Fjarde AP Fonden Fourth Swedish National Pension Fund Boosts Stake in Cisco Systems, Inc. $CSCO

Fjarde AP Fonden Fourth Swedish National Pension Fund lifted its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 59.4% in the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,188,717 shares of the network equipment provider’s stock after acquiring an additional 815,200 shares during the period. Cisco Systems makes up 0.9% of Fjarde AP Fonden Fourth Swedish National Pension Fund’s portfolio, making the stock its 20th biggest position. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Cisco Systems were worth $169,823,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the company. World Investment Advisors grew its holdings in Cisco Systems by 15.4% during the 4th quarter. World Investment Advisors now owns 198,549 shares of the network equipment provider’s stock worth $13,905,000 after acquiring an additional 26,455 shares in the last quarter. WCG Wealth Advisors LLC increased its holdings in shares of Cisco Systems by 101.8% in the fourth quarter. WCG Wealth Advisors LLC now owns 107,306 shares of the network equipment provider’s stock valued at $8,266,000 after buying an additional 54,141 shares in the last quarter. Vise Technologies Inc. lifted its stake in Cisco Systems by 47.1% during the fourth quarter. Vise Technologies Inc. now owns 200,341 shares of the network equipment provider’s stock valued at $15,432,000 after buying an additional 64,144 shares in the last quarter. Truist Financial Corp grew its holdings in shares of Cisco Systems by 6.8% during the fourth quarter. Truist Financial Corp now owns 4,311,098 shares of the network equipment provider’s stock valued at $332,084,000 after buying an additional 275,456 shares in the last quarter. Finally, Principal Financial Group Inc. increased its stake in Cisco Systems by 3.2% in the 4th quarter. Principal Financial Group Inc. now owns 4,873,274 shares of the network equipment provider’s stock valued at $375,388,000 after buying an additional 151,395 shares during the period. Institutional investors and hedge funds own 73.33% of the company’s stock.

Insider Activity at Cisco Systems

In related news, CEO Charles Robbins sold 21,400 shares of Cisco Systems stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $120.03, for a total value of $2,568,642.00. Following the transaction, the chief executive officer directly owned 637,085 shares of the company’s stock, valued at $76,469,312.55. The trade was a 3.25% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of the business’s stock in a transaction on Friday, May 15th. The shares were sold at an average price of $114.61, for a total transaction of $316,438.21. Following the completion of the transaction, the executive vice president owned 180,877 shares in the company, valued at approximately $20,730,312.97. The trade was a 1.50% decrease in their position. 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 sold 47,650 shares of company stock valued at $5,668,823 over the last ninety days. Insiders own 0.01% of the company’s stock.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Zacks upgraded Cisco to Strong Buy, signaling improving earnings expectations and stronger analyst confidence in the stock’s outlook. Article Title
• Positive Sentiment: Recent commentary highlighted Cisco as a potential AI infrastructure winner, citing record quarterly revenue, raised full-year guidance, and expected $9 billion in AI infrastructure orders from hyperscalers in fiscal 2026. Article Title
• Positive Sentiment: Analyst coverage from Zacks also placed Cisco among the blue-chip names to watch for the second half of 2026, reinforcing its appeal as a defensive-growth stock. Article Title
• Neutral Sentiment: Cisco partnered with College Board to launch AP Cybersecurity and expand career-connected learning, a positive long-term brand and talent-development move but not an immediate earnings driver. Article Title
• Neutral Sentiment: Market coverage noted the stock’s recent move lower, but the broader catalyst discussion suggests investors are weighing the pullback against stronger fundamentals and upgrade-driven optimism. Article Title
• Negative Sentiment: One article referenced past Cisco performance during the Dot-Com era as a cautionary comparison, which may temper enthusiasm for some growth-focused investors, though it is not a new fundamental concern. Article Title

Analyst Upgrades and Downgrades

CSCO has been the topic of a number of recent analyst reports. HSBC raised shares of 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 research report on Friday, May 15th. Citic Securities increased their price objective on shares of Cisco Systems from $90.00 to $130.00 in a report on Friday, May 15th. CICC Research lifted their target price on shares of Cisco Systems from $96.00 to $125.00 and gave the stock an “outperform” rating in a report on Monday, May 18th. JPMorgan Chase & Co. raised their price objective on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Finally, Wall Street Zen cut shares of Cisco Systems from a “buy” rating to a “hold” rating in a research note on Saturday, March 14th. Three investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $123.14.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $112.69 on Friday. The business has a fifty day moving average price of $112.13 and a two-hundred day moving average price of $90.58. Cisco Systems, Inc. has a fifty-two week low of $65.75 and a fifty-two week high of $130.37. The company has a debt-to-equity ratio of 0.40, a current ratio of 0.92 and a quick ratio of 0.81. The stock has a market capitalization of $444.16 billion, a PE ratio of 36.59, a P/E/G ratio of 2.98 and a beta of 1.02.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) 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 firm posted $0.96 earnings per share. The firm’s quarterly 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. As a group, equities analysts predict that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be given a dividend of $0.42 per share. The ex-dividend date is Monday, July 6th. This represents a $1.68 annualized dividend and a yield of 1.5%. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

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.