Cisco Systems, Inc. $CSCO Shares Bought by BI Asset Management Fondsmaeglerselskab A S

BI Asset Management Fondsmaeglerselskab A S boosted its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 7.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 1,572,080 shares of the network equipment provider’s stock after purchasing an additional 109,501 shares during the period. Cisco Systems makes up 0.9% of BI Asset Management Fondsmaeglerselskab A S’s investment portfolio, making the stock its 14th largest holding. BI Asset Management Fondsmaeglerselskab A S’s holdings in Cisco Systems were worth $104,876,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the company. Bare Financial Services Inc raised its holdings in Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after purchasing an additional 308 shares in the last quarter. Marquette Asset Management LLC purchased a new stake in shares of Cisco Systems in the third quarter valued at about $25,000. Financial Connections Group Inc. increased its position in Cisco Systems by 89.4% during the second quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock worth $28,000 after buying an additional 193 shares in the last quarter. Legacy Investment Solutions LLC acquired a new stake in shares of Cisco Systems during the 2nd quarter worth about $28,000. Finally, Lowe Wealth Advisors LLC raised its holdings in Cisco Systems by 96.2% in the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 200 shares during the last quarter. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on CSCO. KeyCorp increased their price target on shares of Cisco Systems from $77.00 to $87.00 and gave the stock an “overweight” rating in a research note on Thursday, November 13th. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Citigroup upped their target price 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. Morgan Stanley increased their target price on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Finally, HSBC raised their target price on Cisco Systems from $69.00 to $74.00 and gave the company a “hold” rating in a research note on Friday, November 14th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $90.38.

Insider Transactions at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 56,038 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $78.33, for a total value of $4,389,456.54. Following the completion of the sale, the executive vice president directly owned 179,780 shares in the company, valued at approximately $14,082,167.40. This represents a 23.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Jeetendra I. Patel sold 163,896 shares of the firm’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $77.86, for a total value of $12,760,942.56. Following the completion of the transaction, the insider directly owned 281,108 shares in the company, valued at $21,887,068.88. The trade was a 36.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 1,044,865 shares of company stock valued at $81,397,635. Corporate insiders own 0.01% of the company’s stock.

Key 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 Performance

Shares of NASDAQ CSCO opened at $81.16 on Thursday. The company has a quick ratio of 0.83, a current ratio of 0.93 and a debt-to-equity ratio of 0.46. 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’s fifty day simple moving average is $77.07 and its 200 day simple moving average is $72.41.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, topping the consensus estimate of $0.98 by $0.02. The business had revenue of $14.88 billion for the quarter, compared to the consensus estimate of $14.77 billion. Cisco Systems had a net margin of 18.38% and a return on equity of 27.29%. The firm’s quarterly revenue was up 7.5% compared to the same quarter last year. During the same period last year, the firm posted $0.91 earnings per share. 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 forecast that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, January 21st. Shareholders of record on Friday, January 2nd were paid a $0.41 dividend. This represents a $1.64 annualized dividend and a yield of 2.0%. The ex-dividend date was Friday, January 2nd. Cisco Systems’s dividend payout ratio is currently 61.65%.

Cisco Systems Company 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.