ABN AMRO Bank N.V. grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 126.3% in the third quarter, HoldingsChannel reports. The fund owned 176,715 shares of the network equipment provider’s stock after buying an additional 98,630 shares during the period. ABN AMRO Bank N.V.’s holdings in Cisco Systems were worth $12,018,000 as of its most recent filing with the SEC.
A number of other hedge funds have also bought and sold shares of the business. Norges Bank acquired a new stake in Cisco Systems during the second quarter worth approximately $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position in shares of Cisco Systems by 413.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock valued at $1,553,645,000 after acquiring an additional 18,030,441 shares during the period. Franklin Resources Inc. grew its holdings in shares of Cisco Systems by 46.2% during the 2nd quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock worth $2,833,261,000 after purchasing an additional 12,904,969 shares in the last quarter. Laurel Wealth Advisors LLC increased its position in shares of Cisco Systems by 6,778.2% in the second quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock worth $472,479,000 after purchasing an additional 6,711,004 shares during the period. Finally, Vanguard Group Inc. raised its stake in Cisco Systems by 1.3% in the second quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock valued at $27,334,996,000 after purchasing an additional 5,039,714 shares in the last quarter. 73.33% of the stock is owned by institutional investors.
Analysts Set New Price Targets
CSCO has been the topic of a number of analyst reports. Wells Fargo & Company increased their price objective on shares of Cisco Systems from $83.00 to $95.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. Citigroup lifted their price objective on shares of Cisco Systems from $80.00 to $85.00 and gave the company a “buy” rating in a research note on Thursday, November 13th. CICC Research upped their target price on Cisco Systems from $78.00 to $84.00 and gave the stock an “outperform” rating in a research note on Friday, November 14th. President Capital reduced their target price on Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a report on Tuesday, January 27th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Cisco Systems currently has an average rating of “Moderate Buy” and an average target price of $90.38.
More Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Evercore ISI raised its price target on CSCO from $100 to $175 and kept an “outperform” rating — a very bullish revision that implies substantial upside and likely helped lift sentiment among institutional investors. Evercore price target raise
- Positive Sentiment: Unusual options activity: investors bought ~89,631 call options (≈27% above typical daily call volume), signalling short-term bullish positioning and amplified demand for upside exposure. (No external link available)
- Positive Sentiment: Cisco presented at its second annual AI Summit (prepared remarks published), reiterating product roadmap and go-to-market momentum around AI networking and software — supporting the company’s argument for higher-growth margins from AI-driven workloads. AI Summit remarks transcript
- Positive Sentiment: Corporate/strategy news: Cisco is tying its AI networking push to renewable-powered data centers — a move that can appeal to customers prioritizing sustainability while positioning Cisco for AI infrastructure spending. AI + renewables story
- Neutral Sentiment: Media/analysis pieces: Several articles discuss whether CSCO is a buy after recent highs and summarize analyst views; useful for retail readers but not a direct catalyst. MSN: is CSCO a buy?
- Neutral Sentiment: Zacks and other broker-coverage summaries note broad analyst support; these pieces recap sell-side sentiment but do not add new fundamental data. Zacks analyst summary
- Neutral Sentiment: Reported short-interest data appears corrupted (shows 0 shares / NaN change), so it provides no actionable signal; ignore until clarified by reliable data providers. (No external link available)
- Neutral Sentiment: Aggregate analyst coverage summaries are circulating (MSN roundup), which can influence sentiment but mostly reiterate existing bullish tilt after recent results and guidance. MSN analyst roundup
Cisco Systems Stock Down 2.3%
Shares of CSCO opened at $81.16 on Thursday. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $84.24. The stock has a market capitalization of $320.67 billion, a price-to-earnings ratio of 30.51, a PEG ratio of 3.14 and a beta of 0.87. The stock has a fifty day moving average of $77.07 and a 200-day moving average of $72.41.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last issued its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.98 by $0.02. The business had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The business’s revenue for the quarter was up 7.5% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.91 EPS. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. As a group, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.
Cisco Systems Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Investors of record on Friday, January 2nd were issued a $0.41 dividend. This represents a $1.64 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Friday, January 2nd. Cisco Systems’s dividend payout ratio (DPR) is 61.65%.
Insider Buying and Selling at Cisco Systems
In other news, Director Kristina M. Johnson sold 13,481 shares of Cisco Systems stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the transaction, the director owned 61,630 shares in the company, valued at approximately $4,753,521.90. The trade was a 17.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Thimaya K. Subaiya sold 1,745 shares of the stock in a transaction on Friday, December 12th. The shares were sold at an average price of $79.46, for a total value of $138,657.70. Following the completion of the sale, the executive vice president owned 176,319 shares of the company’s stock, valued at $14,010,307.74. The trade was a 0.98% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,044,865 shares of company stock worth $81,397,635 over the last quarter. Insiders own 0.01% of the company’s stock.
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.
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