Vontobel Holding Ltd. Purchases 132,547 Shares of Cisco Systems, Inc. $CSCO

Key Points

• Vontobel Holding Ltd. increased its Cisco stake by 11.1% in the fourth quarter, buying 132,547 additional shares and bringing its total holdings to 1.32 million shares valued at about $102 million.
• Cisco continues to attract institutional interest, with several other funds also raising positions and 73.33% of the stock now owned by institutional investors.
• The company reported solid earnings and gave upbeat guidance: Q1 results beat estimates, revenue rose 12% year over year, and Cisco also highlighted new AI security and quantum-safe initiatives while analysts lifted price targets.

Vontobel Holding Ltd. boosted its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO - Free Report) by 11.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,323,779 shares of the network equipment provider's stock after acquiring an additional 132,547 shares during the period. Vontobel Holding Ltd.'s holdings in Cisco Systems were worth $101,971,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. World Investment Advisors increased its stake in Cisco Systems by 15.4% during the fourth 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 during the period. WCG Wealth Advisors LLC grew its stake 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. grew its stake 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 grew its stake in shares of Cisco Systems by 6.8% in the 4th quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider's stock valued at $332,084,000 after purchasing an additional 275,456 shares during the period. Finally, Principal Financial Group Inc. grew its stake in shares of Cisco Systems by 3.2% in the 4th quarter. Principal Financial Group Inc. now owns 4,873,274 shares of the network equipment provider's stock valued at $375,388,000 after purchasing an additional 151,395 shares during the period. 73.33% of the stock is currently owned by institutional investors.

Key Cisco Systems News

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

• Positive Sentiment: Cisco expanded its AI agentic security portfolio, adding Zero Trust Access for agents and new partnerships aimed at meeting rising enterprise demand for AI protection. Cisco Expands AI Agentic Security Portfolio: What's Ahead in 2026?
• Positive Sentiment: The company also unveiled broader AI security and quantum-safe initiatives, including Cloud Control and Live Protect, reinforcing the view that Cisco is well positioned for secure AI infrastructure spending. Cisco AI Security Push And Quantum Plans Test Investor Expectations
• Positive Sentiment: Morgan Stanley raised its price target on Cisco to $130 from $120 and kept an overweight rating, signaling confidence in further upside. Morgan Stanley price target note
• Positive Sentiment: Technical commentary says Cisco broke above its 20-day moving average, which traders often view as a short-term bullish signal. Cisco Systems (CSCO) Recently Broke Out Above the 20-Day Moving Average
• Neutral Sentiment: Investor and media attention remains elevated, with Cisco among the most searched stocks on Zacks, reflecting continued interest in the name. Investors Heavily Search Cisco Systems, Inc. (CSCO): Here is What You Need to Know
• Negative Sentiment: EVP Oliver Tuszik sold 2,607 shares in a pre-arranged 10b5-1 transaction, a routine insider sale that may modestly pressure sentiment. SEC Form 4 filing

Cisco Systems Stock Down 0.6%

NASDAQ:CSCO opened at $121.10 on Friday. The stock's fifty day moving average price is $102.28 and its two-hundred day moving average price is $86.50. Cisco Systems, Inc. has a 52-week low of $63.93 and a 52-week high of $130.37. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.81 and a current ratio of 0.92. The company has a market cap of $477.31 billion, a price-to-earnings ratio of 39.32, a P/E/G ratio of 3.10 and a beta of 1.01.

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

Cisco Systems Announces Dividend

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

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on CSCO. New Street Research upped their price objective on Cisco Systems from $82.00 to $122.00 and gave the company a "neutral" rating in a research note on Thursday, May 14th. Wells Fargo & Company upped their price objective on Cisco Systems from $95.00 to $130.00 and gave the company an "overweight" rating in a research note on Thursday, May 14th. JPMorgan Chase & Co. upped their price objective on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Bank of America upped their price objective on Cisco Systems from $135.00 to $150.00 and gave the company a "buy" rating in a research note on Monday, June 8th. Finally, Piper Sandler upped their price objective on Cisco Systems from $86.00 to $132.00 and gave the company a "neutral" rating in a research note on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, sixteen have issued a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $120.64.

Insider Buying and Selling

In other news, EVP Oliver Tuszik sold 3,132 shares of the 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 owned 188,613 shares of the company's stock, valued at $15,040,000.62. This represents a 1.63% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Jeetendra I. Patel sold 7,169 shares of the stock in a transaction on Friday, May 15th. The shares were 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 trade represents a 2.82% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders sold 51,636 shares of company stock worth $5,698,459. 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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