Handelsbanken Fonder AB trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO – Free Report) by 5.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,802,324 shares of the network equipment provider’s stock after selling 165,177 shares during the period. Cisco Systems comprises 0.7% of Handelsbanken Fonder AB’s investment portfolio, making the stock its 20th largest position. Handelsbanken Fonder AB’s holdings in Cisco Systems were worth $215,863,000 as of its most recent SEC filing.
A number of other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. lifted its position in shares of 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 purchasing an additional 4,049,893 shares in the last quarter. Invesco Ltd. lifted its position in shares of 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 purchasing an additional 5,081,469 shares in the last quarter. Northern Trust Corp lifted its position 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 worth $3,318,275,000 after purchasing an additional 1,631,703 shares in the last quarter. Franklin Resources Inc. lifted its position 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 worth $2,917,530,000 after purchasing an additional 1,804,625 shares in the last quarter. Finally, Legal & General Group Plc lifted its position in shares of Cisco Systems by 7.2% during the third quarter. Legal & General Group Plc now owns 37,674,954 shares of the network equipment provider’s stock worth $2,577,720,000 after purchasing an additional 2,535,716 shares in the last quarter. 73.33% of the stock is owned by institutional investors and hedge funds.
Key Cisco Systems News
Here are the key news stories impacting Cisco Systems this week:
- Positive Sentiment: Cisco reported Q1 revenue of $15.84 billion, up 12% year over year, with EPS of $1.06 beating estimates; management also issued stronger-than-expected next-quarter guidance, reinforcing confidence in growth momentum. Why Cisco (CSCO) Stock Is Up Today
- Positive Sentiment: Analysts are becoming more constructive on Cisco’s AI networking opportunity, with coverage highlighting hyperscaler demand, networking modernization, and Cisco’s role as a key AI infrastructure provider. CSCO Q1 Deep Dive: AI Demand and Networking Modernization Drive Double-Digit Growth
- Positive Sentiment: CICC Research raised its price target on Cisco to $125 from $96 and kept an outperform rating, signaling more upside after the post-earnings rally. MarketScreener
- Positive Sentiment: Commentary from investors and media emphasized that Cisco’s recent run may be justified by improving sales and earnings trends, especially as AI reshapes the networking market. Jim Cramer Says “This Time, Cisco Deserved the Run”
- Neutral Sentiment: Cisco presented at the J.P. Morgan Global Technology, Media and Communications Conference, keeping investor focus on management’s execution and outlook after earnings. Cisco Systems, Inc. (CSCO) Presents at J.P. Morgan 54th Annual Global Technology, Media and Communications Conference Transcript
- Neutral Sentiment: Some coverage noted that Cisco’s free cash flow and margins were lower than last year, which could temper enthusiasm if investors focus more on profitability quality than top-line growth. Cisco Systems Reported Lower FCF and Margins – Has CSCO Stock Peaked?
- Negative Sentiment: Cisco is also undergoing a major restructuring with nearly 4,000 job cuts, which may raise concerns about disruption even though management says the move is about reallocating resources toward AI, security, silicon, and optics. Cisco Lays Off 4,000 Employees In AI Overhaul, CFO Mark Patterson Says Move Not ‘Savings’ Driven But About ‘Realigning’ Resources
Wall Street Analyst Weigh In
Read Our Latest Stock Report on Cisco Systems
Cisco Systems Trading Up 0.6%
CSCO opened at $118.88 on Tuesday. The stock has a market capitalization of $469.56 billion, a PE ratio of 38.60, a P/E/G ratio of 3.61 and a beta of 0.92. The firm’s fifty day moving average price is $86.18 and its 200 day moving average price is $80.33. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. Cisco Systems, Inc. has a 12-month low of $62.30 and a 12-month high of $119.39.
Cisco Systems (NASDAQ:CSCO – Get Free Report) last released its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The firm had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. During the same quarter in the previous year, the firm earned $0.96 earnings per share. The firm’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. As a group, research analysts expect that Cisco Systems, Inc. will post 3.42 EPS for the current fiscal year.
Cisco Systems Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Shareholders of record on Monday, July 6th will be paid a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.4%. Cisco Systems’s payout ratio is presently 54.55%.
Insider Buying and Selling at Cisco Systems
In other Cisco Systems news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $79.50, for a total transaction of $634,489.50. Following the completion of the sale, the executive vice president owned 187,097 shares in the company, 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 document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Oliver Tuszik sold 3,132 shares of the business’s stock in a transaction 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 sale, the executive vice president owned 188,613 shares of the company’s stock, valued at approximately $15,040,000.62. The trade was a 1.63% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 15,587 shares of company stock worth $1,230,765 in the last ninety days. 0.01% of the stock is currently owned by company insiders.
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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