Nordea Investment Management AB Sells 3,596,905 Shares of Cisco Systems, Inc. $CSCO

Nordea Investment Management AB trimmed its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 17.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 17,171,264 shares of the network equipment provider’s stock after selling 3,596,905 shares during the period. Cisco Systems accounts for 1.1% of Nordea Investment Management AB’s portfolio, making the stock its 11th biggest position. Nordea Investment Management AB owned approximately 0.43% of Cisco Systems worth $1,325,364,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Norges Bank purchased a new stake in shares of Cisco Systems in the 2nd quarter worth about $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main lifted its position in Cisco Systems by 413.3% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock valued at $1,553,645,000 after acquiring an additional 18,030,441 shares during the period. Arrowstreet Capital Limited Partnership lifted its position 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 valued at $1,259,369,000 after acquiring an additional 9,648,265 shares during the period. Laurel Wealth Advisors LLC boosted its stake in Cisco Systems by 6,778.2% during the second quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock worth $472,479,000 after acquiring an additional 6,711,004 shares in the last quarter. Finally, Wellington Management Group LLP grew its holdings in Cisco Systems by 19.5% in the third quarter. Wellington Management Group LLP now owns 33,748,414 shares of the network equipment provider’s stock worth $2,309,066,000 after purchasing an additional 5,498,375 shares during the period. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Trading Down 1.1%

Shares of NASDAQ CSCO opened at $77.65 on Friday. The firm’s 50 day moving average price is $78.39 and its 200-day moving average price is $74.83. Cisco Systems, Inc. has a 52-week low of $52.11 and a 52-week high of $88.18. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The company has a market cap of $306.71 billion, a PE ratio of 27.25, a P/E/G ratio of 2.93 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, beating the consensus estimate of $1.02 by $0.02. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. During the same quarter last year, the firm earned $0.94 earnings per share. The firm’s quarterly revenue was up 9.7% compared to the same quarter last year. On average, equities 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 announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend 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 57.54%.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: Cisco launched a 10‑year “40 Communities” program to improve emergency connectivity, disaster response networks and local digital/cyber skills — a long‑term CSR/market‑development initiative that can lead to public‑sector contracts and steady demand for networking/security products. Cisco Community Push Puts 40 Communities Initiative In Investor Focus
• Positive Sentiment: Macro/sector commentary (Goldman) highlights AI, cybersecurity and infrastructure as winners — a thematic tailwind for Cisco’s routing, switching and security franchises as enterprise and cloud customers spend on AI‑ready networks. The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider
• Positive Sentiment: Technical commentary suggests Cisco could clear overhead resistance — if price momentum follows, that can draw momentum buyers and short‑covering. Blue‑Chip Tech Stock Could Topple Overhead Resistance
• Neutral Sentiment: Short‑interest data for March appear anomalous/zero — no meaningful short position to drive a short squeeze or large covering flows in the near term.
• Neutral Sentiment: Supplier/supply‑chain coverage (Jabil) and sector pieces underline stronger demand in AI/infrastructure, which indirectly supports Cisco but doesn’t alter Cisco’s near‑term fundamentals on its own. Jabil Quietly Manufactures an Accelerating Stock Price Rally
• Neutral Sentiment: Note that Cisco’s recent price weakness has partly tracked the Nasdaq, indicating some index/market pressure rather than company‑specific deterioration. Price Decline Meets Nasdaq Composite Trends
• Negative Sentiment: Insider selling: two executive VPs disclosed recent sales (Oliver Tuszik — 3,132 shares; Deborah L. Stahlkopf — 7,981 shares). Sales are modest relative to holdings but clustered insider sales can weigh on near‑term sentiment. SEC filing — Tuszik sale SEC filing — Stahlkopf sale
• Negative Sentiment: Valuation concern: some analysis flags Cisco as expensive on price‑to‑sales, which could cap upside for value‑focused investors despite growth in AI/networking demand. Cisco is Overvalued at 4.95X PS

Insider Transactions at Cisco Systems

In related news, EVP Oliver Tuszik sold 3,132 shares of Cisco Systems stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the completion of the sale, the executive vice president directly owned 188,613 shares in the company, valued at approximately $15,040,000.62. This trade represents a 1.63% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Charles Robbins sold 19,545 shares of the business’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $1,485,420.00. Following the completion of the transaction, the chief executive officer directly owned 671,095 shares of the company’s stock, valued at approximately $51,003,220. This trade represents a 2.83% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 46,431 shares of company stock valued at $3,574,820. Insiders own 0.01% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have weighed in on CSCO shares. DZ Bank raised shares of Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Erste Group Bank downgraded Cisco Systems from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Argus raised Cisco Systems to a “strong-buy” rating in a research report on Friday, February 13th. Rosenblatt Securities reiterated a “buy” rating and set a $100.00 price objective on shares of Cisco Systems in a research note on Thursday, February 12th. Finally, Zacks Research raised Cisco Systems from a “hold” rating to a “strong-buy” rating in a report on Monday, January 26th. Three analysts have rated the stock with a Strong Buy rating, fourteen have given a Buy rating and seven have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $89.55.

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.