Nykredit A S Makes New $186.09 Million Investment in Cisco Systems, Inc. $CSCO

Nykredit A S acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the second quarter, HoldingsChannel.com reports. The fund acquired 1,584,314 shares of the network equipment provider’s stock, valued at approximately $186,094,000.

A number of other institutional investors also recently bought and sold shares of the stock. BlackRock Inc. bought a new stake in Cisco Systems during the second quarter valued at about $42,129,647,000. State Street Corp raised its stake in shares of Cisco Systems by 0.5% in the fourth quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock worth $15,060,995,000 after buying an additional 1,057,962 shares during the period. Morgan Stanley lifted its position in shares of Cisco Systems by 0.3% during the 4th quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock valued at $5,802,382,000 after buying an additional 206,352 shares in the last quarter. Invesco Ltd. lifted its position in shares of Cisco Systems by 11.6% during the 4th quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock valued at $4,609,227,000 after buying an additional 6,224,062 shares in the last quarter. Finally, Norges Bank bought a new position in shares of Cisco Systems during the 4th quarter valued at approximately $4,473,272,000. 73.33% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Cisco Systems news, EVP Oliver Tuszik sold 2,760 shares of Cisco Systems stock in a transaction that occurred on Friday, August 14th. The stock was sold at an average price of $112.46, for a total value of $310,389.60. Following the sale, the executive vice president owned 165,276 shares of the company’s stock, valued at $18,586,938.96. The trade was a 1.64% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Charles Robbins sold 21,628 shares of the stock in a transaction that occurred on Friday, August 14th. The shares were sold at an average price of $111.54, for a total value of $2,412,387.12. Following the transaction, the chief executive officer owned 602,710 shares of the company’s stock, valued at $67,226,273.40. This 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 sold 53,611 shares of company stock valued at $6,066,680 in the last ninety days. Company insiders own 0.01% of the company’s stock.

Cisco Systems Stock Down 0.3%

NASDAQ CSCO opened at $109.46 on Thursday. Cisco Systems, Inc. has a 12 month low of $66.13 and a 12 month high of $130.37. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The stock has a market cap of $431.43 billion, a PE ratio of 32.77, a P/E/G ratio of 2.30 and a beta of 1.00. The stock’s 50 day moving average is $114.56 and its 200 day moving average is $101.93.

Cisco Systems (NASDAQ:CSCO) last posted its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, beating the consensus estimate of $1.17 by $0.05. The company had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. Cisco Systems’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period last year, the company posted $0.99 earnings per share. 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. Research analysts predict that Cisco Systems, Inc. will post 4.44 EPS for the current fiscal year.

Cisco Systems Announces Dividend

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

Cisco Systems News Summary

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

• Positive Sentiment: Deutsche Bank initiated Cisco coverage with a Buy rating and a $135 price target, implying substantial upside from recent levels. The endorsement adds positive analyst momentum and supports the view that Cisco’s networking and AI infrastructure businesses can continue growing. Deutsche Bank initiates coverage of Cisco Systems with buy recommendation
• Positive Sentiment: AI infrastructure demand is strengthening Cisco’s growth outlook. Reports highlight strong hyperscaler AI orders and suggest the company may be undervalued relative to pure-play networking competitors. An earlier enterprise hardware refresh could provide an additional growth engine beyond Cisco’s existing AI guidance. The AI Infrastructure Stock Nobody Talks About Enough Cisco Systems Stock Has A Second Engine The AI Story Hides
• Positive Sentiment: Cisco’s dividend remains part of the investment case. The company recently returned cash to shareholders, reinforcing its appeal to income-focused investors even as the market compares its payout profile with IBM’s. Cisco vs. IBM: A Dividend Showdown Between 2 Tech Giants
• Neutral Sentiment: Cisco’s strong recent rally—supported by earnings that exceeded analyst expectations and double-digit revenue growth—has raised questions about how much of the good news is already reflected in the stock. 3 Reasons CSCO is Risky and 1 Stock to Buy Instead
• Neutral Sentiment: General investor interest in AI-powered cybersecurity is increasing as cyber threats rise, although the article focuses on the broader security sector rather than providing a direct Cisco catalyst. Top AI-Powered Security Stocks Worth Buying Amid Rising Cyber Threats
• Negative Sentiment: A China-linked cyber-espionage group reportedly targeted Cisco IOS XR routers. Persistent access to high-value infrastructure could increase concerns about customer security, reputational damage, remediation costs, and demand for Cisco’s core networking products. What Does Cisco Systems Fire Ant Router Espionage Mean For Investors?
• Negative Sentiment: Analysts caution that Cisco’s networking super cycle may be vulnerable to changing customer spending patterns, while its premium valuation leaves less room for disappointment. The Real Risk Inside Cisco Stock

Wall Street Analysts Forecast Growth

CSCO has been the subject of several analyst reports. Truist Financial increased their target price on shares of Cisco Systems from $125.00 to $140.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. New Street Research upped their price target on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. Barclays increased their price objective on shares of Cisco Systems from $121.00 to $123.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 13th. Bank of America lifted their target price 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. Finally, Evercore upped their target price on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $129.68.

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.