3,419,411 Shares in Cisco Systems, Inc. $CSCO Bought by Danske Bank A S

Danske Bank A S bought a new position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 3,419,411 shares of the network equipment provider’s stock, valued at approximately $233,956,000. Cisco Systems makes up approximately 0.6% of Danske Bank A S’s investment portfolio, making the stock its 24th largest position.

A number of other institutional investors also recently modified their holdings of the company. Stance Capital LLC boosted its position in shares of Cisco Systems by 14.2% during the third quarter. Stance Capital LLC now owns 73,218 shares of the network equipment provider’s stock worth $5,010,000 after buying an additional 9,083 shares during the period. Advisory Services Network LLC lifted its stake in Cisco Systems by 2.1% in the 3rd quarter. Advisory Services Network LLC now owns 279,327 shares of the network equipment provider’s stock valued at $19,111,000 after acquiring an additional 5,767 shares in the last quarter. Kozak & Associates Inc. grew its stake in shares of Cisco Systems by 6.3% during the 3rd quarter. Kozak & Associates Inc. now owns 7,622 shares of the network equipment provider’s stock worth $521,000 after acquiring an additional 453 shares in the last quarter. San Luis Wealth Advisors LLC acquired a new stake in shares of Cisco Systems in the third quarter valued at approximately $533,000. Finally, Raab & Moskowitz Asset Management LLC raised its holdings in shares of Cisco Systems by 3.3% in the third quarter. Raab & Moskowitz Asset Management LLC now owns 5,588 shares of the network equipment provider’s stock valued at $382,000 after purchasing an additional 176 shares during the last quarter. 73.33% of the stock is currently owned by institutional investors.

Cisco Systems Stock Performance

NASDAQ CSCO opened at $79.27 on Wednesday. The firm has a market capitalization of $313.11 billion, a P/E ratio of 27.81, a price-to-earnings-growth ratio of 2.98 and a beta of 0.87. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The firm’s fifty day moving average price is $78.16 and its two-hundred day moving average price is $74.68. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18.

Cisco Systems (NASDAQ:CSCO) last announced its quarterly earnings data on Wednesday, February 11th. The network equipment provider reported $1.04 EPS for the quarter, beating analysts’ consensus estimates of $1.02 by $0.02. The company had revenue of $15.35 billion during the quarter, compared to the consensus estimate of $15.11 billion. Cisco Systems had a net margin of 19.22% and a return on equity of 27.88%. The company’s quarterly revenue was up 9.7% on a year-over-year basis. During the same quarter last year, the firm posted $0.94 EPS. As a group, research analysts anticipate that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Investors of record on Thursday, April 2nd will be issued a dividend of $0.42 per share. The ex-dividend date is Thursday, April 2nd. This is an increase from Cisco Systems’s previous quarterly dividend of $0.41. This represents a $1.68 dividend on an annualized basis and a yield of 2.1%. Cisco Systems’s dividend payout ratio is 58.95%.

More Cisco Systems News

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

• Positive Sentiment: Cisco reports large AI infrastructure orders from webscale customers and continued subscription momentum (subscriptions ~51% of sales in the quarter), signaling higher-margin recurring revenue and direct AI-driven demand for its networking and security stack. How Cisco’s AI Infrastructure Orders and NVIDIA Alliance Could Shape Cisco Systems (CSCO) Investors
• Positive Sentiment: Cisco expanded its Secure AI Factory with NVIDIA to simplify secure AI deployment from data centers to edge sites — a strategic partnership that ties Cisco networking/security products to NVIDIA’s AI stack and could accelerate customer deployments and systems sales. Cisco Secure AI Factory with NVIDIA Makes AI Easier to Deploy and Secure, Anywhere Organizations Need It
• Positive Sentiment: Billionaire investor Ken Fisher’s fund continues to hold Cisco and highlighted it among notable moves for 2026 — a vote of confidence from a long-term institutional holder that can support sentiment and liquidity. Cisco Systems Inc. (CSCO): Billionaire Ken Fisher Reignites Interest in Long-Term Holding
• Neutral Sentiment: Multiple media/analyst notes (Zacks, Yahoo Finance) are amplifying the NVIDIA partnership and AI orders, which helps visibility but may already be priced in by short-term traders. CSCO Taps NVIDIA to Drive Secure AI at the Edge: More Upside Ahead?
• Neutral Sentiment: Industry moves — NVIDIA’s new Vera CPU and surging optical peer Ciena — underscore strong AI/optical demand but also intensifying competition and sector rotation that could influence networking/optical pricing and investment. NVIDIA Launches Vera CPU, Purpose-Built for Agentic AI Ciena Surges 73% in 3 Months: Should Investors Still Buy the Stock?

Insider Activity

In other news, insider Jeetendra I. Patel sold 11,248 shares of Cisco Systems stock in a transaction that occurred on Friday, February 13th. The stock was sold at an average price of $76.00, for a total transaction of $854,848.00. Following the completion of the transaction, the insider directly owned 262,776 shares in the company, valued at approximately $19,970,976. The trade was a 4.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Kristina M. Johnson sold 13,481 shares of the business’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $77.13, for a total value of $1,039,789.53. Following the transaction, the director directly owned 61,630 shares in the company, valued at $4,753,521.90. The trade was a 17.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 75,799 shares of company stock valued at $5,815,306. 0.01% of the stock is owned by insiders.

Wall Street Analyst Weigh In

CSCO has been the subject of several recent research reports. Citigroup increased their target price on shares of Cisco Systems from $85.00 to $90.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Rosenblatt Securities reissued a “buy” rating and set a $100.00 price target on shares of Cisco Systems in a research report on Thursday, February 12th. DZ Bank upgraded Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. BNP Paribas Exane lifted their target price on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Finally, Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and upped their target price for the stock from $80.00 to $100.00 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 given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target 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.