IFM Investors Pty Ltd Boosts Stock Position in Cisco Systems, Inc. $CSCO

Key Points

• IFM Investors Pty Ltd increased its stake in Cisco Systems, Inc. by 3.7% during the 2nd quarter, bringing its total holdings to 788,808 shares valued at approximately $54.7 million.
• Several analysts have recently rated Cisco stock, with Deutsche Bank upgrading it to a buy and raising the price target from $65 to $73, while HSBC downgraded it from a strong-buy to a hold.
• Cisco reported a quarterly earnings per share (EPS) of $0.99, slightly exceeding analysts' expectations, and forecasted future EPS in the range of 0.970 to 0.990 for Q1 2026.

IFM Investors Pty Ltd raised its holdings in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 3.7% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 788,808 shares of the network equipment provider's stock after acquiring an additional 28,204 shares during the quarter. Cisco Systems accounts for about 0.5% of IFM Investors Pty Ltd's portfolio, making the stock its 28th biggest holding. IFM Investors Pty Ltd's holdings in Cisco Systems were worth $54,727,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in CSCO. Sterling Financial Group Inc. bought a new stake in Cisco Systems in the 2nd quarter valued at approximately $215,000. Oliver Lagore Vanvalin Investment Group bought a new stake in shares of Cisco Systems in the second quarter valued at $263,000. Trust Point Inc. grew its position in Cisco Systems by 11.4% during the second quarter. Trust Point Inc. now owns 28,892 shares of the network equipment provider's stock worth $2,005,000 after buying an additional 2,953 shares in the last quarter. Moody National Bank Trust Division lifted its stake in shares of Cisco Systems by 1.9% in the 2nd quarter. Moody National Bank Trust Division now owns 54,943 shares of the network equipment provider's stock valued at $3,812,000 after acquiring an additional 1,011 shares during the last quarter. Finally, Global Financial Private Client LLC increased its position in Cisco Systems by 10.1% during the 2nd quarter. Global Financial Private Client LLC now owns 43,906 shares of the network equipment provider's stock valued at $3,046,000 after buying an additional 4,011 shares in the last quarter. Institutional investors own 73.33% of the company's stock.

Insider Transactions at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 7,511 shares of the business's stock in a transaction on Wednesday, August 20th. The stock was sold at an average price of $66.84, for a total value of $502,035.24. Following the completion of the transaction, the executive vice president directly owned 161,467 shares of the company's stock, valued at $10,792,454.28. The trade was a 4.44% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO Charles Robbins sold 30,557 shares of the stock in a transaction dated Friday, August 15th. The stock was sold at an average price of $66.63, for a total transaction of $2,036,012.91. Following the transaction, the chief executive officer directly owned 639,000 shares in the company, valued at $42,576,570. The trade was a 4.56% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 65,439 shares of company stock worth $4,369,104 over the last three months. 0.01% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the company. Morgan Stanley boosted their price objective on Cisco Systems from $67.00 to $70.00 and gave the stock an "overweight" rating in a research note on Friday, July 18th. CICC Research began coverage on Cisco Systems in a report on Monday, July 14th. They set an "outperform" rating and a $78.00 price objective on the stock. William Blair raised shares of Cisco Systems to a "hold" rating in a research note on Thursday, August 14th. Piper Sandler boosted their target price on shares of Cisco Systems from $64.00 to $70.00 and gave the stock a "neutral" rating in a research report on Thursday, August 14th. Finally, KeyCorp assumed coverage on shares of Cisco Systems in a report on Thursday, June 26th. They set an "overweight" rating and a $77.00 price target on the stock. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and ten have given a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $74.53.

Cisco Systems Stock Performance

Cisco Systems stock traded down $0.47 during midday trading on Friday, reaching $68.21. The stock had a trading volume of 47,786,669 shares, compared to its average volume of 15,962,866. Cisco Systems, Inc. has a 12 month low of $51.42 and a 12 month high of $72.55. The company has a quick ratio of 0.91, a current ratio of 1.00 and a debt-to-equity ratio of 0.49. The firm has a market capitalization of $269.65 billion, a PE ratio of 26.03, a P/E/G ratio of 2.89 and a beta of 0.99. The firm's 50-day moving average price is $68.14 and its 200 day moving average price is $64.13.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last announced its earnings results on Wednesday, August 13th. The network equipment provider reported $0.99 EPS for the quarter, beating analysts' consensus estimates of $0.98 by $0.01. Cisco Systems had a return on equity of 27.06% and a net margin of 18.45%.The company had revenue of $14.67 billion during the quarter, compared to the consensus estimate of $14.63 billion. During the same quarter in the prior year, the company earned $0.87 earnings per share. The firm's revenue for the quarter was up 7.6% on a year-over-year basis. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. As a group, research analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 22nd. Stockholders of record on Friday, October 3rd will be paid a $0.41 dividend. The ex-dividend date of this dividend is Friday, October 3rd. This represents a $1.64 dividend on an annualized basis and a dividend yield of 2.4%. Cisco Systems's payout ratio is presently 62.60%.

About Cisco Systems

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.