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

E. Ohman J or Asset Management AB bought a new position in Cisco Systems, Inc. (NASDAQ:CSCO) in the fourth quarter, according to the company in its most recent filing with the SEC. The fund bought 140,248 shares of the network equipment provider’s stock, valued at approximately $10,803,000.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. State Street Corp boosted its stake in Cisco Systems by 0.6% during the second quarter. State Street Corp now owns 194,695,250 shares of the network equipment provider’s stock worth $13,507,956,000 after buying an additional 1,067,872 shares during the period. Norges Bank purchased a new stake in shares of Cisco Systems in the second quarter valued at $3,816,825,000. Invesco Ltd. lifted its holdings in shares of Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after acquiring an additional 5,081,469 shares during the last quarter. Northern Trust Corp boosted its stake in shares of Cisco Systems by 3.5% during the 3rd quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider’s stock worth $3,318,275,000 after purchasing an additional 1,631,703 shares during the period. Finally, Franklin Resources Inc. boosted its stake in shares of Cisco Systems by 4.4% during the 3rd quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider’s stock worth $2,917,530,000 after purchasing an additional 1,804,625 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Trading Up 1.5%

Shares of NASDAQ CSCO opened at $78.81 on Tuesday. Cisco Systems, Inc. has a twelve month low of $52.11 and a twelve month high of $88.18. The firm has a market cap of $311.27 billion, a PE ratio of 27.65, a price-to-earnings-growth ratio of 2.93 and a beta of 0.87. The business has a fifty day simple moving average of $78.48 and a two-hundred day simple moving average of $74.96. The company has a quick ratio of 0.85, a current ratio of 0.96 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.02 by $0.02. The business had revenue of $15.35 billion for the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business’s revenue was up 9.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.94 EPS. Analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. Cisco Systems’s payout ratio is 57.54%.

Analysts Set New Price Targets

A number of analysts recently weighed in on CSCO shares. Morgan Stanley increased their price objective on shares of Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. BNP Paribas Exane upped their target price on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. CICC Research increased their price target on Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. Rosenblatt Securities reissued a “buy” rating and set a $100.00 price target on shares of Cisco Systems in a research note on Thursday, February 12th. Finally, HSBC upped their price objective on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a research report on Friday, February 13th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $89.55.

Insiders Place Their Bets

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 value 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 $15,040,000.62. The trade was a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, SVP Maria Victoria Wong sold 551 shares of the company’s stock in a transaction on Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the sale, the senior vice president owned 27,957 shares of the company’s stock, valued at approximately $2,167,785.78. This represents a 1.93% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 46,431 shares of company stock worth $3,574,820. 0.01% of the stock is owned by corporate insiders.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco unveiled new AI‑agent security tools and expanded Zero Trust capabilities aimed at enabling safe deployment of agentic AI — a clear product catalyst that can drive incremental security revenue and ease a major barrier to enterprise AI adoption. Cisco Reimagines Security for the Agentic Workforce
• Positive Sentiment: Media coverage highlights Cisco’s new security services for controlling AI agents — reinforcing investor perception that Cisco is positioned to monetize AI security needs. Cisco launches security services to protect the world from AI agents and each other
• Positive Sentiment: RSA Conference AI/security news helped lift the cybersecurity group, producing a sectorwide rally that supported CSCO shares as investors rotated into security names. Cybersecurity Stocks Rally Amid AI News At RSA Conference
• Neutral Sentiment: Analyst/coverage pieces note Cisco is attracting attention for valuation and longer‑term momentum, framing CSCO as near or below some estimates of fair value — useful context but not an immediate earnings catalyst. A Look At Cisco (CSCO) Valuation As Shares Trade Below Estimated Fair Value
• Neutral Sentiment: Zacks and other outlets flagged investor interest and reiterated that Cisco is pushing a new security portfolio to reignite growth — the strategy improves visibility but notes recent revenue softness and competitive pressures. Cisco Bets on New Portfolio to Reignite Security Growth: What’s Ahead?
• Neutral Sentiment: Reported short‑interest data shows effectively zero days to cover — likely a data artifact rather than a real short squeeze signal; treat as informational, not a driver.
• Negative Sentiment: An executive sale (~$250k) was reported, which can be read negatively by some investors even though the size is modest relative to the company’s market cap. Insider Selling: Cisco Systems (NASDAQ:CSCO) EVP Sells $249,745.68 in 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.