Arbejdsmarkedets Tillaegspension Purchases 20,810 Shares of Cisco Systems, Inc. $CSCO

Arbejdsmarkedets Tillaegspension grew its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 7.1% during the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 313,339 shares of the network equipment provider’s stock after buying an additional 20,810 shares during the period. Arbejdsmarkedets Tillaegspension’s holdings in Cisco Systems were worth $24,312,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in CSCO. MidAtlantic Capital Management Inc. purchased a new stake in Cisco Systems during the fourth quarter valued at about $25,000. Intesa Sanpaolo Wealth Management purchased a new position in shares of Cisco Systems in the fourth quarter worth about $25,000. Networth Advisors LLC raised its position in shares of Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after purchasing an additional 246 shares during the period. Financial Life Planners purchased a new stake in shares of Cisco Systems during the 1st quarter valued at approximately $27,000. Finally, Manning & Napier Advisors LLC lifted its stake in shares of Cisco Systems by 137.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after buying an additional 200 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: Analysts are highlighting Cisco’s favorable fundamentals after its recent earnings beat, including stronger-than-expected revenue, EPS, and guidance, which supports the stock’s upward momentum. Analysts Offer Insights on Technology Companies: Cisco Systems (CSCO) and Asana (ASAN)
• Positive Sentiment: Investor interest remains high in Cisco’s AI infrastructure business, with commentary pointing to it as an underappreciated growth engine that could help drive future sales. The Overlooked Growth Engine Powering Cisco Systems Stock
• Positive Sentiment: Cisco’s president said AI is likely to create more work than it eliminates, reinforcing the company’s view that AI will increase demand for networking and enterprise infrastructure rather than reduce it. Cisco president says ‘the future will likely have more jobs’ as AI could create more work than it eliminates
• Positive Sentiment: A bullish market note argued Cisco has been “red-hot” in 2026 thanks to strong demand for AI infrastructure solutions, suggesting the stock’s recent strength is tied to improving growth expectations. Bull of the Day: Cisco Systems (CSCO)
• Neutral Sentiment: One report said Cisco underperformed competitors on Monday, which may reflect short-term relative weakness even amid a broader positive trend. Cisco Systems Inc. stock underperforms Monday when compared to competitors
• Neutral Sentiment: Coverage on the UCaaS market’s long-term growth outlook is broadly favorable for networking and communications vendors, but it is more of an industry tailwind than a direct Cisco-specific catalyst. Global Unified Communication as a Service (UCaaS) Market Size to Reach USD 605.5 Billion by 2035
• Neutral Sentiment: A general article on AI and cybersecurity deal activity is not directly tied to Cisco’s operations, so it is unlikely to be a major stock driver by itself. The $6 Billion Cybersecurity Prize Tech Giants Are Circling

Cisco Systems Stock Down 1.7%

CSCO opened at $119.25 on Tuesday. The company has a fifty day moving average price of $115.88 and a 200-day moving average price of $92.47. The firm has a market capitalization of $470.02 billion, a P/E ratio of 38.72, a price-to-earnings-growth ratio of 3.09 and a beta of 1.02. 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 one year low of $65.75 and a one year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (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 the consensus estimate 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% compared to the same quarter last year. During the same quarter last year, the business 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. 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 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. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

Analysts Set New Price Targets

Several research firms recently commented on CSCO. Evercore raised their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 29th. Citigroup raised their price target on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Bank of America lifted their price target on Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research report on Monday, June 8th. Finally, Argus boosted their price objective on Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average price target of $123.14.

Insider Transactions at Cisco Systems

In related news, CEO Charles Robbins sold 21,400 shares of the company’s stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the transaction, the chief executive officer directly owned 637,085 shares in the company, valued at approximately $76,469,312.55. This represents a 3.25% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the firm’s stock in a transaction that occurred on Friday, May 15th. The shares were 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. This represents a 3.58% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is owned by insiders.

Cisco Systems Company 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.