MUFG Securities EMEA plc Acquires 11,756 Shares of Cisco Systems, Inc. $CSCO

Key Points

• MUFG Securities EMEA plc increased its Cisco stake by 5.2% in the fourth quarter, buying 11,756 additional shares and bringing its total holdings to 236,553 shares worth about $18.2 million.
• Institutional ownership remains heavy, with major investors like Vanguard and Norges Bank also adding to or initiating positions, and institutions now controlling 73.33% of Cisco’s stock.
• Cisco posted solid results and upbeat guidance, beating quarterly EPS and revenue estimates while issuing Q4 2026 and FY 2026 guidance above current expectations, alongside analyst price-target hikes and a recent dividend announcement.

MUFG Securities EMEA plc raised its holdings in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 5.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 236,553 shares of the network equipment provider's stock after acquiring an additional 11,756 shares during the period. MUFG Securities EMEA plc's holdings in Cisco Systems were worth $18,222,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Vanguard Group Inc. grew its position in Cisco Systems by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider's stock valued at $30,730,602,000 after acquiring an additional 4,049,893 shares during the last quarter. Norges Bank bought a new position in Cisco Systems in the fourth quarter valued at about $4,473,272,000. Invesco Ltd. grew its position in Cisco Systems by 10.5% in the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider's stock valued at $3,668,182,000 after acquiring an additional 5,081,469 shares during the last quarter. Northern Trust Corp boosted its stake in shares of Cisco Systems by 3.5% during the third quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider's stock valued at $3,318,275,000 after purchasing an additional 1,631,703 shares in the last quarter. Finally, Franklin Resources Inc. boosted its stake in shares of Cisco Systems by 4.4% during the third quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider's stock valued at $2,917,530,000 after purchasing an additional 1,804,625 shares in the last quarter. Institutional investors own 73.33% of the company's stock.

Insider Buying and Selling

In related news, EVP Deborah L. Stahlkopf sold 7,981 shares of Cisco Systems stock in a transaction that occurred 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 transaction, the executive vice president directly owned 187,097 shares of the company's stock, valued at $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction that occurred 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 completion of the transaction, the insider directly owned 246,737 shares in the company, valued at approximately $28,937,315.36. This represents a 2.82% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 51,324 shares of company stock valued at $5,559,834 over the last 90 days. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Price Performance

Cisco Systems stock opened at $120.42 on Friday. The stock's 50 day moving average is $93.45 and its 200 day moving average is $83.18. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The firm has a market cap of $474.63 billion, a P/E ratio of 39.10, a P/E/G ratio of 3.16 and a beta of 0.92. Cisco Systems, Inc. has a one year low of $62.30 and a one year high of $121.43.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, topping analysts' consensus estimates of $1.03 by $0.03. The company had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm's quarterly revenue was up 12.0% on a year-over-year basis. During the same period in the previous year, the firm earned $0.96 earnings per share. 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. As a group, research analysts expect that Cisco Systems, Inc. will post 3.44 EPS for the current year.

Cisco Systems Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be paid a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems's payout ratio is currently 54.55%.

Cisco Systems News Summary

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

• Positive Sentiment: Bank of America raised its price target on Cisco to $135 from $114 and reiterated a Buy rating, citing stronger demand for high-speed optical networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also lifted its price target on Cisco to $150 from $100 and kept a Buy rating after Cisco’s latest quarterly results, reinforcing optimism around earnings and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Recent coverage continues to frame Cisco as a beneficiary of AI-driven networking and security spending, with multiple stories highlighting record results and strong momentum. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Cisco joined the EnterpriseClaw AI automation platform alongside NVIDIA, Okta, and OpenAI, reinforcing its security and AI relevance in enterprise workflows. Cisco Joins EnterpriseClaw To Link AI Automation With Security And Valuation Risks
• Neutral Sentiment: Commentary pieces are highlighting Cisco as a “throwback” tech stock that still fits into the AI trade, but these articles are mostly market commentary rather than new fundamentals. Dell, Cisco: How 'throwback' tech stocks fit into the AI trade
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan, which is notable but does not necessarily point to changing fundamentals. SEC filing
• Neutral Sentiment: Analysts and media reports continue to note that Cisco has outperformed the broader technology sector, but that view largely reflects recent price strength already in place. Cisco Systems Stock: Is CSCO Outperforming the Technology Sector?

Analysts Set New Price Targets

A number of analysts have recently commented on CSCO shares. Morgan Stanley lifted their price target on Cisco Systems from $91.00 to $120.00 and gave the company an "overweight" rating in a research note on Thursday, May 14th. Citigroup lifted their price target on Cisco Systems from $90.00 to $112.00 and gave the company a "buy" rating in a research note on Thursday, May 14th. Weiss Ratings raised Cisco Systems from a "buy (b-)" rating to a "buy (b)" rating in a research note on Friday. Zacks Research lowered Cisco Systems from a "strong-buy" rating to a "hold" rating in a research note on Monday, April 13th. Finally, New Street Research lifted their price target on Cisco Systems from $82.00 to $122.00 and gave the company a "neutral" rating in a research note on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of "Moderate Buy" and an average price target of $119.09.

About Cisco Systems

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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