Nomura Asset Management Co. Ltd. Acquires 27,328 Shares of Cisco Systems, Inc. $CSCO

Nomura Asset Management Co. Ltd. lifted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,642,286 shares of the network equipment provider’s stock after acquiring an additional 27,328 shares during the period. Cisco Systems accounts for approximately 0.7% of Nomura Asset Management Co. Ltd.’s holdings, making the stock its 15th biggest holding. Nomura Asset Management Co. Ltd.’s holdings in Cisco Systems were worth $280,565,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Smithfield Trust Co lifted its holdings in shares of Cisco Systems by 0.3% in the 4th quarter. Smithfield Trust Co now owns 33,666 shares of the network equipment provider’s stock valued at $2,596,000 after acquiring an additional 117 shares during the last quarter. Cairn Investment Group Inc. lifted its holdings in shares of Cisco Systems by 0.5% in the 4th quarter. Cairn Investment Group Inc. now owns 24,146 shares of the network equipment provider’s stock valued at $1,860,000 after acquiring an additional 130 shares during the last quarter. Juncture Wealth Strategies LLC lifted its holdings in shares of Cisco Systems by 0.9% in the 4th quarter. Juncture Wealth Strategies LLC now owns 15,042 shares of the network equipment provider’s stock valued at $1,159,000 after acquiring an additional 132 shares during the last quarter. Clearwater Capital Advisors LLC lifted its holdings in shares of Cisco Systems by 2.5% in the 4th quarter. Clearwater Capital Advisors LLC now owns 5,407 shares of the network equipment provider’s stock valued at $417,000 after acquiring an additional 132 shares during the last quarter. Finally, Northstar Advisory Group LLC lifted its holdings in shares of Cisco Systems by 1.6% in the 4th quarter. Northstar Advisory Group LLC now owns 8,203 shares of the network equipment provider’s stock valued at $632,000 after acquiring an additional 133 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently commented on CSCO shares. Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Rosenblatt Securities reaffirmed a “buy” rating and issued a $100.00 price target on shares of Cisco Systems in a report on Thursday, February 12th. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 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 research note on Thursday, May 14th. Finally, Argus raised their price objective on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, May 19th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $119.09.

Cisco Systems News Roundup

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 reiterated a Buy rating, citing stronger demand for high-speed optical networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also lifted its price target on Cisco to $150 from $100 and kept a Buy rating after Cisco’s latest quarterly results, reinforcing optimism around earnings and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Recent coverage continues to frame Cisco as a beneficiary of AI-driven networking and security spending, with multiple stories highlighting record results and strong momentum. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Cisco joined the EnterpriseClaw AI automation platform alongside NVIDIA, Okta, and OpenAI, reinforcing its security and AI relevance in enterprise workflows. Cisco Joins EnterpriseClaw To Link AI Automation With Security And Valuation Risks
• Neutral Sentiment: Commentary pieces are highlighting Cisco as a “throwback” tech stock that still fits into the AI trade, but these articles are mostly market commentary rather than new fundamentals. Dell, Cisco: How ‘throwback’ tech stocks fit into the AI trade
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan, which is notable but does not necessarily point to changing fundamentals. SEC filing
• Neutral Sentiment: Analysts and media reports continue to note that Cisco has outperformed the broader technology sector, but that view largely reflects recent price strength already in place. Cisco Systems Stock: Is CSCO Outperforming the Technology Sector?

Cisco Systems Stock Up 1.5%

Shares of NASDAQ CSCO opened at $120.42 on Friday. The company has a market cap of $474.63 billion, a P/E ratio of 39.10, a PEG ratio of 3.16 and a beta of 0.92. The firm has a 50-day simple moving average of $93.45 and a two-hundred day simple moving average of $83.18. Cisco Systems, Inc. has a 1 year low of $62.30 and a 1 year high of $121.43. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The business had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same period last year, the company posted $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. Research analysts anticipate that Cisco Systems, Inc. will post 3.44 earnings per share for the current year.

Cisco Systems Dividend Announcement

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

Insider Buying and Selling at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 1,744 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total transaction of $134,410.08. Following the transaction, the executive vice president directly owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This trade represents a 1.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Oliver Tuszik sold 3,132 shares of the firm’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total transaction of $249,745.68. Following the transaction, the executive vice president directly owned 188,613 shares in the company, valued at approximately $15,040,000.62. This trade represents a 1.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 51,324 shares of company stock valued at $5,559,834. 0.01% of the stock is owned by corporate insiders.

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.