Oregon Public Employees Retirement Fund Increases Stake in Cisco Systems, Inc. $CSCO

Oregon Public Employees Retirement Fund increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 31.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 452,551 shares of the network equipment provider’s stock after acquiring an additional 108,793 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in Cisco Systems were worth $30,964,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Bare Financial Services Inc raised its stake in Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock worth $25,000 after purchasing an additional 308 shares during the period. Legacy Investment Solutions LLC acquired a new stake in shares of Cisco Systems during the 2nd quarter worth approximately $28,000. Lowe Wealth Advisors LLC raised its position in shares of Cisco Systems by 96.2% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 200 shares during the period. Financial Connections Group Inc. lifted its holdings in Cisco Systems by 89.4% in the second quarter. Financial Connections Group Inc. now owns 409 shares of the network equipment provider’s stock valued at $28,000 after acquiring an additional 193 shares during the last quarter. Finally, Brown Shipley& Co Ltd purchased a new position in Cisco Systems in the second quarter worth approximately $32,000. 73.33% of the stock is currently owned by hedge funds and other institutional investors.

Cisco Systems Trading Down 1.0%

NASDAQ:CSCO opened at $73.96 on Friday. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $80.82. The stock has a market cap of $292.22 billion, a P/E ratio of 27.80, a P/E/G ratio of 2.83 and a beta of 0.87. The company has a debt-to-equity ratio of 0.46, a quick ratio of 0.83 and a current ratio of 0.93. The stock has a 50-day simple moving average of $76.38 and a 200-day simple moving average of $71.31.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 earnings per share for the quarter, topping the consensus estimate of $0.98 by $0.02. The firm had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The firm’s revenue was up 7.5% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.91 earnings per share. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. As a group, analysts anticipate that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, January 21st. Investors of record on Friday, January 2nd will be paid a dividend of $0.41 per share. This represents a $1.64 annualized dividend and a yield of 2.2%. The ex-dividend date is Friday, January 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 61.65%.

Insider Transactions at Cisco Systems

In other Cisco Systems news, Director Michael D. Capellas sold 10,850 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $77.13, for a total transaction of $836,860.50. Following the transaction, the director owned 146,368 shares of the company’s stock, valued at approximately $11,289,363.84. This trade represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Charles Robbins sold 116,734 shares of Cisco Systems stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $77.30, for a total value of $9,023,538.20. Following the sale, the chief executive officer owned 704,153 shares in the company, valued at $54,431,026.90. This trade represents a 14.22% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,044,865 shares of company stock valued at $81,397,635 over the last quarter. 0.01% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms have commented on CSCO. Piper Sandler upped their target price on shares of Cisco Systems from $70.00 to $86.00 and gave the company a “neutral” rating in a research report on Thursday, November 13th. BNP Paribas Exane raised their price objective on shares of Cisco Systems from $76.00 to $86.00 and gave the company an “outperform” rating in a research note on Thursday, November 13th. UBS Group lifted their price objective on shares of Cisco Systems from $88.00 to $90.00 and gave the company a “buy” rating in a report on Thursday, November 13th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research report on Thursday, October 30th. Finally, Bank of America upped their price objective on Cisco Systems from $85.00 to $95.00 and gave the stock a “buy” rating in a research report on Thursday, November 13th. Sixteen research analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $85.23.

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.