Cisco Systems, Inc. $CSCO Shares Bought by Canada Post Corp Registered Pension Plan

Canada Post Corp Registered Pension Plan boosted its stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 10.7% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 237,420 shares of the network equipment provider’s stock after purchasing an additional 23,017 shares during the quarter. Cisco Systems comprises 0.7% of Canada Post Corp Registered Pension Plan’s portfolio, making the stock its 28th biggest holding. Canada Post Corp Registered Pension Plan’s holdings in Cisco Systems were worth $18,288,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CSCO. Arrowstreet Capital Limited Partnership grew its position in Cisco Systems by 110.2% during the third quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after buying an additional 9,648,265 shares during the period. Wellington Management Group LLP grew its position in Cisco Systems by 19.5% during the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after buying an additional 5,498,375 shares during the period. Invesco Ltd. grew its position in Cisco Systems by 10.5% during the third quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after buying an additional 5,081,469 shares during the period. Vanguard Group Inc. grew its position in Cisco Systems by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock worth $30,730,602,000 after buying an additional 4,049,893 shares during the period. Finally, Bank Julius Baer & Co. Ltd Zurich lifted its holdings in shares of Cisco Systems by 875.6% in the fourth quarter. Bank Julius Baer & Co. Ltd Zurich now owns 4,084,965 shares of the network equipment provider’s stock valued at $314,925,000 after purchasing an additional 3,666,258 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, EVP Thimaya K. Subaiya sold 1,744 shares of the company’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $77.07, for a total transaction of $134,410.08. Following the transaction, the executive vice president owned 156,693 shares of the company’s stock, valued at approximately $12,076,329.51. This represents a 1.10% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total transaction of $249,745.68. Following the transaction, the executive vice president directly owned 188,613 shares in the company, valued at $15,040,000.62. The trade was a 1.63% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 15,587 shares of company stock worth $1,230,765. 0.01% of the stock is currently owned by corporate insiders.

Cisco Systems Stock Performance

Shares of CSCO opened at $118.21 on Friday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.85 and a current ratio of 0.92. The company has a market capitalization of $466.92 billion, a price-to-earnings ratio of 38.38, a PEG ratio of 4.44 and a beta of 0.92. The company’s 50 day simple moving average is $85.41 and its 200 day simple moving average is $79.95. Cisco Systems, Inc. has a 1 year low of $62.30 and a 1 year high of $119.36.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.03 by $0.03. The business had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company’s quarterly revenue was up 12.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $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. On average, sell-side analysts predict that Cisco Systems, Inc. will post 3.42 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. Investors of record on Monday, July 6th will be paid 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 dividend yield of 1.4%. Cisco Systems’s dividend payout ratio is presently 54.55%.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco reported stronger-than-expected Q3 earnings and revenue, with EPS of $1.06 topping estimates and sales of $15.84 billion above forecasts. Article title
• Positive Sentiment: The company raised full-year guidance and pointed to roughly $9 billion in fiscal 2026 hyperscaler AI infrastructure orders, reinforcing the view that Cisco is becoming a key AI infrastructure beneficiary. Article title
• Positive Sentiment: Multiple firms raised price targets after the earnings beat, including HSBC, Evercore, Piper Sandler, KeyCorp, Morgan Stanley, UBS, BNP Paribas, Wells Fargo and Citigroup, signaling broad Wall Street optimism. Article title
• Positive Sentiment: Cisco’s CEO said AI will force a “multi-billion dollar infrastructure reset,” which supports the bullish narrative that the company is at the center of a long upgrade cycle. Article title
• Neutral Sentiment: Cisco also announced plans to cut about 4,000 jobs as it reshapes spending toward AI, which may improve efficiency but adds some execution risk. Article title
• Neutral Sentiment: Some commentary warns that the stock’s rapid rally has pushed valuation higher, and options activity shows elevated volatility expectations heading into the next phase. Article title

Analysts Set New Price Targets

CSCO has been the topic of several recent research reports. Erste Group Bank downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. HSBC raised shares of Cisco Systems from a “hold” rating to a “buy” rating and upped their price target for the company from $77.00 to $137.00 in a report on Friday. Wall Street Zen downgraded shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. Weiss Ratings downgraded shares of Cisco Systems from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday. Finally, Truist Financial initiated coverage on shares of Cisco Systems in a report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 price target on the stock. Three research analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $114.55.

Cisco Systems Company 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.