Livforsakringsbolaget Skandia Omsesidigt Takes $47.47 Million Position in Cisco Systems, Inc. $CSCO

Livforsakringsbolaget Skandia Omsesidigt purchased a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 404,477 shares of the network equipment provider's stock, valued at approximately $47,469,000. Cisco Systems comprises approximately 1.5% of Livforsakringsbolaget Skandia Omsesidigt's portfolio, making the stock its 16th largest position.

Other institutional investors have also recently bought and sold shares of the company. MidAtlantic Capital Management Inc. bought a new position in Cisco Systems in the fourth quarter valued at about $25,000. Intesa Sanpaolo Wealth Management bought a new stake in shares of Cisco Systems during the fourth quarter worth approximately $25,000. Networth Advisors LLC boosted its stake in Cisco Systems by 276.4% in the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider's stock valued at $26,000 after acquiring an additional 246 shares during the last quarter. Financial Life Planners acquired a new stake in Cisco Systems during the 1st quarter worth $27,000. Finally, Manning & Napier Advisors LLC grew its holdings in Cisco Systems by 137.0% during the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider's stock worth $27,000 after acquiring an additional 200 shares during the period. Institutional investors own 73.33% of the company's stock.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco launched a Sovereign Critical Infrastructure portfolio in Canada and expanded its Secure AI Factory with NVIDIA and Supermicro. The offerings target enterprises, neocloud providers and sovereign-cloud customers seeking integrated AI compute, cooling and networking infrastructure. Cisco Unveils Sovereign and AI Infrastructure Offerings
• Positive Sentiment: Morgan Stanley maintained a $135 price target, citing Cisco’s potential supply advantage through TSMC as shortages continue to affect the AI infrastructure market. This supports the view that Cisco may be positioned to benefit from strong AI networking demand. Morgan Stanley Reveals Cisco’s Supply Edge
• Positive Sentiment: Cisco’s NVIDIA partnership is also linked to the industry’s shift toward liquid-cooled, high-density AI systems, potentially expanding the company’s role in the broader AI infrastructure buildout. NVIDIA’s AI Chips and Liquid Cooling
• Positive Sentiment: Analysts comparing Cisco with Hewlett Packard Enterprise highlighted Cisco’s strong hyperscaler AI orders, networking growth and expanding security business as long-term competitive advantages. HPE vs. CSCO
• Neutral Sentiment: Cisco gave all approximately 90,000 employees access to personal AI agents, demonstrating broad internal adoption of AI, though the immediate financial impact is unclear. Cisco Gives Employees AI Agents
• Negative Sentiment: A growth-stock analysis questioned whether Cisco can sustain enough growth to support its premium valuation, reviving concerns that enthusiasm surrounding AI networking may have outpaced underlying fundamentals. With a P/E ratio above 30, the stock may be particularly sensitive to any slowdown in growth expectations. Growth Stock Analysis

Cisco Systems Trading Down 2.0%

NASDAQ CSCO opened at $109.93 on Friday. The firm has a market cap of $433.28 billion, a P/E ratio of 32.91, a P/E/G ratio of 2.20 and a beta of 1.02. The company has a debt-to-equity ratio of 0.39, a current ratio of 0.93 and a quick ratio of 0.79. The stock's 50-day moving average is $115.21 and its 200-day moving average is $101.24. Cisco Systems, Inc. has a one year low of $66.13 and a one year high of $130.37.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share (EPS) for the quarter, beating 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 business had revenue of $17.25 billion during the quarter, compared to analyst estimates of $16.84 billion. During the same period in the previous year, the firm earned $0.99 EPS. 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 anticipate that Cisco Systems, Inc. will post 4.44 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 21st. Investors 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 is Friday, October 2nd. Cisco Systems's dividend payout ratio (DPR) is presently 50.30%.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on CSCO. The Goldman Sachs Group raised their price target on Cisco Systems from $116.00 to $125.00 and gave the stock a "neutral" rating in a research report on Wednesday, June 3rd. Bank of America raised their target price on Cisco Systems from $135.00 to $150.00 and gave the stock a "buy" rating in a report on Monday, June 8th. CICC Research boosted their target price on Cisco Systems from $96.00 to $125.00 and gave the stock an "outperform" rating in a research report on Monday, May 18th. Citigroup increased their price target on shares of Cisco Systems from $90.00 to $112.00 and gave the company a "buy" rating in a research report on Thursday, May 14th. Finally, Citic Securities lifted their price objective on shares of Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Two analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat, Cisco Systems has an average rating of "Moderate Buy" and an average target price of $129.43.

Insiders Place Their Bets

In other news, EVP Thimaya K. Subaiya sold 5,832 shares of the business's stock in a transaction dated Wednesday, August 19th. The stock was sold at an average price of $111.47, for a total value of $650,093.04. Following the sale, the executive vice president directly owned 128,382 shares in the company, valued at $14,310,741.54. The trade was a 4.35% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,170 shares of the company's stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $111.57, for a total value of $799,956.90. Following the transaction, the insider directly owned 230,593 shares of the company's stock, valued at $25,727,261.01. This represents a 3.02% decrease in their ownership of the stock. 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 a total of 53,611 shares of company stock worth $6,066,680 in the last ninety days. 0.01% of the stock is owned by insiders.

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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