47,100 Shares in Cisco Systems, Inc. $CSCO Purchased by Pensionfund Sabic

Key Points

• Pensionfund Sabic bought a new stake of 47,100 shares of Cisco in Q4, worth about $3.63M, making CSCO ~1.0% of its portfolio and its 23rd-largest holding.
• Cisco unveiled AI-agent security products at RSA and has drawn bullish analyst moves — BofA reaffirmed a Buy with a $95 target while JPMorgan and Morgan Stanley raised price targets — signaling demand tied to AI and data-center/security spending.
• The company beat estimates for the quarter (EPS $1.04 vs $1.02; revenue $15.35B vs $15.11B) and raised its quarterly dividend to $0.42 (annualized $1.68, ~2.1% yield).

Pensionfund Sabic bought a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm bought 47,100 shares of the network equipment provider's stock, valued at approximately $3,628,000. Cisco Systems accounts for 1.0% of Pensionfund Sabic's portfolio, making the stock its 23rd biggest position.

Several other institutional investors also recently bought and sold shares of CSCO. Green Alpha Advisors LLC lifted its position in shares of Cisco Systems by 1.2% during the fourth quarter. Green Alpha Advisors LLC now owns 12,349 shares of the network equipment provider's stock worth $951,000 after purchasing an additional 141 shares in the last quarter. Benchmark Financial Wealth Advisors LLC grew its holdings in shares of Cisco Systems by 1.4% in the third quarter. Benchmark Financial Wealth Advisors LLC now owns 10,449 shares of the network equipment provider's stock valued at $715,000 after purchasing an additional 142 shares in the last quarter. Cobblestone Capital Advisors LLC NY increased its stake in Cisco Systems by 0.6% during the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 24,622 shares of the network equipment provider's stock worth $1,685,000 after buying an additional 142 shares during the period. Yoder Wealth Management Inc. lifted its holdings in Cisco Systems by 3.8% during the 3rd quarter. Yoder Wealth Management Inc. now owns 3,945 shares of the network equipment provider's stock worth $270,000 after buying an additional 143 shares in the last quarter. Finally, Weaver Consulting Group lifted its holdings in Cisco Systems by 1.5% during the 3rd quarter. Weaver Consulting Group now owns 9,940 shares of the network equipment provider's stock worth $680,000 after buying an additional 145 shares in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco unveiled a set of AI-agent security products at RSA Conference (agent identity, Zero Trust for agents, runtime guardrails and an "AI Defense: Explorer Edition") — these offerings target an emerging market for secure, agentic AI deployments and help position Cisco to capture cybersecurity spending tied to AI adoption. Cisco launches security services to protect the world from AI agents and each other
• Positive Sentiment: BofA reaffirmed a Buy on CSCO with a $95 price target after meetings with Cisco management and citing strong AI and data-center demand — a notable large-bank endorsement that can lift sentiment and supports higher targets. Cisco (CSCO) Rated Buy on Strong AI and Data Center Demand
• Positive Sentiment: Cybersecurity stocks rallied alongside AI-themed conference announcements; Cisco, as a major security vendor, benefits from that sector rotation and renewed investor focus on cyber/AI security spend. Cybersecurity Stocks Rally Amid AI News At RSA Conference
• Neutral Sentiment: Analyst commentary is mixed: some firms are nudging price targets higher (reflecting confidence in Cisco’s FY26 roadmap), while others remain cautious due to margin pressure and input-cost uncertainty — a bifurcated narrative that can amplify intraday volatility. How Cisco Systems (CSCO) Story Is Shifting With Margin Pressures And Higher Valuation Hopes
• Neutral Sentiment: Multiple retail/coverage pieces (Zacks, Yahoo summaries) note heightened investor attention to CSCO following the product news; these articles increase visibility but don't add new fundamental evidence. Cisco Systems (CSCO) Laps the Stock Market: Here's Why
• Neutral Sentiment: Short-interest data reported as zero/NaN across several feeds — this appears to be a data anomaly and is not actionable evidence of a change in short positioning.
• Negative Sentiment: Some coverage highlights near-term challenges: Zacks notes Cisco has seen a ~4% revenue decline in security revenue categories and faces rising competition — such execution/competitive risks could pressure margins and temper upside if new products don’t drive quick revenue recovery. Cisco Bets on New Portfolio to Reignite Security Growth: What's Ahead?
• Negative Sentiment: Broader growth-stock caution pieces cite Cisco's historical sensitivity to growth evaporation—such narratives can amplify profit-taking if investors rotate into higher-momentum AI chip names. 1 Growth Stock with All-Star Potential and 2 We Avoid

Insider Buying and Selling at Cisco Systems

In other news, EVP Oliver Tuszik sold 3,132 shares of the stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the transaction, the executive vice president owned 188,613 shares in the company, valued at approximately $15,040,000.62. This represents a 1.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the firm's stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the sale, the executive vice president directly owned 187,097 shares in the company, valued at $14,874,211.50. This trade represents a 4.09% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 46,431 shares of company stock worth $3,574,820. Corporate insiders own 0.01% of the company's stock.

Cisco Systems Trading Up 2.6%

Shares of NASDAQ:CSCO opened at $80.86 on Wednesday. Cisco Systems, Inc. has a 52 week low of $52.11 and a 52 week high of $88.18. The company's 50 day moving average is $78.59 and its two-hundred day moving average is $75.06. The company has a market cap of $319.39 billion, a PE ratio of 28.37, a P/E/G ratio of 2.98 and a beta of 0.87. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to analysts' expectations of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company's revenue for the quarter was up 9.7% on a year-over-year basis. During the same period in the previous year, the company earned $0.94 EPS. Equities analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. This is a positive change from Cisco Systems's previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. Cisco Systems's dividend payout ratio (DPR) is presently 57.54%.

Wall Street Analyst Weigh In

Several research firms have commented on CSCO. JPMorgan Chase & Co. boosted their price target on shares of Cisco Systems from $90.00 to $95.00 and gave the stock an "overweight" rating in a research note on Monday, February 9th. Morgan Stanley increased their price objective on Cisco Systems from $82.00 to $91.00 and gave the company an "overweight" rating in a research note on Wednesday, December 17th. Erste Group Bank lowered Cisco Systems from a "buy" rating to a "hold" rating in a report on Wednesday, February 18th. BNP Paribas Exane boosted their target price on Cisco Systems from $86.00 to $87.00 and gave the stock an "outperform" rating in a research note on Thursday, February 12th. Finally, Wall Street Zen downgraded Cisco Systems from a "buy" rating to a "hold" rating in a report on Saturday, March 14th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Cisco Systems presently has an average rating of "Moderate Buy" and a consensus target price of $89.55.

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.

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