Cisco Systems, Inc. $CSCO Shares Purchased by Czech National Bank

Key Points

• Czech National Bank increased its Cisco position by 4.5% in the second quarter, bringing its holdings to 1.12 million shares valued at approximately $132.1 million. Institutional investors collectively own 73.33% of Cisco’s stock.
• Analysts see continued strength in AI-related networking demand and potential upside to near-term results, but ratings are mixed, with some firms downgrading the stock to “hold.” Cisco’s upcoming August 12 earnings report will be closely watched for AI orders, margins and guidance.
• Cisco recently beat quarterly earnings and revenue expectations, reporting $1.06 in adjusted EPS and $15.84 billion in revenue, while maintaining a quarterly dividend of $0.42 per share. CEO Charles Robbins and other insiders have sold shares under pre-arranged trading plans.

Czech National Bank raised its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 4.5% in the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,124,291 shares of the network equipment provider's stock after purchasing an additional 48,227 shares during the quarter. Cisco Systems comprises 0.7% of Czech National Bank's portfolio, making the stock its 23rd largest holding. Czech National Bank's holdings in Cisco Systems were worth $132,059,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC grew its holdings in 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 acquiring an additional 24,562 shares during the period. Revolve Wealth Partners LLC raised its position in Cisco Systems by 37.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 9,156 shares of the network equipment provider's stock worth $542,000 after acquiring an additional 2,474 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in Cisco Systems by 7.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 10,178 shares of the network equipment provider's stock valued at $706,000 after acquiring an additional 712 shares during the last quarter. Schnieders Capital Management LLC. lifted its holdings in Cisco Systems by 3.9% in the 2nd quarter. Schnieders Capital Management LLC. now owns 13,974 shares of the network equipment provider's stock valued at $969,000 after acquiring an additional 519 shares during the last quarter. Finally, Marshall Wace LLP boosted its position in shares of Cisco Systems by 118.1% during the 2nd quarter. Marshall Wace LLP now owns 90,650 shares of the network equipment provider's stock valued at $6,289,000 after purchasing an additional 590,650 shares in the last quarter. Institutional investors own 73.33% of the company's stock.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Analysts expect continued strength in AI infrastructure demand, supported by checks with hyperscale cloud and “neocloud” customers. UBS believes Cisco could exceed consensus revenue and earnings estimates for the July quarter as AI networking orders and campus-networking spending remain resilient. Cisco Systems to report amid expectations of continued AI infrastructure strength
• Positive Sentiment: Recent coverage highlights Cisco’s potential to participate in the AI networking boom through demand for high-speed connectivity, data-center infrastructure and related networking products. The company has been one of the Dow Jones’ strongest performers this year, reflecting optimism about its AI growth trajectory. Can Cisco Systems Lead the AI Networking Boom?
• Positive Sentiment: Cisco is participating in Chainguard’s Athena Coalition alongside major technology and financial companies to help automate the remediation of open-source software vulnerabilities. The initiative reinforces Cisco’s cybersecurity ecosystem exposure, though it is unlikely to have an immediate material effect on revenue. Apiiro Joins Chainguard’s Athena Coalition
• Neutral Sentiment: Cisco’s August 12 earnings announcement is the next major catalyst. Investor focus will be on AI-related orders, product demand, margins and management’s outlook after the company previously reported revenue growth and an earnings beat. Cisco Schedules Conference Call for Q4 Fiscal Year 2026 Financial Results
• Negative Sentiment: Zacks Research downgraded CSCO from “strong buy” to “hold,” potentially pressuring the shares after their substantial yearly advance. Broader networking-stock commentary also points to cautious IT spending, higher costs and deployment delays as risks to near-term results. What’s in Store for These Networking Stocks This Earnings Season?

Insider Activity

In other Cisco Systems news, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction dated Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the transaction, the chief executive officer owned 637,085 shares of the company's stock, valued at $76,469,312.55. The trade was a 3.25% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Deborah L. Stahlkopf sold 6,586 shares of the company's stock in a transaction dated Friday, May 15th. The shares were 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 $20,790,030.13. This represents a 3.58% decrease in their position. 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 in the last ninety days. Corporate insiders own 0.01% of the company's stock.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on CSCO shares. JPMorgan Chase & Co. lifted their price objective on shares of Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Barclays raised their target price on shares of Cisco Systems from $76.00 to $121.00 and gave the stock an "equal weight" rating in a report on Thursday, May 14th. Wall Street Zen lowered shares of Cisco Systems from a "buy" rating to a "hold" rating in a research report on Tuesday, July 28th. HSBC raised Cisco Systems from a "hold" rating to a "buy" rating and upped their price target for the company from $77.00 to $137.00 in a report on Friday, May 15th. Finally, Wells Fargo & Company increased their price objective on Cisco Systems from $95.00 to $130.00 and gave the company an "overweight" rating in a research report on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have issued a Hold rating to the stock. According to MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $123.14.

Cisco Systems Price Performance

NASDAQ CSCO opened at $120.88 on Friday. The stock's 50-day moving average price is $117.72 and its two-hundred day moving average price is $97.37. 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 $476.44 billion, a PE ratio of 39.25, a PEG ratio of 2.74 and a beta of 1.02. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating the consensus estimate of $1.03 by $0.03. The business 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 firm's quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter in the prior 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. On average, analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current year.

Cisco Systems Dividend Announcement

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

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.

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