Northwestern Mutual Wealth Management Co. Purchases 2,078,904 Shares of Cisco Systems, Inc. $CSCO

Northwestern Mutual Wealth Management Co. boosted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 469.7% during the 4th quarter, Holdings Channel reports. The fund owned 2,521,516 shares of the network equipment provider’s stock after buying an additional 2,078,904 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Cisco Systems were worth $194,232,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Isthmus Partners LLC bought a new stake in Cisco Systems during the 4th quarter worth approximately $209,000. Phoenix Financial Ltd. increased its holdings in Cisco Systems by 7.1% during the 4th quarter. Phoenix Financial Ltd. now owns 132,672 shares of the network equipment provider’s stock worth $10,218,000 after purchasing an additional 8,752 shares in the last quarter. Bessemer Group Inc. increased its holdings in Cisco Systems by 1,961.5% during the 4th quarter. Bessemer Group Inc. now owns 2,634,961 shares of the network equipment provider’s stock worth $202,972,000 after purchasing an additional 2,507,145 shares in the last quarter. Arbejdsmarkedets Tillaegspension bought a new stake in Cisco Systems during the 4th quarter worth approximately $22,534,000. Finally, Petix & Botte Co bought a new stake in Cisco Systems during the 4th quarter worth approximately $217,000. Institutional investors own 73.33% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

Insider Transactions at Cisco Systems

In related news, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the transaction, the executive vice president owned 188,613 shares of the company’s stock, valued at $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the transaction, the executive vice president directly owned 187,097 shares in the company, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 15,587 shares of company stock worth $1,230,765 in the last three months. Insiders own 0.01% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on CSCO. Truist Financial began coverage on Cisco Systems in a report on Tuesday, March 31st. They set a “buy” rating and a $94.00 price objective for the company. JPMorgan Chase & Co. boosted their price objective on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. BNP Paribas Exane boosted their target price on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research note on Thursday. UBS Group boosted their target price on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $114.55.

Cisco Systems Trading Up 2.3%

Shares of CSCO stock opened at $118.21 on Friday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.85 and a current ratio of 0.92. Cisco Systems, Inc. has a 52-week low of $62.30 and a 52-week high of $119.36. The company has a market capitalization of $466.92 billion, a PE ratio of 38.38, a price-to-earnings-growth ratio of 4.44 and a beta of 0.92. The business’s fifty day moving average is $85.41 and its 200 day moving average is $79.95.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter last year, the business posted $0.96 earnings per share. The firm’s revenue was up 12.0% compared to the same quarter last year. 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. On average, equities research analysts anticipate that Cisco Systems, Inc. will post 3.42 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be paid a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio is currently 54.55%.

Cisco Systems Company 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.