Forsta AP Fonden Has $71.36 Million Stock Position in Cisco Systems, Inc. $CSCO

Forsta AP Fonden decreased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 7.0% in the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 926,400 shares of the network equipment provider’s stock after selling 69,400 shares during the period. Forsta AP Fonden’s holdings in Cisco Systems were worth $71,361,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in Cisco Systems by 1.0% in the 4th quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after acquiring an additional 4,049,893 shares in the last quarter. Norges Bank acquired a new position in Cisco Systems in the 4th quarter valued at approximately $4,473,272,000. Invesco Ltd. raised its holdings in Cisco Systems by 10.5% in the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock valued at $3,668,182,000 after acquiring an additional 5,081,469 shares in the last quarter. Northern Trust Corp raised its holdings in Cisco Systems by 3.5% in the 3rd quarter. Northern Trust Corp now owns 48,498,612 shares of the network equipment provider’s stock valued at $3,318,275,000 after acquiring an additional 1,631,703 shares in the last quarter. Finally, Franklin Resources Inc. raised its holdings in Cisco Systems by 4.4% in the 3rd quarter. Franklin Resources Inc. now owns 42,641,483 shares of the network equipment provider’s stock valued at $2,917,530,000 after acquiring an additional 1,804,625 shares in the last quarter. Institutional investors and hedge funds own 73.33% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on CSCO. Truist Financial began coverage on Cisco Systems in a report on Tuesday, March 31st. They issued a “buy” rating and a $94.00 price target for the company. Weiss Ratings cut Cisco Systems from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday, May 15th. New Street Research upped their price target on Cisco Systems from $82.00 to $122.00 and gave the company a “neutral” rating in a report 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. Finally, KeyCorp upped their price objective on Cisco Systems from $87.00 to $125.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Two analysts have rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, Cisco Systems presently has an average rating of “Moderate Buy” and an average price target of $119.09.

Insider Buying and Selling at Cisco Systems

In related news, CEO Charles Robbins sold 21,400 shares of the stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the sale, the chief executive officer directly owned 637,085 shares in the company, valued at $76,469,312.55. This represents a 3.25% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at 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 that occurred 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 sale, the executive vice president owned 180,877 shares in the company, valued at approximately $20,730,312.97. This trade represents a 1.50% decrease in their ownership of the stock. 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 sold 51,324 shares of company stock worth $5,559,834 over the last 90 days. Company insiders own 0.01% of the company’s stock.

Cisco Systems News Roundup

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 reiterated a Buy rating, citing stronger demand for high-speed optical networking gear tied to AI infrastructure spending. BofA raises Cisco, Ciena targets as AI optics boom accelerates
• Positive Sentiment: Rosenblatt also lifted its price target on Cisco to $150 from $100 and kept a Buy rating after Cisco’s latest quarterly results, reinforcing optimism around earnings and guidance. Rosenblatt Raises its Price Target on Cisco Systems (CSCO)
• Positive Sentiment: Recent coverage continues to frame Cisco as a beneficiary of AI-driven networking and security spending, with multiple stories highlighting record results and strong momentum. AI Buildout Fuels Record Results for These Companies
• Positive Sentiment: Cisco joined the EnterpriseClaw AI automation platform alongside NVIDIA, Okta, and OpenAI, reinforcing its security and AI relevance in enterprise workflows. Cisco Joins EnterpriseClaw To Link AI Automation With Security And Valuation Risks
• Neutral Sentiment: Commentary pieces are highlighting Cisco as a “throwback” tech stock that still fits into the AI trade, but these articles are mostly market commentary rather than new fundamentals. Dell, Cisco: How ‘throwback’ tech stocks fit into the AI trade
• Neutral Sentiment: CEO Charles Robbins sold 21,400 shares under a pre-arranged 10b5-1 plan, which is notable but does not necessarily point to changing fundamentals. SEC filing
• Neutral Sentiment: Analysts and media reports continue to note that Cisco has outperformed the broader technology sector, but that view largely reflects recent price strength already in place. Cisco Systems Stock: Is CSCO Outperforming the Technology Sector?

Cisco Systems Trading Up 1.5%

CSCO stock opened at $120.42 on Friday. Cisco Systems, Inc. has a 1-year low of $62.30 and a 1-year high of $121.43. The firm has a market cap of $474.63 billion, a P/E ratio of 39.10, a P/E/G ratio of 3.11 and a beta of 0.92. The business’s 50 day moving average is $93.45 and its 200-day moving average is $83.18. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data 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 return on equity of 28.44% and a net margin of 20.14%.The company had revenue of $15.84 billion for the quarter, compared to analyst estimates of $15.56 billion. During the same period in the prior year, the company posted $0.96 EPS. The company’s revenue 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. Equities analysts anticipate that Cisco Systems, Inc. will post 3.44 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be given a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 dividend on an annualized basis and a yield of 1.4%. Cisco Systems’s dividend payout ratio is 54.55%.

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.