Daiwa Securities Group Inc. Boosts Holdings in Cisco Systems, Inc. $CSCO

Daiwa Securities Group Inc. increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,223,165 shares of the network equipment provider’s stock after buying an additional 7,232 shares during the quarter. Daiwa Securities Group Inc.’s holdings in Cisco Systems were worth $94,220,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently made changes to their positions in the company. MidAtlantic Capital Management Inc. purchased a new position in shares of Cisco Systems in the fourth quarter worth approximately $25,000. EQ Wealth Advisors LLC purchased a new position in shares of Cisco Systems in the fourth quarter worth approximately $31,000. Board of the Pension Protection Fund purchased a new position in shares of Cisco Systems in the fourth quarter worth approximately $31,000. Anfield Capital Management LLC boosted its holdings in shares of Cisco Systems by 248.9% in the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after buying an additional 346 shares during the last quarter. Finally, Joseph Group Capital Management purchased a new position in shares of Cisco Systems in the fourth quarter worth approximately $38,000. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: CNBC’s Jim Cramer said Cisco could be a major winner from Anthropic’s cybersecurity-focused AI model, Mythos, suggesting the stock may have more room to run as AI security demand grows. Cisco And Palo Alto Could Be Major Winners From Anthropic’s Mythos AI, According To Jim Cramer
• Positive Sentiment: Cisco has been highlighting its AI networking opportunity, including demand from AI agents that generate far more traffic than humans, reinforcing the company’s growth narrative. Cisco highlights AI networking opportunity as agents generate 450% more traffic than humans
• Positive Sentiment: Cisco rolled out new AI-centric security and infrastructure products, including Cloud Control, Live Protect, and quantum-safe security tools, which could support longer-term revenue growth and improve investor sentiment. Cisco’s AI Platforms And Cybersecurity Push Test Valuation For Investors
• Positive Sentiment: HSBC upgraded Cisco on surging AI infrastructure demand, citing a stronger growth profile and raising its price target, while Morgan Stanley kept a Buy rating. HSBC Upgrades Cisco Systems (CSCO) on Surging AI Infrastructure Demand
• Neutral Sentiment: Goldman Sachs raised its price target on Cisco but kept a Hold rating, signaling cautious optimism rather than a strong bullish call. Goldman Sachs Remains a Hold on Cisco Systems (CSCO)
• Neutral Sentiment: Cisco presented at the Bank of America Global Technology Conference, which typically keeps investors focused on management’s AI and growth commentary, but no major new financial surprise was highlighted in the transcript item. Cisco Systems, Inc. (CSCO) Presents at Bank of America 2026 Global Technology Conference Transcript

Insider Activity

In other news, EVP Oliver Tuszik sold 2,761 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $114.61, for a total transaction of $316,438.21. Following the sale, the executive vice president owned 180,877 shares in the company, valued at $20,730,312.97. This trade represents a 1.50% decrease in their ownership of the stock. The transaction was disclosed in a filing 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 sale, the insider owned 246,737 shares in the company, valued at approximately $28,937,315.36. The trade was 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 90 days, insiders have sold 51,324 shares of company stock valued at $5,559,834. Company insiders own 0.01% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on CSCO shares. KeyCorp raised their price objective on shares of Cisco Systems from $87.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. BNP Paribas Exane raised their price objective on shares of Cisco Systems from $87.00 to $132.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Evercore raised their target price on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a research note on Thursday, May 14th. Finally, Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Two investment analysts have 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. Based on data from MarketBeat, Cisco Systems has a consensus rating of “Moderate Buy” and a consensus target price of $119.50.

Cisco Systems Price Performance

NASDAQ CSCO opened at $130.00 on Friday. Cisco Systems, Inc. has a 12 month low of $63.87 and a 12 month high of $130.37. The stock has a market cap of $512.39 billion, a price-to-earnings ratio of 42.21, a PEG ratio of 3.24 and a beta of 1.01. The company’s 50 day moving average is $97.25 and its two-hundred day moving average is $84.70. 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 released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts’ consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm’s revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the business earned $0.96 EPS. 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. As a group, research analysts anticipate that Cisco Systems, Inc. will post 3.52 earnings per share for the current year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be given a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.3%. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

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.