5,217 Shares in Cisco Systems, Inc. $CSCO Purchased by Equity Investment Corp

Equity Investment Corp purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 5,217 shares of the network equipment provider’s stock, valued at approximately $402,000.

A number of other institutional investors have also recently bought and sold shares of CSCO. Norges Bank purchased a new position in Cisco Systems in the 4th quarter worth about $4,473,272,000. Arrowstreet Capital Limited Partnership increased its stake in Cisco Systems by 110.2% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after purchasing an additional 9,648,265 shares in the last quarter. Franklin Resources Inc. increased its stake in Cisco Systems by 18.0% in the 4th quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider’s stock worth $3,876,219,000 after purchasing an additional 7,679,422 shares in the last quarter. Wellington Management Group LLP increased its stake in Cisco Systems by 19.5% in the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after purchasing an additional 5,498,375 shares in the last quarter. Finally, Invesco Ltd. grew its stake in Cisco Systems by 10.5% during the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after acquiring an additional 5,081,469 shares in the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco expanded its AI agentic security portfolio, adding Zero Trust Access for agents and new partnerships aimed at meeting growing enterprise demand for AI protection. Cisco Expands AI Agentic Security Portfolio: What’s Ahead in 2026?
• Positive Sentiment: The company also unveiled broader AI security and quantum-safe initiatives, including Cloud Control and Live Protect, which suggest Cisco is positioning itself as a key supplier for secure AI and networking deployments. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Neutral Sentiment: Analysts and media commentary continue to cite Cisco as one of the names benefiting from the broader AI buildout theme, reinforcing investor interest in the stock. The AI buildout is still intact — what to buy this week
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may slightly temper sentiment, though it does not necessarily signal a change in outlook. SEC Form 4 filing

Insider Transactions at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $117.31, for a total transaction of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares in the company, valued at $20,790,030.13. The trade was a 3.58% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the completion of the sale, the chief executive officer owned 637,085 shares of the company’s stock, valued at approximately $76,469,312.55. This trade represents a 3.25% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 51,636 shares of company stock valued at $5,698,459 in the last quarter. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Up 2.6%

Shares of Cisco Systems stock opened at $121.83 on Friday. The firm has a market cap of $480.19 billion, a price-to-earnings ratio of 39.56, a P/E/G ratio of 3.03 and a beta of 1.01. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. Cisco Systems, Inc. has a 52-week low of $63.93 and a 52-week high of $130.37. The stock has a 50-day simple moving average of $101.42 and a 200-day simple moving average of $86.26.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm’s revenue was up 12.0% on a year-over-year basis. During the same period in the previous year, the company 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. On average, equities research analysts expect that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

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

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. Bank of America lifted their target price on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday. Citigroup lifted their target price on Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Weiss Ratings raised Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research note on Friday, May 29th. Morgan Stanley lifted their target price on Cisco Systems from $91.00 to $120.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Finally, Rosenblatt Securities reaffirmed a “buy” rating and set a $100.00 target price on shares of Cisco Systems in a research note on Thursday, February 12th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $120.18.

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.