Commerzbank Aktiengesellschaft FI Increases Stock Holdings in Cisco Systems, Inc. $CSCO

Key Points

• Commerzbank Aktiengesellschaft FI increased its Cisco stake by 49.5% in the fourth quarter, buying 779,274 additional shares and bringing its total holdings to 2,354,648 shares worth about $181.4 million.
• Cisco reported better-than-expected 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 for fiscal 2026 and continued to draw bullish analyst attention, with several firms boosting price targets and the consensus rating standing at Moderate Buy.

Commerzbank Aktiengesellschaft FI increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 49.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,354,648 shares of the network equipment provider's stock after purchasing an additional 779,274 shares during the quarter. Cisco Systems accounts for 3.7% of Commerzbank Aktiengesellschaft FI's portfolio, making the stock its 6th biggest holding. Commerzbank Aktiengesellschaft FI owned about 0.06% of Cisco Systems worth $181,379,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of CSCO. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Cisco Systems by 110.2% during the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider's stock valued at $1,259,369,000 after purchasing an additional 9,648,265 shares in the last quarter. Wellington Management Group LLP lifted its holdings in shares of Cisco Systems by 19.5% during the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider's stock valued at $2,309,066,000 after purchasing an additional 5,498,375 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider's stock valued at $3,668,182,000 after purchasing an additional 5,081,469 shares in the last quarter. Vanguard Group Inc. lifted its holdings in shares of Cisco Systems by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider's stock valued at $30,730,602,000 after purchasing an additional 4,049,893 shares in the last quarter. Finally, Bank Julius Baer & Co. Ltd Zurich lifted its holdings in shares of Cisco Systems by 875.6% during the fourth quarter. Bank Julius Baer & Co. Ltd Zurich now owns 4,084,965 shares of the network equipment provider's stock valued at $314,925,000 after purchasing an additional 3,666,258 shares in the last quarter. 73.33% of the stock is owned by institutional investors.

Cisco Systems Stock Performance

Shares of CSCO opened at $118.21 on Friday. 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 business has a 50-day simple moving average of $85.41 and a two-hundred day simple moving average of $79.95. The stock has a market cap of $466.92 billion, a price-to-earnings ratio of 38.38, a PEG ratio of 4.34 and a beta of 0.92. Cisco Systems, Inc. has a 52 week low of $62.30 and a 52 week high of $119.36.

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, topping analysts' consensus estimates of $1.03 by $0.03. The business had revenue of $15.84 billion during the quarter, compared to analysts' expectations of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business's quarterly revenue was up 12.0% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.96 earnings per share. 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 expect that Cisco Systems, Inc. will post 3.42 EPS for the current year.

Cisco Systems Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be given a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. Cisco Systems's dividend payout ratio (DPR) is currently 54.55%.

Insiders Place Their Bets

In related news, EVP Deborah L. Stahlkopf sold 7,981 shares of the 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 completion of the sale, the executive vice president owned 187,097 shares in the company, valued at approximately $14,874,211.50. This trade represents a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, SVP Maria Victoria Wong sold 551 shares of the stock in a transaction dated Wednesday, March 11th. The stock was sold at an average price of $77.54, for a total value of $42,724.54. Following the sale, the senior vice president owned 27,957 shares of the company's stock, valued at $2,167,785.78. This represents a 1.93% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 15,587 shares of company stock worth $1,230,765. Company insiders own 0.01% of the company's stock.

Cisco Systems News Summary

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

Analysts Set New Price Targets

A number of research firms recently commented on CSCO. Citigroup upped their price objective on Cisco Systems from $90.00 to $112.00 and gave the company a "buy" rating in a research report on Thursday. Evercore upped their price objective on Cisco Systems from $110.00 to $150.00 and gave the company an "outperform" rating in a research report on Thursday. Bank of America upped their price objective on Cisco Systems from $95.00 to $114.00 and gave the company a "buy" rating in a research report on Thursday. Rosenblatt Securities reiterated a "buy" rating and set a $100.00 price objective on shares of Cisco Systems in a research report on Thursday, February 12th. Finally, HSBC upgraded Cisco Systems from a "hold" rating to a "buy" rating and upped their price objective for the company from $77.00 to $137.00 in a research report on Friday. Three 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's stock. Based on data from MarketBeat, Cisco Systems currently has a consensus rating of "Moderate Buy" and a consensus price target 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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