Cisco Systems, Inc. $CSCO Shares Acquired by ING Groep NV

ING Groep NV lifted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 63.2% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,573,264 shares of the network equipment provider’s stock after acquiring an additional 609,152 shares during the period. Cisco Systems accounts for approximately 0.7% of ING Groep NV’s investment portfolio, making the stock its 27th biggest holding. ING Groep NV’s holdings in Cisco Systems were worth $121,189,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Vanguard Group Inc. increased its position in 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 worth $30,730,602,000 after buying an additional 4,049,893 shares during the period. Norges Bank acquired a new position in Cisco Systems during the fourth quarter worth approximately $4,473,272,000. Invesco Ltd. increased its position in Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after buying an additional 5,081,469 shares during the period. Northern Trust Corp increased its position in Cisco Systems by 3.5% during the third quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider’s stock worth $3,318,275,000 after buying an additional 1,631,703 shares during the period. Finally, Bank of New York Mellon Corp increased its position in Cisco Systems by 2.6% during the fourth quarter. Bank of New York Mellon Corp now owns 45,470,400 shares of the network equipment provider’s stock worth $3,502,585,000 after buying an additional 1,162,500 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Trading Down 6.4%

Shares of CSCO stock opened at $121.64 on Friday. The business’s 50 day moving average is $98.05 and its two-hundred day moving average is $84.96. Cisco Systems, Inc. has a twelve month low of $63.87 and a twelve month high of $130.37. The company has a market capitalization of $479.44 billion, a P/E ratio of 39.49, a price-to-earnings-growth ratio of 3.10 and a beta of 1.01. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40.

Cisco Systems (NASDAQ:CSCO) last announced its 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. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same period last year, the business posted $0.96 EPS. The company’s revenue was up 12.0% on a year-over-year basis. 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 forecast that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Announces Dividend

The business 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. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is 54.55%.

Insider Buying and Selling

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction that occurred on 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 directly owned 246,737 shares in the company, valued at approximately $28,937,315.36. This trade represents a 2.82% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the transaction, the executive vice president owned 156,693 shares in the company, valued at $12,076,329.51. This trade represents a 1.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 51,324 shares of company stock worth $5,559,834. 0.01% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several research analysts have commented on the company. Morgan Stanley lifted their price target on Cisco Systems from $91.00 to $120.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. BNP Paribas Exane lifted their price target on Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Citic Securities lifted their price target on Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Wells Fargo & Company lifted their price target on Cisco Systems from $95.00 to $130.00 and gave the stock an “overweight” rating in a research report on Thursday, May 14th. Finally, JPMorgan Chase & Co. lifted their price target on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $119.50.

More Cisco Systems News

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

• Positive Sentiment: Jim Cramer highlighted Cisco as a top Dow performer, saying legacy tech names like Cisco are benefiting from the AI data-center boom. Jim Cramer Highlights Cisco Systems as the Top Dow Performer
• Positive Sentiment: Analyst commentary is increasingly bullish, with upgrades tied to expectations that Cisco could generate about $6 billion in FY2027 AI revenue. Analyst Upgrades Cisco Systems As It Anticipates $6 Billion in FY2027 AI Revenue
• Positive Sentiment: Reports from Cisco’s conference appearance and product rollout emphasized its AI-centric Cloud Control platform, expanded cybersecurity tools, and partnerships aimed at secure AI infrastructure, supporting the view that Cisco can monetize AI beyond hardware refresh cycles. Cisco’s AI Platforms And Cybersecurity Push Test Valuation For Investors
• Neutral Sentiment: Broader market headlines about tech selling off, rising yields, and “bubble” comparisons to Cisco’s dot-com era may create short-term volatility, but they are not specific to Cisco’s fundamentals. Equities Fall, Yields Jump Intraday After Jobs Report; Tech Leads Sell-Off
• Neutral Sentiment: Goldman Sachs reportedly remained at Hold while Morgan Stanley reiterated Buy, suggesting Wall Street is still divided on how much upside is already priced in. Goldman Sachs Remains a Hold on Cisco Systems (CSCO) Morgan Stanley Sticks to Their Buy Rating for Cisco Systems (CSCO)

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.