Nykredit A S Acquires New Position in Cisco Systems, Inc. $CSCO

Key Points

• Nykredit A S acquired 1.58 million Cisco shares worth approximately $196.4 million in the second quarter, making Cisco its 24th-largest holding. Institutional investors and hedge funds collectively own 73.33% of the stock.
• Cisco reported quarterly EPS of $1.22 and revenue of $17.25 billion, exceeding analyst expectations, while revenue grew 17.6% year over year. The company also declared a quarterly dividend of $0.42, representing a 1.5% annualized yield.
• Analysts maintain a consensus “Moderate Buy” rating with a $129.68 price target, although views range from HSBC’s downgrade to “Hold” to bullish upgrades from UBS and KeyCorp. Cisco’s AI and cybersecurity growth prospects remain positive, but competition and margin pressure are ongoing risks.

Nykredit A S bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor bought 1,584,386 shares of the network equipment provider's stock, valued at approximately $196,388,000. Cisco Systems accounts for about 0.6% of Nykredit A S's holdings, making the stock its 24th largest position.

A number of other hedge funds also recently added to or reduced their stakes in the business. MidAtlantic Capital Management Inc. purchased a new position in Cisco Systems in the fourth quarter valued at $25,000. Networth Advisors LLC increased its holdings in Cisco Systems by 276.4% during the 1st quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider's stock worth $26,000 after purchasing an additional 246 shares during the period. Manning & Napier Advisors LLC raised its position in Cisco Systems by 137.0% in the 1st quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider's stock valued at $27,000 after purchasing an additional 200 shares in the last quarter. Financial Life Planners purchased a new position in shares of Cisco Systems in the 1st quarter valued at about $27,000. Finally, Principia Wealth Advisory LLC boosted its stake in shares of Cisco Systems by 43.7% in the 2nd quarter. Principia Wealth Advisory LLC now owns 398 shares of the network equipment provider's stock valued at $47,000 after buying an additional 121 shares during the period. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Cisco Systems Price Performance

CSCO stock opened at $110.24 on Friday. The business has a 50 day moving average price of $113.26 and a 200 day moving average price of $104.35. The company has a quick ratio of 0.79, a current ratio of 0.93 and a debt-to-equity ratio of 0.39. The stock has a market cap of $434.63 billion, a price-to-earnings ratio of 33.01, a PEG ratio of 2.25 and a beta of 1.00. Cisco Systems, Inc. has a fifty-two week low of $66.81 and a fifty-two week high of $130.37.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last announced its quarterly earnings results on Wednesday, August 12th. The network equipment provider reported $1.22 EPS for the quarter, beating the consensus estimate of $1.17 by $0.05. The company had revenue of $17.25 billion for the quarter, compared to analyst estimates of $16.84 billion. Cisco Systems had a net margin of 20.95% and a return on equity of 30.16%. The firm's revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the firm posted $0.99 earnings per share. 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. Equities research analysts anticipate that Cisco Systems, Inc. will post 4.43 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Investors of record on Friday, October 2nd will be given a $0.42 dividend. The ex-dividend date of this dividend is Friday, October 2nd. This represents a $1.68 dividend on an annualized basis and a yield of 1.5%. Cisco Systems's payout ratio is 50.30%.

Analyst Ratings Changes

A number of research firms recently weighed in on CSCO. HSBC lowered shares of Cisco Systems from a "buy" rating to a "hold" rating and cut their target price for the stock from $137.00 to $120.00 in a research note on Friday, August 14th. Weiss Ratings reiterated a "buy (b)" rating on shares of Cisco Systems in a research note on Wednesday, August 26th. Freedom Capital upgraded shares of Cisco Systems from a "hold" rating to a "strong-buy" rating in a report on Sunday, August 16th. UBS Group raised their price objective on shares of Cisco Systems from $132.00 to $138.00 and gave the company a "buy" rating in a report on Thursday, August 13th. Finally, KeyCorp lifted their price objective on shares of Cisco Systems from $130.00 to $135.00 and gave the stock an "overweight" rating in a research report on Thursday, August 13th. Two analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $129.68.

Cisco Systems News Roundup

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

• Positive Sentiment: Splunk introduced self-hosted AI agents that allow customers to run AI workloads behind their firewalls. The offering could broaden Cisco’s addressable market by appealing to organizations with strict data-security and compliance requirements, although pricing and customer commitments were not disclosed. Cisco Climbs 3.3% as Splunk Takes AI Behind the Firewall
• Positive Sentiment: Splunk is also developing tools to track AI token usage and costs, potentially strengthening Cisco’s position in AI governance, security and observability. Analysts view the new Splunk AI platform and cloud alliances as supporting the company’s bullish growth case. Cisco Gains as Splunk Starts Tracking AI's Token Bill
• Positive Sentiment: Recent coverage highlighted strong AI-driven networking demand, including a 4.5-fold increase in hyperscaler AI infrastructure orders during fiscal 2026. Fiscal fourth-quarter revenue rose 18% year over year and exceeded expectations, while expense control helped offset lower gross margins caused by memory costs and competition. Cisco Stock Could Soon Wake From Its Summer Slumber
• Positive Sentiment: Cisco was included among companies benefiting from AI, networking and cybersecurity demand. Its cybersecurity strategy received favorable attention as investors seek established technology companies with durable security exposure. CSCO's Splunk AI Push Gains Momentum
• Neutral Sentiment: Cisco joined Verizon’s expanded 6G Innovation Forum alongside AWS, Intel, MediaTek and NVIDIA. The collaboration may create longer-term opportunities in edge computing and network sensing, but near-term revenue benefits remain uncertain. Verizon’s Expanded 6G Innovation Forum
• Neutral Sentiment: Splunk partner Carbon 9 Defense received a public-sector partner award, offering validation of Cisco’s government-focused ecosystem but no direct financial impact was announced. Carbon 9 Defense Recognized in 2026 Splunk Regional Partner Awards
• Negative Sentiment: Competition from Datadog and CrowdStrike remains a risk as those companies expand comparable observability and cybersecurity products. Cisco’s weaker gross margin and the lack of disclosed pricing for the new AI offerings also limit visibility into profitability.
• Negative Sentiment: A Cisco executive reported selling 680 shares, a minor insider transaction that may weigh slightly on sentiment but does not by itself indicate a change in the company’s outlook.

Insider Buying and Selling

In other Cisco Systems news, EVP Oliver Tuszik sold 2,760 shares of the firm's stock in a transaction dated Friday, August 14th. The stock was sold at an average price of $112.46, for a total transaction of $310,389.60. Following the transaction, the executive vice president owned 165,276 shares of the company's stock, valued at approximately $18,586,938.96. This trade represents a 1.64% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra Patel sold 7,170 shares of Cisco Systems 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 sale, the insider owned 230,593 shares in the company, valued at $25,727,261.01. This trade represents a 3.02% decrease in their position. 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 have sold a total of 44,869 shares of company stock valued at $5,005,620 over the last ninety days. Company insiders own 0.01% of the company's stock.

Cisco Systems Company Profile

Cisco Systems, Inc is a global technology company that provides networking, cybersecurity, collaboration, observability and other information technology solutions. Its offerings include routers, switches, wireless networking equipment, data center infrastructure, security platforms, unified communications tools and software designed to help organizations connect, manage and protect their digital environments.

Cisco serves businesses, government agencies, educational institutions, telecommunications providers and other organizations worldwide.

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