Resona Asset Management Co. Ltd. Cuts Stake in Cisco Systems, Inc. $CSCO

Resona Asset Management Co. Ltd. lowered its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 5.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,364,912 shares of the network equipment provider’s stock after selling 77,768 shares during the quarter. Resona Asset Management Co. Ltd.’s holdings in Cisco Systems were worth $105,299,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in CSCO. Board of the Pension Protection Fund bought a new position in Cisco Systems during the fourth quarter valued at approximately $31,000. EQ Wealth Advisors LLC bought a new stake in shares of Cisco Systems in the 4th quarter valued at approximately $31,000. Anfield Capital Management LLC lifted its stake in shares of Cisco Systems by 248.9% during the 4th quarter. Anfield Capital Management LLC now owns 485 shares of the network equipment provider’s stock worth $37,000 after acquiring an additional 346 shares during the last quarter. Joseph Group Capital Management bought a new stake in shares of Cisco Systems during the 4th quarter worth approximately $38,000. Finally, Luken Investment Analytics LLC lifted its stake in shares of Cisco Systems by 418.0% during the 4th quarter. Luken Investment Analytics LLC now owns 518 shares of the network equipment provider’s stock worth $40,000 after acquiring an additional 418 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Thimaya K. Subaiya sold 1,744 shares of Cisco Systems stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $77.07, for a total value of $134,410.08. Following the completion of the transaction, the executive vice president owned 156,693 shares in the company, valued at $12,076,329.51. The trade was a 1.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the transaction, the executive vice president owned 188,613 shares of the company’s stock, valued at approximately $15,040,000.62. This represents 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 90 days. 0.01% of the stock is currently owned by company insiders.

Key Headlines Impacting Cisco Systems

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

Cisco Systems Stock Performance

Shares of CSCO stock opened at $118.88 on Tuesday. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 52-week low of $62.30 and a 52-week high of $119.39. The business has a 50-day simple moving average of $86.18 and a 200-day simple moving average of $80.33. The stock has a market cap of $469.56 billion, a PE ratio of 38.60, a price-to-earnings-growth ratio of 3.61 and a beta of 0.92.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly 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 return on equity of 28.44% and a net margin of 20.14%.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 business earned $0.96 EPS. Cisco Systems’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. On average, equities analysts expect that Cisco Systems, Inc. will post 3.42 EPS for the current 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 paid a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Monday, July 6th. Cisco Systems’s payout ratio is currently 54.55%.

Analyst Upgrades and Downgrades

Several research analysts have commented on the company. Weiss Ratings downgraded Cisco Systems from a “buy (b)” rating to a “buy (b-)” rating in a report on Friday. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and lifted their price target for the company from $77.00 to $137.00 in a report on Friday. JPMorgan Chase & Co. raised their price objective on Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Bank of America raised their price objective on Cisco Systems from $95.00 to $114.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Finally, Citic Securities lifted their price target on Cisco Systems from $90.00 to $130.00 in a research report on Friday. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $115.86.

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.