8,814 Shares in Cisco Systems, Inc. $CSCO Purchased by Eurizon SLJ Capital Ltd

Key Points

• Eurizon SLJ Capital Ltd opened a new position in Cisco Systems during the fourth quarter, buying 8,814 shares valued at about $679,000.
• Cisco reported stronger-than-expected quarterly results, with EPS of $1.06 and revenue of $15.84 billion, while also issuing upbeat guidance for fiscal 2026.
• Analysts remain constructive on the stock, with multiple firms raising price targets and the consensus view standing at Moderate Buy; meanwhile, insider sales by the CEO and an EVP were disclosed.

Eurizon SLJ Capital Ltd acquired a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 8,814 shares of the network equipment provider's stock, valued at approximately $679,000.

Several other institutional investors also recently bought and sold shares of CSCO. Arrowstreet Capital Limited Partnership grew its position in Cisco Systems by 110.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider's stock valued at $1,259,369,000 after purchasing an additional 9,648,265 shares during the last quarter. Wellington Management Group LLP grew its position in Cisco Systems by 19.5% during the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider's stock valued at $2,309,066,000 after purchasing an additional 5,498,375 shares during the last quarter. Invesco Ltd. grew its position in Cisco Systems by 10.5% during the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider's stock valued at $3,668,182,000 after purchasing an additional 5,081,469 shares during the last quarter. Vanguard Group Inc. grew its position in Cisco Systems by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider's stock valued at $30,730,602,000 after purchasing an additional 4,049,893 shares during the last quarter. Finally, Bank Julius Baer & Co. Ltd Zurich grew its position in Cisco Systems by 875.6% during the 4th quarter. Bank Julius Baer & Co. Ltd Zurich now owns 4,084,965 shares of the network equipment provider's stock valued at $314,925,000 after purchasing an additional 3,666,258 shares during the last quarter. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Stock Performance

CSCO opened at $120.42 on Friday. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. The company has a market cap of $474.63 billion, a price-to-earnings ratio of 39.10, a PEG ratio of 3.11 and a beta of 0.92. The company's 50 day moving average is $93.45 and its 200 day moving average is $83.18. Cisco Systems, Inc. has a 12-month low of $62.30 and a 12-month high of $121.43.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter last year, the firm posted $0.96 earnings per share. The firm's revenue was up 12.0% compared to the same quarter last year. Cisco Systems has set its Q4 2026 guidance at 1.160-1.180 EPS and its FY 2026 guidance at 4.270-4.290 EPS. On average, equities research analysts predict that Cisco Systems, Inc. will post 3.44 EPS for the current year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be issued a dividend of $0.42 per share. The ex-dividend date of this dividend is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.4%. Cisco Systems's payout ratio is currently 54.55%.

Insider Buying and Selling at Cisco Systems

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of Cisco Systems stock in a transaction that occurred on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total transaction of $634,489.50. Following the transaction, the executive vice president owned 187,097 shares of the company's stock, valued at $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction that occurred on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the transaction, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. This represents a 3.25% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 51,324 shares of company stock valued at $5,559,834. 0.01% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several analysts recently commented on CSCO shares. CICC Research increased their price objective on shares of Cisco Systems from $96.00 to $125.00 and gave the company an "outperform" rating in a research report on Monday, May 18th. Piper Sandler increased their price objective on shares of Cisco Systems from $86.00 to $132.00 and gave the company a "neutral" rating in a research report on Thursday, May 14th. Morgan Stanley raised their price target on shares of Cisco Systems from $91.00 to $120.00 and gave the company an "overweight" rating in a report on Thursday, May 14th. Truist Financial assumed coverage on shares of Cisco Systems in a research note on Tuesday, March 31st. They issued a "buy" rating and a $94.00 price target for the company. Finally, Evercore lifted their price target on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an "outperform" rating in a research note on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $119.09.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $135 from $114 and reiterated a Buy rating, citing stronger demand for high-speed optical networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also lifted its price target on Cisco to $150 from $100 and kept a Buy rating after Cisco’s latest quarterly results, reinforcing optimism around earnings and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Recent coverage continues to frame Cisco as a beneficiary of AI-driven networking and security spending, with multiple stories highlighting record results and strong momentum. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Cisco joined the EnterpriseClaw AI automation platform alongside NVIDIA, Okta, and OpenAI, reinforcing its security and AI relevance in enterprise workflows. Cisco Joins EnterpriseClaw To Link AI Automation With Security And Valuation Risks
• Neutral Sentiment: Commentary pieces are highlighting Cisco as a “throwback” tech stock that still fits into the AI trade, but these articles are mostly market commentary rather than new fundamentals. Dell, Cisco: How 'throwback' tech stocks fit into the AI trade
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan, which is notable but does not necessarily point to changing fundamentals. SEC filing
• Neutral Sentiment: Analysts and media reports continue to note that Cisco has outperformed the broader technology sector, but that view largely reflects recent price strength already in place. Cisco Systems Stock: Is CSCO Outperforming the Technology Sector?

Cisco Systems Company 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.

Want to see what other hedge funds are holding CSCO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cisco Systems, Inc. (NASDAQ:CSCO - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.