Van Lanschot Kempen Investment Management N.V. Sells 369,045 Shares of Cisco Systems, Inc. $CSCO

Van Lanschot Kempen Investment Management N.V. trimmed its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 45.9% during the 4th quarter, Holdings Channel reports. The fund owned 435,414 shares of the network equipment provider’s stock after selling 369,045 shares during the period. Van Lanschot Kempen Investment Management N.V.’s holdings in Cisco Systems were worth $33,540,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in CSCO. Norges Bank bought a new position in Cisco Systems during the 4th quarter worth about $4,473,272,000. Arrowstreet Capital Limited Partnership grew its holdings in Cisco Systems by 110.2% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 18,406,442 shares of the network equipment provider’s stock worth $1,259,369,000 after acquiring an additional 9,648,265 shares in the last quarter. Franklin Resources Inc. grew its holdings in Cisco Systems by 18.0% during the 4th quarter. Franklin Resources Inc. now owns 50,320,905 shares of the network equipment provider’s stock worth $3,876,219,000 after acquiring an additional 7,679,422 shares in the last quarter. Wellington Management Group LLP grew its holdings in Cisco Systems by 19.5% during the 3rd quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after acquiring an additional 5,498,375 shares in the last quarter. Finally, Invesco Ltd. grew its holdings in Cisco Systems by 10.5% during the 3rd quarter. Invesco Ltd. now owns 53,612,720 shares of the network equipment provider’s stock worth $3,668,182,000 after acquiring an additional 5,081,469 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors.

Key Stories Impacting Cisco Systems

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

Analysts Set New Price Targets

CSCO has been the topic of several recent research reports. Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a report on Saturday, March 14th. UBS Group raised their price target on shares of Cisco Systems from $95.00 to $132.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Citigroup raised their price target on shares of Cisco Systems from $90.00 to $112.00 and gave the company a “buy” rating in a report on Thursday, May 14th. DZ Bank upgraded shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Finally, BNP Paribas Exane raised their price target on shares of Cisco Systems from $87.00 to $132.00 and gave the company an “outperform” rating in a 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 given a Hold rating to the company. Based on data from MarketBeat, Cisco Systems currently has a consensus rating of “Moderate Buy” and an average target price of $120.64.

Cisco Systems Stock Down 0.6%

NASDAQ:CSCO opened at $121.10 on Friday. Cisco Systems, Inc. has a fifty-two week low of $63.93 and a fifty-two week high of $130.37. The stock has a market capitalization of $477.31 billion, a P/E ratio of 39.32, a P/E/G ratio of 3.10 and a beta of 1.01. 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’s 50-day simple moving average is $102.28 and its 200-day simple moving average is $86.50.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share for the quarter, beating analysts’ consensus estimates of $1.03 by $0.03. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The business had revenue of $15.84 billion for the quarter, compared to analysts’ expectations of $15.56 billion. During the same period last year, the business earned $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. On average, equities analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be paid a $0.42 dividend. 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 (DPR) is 54.55%.

Insider Activity at Cisco Systems

In related news, EVP Deborah L. Stahlkopf sold 6,586 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The shares were sold at an average price of $117.31, for a total value of $772,603.66. Following the completion of the sale, the executive vice president directly owned 177,223 shares in the company, valued at $20,790,030.13. This trade represents a 3.58% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Jeetendra I. Patel sold 7,169 shares of Cisco Systems stock in a transaction that occurred on Friday, May 15th. The stock was sold at an average price of $117.28, for a total transaction of $840,780.32. Following the completion of the sale, the insider owned 246,737 shares of the company’s stock, valued at $28,937,315.36. This trade represents a 2.82% decrease in their ownership of the stock. 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 51,636 shares of company stock valued at $5,698,459 over the last 90 days. Company insiders own 0.01% of the company’s stock.

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.