Cisco Systems, Inc. $CSCO Stake Boosted by Danske Bank A S

Key Points

• Danske Bank A S slightly boosted its Cisco stake in Q4, buying 11,713 shares to hold 3,431,124 shares (about $264.3M), making CSCO its 21st-largest holding.
• Cisco beat Q2 expectations with EPS of $1.04 (vs. $1.02) and revenue of $15.35B (vs. $15.11B), and strong demand for AI networking infrastructure has helped drive recent investor enthusiasm and a share-price rally.
• The company raised its quarterly dividend to $0.42 ($1.68 annual, a 1.8% yield) while analysts maintain a consensus rating of "Moderate Buy" with a $89.81 price target; insiders sold about 46,431 shares (~$3.57M) last quarter.

Danske Bank A S increased its stake in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 0.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,431,124 shares of the network equipment provider's stock after purchasing an additional 11,713 shares during the quarter. Cisco Systems makes up 0.6% of Danske Bank A S's investment portfolio, making the stock its 21st largest holding. Danske Bank A S owned about 0.09% of Cisco Systems worth $264,299,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently bought and sold shares of the company. Marquette Asset Management LLC purchased a new position in Cisco Systems in the 3rd quarter worth about $25,000. Board of the Pension Protection Fund purchased a new position in Cisco Systems in the 4th quarter worth about $31,000. EQ Wealth Advisors LLC purchased a new position in Cisco Systems in the 4th quarter worth about $31,000. Cedar Mountain Advisors LLC increased its stake in Cisco Systems by 115.7% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider's stock worth $32,000 after purchasing an additional 251 shares in the last quarter. Finally, Joseph Group Capital Management acquired a new stake in Cisco Systems during the 4th quarter worth about $38,000. Hedge funds and other institutional investors own 73.33% of the company's stock.

Analyst Upgrades and Downgrades

A number of brokerages have commented on CSCO. Zacks Research lowered Cisco Systems from a "strong-buy" rating to a "hold" rating in a research report on Monday, April 13th. Erste Group Bank lowered Cisco Systems from a "buy" rating to a "hold" rating in a research report on Wednesday, February 18th. Weiss Ratings restated a "buy (b)" rating on shares of Cisco Systems in a research report on Friday, April 24th. Rosenblatt Securities restated a "buy" rating and set a $100.00 price objective on shares of Cisco Systems in a research report on Thursday, February 12th. Finally, CICC Research raised their price objective on Cisco Systems from $84.00 to $96.00 and gave the stock an "outperform" rating in a research report on Friday, February 13th. Three analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $89.81.

Cisco Systems Trading Up 2.2%

Shares of NASDAQ CSCO opened at $91.50 on Friday. The firm has a market capitalization of $361.41 billion, a PE ratio of 32.11, a PEG ratio of 3.38 and a beta of 0.83. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. Cisco Systems, Inc. has a one year low of $57.68 and a one year high of $91.67. The business has a 50-day moving average price of $81.46 and a two-hundred day moving average price of $77.93.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last announced its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.02 by $0.02. The business had revenue of $15.35 billion during the quarter, compared to analyst estimates of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The firm's revenue was up 9.7% on a year-over-year basis. During the same period in the previous year, the company earned $0.94 EPS. As a group, analysts predict that Cisco Systems, Inc. will post 3.4 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, April 22nd. Stockholders of record on Thursday, April 2nd were issued a dividend of $0.42 per share. The ex-dividend date was Thursday, April 2nd. This represents a $1.68 annualized dividend and a dividend yield of 1.8%. This is a positive change from Cisco Systems's previous quarterly dividend of $0.41. Cisco Systems's dividend payout ratio is presently 58.95%.

Insider Buying and Selling at Cisco Systems

In other news, CEO Charles Robbins sold 19,545 shares of Cisco Systems stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the completion of the sale, the chief executive officer directly owned 671,095 shares in the company, valued at $51,003,220. The trade was a 2.83% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Deborah L. Stahlkopf sold 7,981 shares of Cisco Systems stock in a transaction dated Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total value of $634,489.50. Following the sale, the executive vice president owned 187,097 shares of the company's stock, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 46,431 shares of company stock worth $3,574,820 over the last quarter. Insiders own 0.01% of the company's stock.

Cisco Systems News Roundup

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

• Positive Sentiment: Strong Q2 update and AI infrastructure momentum — analysis highlights that Cisco’s Q2 results, demand for AI networking infrastructure, and an increase to full‑year guidance have driven investor enthusiasm and valuation re-rating. A Look At Cisco (CSCO) Valuation After Strong Q2 Results And AI Infrastructure Momentum
• Positive Sentiment: Daily outperformance note — a Zacks piece flags Cisco as having beaten the broader market upswing in the latest session, reflecting short‑term buying interest. Cisco Systems (CSCO) Beats Stock Market Upswing: What Investors Need to Know
• Positive Sentiment: Independent bullish theses gaining circulation — two recent writeups summarize bullish arguments (valuation gap to growth, secular AI/networking tailwinds) that may attract new buyers. Is Cisco Systems, Inc. (CSCO) A Good Stock To Buy Now? Is Cisco Systems, Inc. (CSCO) A Good Stock To Buy Now?
• Neutral Sentiment: Broader market tailwind — Investopedia notes the best monthly performance for stocks since 2020, a backdrop that has helped cyclical/tech names including Cisco. Market strength is supportive but not company‑specific. Stocks Just Had Their Best Month Since 2020—Here Are The Big Winners
• Neutral Sentiment: Analyst backdrop: modestly positive — coverage summaries show Wall Street remains moderately optimistic but not unanimously bullish; steady analyst sentiment supports but does not guarantee further upside. Is Wall Street Bullish or Bearish on Cisco Systems Stock?
• Neutral Sentiment: Non‑financial reporting — Cisco’s FY25 Purpose Report highlights sustainability and energy-efficiency initiatives; relevant for long‑term ESG-minded investors but unlikely to move the stock in the near term. How We're Building a Cleaner, More Efficient Energy Supply | Cisco FY25 Purpose Report
• Negative Sentiment: Relative short‑term underperformance vs. peers on some sessions — a MarketWatch note flags days where Cisco lagged competitors, a reminder that momentum can be uneven and valuation gains may invite profit‑taking or rotation. Cisco Systems Inc. stock underperforms Tuesday when compared to competitors

Cisco Systems 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.

Want to see what other hedge funds are holding CSCO? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Cisco Systems, Inc. (NASDAQ:CSCO - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.