Cisco Systems, Inc. $CSCO Shares Sold by Allianz SE

Allianz SE trimmed its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 2.2% during the 4th quarter, Holdings Channel.com reports. The fund owned 245,428 shares of the network equipment provider’s stock after selling 5,451 shares during the period. Allianz SE’s holdings in Cisco Systems were worth $18,905,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently made changes to their positions in the company. Intesa Sanpaolo Wealth Management acquired a new stake in Cisco Systems during the 4th quarter worth about $25,000. MidAtlantic Capital Management Inc. acquired a new stake in Cisco Systems during the 4th quarter worth about $25,000. Jessup Wealth Management Inc acquired a new stake in Cisco Systems during the 4th quarter worth about $29,000. EQ Wealth Advisors LLC acquired a new stake in Cisco Systems during the 4th quarter worth about $31,000. Finally, Board of the Pension Protection Fund acquired a new stake in Cisco Systems during the 4th quarter worth about $31,000. 73.33% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction 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 sale, the executive vice president directly 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 legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the company’s stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the sale, the executive vice president directly owned 187,097 shares of the company’s stock, valued at $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 51,636 shares of company stock worth $5,698,459. 0.01% of the stock is currently owned by company insiders.

Cisco Systems Stock Down 0.6%

Shares of NASDAQ CSCO opened at $121.10 on Friday. The firm has a market cap of $477.31 billion, a price-to-earnings ratio of 39.32, a PEG ratio of 3.10 and a beta of 1.01. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 52-week low of $63.93 and a 52-week high of $130.37. The business’s 50 day moving average is $102.28 and its two-hundred day moving average is $86.50.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.96 earnings per share. 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. Research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Dividend Announcement

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

Wall Street Analyst Weigh In

A number of research firms have recently commented on CSCO. Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 29th. Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Morgan Stanley raised their target price on Cisco Systems from $120.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday. New Street Research raised their target price on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a research report on Thursday, May 14th. Finally, Zacks Research cut Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $120.64.

Cisco Systems News Roundup

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 rising 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, reinforcing the view that Cisco is well positioned for secure AI infrastructure spending. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Positive Sentiment: Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an overweight rating, signaling confidence in further upside. Morgan Stanley price target note
• Positive Sentiment: Technical commentary says Cisco broke above its 20-day moving average, which traders often view as a short-term bullish signal. Cisco Systems (CSCO) Recently Broke Out Above the 20-Day Moving Average
• Neutral Sentiment: Investor and media attention remains elevated, with Cisco among the most searched stocks on Zacks, reflecting continued interest in the name. Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may modestly pressure sentiment. SEC Form 4 filing

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.