ABN Amro Investment Solutions Acquires 107,734 Shares of Cisco Systems, Inc. $CSCO

Key Points

• ABN Amro Investment Solutions increased its Cisco stake by 68.4% in Q4, buying 107,734 additional shares and bringing its total holdings to 265,191 shares worth about $20.4 million.
• Several analysts turned more bullish on Cisco, with firms like UBS, Morgan Stanley, and Wells Fargo raising price targets; the stock now carries a Moderate Buy consensus and an average target of $118.14.
• Cisco reported better-than-expected quarterly results, beating EPS and revenue estimates, and raised guidance for Q4 FY2026 and FY2026, while also announcing a quarterly dividend of $0.42 per share.

ABN Amro Investment Solutions grew its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 68.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 265,191 shares of the network equipment provider's stock after acquiring an additional 107,734 shares during the period. ABN Amro Investment Solutions' holdings in Cisco Systems were worth $20,428,000 as of its most recent SEC filing.

Several other large investors have also recently modified their holdings of CSCO. Brighton Jones LLC increased its position in shares of Cisco Systems by 49.5% during the fourth quarter. Brighton Jones LLC now owns 74,187 shares of the network equipment provider's stock worth $4,392,000 after buying an additional 24,562 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Cisco Systems by 37.0% during the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider's stock worth $542,000 after buying an additional 2,474 shares during the period. Sivia Capital Partners LLC increased its position in shares of Cisco Systems by 7.5% during the second quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider's stock worth $706,000 after buying an additional 712 shares during the period. Schnieders Capital Management LLC. increased its position in shares of Cisco Systems by 3.9% during the second quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider's stock worth $969,000 after buying an additional 519 shares during the period. Finally, Marshall Wace LLP increased its position in shares of Cisco Systems by 118.1% during the second quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider's stock worth $6,289,000 after buying an additional 590,650 shares during the period. Institutional investors own 73.33% of the company's stock.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the stock. UBS Group increased their price objective on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a "buy" rating in a research report on Thursday, May 14th. New Street Research increased their price objective 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. Morgan Stanley increased their price objective on shares of Cisco Systems from $91.00 to $120.00 and gave the stock an "overweight" rating in a research report on Thursday, May 14th. Wells Fargo & Company increased their price objective on shares of Cisco Systems from $95.00 to $130.00 and gave the stock an "overweight" rating in a research report on Thursday, May 14th. Finally, Rosenblatt Securities reiterated a "buy" rating and set a $100.00 price objective on shares of Cisco Systems in a research report on Thursday, February 12th. Two analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have given a Hold rating to the company's stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $118.14.

Cisco Systems News Summary

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

• Positive Sentiment: Cisco’s latest earnings and guidance continue to support the bull case, with management highlighting strong AI infrastructure demand and improving long-term growth prospects. Cisco Systems (CSCO) Is Up 20.4% After Record Q3, AI Outlook Hike And Restructuring Shift
• Positive Sentiment: HSBC upgraded Cisco to Buy and sharply raised its price target, while Argus also lifted its target, reinforcing expectations for continued share-price strength. HSBC nearly doubles Cisco stock price target for 2026 Argus adjusts price target on Cisco Systems to 150 from 100, maintains Buy rating
• Positive Sentiment: New coverage is positioning Cisco as an AI networking and infrastructure beneficiary, with articles pointing to hyperscaler demand and Cisco’s role in enterprise AI standards. Cisco Ties AI Agent Push To Data Center Connectivity Standards
• Neutral Sentiment: Automation Anywhere’s collaboration with Cisco on EnterpriseClaw underscores Cisco’s relevance in enterprise AI, but the announcement is still more strategic than financially material for now. Automation Anywhere Collaborates with Cisco, NVIDIA, Okta, and OpenAI
• Neutral Sentiment: Cisco was also highlighted in broader “AI infrastructure” and “big data” stock lists, which may help keep the name in focus, but these mentions do not add new fundamentals. Invest in These 5 Big Data Behemoths to Gain From Wall Street Rally
• Negative Sentiment: Several insiders sold shares under pre-arranged 10b5-1 plans, including Jeetendra I. Patel, Deborah L. Stahlkopf, and Oliver Tuszik, which can create a modest overhang on sentiment despite being scheduled transactions. SEC Form 4 Jeetendra I. Patel SEC Form 4 Deborah L. Stahlkopf SEC Form 4 Oliver Tuszik
• Negative Sentiment: Some commentary suggests Cisco’s strong rally may be getting extended, with concerns around lower free cash flow and margins potentially limiting near-term upside. Cisco Systems Reported Lower FCF and Margins - Has CSCO Stock Peaked?

Insider Activity

In other news, SVP Maria Victoria Wong sold 2,179 shares of Cisco Systems stock in a transaction dated Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the transaction, the senior vice president directly owned 28,807 shares in the company, valued at $2,239,456.18. This trade represents a 7.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the transaction, the executive vice president owned 188,613 shares of the company's stock, valued at $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 32,103 shares of company stock valued at $3,160,587. 0.01% of the stock is currently owned by insiders.

Cisco Systems Trading Down 0.9%

NASDAQ:CSCO opened at $114.35 on Thursday. 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 stock has a market capitalization of $451.67 billion, a price-to-earnings ratio of 37.13, a PEG ratio of 3.51 and a beta of 0.92. The firm has a fifty day simple moving average of $87.68 and a two-hundred day simple moving average of $80.93. Cisco Systems, Inc. has a 12 month low of $62.30 and a 12 month high of $119.39.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts' consensus estimates of $1.03 by $0.03. The business had revenue of $15.84 billion during the quarter, compared to analysts' expectations of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business's quarterly revenue was up 12.0% on a year-over-year basis. During the same period last year, the company posted $0.96 earnings per share. 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. Analysts expect that Cisco Systems, Inc. will post 3.44 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Monday, July 6th. Cisco Systems's dividend payout ratio (DPR) is currently 54.55%.

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.

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