China Universal Asset Management Co. Ltd. Has $9.41 Million Stock Holdings in Cisco Systems, Inc. $CSCO

China Universal Asset Management Co. Ltd. raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 6.5% during the 4th quarter, HoldingsChannel reports. The firm owned 122,118 shares of the network equipment provider’s stock after purchasing an additional 7,428 shares during the quarter. China Universal Asset Management Co. Ltd.’s holdings in Cisco Systems were worth $9,407,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in CSCO. Brighton Jones LLC grew its holdings in Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider’s stock valued at $4,392,000 after purchasing an additional 24,562 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider’s stock valued at $542,000 after purchasing an additional 2,474 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider’s stock valued at $706,000 after purchasing an additional 712 shares during the last quarter. Schnieders Capital Management LLC. grew its holdings in Cisco Systems by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider’s stock valued at $969,000 after purchasing an additional 519 shares during the last quarter. Finally, Marshall Wace LLP grew its holdings in Cisco Systems by 118.1% during the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider’s stock valued at $6,289,000 after purchasing an additional 590,650 shares during the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Analyst Ratings Changes

Several brokerages have commented on CSCO. JPMorgan Chase & Co. increased their price target on Cisco Systems from $95.00 to $96.00 and gave the company an “overweight” rating in a report on Thursday, April 16th. DZ Bank raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Erste Group Bank cut Cisco Systems from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. HSBC increased their price objective on Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a research report on Friday, February 13th. Finally, Wall Street Zen cut Cisco Systems from a “buy” rating to a “hold” rating in a research report on Saturday, March 14th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $89.81.

Insider Transactions at Cisco Systems

In related news, CEO Charles Robbins sold 19,545 shares of the firm’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $1,485,420.00. Following the completion of the transaction, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at $51,003,220. This trade represents a 2.83% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Maria Victoria Wong sold 2,179 shares of the firm’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total value of $169,395.46. Following the completion of the transaction, the senior vice president directly owned 28,807 shares of the company’s stock, valued at approximately $2,239,456.18. This trade represents a 7.03% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 46,431 shares of company stock valued at $3,574,820 over the last 90 days. Corporate insiders own 0.01% of the company’s stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Surging AI orders from hyperscalers — Cisco is seeing accelerating AI order momentum, targeting over $5B in fiscal‑2026 AI deals which supports revenue growth expectations and long‑term upside. Cisco Cashes in on AI Order Momentum: More Upside Ahead in 2026?
• Positive Sentiment: Quantum networking prototype — Cisco unveiled a working Universal Quantum Switch (research prototype) that preserves quantum information with minimal degradation, signaling long‑term leadership and R&D differentiation in a nascent growth area. Cisco Introduces Universal Quantum Switch, Advancing the Path to a Quantum Network
• Positive Sentiment: Expanded partner channel — Qmulos products are now on Cisco’s Global Price List, simplifying procurement for customers and potentially smoothing sales motions for compliance/security offerings. Qmulos Now Available on Cisco Global Price List (GPL), Accelerating Continuous Compliance Solutions for Joint Customers
• Positive Sentiment: Analyst optimism and price targets — Several writeups point to a clear path for additional upside off recent gains (one model targets ~$98.76), which can support buyer interest if fundamentals continue to surprise on the upside. Why Cisco’s AI and Networking Tailwinds Point to $98.76 in 12 Months
• Neutral Sentiment: Corporate purpose update — Cisco published its FY25 Purpose Report emphasizing security, privacy and trust in AI; important for reputation and enterprise positioning but not an immediate earnings driver. Prioritizing Security, Privacy, and Trust in the AI Era | Cisco FY25 Purpose Report
• Neutral Sentiment: Mixed analyst views — Coverage highlights shifting narratives: strong AI tailwinds but tougher comps/valuation debates; this creates divergent short‑term views among investors. How Cisco Systems (CSCO) Story Is Shifting With Mixed Analyst Views And New AI Moves
• Negative Sentiment: Intraday weakness flagged — Coverage noted Cisco registered a bigger fall than the market in the latest session (lower volume vs. average), reflecting profit‑taking after the rally. Cisco Systems (CSCO) Registers a Bigger Fall Than the Market: Important Facts to Note
• Negative Sentiment: Valuation and skepticism — Some commentary highlights premium valuation and skeptical analyst takes, which can cap near‑term gains if growth expectations slip. 3 Unpopular Stocks We’re Skeptical Of
• Negative Sentiment: Sector security headlines — Unauthorized access incidents at other AI vendors (Anthropic) raise broader security concerns that can increase customer diligence cycles across AI/networking buys. Unauthorized Users Access Anthropic’s Mythos AI During Limited Testing Rollout

Cisco Systems Stock Down 1.3%

CSCO opened at $88.59 on Friday. Cisco Systems, Inc. has a 1-year low of $55.16 and a 1-year high of $90.45. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The stock has a market capitalization of $349.92 billion, a price-to-earnings ratio of 31.08, a P/E/G ratio of 3.38 and a beta of 0.83. The business has a 50 day moving average of $80.30 and a 200-day moving average of $77.24.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The company had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. During the same period in the prior year, the business earned $0.94 earnings per share. Cisco Systems’s revenue for the quarter was up 9.7% compared to the same quarter last year. As a group, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.4 earnings per share for the current year.

Cisco Systems Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd were given a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.9%. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend was Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is 58.95%.

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.