Cisco Systems, Inc. $CSCO Stock Holdings Raised by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. increased its holdings in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 4.2% in the third quarter, Holdings Channel.com reports. The fund owned 1,199,406 shares of the network equipment provider’s stock after buying an additional 48,400 shares during the quarter. Cisco Systems comprises about 1.0% of Mn Services Vermogensbeheer B.V.’s portfolio, making the stock its 23rd largest holding. Mn Services Vermogensbeheer B.V.’s holdings in Cisco Systems were worth $132,415,000 as of its most recent filing with the SEC.

Other hedge funds also recently bought and sold shares of the company. Networth Advisors LLC lifted its position in shares of Cisco Systems by 276.4% during the first quarter. Networth Advisors LLC now owns 335 shares of the network equipment provider’s stock worth $26,000 after purchasing an additional 246 shares during the last quarter. Manning & Napier Advisors LLC grew its holdings in shares of Cisco Systems by 137.0% in the first quarter. Manning & Napier Advisors LLC now owns 346 shares of the network equipment provider’s stock worth $27,000 after purchasing an additional 200 shares during the last quarter. Financial Life Planners purchased a new position in Cisco Systems in the 1st quarter worth about $27,000. Principia Wealth Advisory LLC increased its stake in Cisco Systems by 43.7% in the 2nd quarter. Principia Wealth Advisory LLC now owns 398 shares of the network equipment provider’s stock worth $47,000 after buying an additional 121 shares during the period. Finally, Osbon Capital Management LLC bought a new stake in Cisco Systems during the 4th quarter valued at about $32,000. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Down 2.1%

Shares of NASDAQ CSCO opened at $114.89 on Friday. Cisco Systems, Inc. has a 12-month low of $66.81 and a 12-month high of $130.37. The stock’s fifty day simple moving average is $112.13 and its two-hundred day simple moving average is $107.70. The stock has a market capitalization of $452.96 billion, a PE ratio of 34.40, a price-to-earnings-growth ratio of 2.46 and a beta of 0.99. The company has a current ratio of 0.93, a quick ratio of 0.79 and a debt-to-equity ratio of 0.39.

Cisco Systems (NASDAQ:CSCO) last issued its quarterly earnings data on Wednesday, August 12th. The network equipment provider reported $1.22 earnings per share for the quarter, topping analysts’ consensus estimates of $1.17 by $0.05. Cisco Systems had a return on equity of 30.16% and a net margin of 20.95%.The firm had revenue of $17.25 billion during the quarter, compared to analysts’ expectations of $16.84 billion. During the same period in the prior year, the business posted $0.99 EPS. The firm’s quarterly revenue was up 17.6% on a year-over-year basis. Cisco Systems has set its FY 2027 guidance at 5.050-5.110 EPS and its Q1 2027 guidance at 1.320-1.340 EPS. As a group, analysts expect that Cisco Systems, Inc. will post 4.41 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, October 21st. Stockholders of record on Friday, October 2nd will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, October 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 50.30%.

Analyst Ratings Changes

CSCO has been the topic of a number of research reports. Wells Fargo & Company raised their target price on shares of Cisco Systems from $130.00 to $150.00 and gave the stock an “overweight” rating in a research report on Thursday, August 13th. KeyCorp increased their price objective on Cisco Systems from $130.00 to $135.00 and gave the stock an “overweight” rating in a research note on Thursday, August 13th. Morgan Stanley lifted their target price on Cisco Systems from $130.00 to $135.00 and gave the company an “overweight” rating in a research report on Thursday, August 13th. Rosenblatt Securities increased their price target on Cisco Systems from $150.00 to $165.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Finally, Barclays raised their price target on Cisco Systems from $121.00 to $123.00 and gave the company an “equal weight” rating in a research note on Thursday, August 13th. Three equities research analysts have rated the stock with a Strong Buy rating, sixteen have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $128.52.

Key Cisco Systems News

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

• Positive Sentiment: Cisco unveiled agentic AI capabilities across Webex, workplace solutions and customer experience. The updates include AI agents that can analyze data, generate content and execute tasks using enterprise context, potentially creating new growth opportunities and strengthening Cisco’s competitive position in enterprise collaboration. Cisco Unveils New Agentic Collaboration Experiences
• Positive Sentiment: Additional product announcements included a Google Meet partnership for Cisco devices, a new customer-experience platform, RoomOS 27 and a FIPS-validated post-quantum security application. These offerings could support demand for Cisco’s collaboration, security and networking portfolio. Cisco unveils agentic AI tools across Webex, workplace and CX
• Positive Sentiment: Recent commentary highlighted Cisco’s fifth consecutive earnings beat and strong AI-infrastructure orders, suggesting that demand related to artificial intelligence could be moving the company into a faster-growth phase. Cisco’s latest reported quarter also included revenue growth and earnings above analyst expectations. Cisco Could Be Entering a New Growth Phase
• Neutral Sentiment: Investors remain divided over whether Cisco’s AI momentum is fully reflected in the stock. With shares near their 52-week high and trading at a relatively rich earnings multiple, further gains may depend on sustained order growth, margin performance and successful execution of the AI strategy. Cisco Systems Sees a More Significant Dip Than Broader Market
• Negative Sentiment: A report that Webex AI agents may continue working after calls end raised concerns about reliability, user control and enterprise deployment risk. Such issues could slow adoption of Cisco’s new AI features and weighed on sentiment despite the broader product rollout. Cisco Stocks Slip as Webex Agents Keep Working After Calls

Insiders Place Their Bets

In other news, EVP Deborah L. Stahlkopf sold 6,487 shares of the stock in a transaction on Friday, August 14th. The stock was sold at an average price of $111.53, for a total transaction of $723,495.11. Following the completion of the sale, the executive vice president owned 167,116 shares in the company, valued at approximately $18,638,447.48. This represents a 3.74% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 680 shares of the business’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $110.18, for a total value of $74,922.40. Following the sale, the executive vice president owned 163,337 shares in the company, valued at approximately $17,996,470.66. The trade was a 0.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 44,869 shares of company stock worth $5,005,620. Insiders own 0.01% of the company’s stock.

About Cisco Systems

Cisco Systems, Inc is a global technology company that develops networking, cybersecurity, collaboration, observability and data center solutions. Its products and services help businesses, governments, educational institutions and other organizations connect users and devices, manage infrastructure, protect digital environments and support cloud-based operations.

Cisco’s portfolio includes routers and switches, wireless networking equipment, network management software, firewalls, identity and access tools, endpoint security products, collaboration applications and observability platforms.