Arrowstreet Capital Limited Partnership Has $1.36 Billion Stake in Cisco Systems, Inc. $CSCO

Arrowstreet Capital Limited Partnership reduced its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 22.1% during the 1st quarter, Holdings Channel.com reports. The institutional investor owned 17,585,957 shares of the network equipment provider’s stock after selling 4,999,373 shares during the quarter. Cisco Systems comprises 0.7% of Arrowstreet Capital Limited Partnership’s portfolio, making the stock its 22nd biggest holding. Arrowstreet Capital Limited Partnership’s holdings in Cisco Systems were worth $1,364,494,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently made changes to their positions in the company. World Investment Advisors lifted its holdings in Cisco Systems by 15.4% during the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after purchasing an additional 26,455 shares in the last quarter. WCG Wealth Advisors LLC increased its position in shares of Cisco Systems by 101.8% during the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after buying an additional 54,141 shares during the period. Vise Technologies Inc. boosted its position in shares of Cisco Systems by 47.1% in the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after acquiring an additional 64,144 shares during the period. Truist Financial Corp grew its stake in Cisco Systems by 6.8% during the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock valued at $332,084,000 after acquiring an additional 275,456 shares in the last quarter. Finally, Principal Financial Group Inc. lifted its stake in Cisco Systems by 3.2% in the 4th quarter. Principal Financial Group Inc. now owns 4,873,274 shares of the network equipment provider’s stock worth $375,388,000 after purchasing an additional 151,395 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Cisco Systems Stock Performance

NASDAQ:CSCO opened at $112.76 on Friday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. Cisco Systems, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37. The firm has a market cap of $444.44 billion, a PE ratio of 36.61, a price-to-earnings-growth ratio of 2.86 and a beta of 1.02. The business has a 50 day moving average price of $118.04 and a 200-day moving average price of $94.43.

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, beating analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same period in the prior year, the business posted $0.96 EPS. The firm’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. Equities research analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th were given a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date of this dividend was Monday, July 6th. Cisco Systems’s payout ratio is presently 54.55%.

Insiders Place Their Bets

In other news, insider Jeetendra I. Patel sold 7,169 shares of the firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of the sale, the insider directly owned 246,737 shares of the company’s stock, valued at approximately $28,937,315.36. This trade represents a 2.82% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 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 dated Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the transaction, the chief executive officer owned 637,085 shares in the company, valued at $76,469,312.55. This represents a 3.25% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 47,650 shares of company stock worth $5,668,823. Company insiders own 0.01% of the company’s stock.

Analysts Set New Price Targets

Several research firms recently commented on CSCO. JPMorgan Chase & Co. boosted their target price on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. UBS Group lifted their price objective on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, June 30th. KeyCorp upped their price objective on Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a report on Thursday, June 25th. Finally, HSBC upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating and increased their price target for the company from $77.00 to $137.00 in a research report on Friday, May 15th. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and an average target price of $123.14.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco shares were boosted after an analyst upgrade, suggesting Wall Street sees more upside in the stock. Cisco Systems (NASDAQ:CSCO) Shares Up 1.3% on Analyst Upgrade
• Positive Sentiment: Cisco is getting attention ahead of its quarterly earnings, with analysts forecasting double-digit growth in earnings per share, which could help reinforce investor confidence if results and guidance come in strong. Cisco Systems’ Quarterly Earnings Preview: What You Need to Know
• Positive Sentiment: SuccessKPI announced a partnership with Cisco to integrate workforce engagement and intelligence tools into Webex Contact Center, strengthening Cisco’s cloud contact-center platform and adding another AI-related growth angle. Has Cisco Systems (CSCO) Run Ahead Of Fair Value Following Its Webex Contact Center Deal?
• Neutral Sentiment: Cisco’s AI security research showed that multi-turn attacks can defeat leading AI models far more often than single-turn tests suggest, highlighting Cisco’s security expertise but also underscoring broader industry risks. Multi-turn attacks broke AI models 88% of the time — single-turn testing missed it, Cisco AI security lead warns at VB Transform 2026
• Neutral Sentiment: Analyst commentary on Cisco and other technology companies was published, but the headline did not indicate a major new rating change for Cisco itself. Analysts Offer Insights on Technology Companies: Twilio (TWLO) and Cisco Systems (CSCO)

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.