Danica Pension Livsforsikringsaktieselskab Buys 11,152 Shares of Cisco Systems, Inc. $CSCO

Danica Pension Livsforsikringsaktieselskab lifted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 6.0% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 195,996 shares of the network equipment provider’s stock after acquiring an additional 11,152 shares during the quarter. Danica Pension Livsforsikringsaktieselskab’s holdings in Cisco Systems were worth $23,022,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Cozad Asset Management Inc. grew its stake in Cisco Systems by 0.3% in the first quarter. Cozad Asset Management Inc. now owns 26,203 shares of the network equipment provider’s stock valued at $2,033,000 after purchasing an additional 87 shares in the last quarter. Dogwood Wealth Management LLC raised its stake in shares of Cisco Systems by 3.9% during the 2nd quarter. Dogwood Wealth Management LLC now owns 2,413 shares of the network equipment provider’s stock worth $283,000 after purchasing an additional 90 shares in the last quarter. Financial Insights Inc. raised its stake in shares of Cisco Systems by 1.5% during the 1st quarter. Financial Insights Inc. now owns 6,220 shares of the network equipment provider’s stock worth $483,000 after purchasing an additional 92 shares in the last quarter. CPA Asset Management Group LLC boosted its holdings in shares of Cisco Systems by 1.8% in the 2nd quarter. CPA Asset Management Group LLC now owns 5,335 shares of the network equipment provider’s stock valued at $627,000 after buying an additional 93 shares during the last quarter. Finally, Southern Financial Group LLC boosted its holdings in shares of Cisco Systems by 1.1% in the 1st quarter. Southern Financial Group LLC now owns 9,159 shares of the network equipment provider’s stock valued at $711,000 after buying an additional 102 shares during the last quarter. Institutional investors own 73.33% of the company’s stock.

Cisco Systems News Roundup

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

• Positive Sentiment: Cisco reported record fiscal fourth-quarter revenue of about $17.3 billion, up 18% year over year, and non-GAAP EPS of $1.22, exceeding the $1.17 consensus estimate. Management also forecast fiscal 2027 EPS of $5.05–$5.11 and expects $7.5 billion in AI-infrastructure revenue, reinforcing the company’s growth outlook. Cisco AI infrastructure and margin article
• Positive Sentiment: Strong AI-infrastructure orders—$4 billion in the latest quarter and $9.3 billion for fiscal 2026—are increasing investor confidence that Cisco is benefiting from data-center networking demand. Reports identifying Cisco among Fabrinet’s AI-related customers provide additional support for the broader AI supply-chain opportunity. Strong AI infrastructure orders article
• Positive Sentiment: Freedom Capital upgraded Cisco from “hold” to “strong buy.” Other analysts, including Wells Fargo, have raised price targets, and the broader analyst consensus remains “Moderate Buy.”
• Neutral Sentiment: The earnings-driven selloff has prompted some commentators to call the decline an overreaction, while others recommend diversified ETFs as a lower-risk way to gain exposure to Cisco’s AI growth. This reflects optimism about the business but caution about owning the individual stock. Cisco selloff analysis
• Negative Sentiment: Gross margin fell to 66.3% and is expected at roughly 65%–66% in the next quarter. Higher memory costs, pricing changes and a heavier hardware mix are supporting revenue but pressuring profitability, raising questions about how sustainable the AI boom will be. Cisco margin pressure article
• Negative Sentiment: HSBC cut Cisco to “hold,” adding to valuation concerns after the post-earnings decline. CEO Charles Robbins and three other insiders also sold a combined 38,045 shares, although the transactions were made under pre-arranged Rule 10b5-1 plans and the executives retained substantial positions.

Insider Transactions at Cisco Systems

In other news, EVP Deborah L. Stahlkopf sold 6,487 shares of the business’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.53, for a total value of $723,495.11. Following the completion of the sale, the executive vice president owned 167,116 shares of the company’s stock, valued at approximately $18,638,447.48. The trade was a 3.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of the company’s stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $112.46, for a total transaction of $310,389.60. Following the completion of the transaction, the executive vice president owned 165,276 shares in the company, valued at $18,586,938.96. This trade represents a 1.64% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 69,179 shares of company stock worth $7,985,229. 0.01% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on CSCO shares. Rosenblatt Securities boosted their target price on shares of Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. Piper Sandler increased their price target on shares of Cisco Systems from $86.00 to $132.00 and gave the company a “neutral” rating in a research note on Thursday, May 14th. HSBC downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating and decreased their price objective for the company from $137.00 to $120.00 in a research report on Friday, August 14th. The Goldman Sachs Group boosted their price objective on shares of Cisco Systems from $116.00 to $125.00 and gave the stock a “neutral” rating in a research note on Wednesday, June 3rd. Finally, UBS Group upped their target price on shares of Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $129.43.

Cisco Systems Stock Down 1.1%

Shares of CSCO opened at $111.61 on Wednesday. The firm has a market cap of $439.90 billion, a P/E ratio of 33.42, a price-to-earnings-growth ratio of 2.38 and a beta of 1.02. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. Cisco Systems, Inc. has a 52 week low of $66.13 and a 52 week high of $130.37. The firm’s 50-day simple moving average is $116.63 and its 200 day simple moving average is $99.71.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.05. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm had revenue of $17.25 billion during the quarter, compared to the consensus estimate of $16.84 billion. During the same period last year, the business posted $0.99 earnings per share. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. On average, analysts forecast that Cisco Systems, Inc. will post 4.09 earnings per share for the current year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be paid a $0.42 dividend. The ex-dividend date is Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems’s payout ratio is 50.30%.

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.