Daiichi Life Insurance Co. Ltd. Has $47.52 Million Position in Cisco Systems, Inc. $CSCO

Key Points

• Daiichi Life Insurance reduced its Cisco stake by 11.7% in the second quarter, selling 53,692 shares and retaining 404,552 shares valued at approximately $47.5 million. Institutional investors collectively own 73.33% of Cisco.
• Cisco reported quarterly earnings of $1.22 per share and revenue of $17.25 billion, exceeding analyst expectations, while revenue increased 17.6% year over year. The company also declared a quarterly dividend of $0.42 per share, representing a 1.5% yield.
• Analysts maintain a generally positive outlook, with a consensus rating of “Moderate Buy” and a $129.43 target price, supported by AI infrastructure demand. However, Cisco’s elevated valuation and risks around margins and converting AI orders into profits remain concerns.

Daiichi Life Insurance Co. Ltd. cut its holdings in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 11.7% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 404,552 shares of the network equipment provider's stock after selling 53,692 shares during the period. Cisco Systems accounts for approximately 1.1% of Daiichi Life Insurance Co. Ltd.'s portfolio, making the stock its 15th biggest holding. Daiichi Life Insurance Co. Ltd.'s holdings in Cisco Systems were worth $47,519,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Quantbot Technologies LP bought a new stake in Cisco Systems during the 2nd quarter valued at approximately $261,000. Findlay Park Partners LLP bought a new position in Cisco Systems in the 2nd quarter worth approximately $141,798,000. Madison Wealth Partners Inc lifted its holdings in shares of Cisco Systems by 27.0% during the second quarter. Madison Wealth Partners Inc now owns 8,060 shares of the network equipment provider's stock worth $947,000 after buying an additional 1,714 shares during the last quarter. Varma Mutual Pension Insurance Co lifted its holdings in shares of Cisco Systems by 2.3% during the second quarter. Varma Mutual Pension Insurance Co now owns 626,147 shares of the network equipment provider's stock worth $73,547,000 after buying an additional 14,300 shares during the last quarter. Finally, X Square Capital LLC bought a new stake in shares of Cisco Systems in the second quarter valued at approximately $248,000. Institutional investors own 73.33% of the company's stock.

Cisco Systems Stock Performance

CSCO opened at $111.04 on Friday. The stock's 50 day simple moving average is $116.02 and its 200-day simple moving average is $100.24. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39. The stock has a market cap of $437.66 billion, a PE ratio of 33.25, a P/E/G ratio of 2.36 and a beta of 1.02. Cisco Systems, Inc. has a 1 year low of $66.13 and a 1 year high of $130.37.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, topping the consensus estimate of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The firm had revenue of $17.25 billion during the quarter, compared to analysts' expectations of $16.84 billion. During the same period last year, the business earned $0.99 earnings per share. Cisco Systems's quarterly revenue was up 17.6% compared to the same quarter last year. 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. Sell-side analysts forecast that Cisco Systems, Inc. will post 4.51 EPS for the current year.

Cisco Systems Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be issued a dividend of $0.42 per share. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date of this dividend is Friday, October 2nd. Cisco Systems's dividend payout ratio (DPR) is presently 50.30%.

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the stock. Barclays boosted their target price on shares of Cisco Systems from $121.00 to $123.00 and gave the stock an "equal weight" rating in a research report on Thursday, August 13th. HSBC downgraded shares of Cisco Systems from a "buy" rating to a "hold" rating and reduced their price target for the company from $137.00 to $120.00 in a report on Friday, August 14th. JPMorgan Chase & Co. boosted their price objective on shares of Cisco Systems from $95.00 to $96.00 in a report on Monday, May 11th. Morgan Stanley upped 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. Finally, Truist Financial increased their target price on shares of Cisco Systems from $125.00 to $140.00 and gave the company a "buy" rating in a research note on Thursday, August 13th. Two analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, Cisco Systems has an average rating of "Moderate Buy" and a consensus target price of $129.43.

Insider Activity at Cisco Systems

In related news, CEO Charles Robbins sold 21,628 shares of the stock in a transaction dated Friday, August 14th. The shares were sold at an average price of $111.54, for a total value of $2,412,387.12. Following the completion of the transaction, the chief executive officer owned 602,710 shares of the company's stock, valued at $67,226,273.40. This represents a 3.46% 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 Thimaya K. Subaiya sold 7,127 shares of the firm's stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total transaction of $854,598.57. Following the transaction, the executive vice president owned 140,857 shares of the company's stock, valued at approximately $16,890,162.87. This represents a 4.82% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 53,611 shares of company stock worth $6,066,680 in the last ninety days. Company insiders own 0.01% of the company's stock.

Key Headlines Impacting Cisco Systems

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.

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.

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