Cisco Systems, Inc. $CSCO Shares Acquired by TD Asset Management Inc

TD Asset Management Inc grew its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 5.1% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,269,381 shares of the network equipment provider’s stock after buying an additional 158,505 shares during the period. TD Asset Management Inc’s holdings in Cisco Systems were worth $251,840,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also modified their holdings of CSCO. Norges Bank acquired a new stake in shares of Cisco Systems in the fourth quarter valued at about $4,473,272,000. Arrowstreet Capital Limited Partnership raised its position in shares of Cisco Systems by 110.2% in 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 buying an additional 9,648,265 shares during the last quarter. Wellington Management Group LLP increased its stake in shares of Cisco Systems by 19.5% in the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after acquiring an additional 5,498,375 shares during the last quarter. Invesco Ltd. increased its stake in shares of Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after acquiring an additional 5,081,469 shares during the last quarter. Finally, Vanguard Group Inc. increased its stake in shares of Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after acquiring an additional 4,049,893 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Cisco Systems

In related news, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total value of $2,568,642.00. Following the completion of the sale, the chief executive officer owned 637,085 shares in the company, valued at approximately $76,469,312.55. This trade represents a 3.25% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems 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 sale, the executive vice president owned 156,693 shares of the company’s stock, valued at $12,076,329.51. This trade represents a 1.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 51,324 shares of company stock worth $5,559,834 in the last three months. Company insiders own 0.01% of the company’s stock.

Cisco Systems Price Performance

CSCO stock opened at $126.50 on Thursday. The business has a fifty day moving average of $96.27 and a two-hundred day moving average of $84.33. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The stock has a market cap of $498.59 billion, a price-to-earnings ratio of 41.07, a price-to-earnings-growth ratio of 3.28 and a beta of 1.01. Cisco Systems, Inc. has a 52-week low of $63.87 and a 52-week high of $129.42.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to analysts’ expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter last year, the firm earned $0.96 earnings per share. 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, research analysts anticipate that Cisco Systems, Inc. will post 3.52 earnings per share for the current year.

Cisco Systems Announces Dividend

The business also recently announced 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 annualized dividend and a yield of 1.3%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is 54.55%.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco unveiled new AI-focused security tools, including Live Protect and Cisco Cloud Control, designed to help customers defend IT systems from AI-powered threats and manage infrastructure with human operators and AI agents together. Cisco Unveils Agentic Platform for Operating and Defending Critical IT Infrastructure
• Positive Sentiment: Management highlighted Cisco’s AI networking opportunity, saying AI agents can generate far more traffic than humans, reinforcing expectations for stronger long-term demand for Cisco’s networking gear and software. Cisco highlights AI networking opportunity as agents generate 450 percent more traffic than humans
• Positive Sentiment: Goldman Sachs raised its price target on Cisco, signaling continued Wall Street confidence even though the firm kept a neutral rating. HSBC also upgraded Cisco to Buy earlier on the view that AI infrastructure demand is improving the company’s growth profile. Goldman Sachs price target update
• Neutral Sentiment: Shares saw unusually large options activity, which can reflect rising trader attention and expectations for continued volatility after the recent rally. Cisco Systems Sees Unusually Large Options Volume
• Negative Sentiment: Goldman’s updated target of $125 was still below the recent share price, suggesting some analysts see limited near-term upside after Cisco’s strong run. Goldman Sachs price target update

Wall Street Analysts Forecast Growth

CSCO has been the subject of a number of recent research reports. DZ Bank raised Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. CICC Research raised their target price on Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a research note on Monday, May 18th. Citigroup raised their target price on Cisco Systems from $90.00 to $112.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Wall Street Zen downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Finally, UBS Group raised their target price on Cisco Systems from $95.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $119.50.

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.