Meiji Yasuda Life Insurance Co Has $2.44 Million Stock Position in Cisco Systems, Inc. $CSCO

Meiji Yasuda Life Insurance Co raised its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 343.8% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 20,769 shares of the network equipment provider’s stock after buying an additional 16,089 shares during the quarter. Meiji Yasuda Life Insurance Co’s holdings in Cisco Systems were worth $2,440,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in CSCO. BlackRock Inc. acquired a new stake in shares of Cisco Systems during the second quarter worth $42,129,647,000. State Street Corp boosted its stake in Cisco Systems by 0.5% in the 4th quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock worth $15,060,995,000 after purchasing an additional 1,057,962 shares during the period. Morgan Stanley increased its holdings in Cisco Systems by 0.3% during the 4th quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock worth $5,802,382,000 after purchasing an additional 206,352 shares in the last quarter. Invesco Ltd. increased its holdings in Cisco Systems by 11.6% during the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after purchasing an additional 6,224,062 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Cisco Systems in the 4th quarter valued at about $4,473,272,000. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $109.93 on Friday. The stock has a market capitalization of $433.28 billion, a price-to-earnings ratio of 32.91, a PEG ratio of 2.16 and a beta of 1.02. The business has a 50-day moving average of $115.21 and a 200-day moving average of $101.24. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. Cisco Systems, Inc. has a fifty-two week low of $66.13 and a fifty-two week high of $130.37.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The business had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. During the same quarter in the prior year, the company posted $0.99 earnings per share. Cisco Systems’s revenue was up 17.6% on a year-over-year basis. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. As a group, sell-side analysts predict that Cisco Systems, Inc. will post 4.44 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be paid a dividend of $0.42 per share. The ex-dividend date is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. Cisco Systems’s dividend payout ratio is currently 50.30%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco launched a Sovereign Critical Infrastructure portfolio in Canada and expanded its Secure AI Factory with NVIDIA and Supermicro. The offerings target enterprises, neocloud providers and sovereign-cloud customers seeking integrated AI compute, cooling and networking infrastructure. Cisco Unveils Sovereign and AI Infrastructure Offerings
• Positive Sentiment: Morgan Stanley maintained a $135 price target, citing Cisco’s potential supply advantage through TSMC as shortages continue to affect the AI infrastructure market. This supports the view that Cisco may be positioned to benefit from strong AI networking demand. Morgan Stanley Reveals Cisco’s Supply Edge
• Positive Sentiment: Cisco’s NVIDIA partnership is also linked to the industry’s shift toward liquid-cooled, high-density AI systems, potentially expanding the company’s role in the broader AI infrastructure buildout. NVIDIA’s AI Chips and Liquid Cooling
• Positive Sentiment: Analysts comparing Cisco with Hewlett Packard Enterprise highlighted Cisco’s strong hyperscaler AI orders, networking growth and expanding security business as long-term competitive advantages. HPE vs. CSCO
• Neutral Sentiment: Cisco gave all approximately 90,000 employees access to personal AI agents, demonstrating broad internal adoption of AI, though the immediate financial impact is unclear. Cisco Gives Employees AI Agents
• Negative Sentiment: A growth-stock analysis questioned whether Cisco can sustain enough growth to support its premium valuation, reviving concerns that enthusiasm surrounding AI networking may have outpaced underlying fundamentals. With a P/E ratio above 30, the stock may be particularly sensitive to any slowdown in growth expectations. Growth Stock Analysis

Wall Street Analyst Weigh In

CSCO has been the subject of several recent research reports. Piper Sandler upped their price objective on Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. UBS Group lifted their target price on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. KeyCorp boosted their target price on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a research note on Thursday, August 13th. Truist Financial upped their price target on Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Finally, Zacks Research downgraded shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $129.43.

Insider Activity at Cisco Systems

In related news, EVP Oliver Tuszik sold 2,760 shares of the business’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $112.46, for a total transaction of $310,389.60. Following the transaction, the executive vice president directly owned 165,276 shares in the company, valued at approximately $18,586,938.96. The trade was a 1.64% decrease in their ownership of the stock. 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, insider Jeetendra I. Patel sold 7,170 shares of the company’s stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.57, for a total transaction of $799,956.90. Following the sale, the insider directly owned 230,593 shares in the company, valued at $25,727,261.01. This trade represents a 3.02% 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. Over the last quarter, insiders have sold 53,611 shares of company stock worth $6,066,680. Insiders own 0.01% of the company’s stock.

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.