iA Global Asset Management Inc. Purchases 32,696 Shares of Cisco Systems, Inc. $CSCO

iA Global Asset Management Inc. lifted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 7.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 495,052 shares of the network equipment provider’s stock after acquiring an additional 32,696 shares during the period. iA Global Asset Management Inc.’s holdings in Cisco Systems were worth $38,134,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Mirae Asset Global Investments Co. Ltd. lifted its holdings in shares of Cisco Systems by 6.9% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 3,189,645 shares of the network equipment provider’s stock worth $218,236,000 after acquiring an additional 205,043 shares during the period. World Investment Advisors lifted its holdings in shares of 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 acquiring an additional 26,455 shares during the period. Jones Financial Companies Lllp lifted its holdings in shares of Cisco Systems by 8.9% during the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider’s stock worth $46,165,000 after acquiring an additional 56,057 shares during the period. Rockland Trust Co. lifted its holdings in shares of Cisco Systems by 213.8% in the third quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider’s stock worth $1,402,000 after acquiring an additional 13,966 shares during the last quarter. Finally, Thrivent Financial for Lutherans lifted its holdings in shares of Cisco Systems by 40.0% in the third quarter. Thrivent Financial for Lutherans now owns 3,490,482 shares of the network equipment provider’s stock worth $238,818,000 after acquiring an additional 997,738 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

Wall Street Analysts Forecast Growth

CSCO has been the subject of a number of research reports. DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Morgan Stanley increased their target price on shares of Cisco Systems from $91.00 to $120.00 and gave the stock an “overweight” rating in a report on Thursday. KeyCorp increased their target price on shares of Cisco Systems from $87.00 to $125.00 and gave the stock an “overweight” rating in a report on Thursday. CICC Research increased their target price on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an “outperform” rating in a report on Friday, February 13th. Finally, Weiss Ratings cut shares of Cisco Systems from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, Cisco Systems currently has an average rating of “Moderate Buy” and an average price target of $114.55.

Insider Buying and Selling at Cisco Systems

In related news, SVP Maria Victoria Wong sold 2,179 shares of the firm’s stock in a transaction that occurred on Tuesday, February 24th. The shares were 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 owned 28,807 shares in the company, valued at $2,239,456.18. This trade represents a 7.03% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Thimaya K. Subaiya sold 1,744 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total transaction of $134,410.08. Following the completion of the transaction, the executive vice president owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This trade represents a 1.10% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 15,587 shares of company stock worth $1,230,765 in the last 90 days. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Stock Up 2.3%

CSCO stock opened at $118.21 on Friday. The firm has a 50-day moving average price of $85.41 and a 200-day moving average price of $79.95. The stock has a market capitalization of $466.92 billion, a P/E ratio of 38.38, a price-to-earnings-growth ratio of 4.44 and a beta of 0.92. Cisco Systems, Inc. has a 12 month low of $62.30 and a 12 month high of $119.36. The company has a current ratio of 0.92, a quick ratio of 0.85 and a debt-to-equity ratio of 0.40.

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, beating analysts’ consensus estimates of $1.03 by $0.03. The business had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm’s quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter last year, the business earned $0.96 EPS. 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, equities research analysts anticipate that Cisco Systems, Inc. will post 3.42 EPS for the current fiscal year.

Cisco Systems Dividend Announcement

The firm 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 $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is 54.55%.

Cisco Systems 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.