction that occurred on Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the sale, the executive vice president directly owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. The trade was a 1.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 75,799 shares of company stock valued at $5,815,306. 0.01% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts have commented on the stock. HSBC lifted their target price on shares of Cisco Systems from $74.00 to $77.00 and gave the stock a “hold” rating in a report on Friday, February 13th. Citigroup raised their price target on Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. BNP Paribas Exane lifted their price objective on Cisco Systems from $86.00 to $87.00 and gave the stock an “outperform” rating in a research note on Thursday, February 12th. Argus raised Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Finally, JPMorgan Chase & Co. raised their target price on Cisco Systems from $90.00 to $95.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $89.55.

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.