National Pension Service Buys 416,607 Shares of Cisco Systems, Inc. $CSCO

National Pension Service boosted its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.3% during the second quarter, Holdings Channel.com reports. The firm owned 10,039,529 shares of the network equipment provider’s stock after buying an additional 416,607 shares during the period. Cisco Systems accounts for about 0.8% of National Pension Service’s portfolio, making the stock its 23rd largest position. National Pension Service’s holdings in Cisco Systems were worth $1,210,428,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. MidAtlantic Capital Management Inc. purchased a new position in shares of Cisco Systems in the fourth quarter worth $25,000. Intesa Sanpaolo Wealth Management purchased a new stake in Cisco Systems during the 4th quarter valued at $25,000. Networth Advisors LLC boosted its position in Cisco Systems by 276.4% during the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock valued at $26,000 after buying an additional 246 shares during the period. Financial Life Planners bought a new stake in Cisco Systems in the 1st quarter worth $27,000. Finally, Manning & Napier Advisors LLC increased its position in shares of Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock valued at $27,000 after acquiring an additional 200 shares during the period. Institutional investors own 73.33% of the company’s stock.

Insider Activity

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 7,127 shares of Cisco Systems stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total transaction of $854,598.57. Following the completion of the transaction, the executive vice president owned 140,857 shares in the company, valued at approximately $16,890,162.87. The trade was a 4.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of the business’s stock in a transaction 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 completion of the sale, the executive vice president directly 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. In the last ninety days, insiders sold 51,004 shares of company stock valued at $5,750,920. 0.01% of the stock is currently owned by insiders.

Key Cisco Systems News

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

• Positive Sentiment: Cisco said AI agents now account for approximately 60% of global inference activity, with AI token usage up fourteenfold. The trend reinforces the company’s thesis that expanding AI workloads will require significant networking investment. Cisco Says AI Agents Now Consume 60% of Global Inference
• Positive Sentiment: Cisco, Advanced Micro Devices and Humain have launched an AI infrastructure deployment in Saudi Arabia. The system combines AMD’s Instinct GPUs and EPYC processors with Cisco’s Silicon One-based 800G switches, supporting Humain’s planned GPU-as-a-service offering across the Middle East and providing Cisco with a potentially significant new growth market. AMD-Cisco Middle East AI Opportunity
• Positive Sentiment: Industry data showed campus-switch prices rose 19% in the second quarter amid component shortages, helping drive positive market revenue growth. Higher average selling prices could benefit Cisco’s switching business, although supply constraints remain a limitation. Dell’Oro Campus Switch Market Report
• Neutral Sentiment: Analyst coverage currently reflects a consensus “Moderate Buy” rating, while recent Zacks coverage focused on whether the stock’s strong AI exposure and fundamentals justify buying after its pullback. Cisco Receives Moderate Buy Consensus
• Negative Sentiment: Analysts warn that Cisco’s fastest growth increasingly depends on hyperscale customers. A hardware-heavy AI expansion could also pressure gross margins, making the stock vulnerable if hyperscaler spending slows or infrastructure returns normalize. Cisco Growth and Hyperscaler Risk

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Wall Street Zen upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating in a report on Saturday, August 15th. HSBC downgraded Cisco Systems from a “buy” rating to a “hold” rating and reduced their price target for the company from $137.00 to $120.00 in a report on Friday, August 14th. Citic Securities increased their price objective on Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. UBS Group boosted their target price on Cisco Systems from $132.00 to $138.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Finally, CICC Research lifted their price target on shares of Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, Cisco Systems presently has a consensus rating of “Moderate Buy” and an average price target of $129.68.

Cisco Systems Price Performance

Shares of CSCO stock opened at $109.43 on Thursday. The stock has a market cap of $431.44 billion, a price-to-earnings ratio of 32.76, a PEG ratio of 2.27 and a beta of 1.00. The business’s fifty day moving average is $113.77 and its 200 day moving average is $103.04. Cisco Systems, Inc. has a twelve month low of $66.13 and a twelve month high of $130.37. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating analysts’ consensus estimates of $1.17 by $0.05. The firm had revenue of $17.25 billion for 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%. The company’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the business 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. Research analysts expect that Cisco Systems, Inc. will post 4.43 EPS for the current fiscal year.

Cisco Systems Announces Dividend

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

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.