Cisco Systems, Inc. $CSCO Shares Bought by Oregon Public Employees Retirement Fund

Oregon Public Employees Retirement Fund grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.5% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 343,758 shares of the network equipment provider’s stock after acquiring an additional 1,647 shares during the quarter. Cisco Systems comprises approximately 0.4% of Oregon Public Employees Retirement Fund’s investment portfolio, making the stock its 29th biggest position. Oregon Public Employees Retirement Fund’s holdings in Cisco Systems were worth $23,850,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the stock. Postrock Partners LLC grew its stake in shares of Cisco Systems by 4.5% in the second quarter. Postrock Partners LLC now owns 3,480 shares of the network equipment provider’s stock worth $241,000 after acquiring an additional 150 shares in the last quarter. Mount Vernon Associates Inc. MD raised its stake in shares of Cisco Systems by 0.4% in the second quarter. Mount Vernon Associates Inc. MD now owns 41,379 shares of the network equipment provider’s stock valued at $2,871,000 after acquiring an additional 150 shares in the last quarter. Lion Street Advisors LLC boosted its holdings in Cisco Systems by 0.7% in the second quarter. Lion Street Advisors LLC now owns 20,694 shares of the network equipment provider’s stock valued at $1,436,000 after purchasing an additional 152 shares during the period. Pacifica Partners Inc. grew its stake in Cisco Systems by 0.5% during the 2nd quarter. Pacifica Partners Inc. now owns 34,060 shares of the network equipment provider’s stock worth $2,338,000 after purchasing an additional 155 shares in the last quarter. Finally, Pacific Sage Partners LLC increased its holdings in Cisco Systems by 0.9% during the 2nd quarter. Pacific Sage Partners LLC now owns 16,746 shares of the network equipment provider’s stock worth $1,162,000 after purchasing an additional 156 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insider Buying and Selling

In other news, EVP Thimaya K. Subaiya sold 7,511 shares of the stock in a transaction that occurred on Wednesday, August 20th. The stock was sold at an average price of $66.84, for a total transaction of $502,035.24. Following the completion of the transaction, the executive vice president directly owned 161,467 shares of the company’s stock, valued at approximately $10,792,454.28. This represents a 4.44% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Oliver Tuszik sold 17,526 shares of Cisco Systems stock in a transaction that occurred on Friday, September 19th. The shares were sold at an average price of $67.95, for a total transaction of $1,190,891.70. Following the sale, the executive vice president owned 198,855 shares of the company’s stock, valued at approximately $13,512,197.25. The trade was a 8.10% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 82,965 shares of company stock valued at $5,559,996 in the last quarter. Corporate insiders own 0.01% of the company’s stock.

Cisco Systems Trading Down 2.9%

NASDAQ CSCO opened at $67.94 on Monday. The firm’s fifty day moving average price is $68.24 and its 200 day moving average price is $64.90. Cisco Systems, Inc. has a 12 month low of $52.11 and a 12 month high of $72.55. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.00 and a quick ratio of 0.91. The company has a market capitalization of $268.58 billion, a price-to-earnings ratio of 25.93, a price-to-earnings-growth ratio of 2.86 and a beta of 0.97.

Cisco Systems (NASDAQ:CSCO) last released its quarterly earnings data on Wednesday, August 13th. The network equipment provider reported $0.99 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.98 by $0.01. The company had revenue of $14.67 billion during the quarter, compared to the consensus estimate of $14.63 billion. Cisco Systems had a net margin of 18.45% and a return on equity of 27.06%. Cisco Systems’s revenue for the quarter was up 7.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.87 earnings per share. Cisco Systems has set its Q1 2026 guidance at 0.970-0.990 EPS. FY 2026 guidance at 4.000-4.060 EPS. On average, sell-side analysts expect that Cisco Systems, Inc. will post 3.04 earnings per share for the current fiscal year.

Cisco Systems Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, October 22nd. Stockholders of record on Friday, October 3rd will be issued a $0.41 dividend. This represents a $1.64 annualized dividend and a dividend yield of 2.4%. The ex-dividend date of this dividend is Friday, October 3rd. Cisco Systems’s dividend payout ratio is presently 62.60%.

Wall Street Analyst Weigh In

Several brokerages have recently issued reports on CSCO. Barclays lifted their price objective on Cisco Systems from $66.00 to $71.00 and gave the company an “equal weight” rating in a research note on Thursday, August 14th. Wolfe Research started coverage on shares of Cisco Systems in a report on Tuesday, July 8th. They issued a “peer perform” rating on the stock. Deutsche Bank Aktiengesellschaft upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating and boosted their price target for the stock from $65.00 to $73.00 in a report on Monday, June 16th. HSBC restated a “hold” rating and issued a $69.00 price objective on shares of Cisco Systems in a report on Friday, August 15th. Finally, Wells Fargo & Company lifted their price objective on shares of Cisco Systems from $75.00 to $83.00 and gave the stock an “overweight” rating in a research report on Thursday, August 14th. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have assigned a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, Cisco Systems has an average rating of “Moderate Buy” and an average price target of $74.89.

Cisco Systems Profile

Cisco Systems, Inc designs, manufactures, and sells Internet Protocol based networking and other products related to the communications and information technology industry in the Americas, Europe, the Middle East, Africa, the Asia Pacific, Japan, and China. The company also offers switching portfolio encompasses campus switching as well as data center switching; enterprise routing portfolio interconnects public and private wireline and mobile networks, delivering highly secure, and reliable connectivity to campus, data center and branch networks; wireless products include wireless access points and controllers; and compute portfolio including the cisco unified computing system, hyperflex, and software management capabilities, which combine computing, networking, and storage infrastructure management and virtualization.