Cisco Systems, Inc. $CSCO Stock Position Increased by National Pension Service

National Pension Service lifted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 2.2% during the fourth quarter, Holdings Channel reports. The institutional investor owned 9,531,981 shares of the network equipment provider’s stock after buying an additional 208,757 shares during the quarter. Cisco Systems makes up approximately 0.5% of National Pension Service’s investment portfolio, making the stock its 29th largest position. National Pension Service’s holdings in Cisco Systems were worth $734,248,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Smithfield Trust Co raised its position in shares of Cisco Systems by 0.3% during the fourth quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock worth $2,596,000 after purchasing an additional 117 shares during the period. Cairn Investment Group Inc. raised its position in shares of Cisco Systems by 0.5% during the fourth quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock worth $1,860,000 after purchasing an additional 130 shares during the period. Juncture Wealth Strategies LLC raised its holdings in Cisco Systems by 0.9% during the 4th quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider’s stock worth $1,159,000 after buying an additional 132 shares during the period. Clearwater Capital Advisors LLC raised its holdings in Cisco Systems by 2.5% during the 4th quarter. Clearwater Capital Advisors LLC now owns 5,407 shares of the network equipment provider’s stock worth $417,000 after buying an additional 132 shares during the period. Finally, Northstar Advisory Group LLC raised its holdings in Cisco Systems by 1.6% during the 4th quarter. Northstar Advisory Group LLC now owns 8,203 shares of the network equipment provider’s stock worth $632,000 after buying an additional 133 shares during the period. Institutional investors own 73.33% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. UBS Group boosted their price objective on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Evercore boosted their price objective on Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. BNP Paribas Exane boosted their price objective on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. The Goldman Sachs Group boosted their price objective on Cisco Systems from $75.00 to $116.00 and gave the stock a “neutral” rating in a report on Thursday, May 14th. Finally, JPMorgan Chase & Co. boosted their price objective on Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus price target of $119.09.

More Cisco Systems News

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $135 from $114 and kept a Buy rating, citing stronger demand for networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also boosted its Cisco target to $150 from $100 after the latest earnings report, reinforcing confidence in the company’s results and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Cisco is being positioned as a beneficiary of the AI buildout, with articles highlighting record results and momentum in networking demand. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Qumulo and Cisco launched a CloudBridge architecture aimed at extending file workloads into the cloud, adding another AI/cloud infrastructure use case for Cisco’s platform. Qumulo and Cisco Deliver Industry-First CloudBridge Architecture…
• Positive Sentiment: New coverage suggests Cisco’s security revenue growth could accelerate as it links security to the AI infrastructure cycle, Splunk observability, and AI-agent defenses. Cisco’s Security Revenue Growth Set to Pick Up: What’s Ahead?
• Neutral Sentiment: Several momentum-focused articles are highlighting Cisco as a strong stock pick, but these are mostly commentary pieces rather than new fundamental developments. Are You Looking for a Top Momentum Pick? Why Cisco Systems (CSCO) is a Great Choice
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan; the sale is worth noting, but it appears routine and not a major fundamental signal. SEC filing

Insider Transactions at Cisco Systems

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the transaction, the insider owned 246,737 shares in the company, valued at $28,937,315.36. The trade was a 2.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the transaction, the executive vice president owned 188,613 shares in the company, valued at $15,040,000.62. This trade represents a 1.63% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 51,324 shares of company stock valued at $5,559,834. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Down 0.9%

NASDAQ:CSCO opened at $118.64 on Friday. The firm has a market capitalization of $467.61 billion, a price-to-earnings ratio of 38.52, a PEG ratio of 3.14 and a beta of 0.92. Cisco Systems, Inc. has a 1-year low of $62.30 and a 1-year high of $120.79. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The business’s fifty day moving average price is $92.59 and its 200 day moving average price is $82.92.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results 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 for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.Cisco Systems’s quarterly revenue was up 12.0% on a year-over-year basis. During the same period in the previous year, the firm earned $0.96 earnings per share. 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, sell-side analysts forecast that Cisco Systems, Inc. will post 3.44 earnings per share 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. Shareholders of record on Monday, July 6th will be paid a $0.42 dividend. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems’s payout ratio is 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.