ABN Amro Investment Solutions Purchases 107,734 Shares of Cisco Systems, Inc. $CSCO

ABN Amro Investment Solutions lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 68.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 265,191 shares of the network equipment provider’s stock after purchasing an additional 107,734 shares during the period. ABN Amro Investment Solutions’ holdings in Cisco Systems were worth $20,428,000 at the end of the most recent quarter.

A number of other large investors also recently made changes to their positions in CSCO. Arrowstreet Capital Limited Partnership lifted its position in shares of Cisco Systems by 110.2% during the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock valued at $1,259,369,000 after purchasing an additional 9,648,265 shares in the last quarter. Wellington Management Group LLP lifted its position in shares of Cisco Systems by 19.5% during the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock valued at $2,309,066,000 after purchasing an additional 5,498,375 shares in the last quarter. Invesco Ltd. lifted its position in shares of Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after purchasing an additional 5,081,469 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Cisco Systems by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after purchasing an additional 4,049,893 shares in the last quarter. Finally, Bank Julius Baer & Co. Ltd Zurich lifted its position in shares of Cisco Systems by 875.6% during the fourth quarter. Bank Julius Baer & Co. Ltd Zurich now owns 4,084,965 shares of the network equipment provider’s stock valued at $314,925,000 after purchasing an additional 3,666,258 shares in the last quarter. 73.33% of the stock is owned by institutional investors.

Cisco Systems Price Performance

CSCO opened at $114.35 on Thursday. The company has a market capitalization of $451.67 billion, a price-to-earnings ratio of 37.13, a PEG ratio of 3.51 and a beta of 0.92. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The firm has a 50-day moving average price of $87.68 and a 200-day moving average price of $80.93. Cisco Systems, Inc. has a twelve month low of $62.30 and a twelve month high of $119.39.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.03. The firm had revenue of $15.84 billion during 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 company’s revenue was up 12.0% on a year-over-year basis. During the same quarter last year, the company 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. Equities analysts expect that Cisco Systems, Inc. will post 3.44 EPS for the current year.

Cisco Systems Dividend Announcement

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

Insider Activity at Cisco Systems

In related news, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the completion of the transaction, the executive vice president owned 188,613 shares of the company’s stock, valued at approximately $15,040,000.62. The trade was a 1.63% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, SVP Maria Victoria Wong sold 2,179 shares of the business’s stock in a transaction that occurred on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the transaction, the senior vice president directly owned 28,807 shares of the company’s stock, valued at approximately $2,239,456.18. This represents a 7.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 32,103 shares of company stock valued at $3,160,587 in the last quarter. 0.01% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research firms recently weighed in on CSCO. The Goldman Sachs Group raised their price target on shares of Cisco Systems from $75.00 to $116.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Citic Securities lifted their price objective on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. JPMorgan Chase & Co. lifted their price objective on shares of Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Argus lifted their price objective on shares of Cisco Systems from $100.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday. Finally, Morgan Stanley lifted their price objective on shares of Cisco Systems from $91.00 to $120.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $118.14.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco’s latest earnings and guidance continue to support the bull case, with management highlighting strong AI infrastructure demand and improving long-term growth prospects. Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift
• Positive Sentiment: HSBC upgraded Cisco to Buy and sharply raised its price target, while Argus also lifted its target, reinforcing expectations for continued share-price strength. HSBC nearly doubles Cisco stock price target for 2026 Argus adjusts price target on Cisco Systems to 150 from 100, maintains Buy rating
• Positive Sentiment: New coverage is positioning Cisco as an AI networking and infrastructure beneficiary, with articles pointing to hyperscaler demand and Cisco’s role in enterprise AI standards. Cisco Ties AI Agent Push To Data Center Connectivity Standards
• Neutral Sentiment: Automation Anywhere’s collaboration with Cisco on EnterpriseClaw underscores Cisco’s relevance in enterprise AI, but the announcement is still more strategic than financially material for now. Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI
• Neutral Sentiment: Cisco was also highlighted in broader “AI infrastructure” and “big data” stock lists, which may help keep the name in focus, but these mentions do not add new fundamentals. Invest in These 5 Big Data Behemoths to Gain From Wall Street Rally
• Negative Sentiment: Several insiders sold shares under pre-arranged 10b5-1 plans, including Jeetendra I. Patel, Deborah L. Stahlkopf, and Oliver Tuszik, which can create a modest overhang on sentiment despite being scheduled transactions. SEC Form 4 Jeetendra I. Patel SEC Form 4 Deborah L. Stahlkopf SEC Form 4 Oliver Tuszik
• Negative Sentiment: Some commentary suggests Cisco’s strong rally may be getting extended, with concerns around lower free cash flow and margins potentially limiting near-term upside. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?

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.