Cisco Systems, Inc. $CSCO Shares Purchased by Caitong International Asset Management Co. Ltd

Caitong International Asset Management Co. Ltd raised its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 139.2% during the 4th quarter, Holdings Channel.com reports. The firm owned 8,864 shares of the network equipment provider’s stock after acquiring an additional 5,158 shares during the period. Caitong International Asset Management Co. Ltd’s holdings in Cisco Systems were worth $683,000 as of its most recent filing with the SEC.

Other institutional investors have also recently made changes to their positions in the company. Norges Bank purchased a new position in shares of Cisco Systems in the 4th quarter valued at about $4,473,272,000. Price T Rowe Associates Inc. MD boosted its position in Cisco Systems by 103.2% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 29,289,151 shares of the network equipment provider’s stock worth $2,256,144,000 after purchasing an additional 14,874,407 shares in the last quarter. Arrowstreet Capital Limited Partnership grew its holdings in Cisco Systems by 110.2% in the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock valued at $1,259,369,000 after purchasing an additional 9,648,265 shares during the period. Franklin Resources Inc. grew its holdings in Cisco Systems by 18.0% in the fourth quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider’s stock valued at $3,876,219,000 after purchasing an additional 7,679,422 shares during the period. Finally, Invesco Ltd. increased its position in shares of Cisco Systems by 11.6% in the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after buying an additional 6,224,062 shares in the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other Cisco Systems news, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction of $840,780.32. Following the sale, the insider directly owned 246,737 shares in the company, valued at $28,937,315.36. The trade was a 2.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total transaction of $854,598.57. Following the completion of the transaction, the executive vice president directly owned 140,857 shares in the company, valued at $16,890,162.87. This represents a 4.82% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 47,650 shares of company stock worth $5,668,823 in the last three months. 0.01% of the stock is currently owned by insiders.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $119.54 on Friday. 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 1-year low of $65.72 and a 1-year high of $130.37. The stock’s 50-day moving average is $106.15 and its two-hundred day moving average is $88.00. The company has a market cap of $471.16 billion, a price-to-earnings ratio of 38.81, a price-to-earnings-growth ratio of 3.05 and a beta of 1.01.

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

Cisco Systems Dividend Announcement

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

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. KeyCorp increased their target price on Cisco Systems from $87.00 to $125.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. The Goldman Sachs Group upped their price objective on shares of Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research report on Wednesday, June 3rd. Barclays increased their price objective on shares of Cisco Systems from $76.00 to $121.00 and gave the company an “equal weight” rating in a report on Thursday, May 14th. Evercore boosted 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, Citic Securities upped their price target on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $122.90.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
• Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
• Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
• Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
• Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
• Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title

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.