Canada Post Corp Registered Pension Plan Increases Stock Position in Cisco Systems, Inc. $CSCO

Key Points

• Canada Post Corp Registered Pension Plan increased its Cisco stake by 10.7% in the fourth quarter, buying 23,017 additional shares and bringing its total to 237,420 shares valued at about $18.3 million.
• Cisco reported strong quarterly results, with EPS of $1.06 and revenue of $15.84 billion, both ahead of analyst estimates, while revenue rose 12% year over year.
• The company also raised guidance and maintained shareholder returns, announcing a quarterly dividend of $0.42 per share and issuing upbeat Q4 2026 and FY 2026 EPS forecasts.

Canada Post Corp Registered Pension Plan boosted its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 10.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 237,420 shares of the network equipment provider's stock after acquiring an additional 23,017 shares during the period. Cisco Systems comprises approximately 0.7% of Canada Post Corp Registered Pension Plan's portfolio, making the stock its 28th largest position. Canada Post Corp Registered Pension Plan's holdings in Cisco Systems were worth $18,288,000 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 the stock. Board of the Pension Protection Fund acquired a new position in Cisco Systems in the fourth quarter valued at $31,000. EQ Wealth Advisors LLC acquired a new position in Cisco Systems in the fourth quarter valued at $31,000. Anfield Capital Management LLC increased its stake in Cisco Systems by 248.9% in the fourth quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider's stock valued at $37,000 after purchasing an additional 346 shares during the period. Joseph Group Capital Management acquired a new position in Cisco Systems in the fourth quarter valued at $38,000. Finally, Luken Investment Analytics LLC increased its stake in Cisco Systems by 418.0% in the fourth quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider's stock valued at $40,000 after purchasing an additional 418 shares during the period. 73.33% of the stock is owned by hedge funds and other institutional investors.

Cisco Systems Trading Up 2.3%

Shares of Cisco Systems stock opened at $118.21 on Friday. Cisco Systems, Inc. has a 52-week low of $62.30 and a 52-week high of $119.36. The company has a quick ratio of 0.85, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The company's 50-day simple moving average is $85.41 and its 200-day simple moving average is $79.95. The firm has a market cap of $466.92 billion, a price-to-earnings ratio of 38.38, a price-to-earnings-growth ratio of 4.44 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its quarterly earnings results 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 business had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same period in the previous year, the business posted $0.96 earnings per share. The business'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. As a group, equities research analysts anticipate that Cisco Systems, Inc. will post 3.42 earnings per share for the current year.

Cisco Systems Announces Dividend

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

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

Insider Activity

In other Cisco Systems news, EVP Oliver Tuszik sold 3,132 shares of the company's 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 directly owned 188,613 shares in the company, valued at approximately $15,040,000.62. This represents a 1.63% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of the company's stock in a transaction dated Tuesday, March 17th. The stock was 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 in the company, valued at $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 15,587 shares of company stock valued at $1,230,765. 0.01% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of research firms have commented on CSCO. Bank of America lifted their price objective on shares of Cisco Systems from $95.00 to $114.00 and gave the company a "buy" rating in a research note on Thursday. Evercore lifted their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the company an "outperform" rating in a research note on Thursday. CICC Research lifted their price objective on shares of Cisco Systems from $84.00 to $96.00 and gave the company an "outperform" rating in a research note on Friday, February 13th. The Goldman Sachs Group lifted their price objective on shares of Cisco Systems from $75.00 to $116.00 and gave the company a "neutral" rating in a research note on Thursday. Finally, Rosenblatt Securities restated a "buy" rating and issued a $100.00 price objective on shares of Cisco Systems in a research note on Thursday, February 12th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, Cisco Systems currently has an average rating of "Moderate Buy" and an average target price of $114.55.

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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