Mitsubishi UFJ Asset Management Co. Ltd. Grows Position in Cisco Systems, Inc. $CSCO

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 4.2% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 8,440,324 shares of the network equipment provider’s stock after purchasing an additional 337,390 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Cisco Systems were worth $577,509,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in CSCO. Bare Financial Services Inc raised its stake in shares of Cisco Systems by 531.0% during the second quarter. Bare Financial Services Inc now owns 366 shares of the network equipment provider’s stock valued at $25,000 after acquiring an additional 308 shares during the last quarter. Marquette Asset Management LLC bought a new position in shares of Cisco Systems in the 3rd quarter worth approximately $25,000. Legacy Investment Solutions LLC purchased a new position in shares of Cisco Systems in the 2nd quarter valued at approximately $28,000. Lowe Wealth Advisors LLC boosted its holdings in shares of Cisco Systems by 96.2% during the 3rd quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after buying an additional 200 shares in the last quarter. Finally, Cedar Mountain Advisors LLC grew its holdings in Cisco Systems by 115.7% in the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock worth $32,000 after purchasing an additional 251 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Citic Securities raised their price target on Cisco Systems from $75.00 to $90.00 in a report on Monday, November 17th. HSBC boosted their target price on shares of Cisco Systems from $74.00 to $77.00 and gave the company a “hold” rating in a research note on Friday, February 13th. Rosenblatt Securities reissued a “buy” rating and issued a $100.00 target price on shares of Cisco Systems in a research report on Thursday, February 12th. Zacks Research raised shares of Cisco Systems from a “hold” rating to a “strong-buy” rating in a research report on Monday, January 26th. Finally, Melius Research raised their price objective on shares of Cisco Systems from $84.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, November 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $89.55.

Insider Buying and Selling at Cisco Systems

In related news, SVP Maria Victoria Wong sold 2,179 shares of the firm’s stock in a transaction on Tuesday, February 24th. The shares were sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the transaction, the senior vice president directly owned 28,807 shares of the company’s stock, valued at approximately $2,239,456.18. This trade represents a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Charles Robbins sold 19,545 shares of the business’s stock in a transaction on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $1,485,420.00. Following the completion of the sale, the chief executive officer owned 671,095 shares in the company, valued at approximately $51,003,220. The trade was a 2.83% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 75,677 shares of company stock worth $5,811,211. Insiders own 0.01% of the company’s stock.

Key Stories Impacting Cisco Systems

Here are the key news stories impacting Cisco Systems this week:

• Positive Sentiment: Networking revenue acceleration — Cisco reported networking revenue growth (~21% year-over-year in fiscal Q2) driven by AI and campus demand, supporting upside to future top-line and margins. Read More.
• Positive Sentiment: Analyst upgrades and bullish price targets — Multiple firms have raised targets or maintained buy/strong-buy views (Zacks rank upgrade and several banks raising targets), supporting demand for CSCO shares. Read More.
• Positive Sentiment: Dividend increase — Cisco raised its quarterly dividend to $0.42 (annualized $1.68), boosting yield and appealing to income-focused investors. Read More.
• Positive Sentiment: Talent and go‑to‑market partnerships — Cisco Networking Academy’s global partnership with Indeed (and other regional AI/security initiatives) strengthens hiring/training and helps commercial adoption of Cisco’s AI/security stack. Read More.
• Neutral Sentiment: Market performance context — Cisco has outpaced the Dow over the past year, keeping it in investors’ rotation but analysts remain cautiously optimistic on sustainability. Read More.
• Neutral Sentiment: Security thought leadership — Cisco distributed Splunk’s CISO report on AI risk/governance, which supports positioning in security but is not an immediate earnings driver. Read More.
• Neutral Sentiment: Competitive landscape — Analyst pieces comparing Cisco vs. Ciena highlight strong optical/AI demand across peers; competition could influence share gains but Cisco retains a large AI order pipeline. Read More.
• Negative Sentiment: Insider selling — SVP Maria Victoria Wong sold 2,179 shares (disclosed Feb. 24), which can create short-term perception pressure despite the small size relative to outstanding shares. Read More.
• Negative Sentiment: Analyst downgrade on margins — Erste Group cut CSCO to Hold citing gross-margin concerns; if margins disappoint, multiple expansion could be capped. Read More.

Cisco Systems Price Performance

Shares of NASDAQ:CSCO opened at $79.12 on Thursday. The company has a market capitalization of $312.52 billion, a P/E ratio of 27.76, a P/E/G ratio of 2.95 and a beta of 0.87. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $88.18. The firm’s 50 day simple moving average is $77.78 and its two-hundred day simple moving average is $73.62. The company has a debt-to-equity ratio of 0.45, a current ratio of 0.96 and a quick ratio of 0.85.

Cisco Systems (NASDAQ:CSCO) last released its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The company had revenue of $15.35 billion for the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. Cisco Systems’s revenue for the quarter was up 9.7% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.94 EPS. Research analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be paid a $0.42 dividend. This represents a $1.68 annualized dividend and a yield of 2.1%. The ex-dividend date is Thursday, April 2nd. This is a positive change from Cisco Systems’s previous quarterly dividend of $0.41. Cisco Systems’s dividend payout ratio is currently 57.54%.

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.