MUFG Securities EMEA plc Has $18.22 Million Holdings in Cisco Systems, Inc. $CSCO

MUFG Securities EMEA plc raised its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 5.2% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 236,553 shares of the network equipment provider’s stock after acquiring an additional 11,756 shares during the quarter. MUFG Securities EMEA plc’s holdings in Cisco Systems were worth $18,222,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in CSCO. Norges Bank acquired a new position in Cisco Systems in the fourth quarter valued at approximately $4,473,272,000. Arrowstreet Capital Limited Partnership increased its holdings in shares of Cisco Systems by 110.2% during the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock valued at $1,259,369,000 after acquiring an additional 9,648,265 shares in the last quarter. Wellington Management Group LLP increased its holdings in shares of Cisco Systems by 19.5% during the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock valued at $2,309,066,000 after acquiring an additional 5,498,375 shares in the last quarter. Invesco Ltd. increased its holdings in shares of Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after acquiring an additional 5,081,469 shares in the last quarter. Finally, Vanguard Group Inc. increased its holdings in shares of Cisco Systems by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after acquiring an additional 4,049,893 shares in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $135 from $114 and reiterated a Buy rating, citing stronger demand for high-speed optical networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also lifted its price target on Cisco to $150 from $100 and kept a Buy rating after Cisco’s latest quarterly results, reinforcing optimism around earnings and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Recent coverage continues to frame Cisco as a beneficiary of AI-driven networking and security spending, with multiple stories highlighting record results and strong momentum. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Cisco joined the EnterpriseClaw AI automation platform alongside NVIDIA, Okta, and OpenAI, reinforcing its security and AI relevance in enterprise workflows. Cisco Joins EnterpriseClaw To Link AI Automation With Security And Valuation Risks
• Neutral Sentiment: Commentary pieces are highlighting Cisco as a “throwback” tech stock that still fits into the AI trade, but these articles are mostly market commentary rather than new fundamentals. Dell, Cisco: How ‘throwback’ tech stocks fit into the AI trade
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan, which is notable but does not necessarily point to changing fundamentals. SEC filing
• Neutral Sentiment: Analysts and media reports continue to note that Cisco has outperformed the broader technology sector, but that view largely reflects recent price strength already in place. Cisco Systems Stock: Is CSCO Outperforming the Technology Sector?

Cisco Systems Trading Up 1.5%

Shares of Cisco Systems stock opened at $120.42 on Friday. The stock has a fifty day simple moving average of $93.45 and a 200 day simple moving average of $83.18. Cisco Systems, Inc. has a 12-month low of $62.30 and a 12-month high of $121.43. The company has a market capitalization of $474.63 billion, a P/E ratio of 39.10, a price-to-earnings-growth ratio of 3.16 and a beta of 0.92. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40.

Cisco Systems (NASDAQ:CSCO) last posted 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 firm had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same quarter last year, the firm earned $0.96 EPS. The company’s quarterly 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. On average, sell-side analysts anticipate that Cisco Systems, Inc. will post 3.44 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be given a dividend of $0.42 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Insiders Place Their Bets

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the transaction, the executive vice president owned 188,613 shares of the company’s stock, valued at approximately $15,040,000.62. The trade was a 1.63% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider Jeetendra I. Patel sold 7,169 shares of the business’s stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the completion of the transaction, the insider directly owned 246,737 shares in the company, valued at approximately $28,937,315.36. This represents a 2.82% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 51,324 shares of company stock valued at $5,559,834. 0.01% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several research firms have recently commented on CSCO. CICC Research boosted their price objective on Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Wells Fargo & Company boosted their price objective on Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Zacks Research downgraded Cisco Systems from a “strong-buy” rating to a “hold” rating in a report on Monday, April 13th. Wall Street Zen downgraded Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Finally, Morgan Stanley boosted their price objective on Cisco Systems from $91.00 to $120.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and an average target price of $119.09.

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.