United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Invests $66.36 Million in Cisco Systems, Inc. $CSCO

Key Points

• United Super Pty Ltd bought a new stake in Cisco Systems during the fourth quarter, purchasing 861,427 shares valued at about $66.36 million. Cisco now makes up roughly 0.9% of the fund’s portfolio and is its 25th largest holding.
• Cisco’s latest quarterly results beat expectations, with EPS of $1.06 versus the $1.03 consensus and revenue of $15.84 billion, up 12% year over year. The company also issued upbeat guidance for Q4 2026 and fiscal 2026.
• Analysts have turned more positive on CSCO, with several firms raising price targets amid optimism around AI-related networking demand. Recent commentary also highlighted Cisco as a beneficiary of the AI buildout and expanding security and cloud infrastructure opportunities.

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund purchased a new position in Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 861,427 shares of the network equipment provider's stock, valued at approximately $66,356,000. Cisco Systems makes up about 0.9% of United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund's investment portfolio, making the stock its 25th biggest holding.

Other hedge funds have also recently made changes to their positions in the company. World Investment Advisors lifted its position in Cisco Systems by 15.4% in the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider's stock valued at $13,905,000 after acquiring an additional 26,455 shares in the last quarter. Jones Financial Companies Lllp lifted its position in Cisco Systems by 8.9% in the 3rd quarter. Jones Financial Companies Lllp now owns 686,469 shares of the network equipment provider's stock valued at $46,165,000 after acquiring an additional 56,057 shares in the last quarter. Rockland Trust Co. lifted its position in Cisco Systems by 213.8% in the 3rd quarter. Rockland Trust Co. now owns 20,497 shares of the network equipment provider's stock valued at $1,402,000 after acquiring an additional 13,966 shares in the last quarter. Thrivent Financial for Lutherans lifted its position in Cisco Systems by 40.0% in the 3rd quarter. Thrivent Financial for Lutherans now owns 3,490,482 shares of the network equipment provider's stock valued at $238,818,000 after acquiring an additional 997,738 shares in the last quarter. Finally, ABN AMRO Bank N.V. lifted its position in Cisco Systems by 126.3% in the 3rd quarter. ABN AMRO Bank N.V. now owns 176,715 shares of the network equipment provider's stock valued at $12,018,000 after acquiring an additional 98,630 shares in the last quarter. 73.33% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Cisco Systems news, CEO Charles Robbins sold 21,400 shares of the stock in a transaction on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the completion of the sale, the chief executive officer owned 637,085 shares in the company, valued at approximately $76,469,312.55. This represents a 3.25% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of the stock in a transaction on Friday, May 15th. The stock was sold at an average price of $114.61, for a total value of $316,438.21. Following the completion of the sale, the executive vice president owned 180,877 shares of the company's stock, valued at $20,730,312.97. The trade was a 1.50% decrease in their position. 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 have sold a total of 51,324 shares of company stock worth $5,559,834 in the last three months. 0.01% of the stock is owned by company insiders.

Cisco Systems Stock Performance

Shares of CSCO opened at $118.64 on Friday. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. The business has a 50-day simple moving average of $92.59 and a two-hundred day simple moving average of $82.92. The stock has a market cap of $467.61 billion, a price-to-earnings ratio of 38.52, a PEG ratio of 3.14 and a beta of 0.92. Cisco Systems, Inc. has a 52 week low of $62.30 and a 52 week high of $120.79.

Cisco Systems (NASDAQ:CSCO - Get Free Report) last issued its quarterly earnings results 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. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The business had revenue of $15.84 billion during the quarter, compared to analysts' expectations of $15.56 billion. During the same quarter in the prior year, the business posted $0.96 earnings per share. The business's quarterly revenue was up 12.0% on a year-over-year basis. 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. On average, analysts expect that Cisco Systems, Inc. will post 3.44 EPS for the current year.

Cisco Systems Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders 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 yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems's dividend payout ratio is presently 54.55%.

Analyst Upgrades and Downgrades

CSCO has been the topic of several analyst reports. Weiss Ratings cut Cisco Systems from a "buy (b)" rating to a "buy (b-)" rating in a research report on Friday, May 15th. JPMorgan Chase & Co. upped their price objective on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. BNP Paribas Exane upped their price objective on Cisco Systems from $87.00 to $132.00 and gave the company an "outperform" rating in a research report on Thursday, May 14th. HSBC raised Cisco Systems from a "hold" rating to a "buy" rating and upped their price objective for the company from $77.00 to $137.00 in a research report on Friday, May 15th. Finally, UBS Group upped their price objective on Cisco Systems from $95.00 to $132.00 and gave the company a "buy" rating in a research report on Thursday, May 14th. Two investment analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and eight have assigned a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $119.09.

Trending Headlines about Cisco Systems

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 kept a Buy rating, citing stronger demand for networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also boosted its Cisco target to $150 from $100 after the latest earnings report, reinforcing confidence in the company’s results and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Cisco is being positioned as a beneficiary of the AI buildout, with articles highlighting record results and momentum in networking demand. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Qumulo and Cisco launched a CloudBridge architecture aimed at extending file workloads into the cloud, adding another AI/cloud infrastructure use case for Cisco’s platform. Qumulo and Cisco Deliver Industry-First CloudBridge Architecture...
• Positive Sentiment: New coverage suggests Cisco’s security revenue growth could accelerate as it links security to the AI infrastructure cycle, Splunk observability, and AI-agent defenses. Cisco's Security Revenue Growth Set to Pick Up: What's Ahead?
• Neutral Sentiment: Several momentum-focused articles are highlighting Cisco as a strong stock pick, but these are mostly commentary pieces rather than new fundamental developments. Are You Looking for a Top Momentum Pick? Why Cisco Systems (CSCO) is a Great Choice
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan; the sale is worth noting, but it appears routine and not a major fundamental signal. SEC filing

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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