Mirae Asset Global Investments Co. Ltd. Increases Stock Position in Cisco Systems, Inc. $CSCO

Key Points

• Mirae Asset Global Investments raised its stake in Cisco by 2.6% in Q4, adding 84,482 shares to hold 3,274,127 shares worth about $252.2 million, making CSCO its 19th-largest position (~0.7% of assets).
• Cisco beat quarterly estimates with $1.04 EPS and $15.35B revenue (up ~9.7% YoY) and is seeing AI-driven networking momentum; analysts have lifted targets (consensus $89.81, several firms at mid‑$90s) and issued multiple buy/strong‑buy ratings.
• Dividend and insider activity: Cisco raised its quarterly dividend to $0.42 ($1.68 annual, ~2.0% yield), while insiders sold roughly 46,431 shares (~$3.57M) in the last three months, signaling mixed signals for investors.

Mirae Asset Global Investments Co. Ltd. increased its holdings in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 2.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,274,127 shares of the network equipment provider's stock after acquiring an additional 84,482 shares during the quarter. Cisco Systems makes up about 0.7% of Mirae Asset Global Investments Co. Ltd.'s holdings, making the stock its 19th biggest position. Mirae Asset Global Investments Co. Ltd. owned 0.08% of Cisco Systems worth $252,206,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of CSCO. Marquette Asset Management LLC purchased a new stake in shares of Cisco Systems in the third quarter valued at about $25,000. Lowe Wealth Advisors LLC grew its holdings in shares of Cisco Systems by 96.2% during the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider's stock worth $28,000 after buying an additional 200 shares during the last quarter. Board of the Pension Protection Fund acquired a new position in Cisco Systems in the 4th quarter valued at about $31,000. Cedar Mountain Advisors LLC raised its stake in Cisco Systems by 115.7% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider's stock valued at $32,000 after acquiring an additional 251 shares during the last quarter. Finally, Holos Integrated Wealth LLC purchased a new stake in Cisco Systems during the 4th quarter valued at approximately $41,000. Institutional investors and hedge funds own 73.33% of the company's stock.

Insider Buying and Selling

In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the company's stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the sale, the executive vice president owned 187,097 shares of the company's stock, valued at approximately $14,874,211.50. This represents a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the transaction, the executive vice president directly owned 188,613 shares of the company's stock, valued at $15,040,000.62. This trade represents a 1.63% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 46,431 shares of company stock valued at $3,574,820 in the last three months. 0.01% of the stock is owned by insiders.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Truist Financial started coverage on shares of Cisco Systems in a research report on Tuesday, March 31st. They issued a "buy" rating and a $94.00 price objective on the stock. CICC Research raised their target price on shares of Cisco Systems from $84.00 to $96.00 and gave the stock an "outperform" rating in a research note on Friday, February 13th. President Capital lowered their target price on shares of Cisco Systems from $90.00 to $88.00 in a report on Wednesday, December 24th. BNP Paribas Exane boosted their price target on shares of Cisco Systems from $86.00 to $87.00 and gave the stock an "outperform" rating in a research note on Thursday, February 12th. Finally, DZ Bank raised shares of Cisco Systems to a "strong-buy" rating in a report on Friday, February 13th. Three investment analysts have rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and eight have issued 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 $89.81.

Cisco Systems Trading Up 2.6%

Shares of CSCO opened at $84.50 on Friday. Cisco Systems, Inc. has a twelve month low of $53.83 and a twelve month high of $88.18. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The firm has a market capitalization of $333.77 billion, a P/E ratio of 29.65, a PEG ratio of 3.11 and a beta of 0.83. The firm's 50-day moving average is $79.83 and its two-hundred day moving average is $76.54.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.02 by $0.02. The company had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company's revenue for the quarter was up 9.7% on a year-over-year basis. During the same period last year, the firm earned $0.94 EPS. On average, research analysts predict that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. The ex-dividend date is Thursday, April 2nd. This is a positive change from Cisco Systems's previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 2.0%. Cisco Systems's dividend payout ratio (DPR) is presently 58.95%.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: JPMorgan raised its price target to $96 and kept an "overweight" rating, signaling analyst conviction and upward earnings/valuation expectations for CSCO. JPMorgan price target raise
• Positive Sentiment: Q2 FY26 results and commentary point to an AI-driven networking surge (reported ~21% revenue growth), supporting the view that infrastructure spend is strengthening. Cisco's AI networking surge
• Positive Sentiment: Reports say Cisco is in advanced talks to buy Astrix Security, which would expand Cisco's AI-agent security and subscription-software strategy if completed. Cisco Astrix talks
• Positive Sentiment: Partner ecosystem momentum: Endace announced integrations with many security platforms, including Cisco XDR, underscoring sustained enterprise demand for packet capture and Cisco security tooling. Endace partner program
• Neutral Sentiment: Sector note — Ciena's large rally on AI/cloud demand shows strong investor appetite for networking/infra names, which can lift interest in Cisco as a larger peer. Ciena surge
• Neutral Sentiment: Market coverage: a Zacks roundup noted CSCO has outperformed recently, reflecting the same positive drivers above but not adding new fundamental data. Zacks market roundup
• Negative Sentiment: Zacks downgraded Cisco from "strong-buy" to "hold," which could temper momentum from upgrades if other shops follow. Zacks downgrade
• Negative Sentiment: A Seeking Alpha piece warns that the $28B Splunk deal tripled Cisco's debt and compressed free cash flow, arguing valuation risks and limited dividend upside until FCF recovers. Seeking Alpha FCF analysis
• Negative Sentiment: Analyst/market caution pieces note that growth can be volatile in networking names and stress the need to monitor margin and cash-flow recovery post-M&A. Growth stock caution

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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