E. Ohman J or Asset Management AB Has $10.53 Million Position in Cisco Systems, Inc. $CSCO

E. Ohman J or Asset Management AB lowered its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 3.3% in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 135,648 shares of the network equipment provider’s stock after selling 4,600 shares during the period. E. Ohman J or Asset Management AB’s holdings in Cisco Systems were worth $10,525,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of CSCO. BI Asset Management Fondsmaeglerselskab A S increased its holdings in shares of Cisco Systems by 14.7% in the 1st quarter. BI Asset Management Fondsmaeglerselskab A S now owns 1,386,937 shares of the network equipment provider’s stock valued at $105,474,000 after purchasing an additional 177,509 shares during the period. Uhlmann Price Securities LLC boosted its holdings in shares of Cisco Systems by 281.2% during the first quarter. Uhlmann Price Securities LLC now owns 73,648 shares of the network equipment provider’s stock worth $5,892,000 after purchasing an additional 54,328 shares during the period. Baron Wealth Management LLC boosted its holdings in shares of Cisco Systems by 5.5% during the first quarter. Baron Wealth Management LLC now owns 11,802 shares of the network equipment provider’s stock worth $916,000 after purchasing an additional 613 shares during the period. Westmount Partners LLC grew its position in Cisco Systems by 42.0% during the first quarter. Westmount Partners LLC now owns 7,223 shares of the network equipment provider’s stock valued at $560,000 after purchasing an additional 2,138 shares in the last quarter. Finally, Physicians Financial Services Inc. increased its stake in Cisco Systems by 0.5% in the 1st quarter. Physicians Financial Services Inc. now owns 32,251 shares of the network equipment provider’s stock valued at $2,502,000 after buying an additional 150 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Price Performance

NASDAQ CSCO opened at $119.54 on Friday. Cisco Systems, Inc. has a fifty-two week low of $65.72 and a fifty-two week high of $130.37. The stock’s 50-day moving average is $106.15 and its two-hundred day moving average is $88.00. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The firm has a market cap of $471.16 billion, a P/E ratio of 38.81, a price-to-earnings-growth ratio of 3.05 and a beta of 1.01.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter 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, analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is 54.55%.

More Cisco Systems News

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

• Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
• Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
• Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
• Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
• Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
• Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on CSCO. Evercore increased their target price on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research report on Thursday, May 14th. Argus boosted their price target on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, May 19th. KeyCorp upped their price target on shares of Cisco Systems from $87.00 to $125.00 and gave the stock an “overweight” rating in a research note on Thursday, May 14th. CICC Research increased their price objective on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. Finally, Zacks Research cut Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $122.90.

Insider Activity

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 6,586 shares of the stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the transaction, the executive vice president owned 177,223 shares in the company, valued at $20,790,030.13. This trade represents a 3.58% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the transaction, the insider directly owned 246,737 shares in the company, valued at approximately $28,937,315.36. This represents a 2.82% decrease in their position. 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 ninety days, insiders have sold 47,650 shares of company stock valued at $5,668,823. Insiders own 0.01% of the company’s stock.

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.