Lombard Odier Asset Management Switzerland SA Has $22.24 Million Stock Position in Cisco Systems, Inc. $CSCO

Key Points

• Lombard Odier Asset Management Switzerland SA increased its Cisco stake by 18.3% in the first quarter, buying 44,400 additional shares and bringing its position to 286,588 shares worth about $22.24 million.
• Wall Street sentiment on Cisco remains constructive, with multiple analysts raising price targets and the stock carrying a Moderate Buy consensus rating and an average target price of $123.14.
• Cisco recently topped earnings expectations, reporting $1.06 EPS on $15.84 billion in revenue, while also announcing a quarterly dividend of $0.42 per share and highlighting new AI-security partnership activity.

Lombard Odier Asset Management Switzerland SA raised its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 18.3% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 286,588 shares of the network equipment provider's stock after acquiring an additional 44,400 shares during the quarter. Cisco Systems makes up approximately 0.8% of Lombard Odier Asset Management Switzerland SA's holdings, making the stock its 16th biggest position. Lombard Odier Asset Management Switzerland SA's holdings in Cisco Systems were worth $22,236,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. World Investment Advisors grew its stake in Cisco Systems by 15.4% in the fourth quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider's stock valued at $13,905,000 after purchasing an additional 26,455 shares in the last quarter. WCG Wealth Advisors LLC raised its holdings in shares of Cisco Systems by 101.8% in the 4th quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider's stock valued at $8,266,000 after purchasing an additional 54,141 shares during the period. Vise Technologies Inc. raised its holdings in shares of Cisco Systems by 47.1% in the 4th quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider's stock valued at $15,432,000 after purchasing an additional 64,144 shares during the period. Truist Financial Corp raised its stake in Cisco Systems by 6.8% in the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider's stock valued at $332,084,000 after buying an additional 275,456 shares during the period. Finally, Principal Financial Group Inc. lifted its position in shares of Cisco Systems by 3.2% in the fourth quarter. Principal Financial Group Inc. now owns 4,873,274 shares of the network equipment provider's stock valued at $375,388,000 after buying an additional 151,395 shares during the last quarter. Institutional investors own 73.33% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages have issued reports on CSCO. Citic Securities raised their price objective on shares of Cisco Systems from $90.00 to $130.00 in a research report on Friday, May 15th. Weiss Ratings upgraded Cisco Systems from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday, May 29th. CICC Research boosted their price target on Cisco Systems from $96.00 to $125.00 and gave the company an "outperform" rating in a research note on Monday, May 18th. Argus upped their price objective on Cisco Systems from $100.00 to $150.00 and gave the company a "buy" rating in a report on Tuesday, May 19th. Finally, HSBC raised Cisco Systems from a "hold" rating to a "buy" rating and lifted their target price for the stock from $77.00 to $137.00 in a report on Friday, May 15th. Three analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and six have given a Hold rating to the company's stock. According to data from MarketBeat.com, Cisco Systems has a consensus rating of "Moderate Buy" and an average target price of $123.14.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco announced a new partnership with Tech Mahindra to launch an AI-driven Security Service Edge offering for global enterprises, which could strengthen Cisco’s security portfolio and add to future enterprise demand. Tech Mahindra and Cisco Partner to Bring AI-Driven Security Service Edge to Global Enterprises
• Positive Sentiment: Analysts and market coverage have highlighted Cisco after an upgrade, helping sentiment around the stock and suggesting investors see room for more upside ahead of earnings. Cisco Systems NASDAQ: CSCO Shares Up 1.3% on Analyst Upgrade
• Positive Sentiment: Cisco is also drawing attention ahead of its quarterly results, with preview coverage pointing to expected double-digit bottom-line growth, which can keep investors focused on earnings momentum. Cisco Systems' Quarterly Earnings Preview: What You Need to Know
• Neutral Sentiment: Several Yahoo Finance articles referenced Cisco as a cautionary example from the dot-com era while discussing growth stocks, but these pieces were about other companies and did not provide new company-specific news for Cisco. 2 Growth Stocks with All-Star Potential and 1 We Find Risky
• Neutral Sentiment: More analyst commentary compared Cisco’s valuation to its recent partnership-driven momentum, suggesting the stock may already reflect some good news rather than signaling a clear new catalyst. Has Cisco Systems (CSCO) Run Ahead Of Fair Value Following Its Webex Contact Center Deal?
• Neutral Sentiment: Cisco AI security research showed multi-turn attacks can defeat many models, reinforcing Cisco’s credibility in AI security, though the article was more industry-focused than a direct financial catalyst. Multi-turn attacks broke AI models 88% of the time — single-turn testing missed it, Cisco AI security lead warns at VB Transform 2026

Cisco Systems Price Performance

CSCO stock opened at $114.17 on Friday. The company has a 50 day simple moving average of $117.96 and a 200 day simple moving average of $94.56. The stock has a market cap of $449.99 billion, a price-to-earnings ratio of 37.07, a P/E/G ratio of 2.91 and a beta of 1.02. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. Cisco Systems, Inc. has a 1 year low of $65.75 and a 1 year high of $130.37.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last released its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.03. The company had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.Cisco Systems's revenue for the quarter was up 12.0% on a year-over-year basis. During the same quarter last year, the business posted $0.96 EPS. 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. Research analysts anticipate that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Stockholders of record on Monday, July 6th were issued a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a dividend yield of 1.5%. The ex-dividend date was Monday, July 6th. Cisco Systems's payout ratio is 54.55%.

Insider Activity

In related news, EVP Thimaya K. Subaiya sold 7,127 shares of the business's stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total value of $854,598.57. Following the sale, the executive vice president owned 140,857 shares of the company's stock, valued at $16,890,162.87. The trade was a 4.82% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of the firm's stock in a transaction on Friday, May 15th. The stock was sold at an average price of $117.28, for a total value of $840,780.32. Following the transaction, the insider directly owned 246,737 shares of the company's stock, valued at approximately $28,937,315.36. This represents a 2.82% 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. Over the last ninety days, insiders sold 47,650 shares of company stock worth $5,668,823. Company insiders own 0.01% of the company's stock.

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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