Meiji Yasuda Asset Management Co Ltd. Buys 30,093 Shares of Cisco Systems, Inc. $CSCO

Meiji Yasuda Asset Management Co Ltd. raised its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 30.7% in the second quarter, Holdings Channel reports. The fund owned 128,272 shares of the network equipment provider’s stock after acquiring an additional 30,093 shares during the period. Cisco Systems comprises approximately 0.7% of Meiji Yasuda Asset Management Co Ltd.’s holdings, making the stock its 29th biggest position. Meiji Yasuda Asset Management Co Ltd.’s holdings in Cisco Systems were worth $15,067,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Bridgewater Advisors Inc. bought a new position in Cisco Systems in the second quarter valued at approximately $6,442,000. World Investment Advisors increased its stake in Cisco Systems by 15.4% in the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock valued at $13,905,000 after purchasing an additional 26,455 shares in the last quarter. WCG Wealth Advisors LLC raised its holdings in Cisco Systems by 101.8% in the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock worth $8,266,000 after purchasing an additional 54,141 shares during the period. Vise Technologies Inc. boosted its position in shares of Cisco Systems by 47.1% during the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock worth $15,432,000 after purchasing an additional 64,144 shares in the last quarter. Finally, ABN AMRO Bank N.V. acquired a new position in shares of Cisco Systems in the 2nd quarter valued at $19,114,000. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Price Performance

Shares of Cisco Systems stock opened at $111.04 on Monday. The firm has a market cap of $437.66 billion, a PE ratio of 33.25, a P/E/G ratio of 2.14 and a beta of 1.02. The business’s 50 day simple moving average is $116.02 and its 200 day simple moving average is $100.37. 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.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. The firm had revenue of $17.25 billion during the quarter, compared to the consensus estimate of $16.84 billion. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The business’s revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.99 EPS. 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 predict that Cisco Systems, Inc. will post 4.51 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

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

More Cisco Systems News

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

• Positive Sentiment: AI infrastructure orders are supporting Cisco’s growth outlook. Cisco reportedly received approximately $4 billion in AI infrastructure orders during the quarter. Product revenue rose 24% year over year, helping produce record fiscal 2026 results and reinforcing the company’s position as a supplier of networking equipment for AI data centers. Cisco Stock: Buy or Sell?
• Positive Sentiment: Analyst sentiment remains favorable. Recent research updates raised several price targets, including targets of $135 from Morgan Stanley, $140 from Truist Financial, $150 from Bank of America and $165 from Rosenblatt Securities. Cisco has a consensus rating of “Moderate Buy,” suggesting analysts see additional upside if AI-networking demand translates into sustained earnings growth. Cisco Systems Receives a Rating Update
• Positive Sentiment: Streaming infrastructure may provide another growth opportunity. Rising demand for low-latency live video, expanded content-delivery capacity and AI-enabled media workflows could increase demand for Cisco’s networking products among streaming platforms, enterprises and cloud providers. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
• Neutral Sentiment: An executive sold 5,832 shares valued at approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced the executive’s holdings by 4.35%, but the scheduled nature of the sale and substantial remaining ownership lessen its significance as a bearish signal. Cisco Executive SEC Filing
• Negative Sentiment: Valuation and execution risks remain. With Cisco trading at more than 32 times earnings, investors may be concerned that margin pressure, slower recurring-revenue growth or delays in converting AI orders into profits could limit near-term upside.

Wall Street Analyst Weigh In

CSCO has been the subject of a number of research analyst reports. HSBC cut Cisco Systems from a “buy” rating to a “hold” rating and decreased their target price for the company from $137.00 to $120.00 in a research note on Friday, August 14th. Weiss Ratings upgraded Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday, May 29th. Truist Financial boosted their price objective on Cisco Systems from $125.00 to $140.00 and gave the company a “buy” rating in a research report on Thursday, August 13th. Barclays increased their target price on Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 13th. Finally, Bank of America lifted their price target on shares of Cisco Systems from $135.00 to $150.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Two research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Cisco Systems presently has an average rating of “Moderate Buy” and a consensus price target of $129.43.

Insiders Place Their Bets

In related news, EVP Oliver Tuszik sold 2,760 shares of the firm’s stock in a transaction on Friday, August 14th. The shares were sold at an average price of $112.46, for a total value of $310,389.60. Following the completion of the transaction, the executive vice president owned 165,276 shares of the company’s stock, valued at approximately $18,586,938.96. This trade represents a 1.64% 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 hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of the business’s stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.54, for a total transaction of $2,412,387.12. Following the sale, the chief executive officer directly owned 602,710 shares in the company, valued at $67,226,273.40. This trade represents a 3.46% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 53,611 shares of company stock valued at $6,066,680 in the last quarter. Company insiders own 0.01% of the company’s stock.

About Cisco Systems

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.