AEGON ASSET MANAGEMENT UK Plc cut its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 4.9% during the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 832,127 shares of the network equipment provider's stock after selling 43,258 shares during the period. Cisco Systems makes up approximately 0.9% of AEGON ASSET MANAGEMENT UK Plc's holdings, making the stock its 29th largest holding. AEGON ASSET MANAGEMENT UK Plc's holdings in Cisco Systems were worth $64,548,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently bought and sold shares of CSCO. MidAtlantic Capital Management Inc. acquired a new position in shares of Cisco Systems during the fourth quarter worth $25,000. Intesa Sanpaolo Wealth Management purchased a new position in shares of Cisco Systems in the fourth quarter valued at $25,000. Jessup Wealth Management Inc acquired a new stake in Cisco Systems during the 4th quarter valued at $29,000. Board of the Pension Protection Fund acquired a new stake in Cisco Systems during the 4th quarter valued at $31,000. Finally, EQ Wealth Advisors LLC purchased a new stake in Cisco Systems during the 4th quarter worth $31,000. Hedge funds and other institutional investors own 73.33% of the company's stock.
Cisco Systems Stock Performance
NASDAQ CSCO opened at $119.54 on Friday. The company has a market capitalization of $471.16 billion, a price-to-earnings ratio of 38.81, a price-to-earnings-growth ratio of 3.05 and a beta of 1.01. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. Cisco Systems, Inc. has a 12 month low of $65.72 and a 12 month high of $130.37. The company's fifty day moving average price is $106.15 and its two-hundred day moving average price is $88.00.
Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, topping the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company's revenue was up 12.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.96 EPS. 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. As a group, research analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.
Cisco Systems Announces Dividend
The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems's payout ratio is currently 54.55%.
Insider Transactions at Cisco Systems
In other news, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the transaction, the executive vice president owned 177,223 shares in the company, valued at approximately $20,790,030.13. This trade represents a 3.58% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,607 shares of the business's stock in a transaction that occurred on Thursday, June 11th. The shares were sold at an average price of $121.12, for a total value of $315,759.84. Following the completion of the sale, the executive vice president owned 172,727 shares of the company's stock, valued at $20,920,694.24. This trade represents a 1.49% 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. Insiders sold 47,650 shares of company stock valued at $5,668,823 over the last 90 days. Corporate insiders own 0.01% of the company's stock.
Trending Headlines about Cisco Systems
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
- Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
- Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
- Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
- Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
- Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title
Analyst Ratings Changes
A number of equities analysts have commented on CSCO shares. UBS Group boosted their price objective on shares of Cisco Systems from $95.00 to $132.00 and gave the stock a "buy" rating in a report on Thursday, May 14th. CICC Research lifted their target price on Cisco Systems from $96.00 to $125.00 and gave the stock an "outperform" rating in a research report on Monday, May 18th. JPMorgan Chase & Co. boosted their price target on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Morgan Stanley increased their price target on Cisco Systems from $120.00 to $130.00 and gave the company an "overweight" rating in a report on Friday, June 12th. Finally, The Goldman Sachs Group raised their price objective on Cisco Systems from $116.00 to $125.00 and gave the company a "neutral" rating in a research note on Wednesday, June 3rd. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $122.90.
Get Our Latest Analysis on Cisco Systems
Cisco Systems Profile
(
Free Report)
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.
Further Reading
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