California Public Employees Retirement System Has $935.30 Million Stock Holdings in Cisco Systems, Inc. $CSCO

California Public Employees Retirement System boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.3% in the 1st quarter, Holdings Channel.com reports. The firm owned 12,054,410 shares of the network equipment provider’s stock after purchasing an additional 492,925 shares during the quarter. Cisco Systems makes up about 0.6% of California Public Employees Retirement System’s portfolio, making the stock its 22nd largest position. California Public Employees Retirement System’s holdings in Cisco Systems were worth $935,302,000 at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. World Investment Advisors raised its holdings in shares of Cisco Systems by 15.4% in the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after buying an additional 26,455 shares in the last quarter. WCG Wealth Advisors LLC boosted its stake in Cisco Systems by 101.8% in the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after buying an additional 54,141 shares in the last quarter. Vise Technologies Inc. grew its position in Cisco Systems by 47.1% in the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after acquiring an additional 64,144 shares during the period. Truist Financial Corp raised its stake in Cisco Systems by 6.8% during the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock worth $332,084,000 after acquiring an additional 275,456 shares in the last quarter. Finally, Principal Financial Group Inc. lifted its holdings in shares of Cisco Systems by 3.2% during the fourth quarter. Principal Financial Group Inc. now owns 4,873,274 shares of the network equipment provider’s stock valued at $375,388,000 after acquiring an additional 151,395 shares during the period. 73.33% of the stock is owned by institutional investors.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco is being highlighted as a key AI infrastructure play, with commentary arguing the company could benefit from rising demand for networking gear tied to AI buildouts. Price Prediction: Cisco Will Hit $170 on This Date
• Positive Sentiment: Investor sentiment is also supported by a favorable long-term track record under CEO Chuck Robbins, with a recent article pointing to strong returns since he took over in 2015. A $10,000 Investment in Cisco When Chuck Robbins Became CEO Is Worth This Much Today
• Neutral Sentiment: One analysis says Cisco stock looks fairly valued around current levels, suggesting upside may depend on future execution rather than an obvious valuation discount. Cisco (CSCO) Stock Looks About Right As Security Deal Talk Grows
• Neutral Sentiment: Cisco was also mentioned in a dividend-focused roundup of legacy tech names, reinforcing its appeal as a cash-generating, shareholder-friendly stock. 4 Tech Stocks Throwing Off Dividends
• Negative Sentiment: Technical traders are watching a weakening chart, with Cisco reportedly below its 50-day moving average and near key support, which could cap gains if buyers fail to step in. Cisco Systems (CSCO) Price Forecast: Correction Deepens as Key Support Nears

Cisco Systems Stock Performance

Shares of NASDAQ:CSCO opened at $111.94 on Friday. The business has a fifty day moving average of $117.40 and a 200-day moving average of $93.33. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. Cisco Systems, Inc. has a twelve month low of $65.75 and a twelve month high of $130.37. The firm has a market cap of $441.20 billion, a PE ratio of 36.34, a price-to-earnings-growth ratio of 2.79 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm’s quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the company earned $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. On average, equities research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio is 54.55%.

Wall Street Analyst Weigh In

CSCO has been the topic of several recent analyst reports. HSBC upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating and boosted their target price for the company from $77.00 to $137.00 in a research note on Friday, May 15th. JPMorgan Chase & Co. lifted their price target on shares of Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Barclays boosted their price target on shares of Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a research report on Thursday, May 14th. UBS Group raised their price objective on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Finally, Morgan Stanley lifted their target price on shares of Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research note on Friday, June 12th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Cisco Systems has an average rating of “Moderate Buy” and a consensus price target of $123.14.

Insiders Place Their Bets

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the transaction, the executive vice president directly owned 177,223 shares in the company, valued at approximately $20,790,030.13. This trade represents a 3.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of Cisco Systems stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $121.12, for a total value of $315,759.84. Following the completion of the sale, the executive vice president directly owned 172,727 shares of the company’s stock, valued at $20,920,694.24. This trade represents a 1.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 47,650 shares of company stock valued at $5,668,823 over the last quarter. Company insiders own 0.01% of the company’s stock.

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.