Andra AP fonden Buys 107,689 Shares of Cisco Systems, Inc. $CSCO

Andra AP fonden raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 23.1% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 574,167 shares of the network equipment provider’s stock after purchasing an additional 107,689 shares during the period. Cisco Systems accounts for about 0.6% of Andra AP fonden’s portfolio, making the stock its 25th biggest position. Andra AP fonden’s holdings in Cisco Systems were worth $44,550,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of CSCO. World Investment Advisors increased its stake in Cisco Systems by 15.4% in the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock valued at $13,905,000 after purchasing an additional 26,455 shares during the period. WCG Wealth Advisors LLC boosted its stake 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 worth $8,266,000 after buying an additional 54,141 shares during the period. Vise Technologies Inc. boosted its stake in shares of Cisco Systems by 47.1% during the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock worth $15,432,000 after buying an additional 64,144 shares during the period. Truist Financial Corp grew its holdings in shares of 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 worth $332,084,000 after buying an additional 275,456 shares during the last quarter. Finally, Principal Financial Group Inc. increased its position 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 valued at $375,388,000 after acquiring an additional 151,395 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Activity at Cisco Systems

In other news, EVP Oliver Tuszik sold 2,761 shares of the business’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $114.61, for a total transaction of $316,438.21. Following the sale, the executive vice president owned 180,877 shares of the company’s stock, valued at $20,730,312.97. The trade was a 1.50% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the company’s stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the sale, the executive vice president owned 177,223 shares in the company, valued at approximately $20,790,030.13. This represents a 3.58% 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 valued at $5,668,823 in the last ninety days. Company insiders own 0.01% of the company’s stock.

Analyst Upgrades and Downgrades

CSCO has been the subject of a number of recent research reports. UBS Group increased their price objective on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Truist Financial began coverage on Cisco Systems in a report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 target price on the stock. KeyCorp upped their price target on Cisco Systems from $125.00 to $130.00 and gave the stock an “overweight” rating in a research note on Thursday, June 25th. Wells Fargo & Company lifted their price objective on shares of Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Finally, Citigroup boosted their price objective on shares of Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. Three analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have given a Hold rating to the company. According to data from MarketBeat.com, the company presently 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: Wall Street Zen upgraded Cisco Systems to “Buy,” adding to a generally favorable analyst backdrop for the stock. Wall Street Zen Upgrades Cisco Systems (NASDAQ:CSCO) to “Buy”
• Positive Sentiment: Cisco continues to be viewed as an AI infrastructure play, with reports noting that the company has raised its AI order target and is working on quantum networking and AI-powered Webex Contact Center tools, which could support longer-term growth. Cisco (CSCO) Tests Quantum Networking While Webex Adds AI Contact Center Partner
• Positive Sentiment: Commentary around Cisco’s stock remaining below its 52-week high despite strong year-to-date gains has fueled additional bullish price-prediction headlines, reinforcing optimism about the company’s AI-related upside. Price Prediction: Cisco Stock Will Double on This Date
• Neutral Sentiment: Cisco has been labeled a “trending stock” in recent Zacks coverage, reflecting heightened investor attention rather than a clear new catalyst. Here is What to Know Beyond Why Cisco Systems, Inc. (CSCO) is a Trending Stock
• Neutral Sentiment: Analyst-focused articles reiterate that consensus brokerage ratings remain constructive, but they do not point to a major new business catalyst. Wall Street Analysts Think Cisco (CSCO) Is a Good Investment: Is It?
• Negative Sentiment: Cisco fell alongside a broader market dip, and one article specifically highlighted that CSCO’s decline was slightly worse than the market’s move, contributing to near-term weakness. Cisco Systems (CSCO) Sees a More Significant Dip Than Broader Market: Some Facts to Know
• Negative Sentiment: Reports that Cisco may be considering a $150 million to $200 million acquisition of Zafran Security created some uncertainty, especially after the startup denied active sale talks, which may have weighed on sentiment. Cisco Systems (CSCO) Stock Dips Amid Zafran Security Acquisition Reports

Cisco Systems Trading Down 1.1%

NASDAQ:CSCO opened at $110.70 on Tuesday. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The stock has a fifty day moving average price of $117.63 and a two-hundred day moving average price of $93.67. The stock has a market capitalization of $436.32 billion, a price-to-earnings ratio of 35.94, a PEG ratio of 2.85 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last issued its 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. 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 for the quarter, compared to analyst estimates of $15.56 billion. During the same period in the previous year, the firm earned $0.96 EPS. The business’s revenue was up 12.0% on a year-over-year basis. 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. As a group, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

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

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.