Varma Mutual Pension Insurance Co increased its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 2.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 626,147 shares of the network equipment provider's stock after buying an additional 14,300 shares during the period. Varma Mutual Pension Insurance Co's holdings in Cisco Systems were worth $73,547,000 at the end of the most recent reporting period.
A number of other large investors have also recently added to or reduced their stakes in the stock. Bridgewater Advisors Inc. bought a new stake in shares of Cisco Systems in the 2nd quarter worth approximately $6,442,000. World Investment Advisors grew its stake in Cisco Systems by 15.4% during the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider's stock worth $13,905,000 after buying an additional 26,455 shares during the last quarter. WCG Wealth Advisors LLC grew its stake in Cisco Systems by 101.8% during the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider's stock worth $8,266,000 after buying an additional 54,141 shares during the last quarter. Vise Technologies Inc. increased its position in Cisco Systems by 47.1% in the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider's stock worth $15,432,000 after buying an additional 64,144 shares during the period. Finally, ABN AMRO Bank N.V. bought a new stake in Cisco Systems in the second quarter valued at $19,114,000. 73.33% of the stock is currently owned by institutional investors.
Cisco Systems Price Performance
Shares of CSCO opened at $111.04 on Friday. Cisco Systems, Inc. has a one year low of $66.13 and a one year high of $130.37. The stock's fifty day moving average is $116.02 and its 200-day moving average is $100.24. The company has a debt-to-equity ratio of 0.39, a quick ratio of 0.79 and a current ratio of 0.93. The firm has a market capitalization of $437.66 billion, a price-to-earnings ratio of 33.25, a price-to-earnings-growth ratio of 2.36 and a beta of 1.02.
Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping the consensus estimate of $1.17 by $0.05. The business had revenue of $17.25 billion during the quarter, compared to the consensus estimate of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The company's quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.99 earnings per share. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. Equities analysts anticipate that Cisco Systems, Inc. will post 4.51 EPS for the current year.
Cisco Systems Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be issued a dividend of $0.42 per share. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems's payout ratio is presently 50.30%.
More Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: AI infrastructure orders are supporting Cisco’s growth outlook. Cisco reportedly received approximately $4 billion in AI infrastructure orders during the quarter. Product revenue rose 24% year over year, helping produce record fiscal 2026 results and reinforcing the company’s position as a supplier of networking equipment for AI data centers. Cisco Stock: Buy or Sell?
- Positive Sentiment: Analyst sentiment remains favorable. Recent research updates raised several price targets, including targets of $135 from Morgan Stanley, $140 from Truist Financial, $150 from Bank of America and $165 from Rosenblatt Securities. Cisco has a consensus rating of “Moderate Buy,” suggesting analysts see additional upside if AI-networking demand translates into sustained earnings growth. Cisco Systems Receives a Rating Update
- Positive Sentiment: Streaming infrastructure may provide another growth opportunity. Rising demand for low-latency live video, expanded content-delivery capacity and AI-enabled media workflows could increase demand for Cisco’s networking products among streaming platforms, enterprises and cloud providers. What Could Cisco Systems Gain From The Streaming Infrastructure Boom?
- Neutral Sentiment: An executive sold 5,832 shares valued at approximately $650,000 under a pre-arranged Rule 10b5-1 trading plan. The transaction reduced the executive’s holdings by 4.35%, but the scheduled nature of the sale and substantial remaining ownership lessen its significance as a bearish signal. Cisco Executive SEC Filing
- Negative Sentiment: Valuation and execution risks remain. With Cisco trading at more than 32 times earnings, investors may be concerned that margin pressure, slower recurring-revenue growth or delays in converting AI orders into profits could limit near-term upside.
Insider Activity
In other Cisco Systems news, EVP Thimaya K. Subaiya sold 5,832 shares of the company's stock in a transaction that occurred on Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total value of $650,093.04. Following the completion of the sale, the executive vice president directly owned 128,382 shares in the company, valued at $14,310,741.54. This represents a 4.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,760 shares of the stock in a transaction on Friday, August 14th. The shares were sold at an average price of $112.46, for a total value of $310,389.60. Following the transaction, the executive vice president directly owned 165,276 shares of the company's stock, valued at approximately $18,586,938.96. The trade was a 1.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 53,611 shares of company stock valued at $6,066,680 over the last 90 days. Corporate insiders own 0.01% of the company's stock.
Wall Street Analyst Weigh In
CSCO has been the subject of several analyst reports. Barclays boosted their price target on shares of Cisco Systems from $121.00 to $123.00 and gave the company an "equal weight" rating in a report on Thursday, August 13th. KeyCorp lifted their price objective on shares of Cisco Systems from $130.00 to $135.00 and gave the company an "overweight" rating in a research report on Thursday, August 13th. New Street Research boosted their target price on shares of Cisco Systems from $82.00 to $122.00 and gave the company a "neutral" rating in a research note on Thursday, May 14th. HSBC cut shares of Cisco Systems from a "buy" rating to a "hold" rating and decreased their target price for the stock from $137.00 to $120.00 in a research report on Friday, August 14th. Finally, Wall Street Zen raised Cisco Systems from a "hold" rating to a "buy" rating in a report on Saturday, August 15th. Two analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, Cisco Systems currently has a consensus rating of "Moderate Buy" and a consensus target price of $129.43.
Get Our Latest Analysis on CSCO
Cisco Systems Company 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.
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