Hsbc Holdings PLC Purchases 193,322 Shares of Cisco Systems, Inc. $CSCO

Hsbc Holdings PLC boosted its position in Cisco Systems, Inc. (NASDAQ:CSCO) by 1.0% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 19,902,205 shares of the network equipment provider’s stock after purchasing an additional 193,322 shares during the period. Cisco Systems comprises 0.9% of Hsbc Holdings PLC’s portfolio, making the stock its 16th biggest holding. Hsbc Holdings PLC’s holdings in Cisco Systems were worth $1,534,020,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the company. Intesa Sanpaolo Wealth Management bought a new position in shares of Cisco Systems in the 4th quarter worth approximately $25,000. MidAtlantic Capital Management Inc. bought a new stake in Cisco Systems during the fourth quarter valued at approximately $25,000. Jessup Wealth Management Inc purchased a new stake in Cisco Systems during the fourth quarter valued at approximately $29,000. EQ Wealth Advisors LLC purchased a new stake in Cisco Systems during the fourth quarter valued at approximately $31,000. Finally, Board of the Pension Protection Fund bought a new position in Cisco Systems in the fourth quarter worth approximately $31,000. 73.33% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of analysts have commented on the company. HSBC upgraded Cisco Systems from a “hold” rating to a “buy” rating and upped their price target for the stock from $77.00 to $137.00 in a research report on Friday, May 15th. Piper Sandler raised their target price on shares of Cisco Systems from $86.00 to $132.00 and gave the stock a “neutral” rating in a research note on Thursday, May 14th. Zacks Research lowered shares of Cisco Systems from a “strong-buy” rating to a “hold” rating in a research report on Monday, April 13th. Argus lifted their target price on shares of Cisco Systems from $100.00 to $150.00 and gave the company a “buy” rating in a research note on Tuesday, May 19th. Finally, CICC Research upped 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. Two equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $122.90.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Analyst and news coverage continues to emphasize Cisco’s AI infrastructure orders, enterprise networking refresh cycle, and security growth, which support the bullish case for revenue and earnings momentum. Article Title
• Positive Sentiment: Cisco was also highlighted in AI-focused stock screens and feature articles as a beneficiary of surging demand tied to AI infrastructure, reinforcing expectations that the company can keep growing into its premium valuation. Article Title
• Positive Sentiment: Coverage around Cisco’s push into quantum security and enterprise AI adds to the view that the company is expanding beyond traditional networking into higher-growth markets. Article Title
• Neutral Sentiment: A report on Cisco keeping access to a restricted AI model through Project Glasswing is notable, but the direct financial impact on the stock is unclear so far. Article Title
• Neutral Sentiment: One article argued Cisco may be overvalued at 7.01x sales, even while acknowledging that AI demand and security strength help justify the premium. That suggests valuation is becoming a bigger watch item for investors after the stock’s strong run. Article Title
• Negative Sentiment: Cisco EVP Thimaya Subaiya sold 7,127 shares in a pre-arranged 10b5-1 plan, which is not necessarily a bearish signal but can still weigh on sentiment. Article Title

Cisco Systems Price Performance

NASDAQ CSCO opened at $119.54 on Friday. The stock’s 50 day moving average is $106.15 and its 200 day moving average is $88.00. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 12 month low of $65.72 and a 12 month high of $130.37. The stock has a market cap of $471.16 billion, a PE ratio of 38.81, a P/E/G ratio of 3.05 and a beta of 1.01.

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. The business had revenue of $15.84 billion during the quarter, compared to analyst estimates of $15.56 billion. Cisco Systems had a net margin of 20.14% and a return on equity of 28.44%. The company’s revenue was up 12.0% on a year-over-year basis. During the same period last year, the firm posted $0.96 EPS. 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. Research analysts predict that Cisco Systems, Inc. will post 3.54 EPS for the current fiscal year.

Cisco Systems Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be paid a dividend of $0.42 per share. This represents a $1.68 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is presently 54.55%.

Insider Activity at Cisco Systems

In other Cisco Systems news, EVP Thimaya K. Subaiya sold 7,127 shares of the stock in a transaction dated Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the completion of the transaction, the executive vice president owned 140,857 shares of the company’s stock, valued at $16,890,162.87. This represents a 4.82% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at 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 firm’s stock in a transaction dated Friday, May 15th. The shares were sold at an average price of $114.61, for a total value of $316,438.21. Following the transaction, the executive vice president owned 180,877 shares of the company’s stock, 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 a total of 47,650 shares of company stock valued at $5,668,823 in the last ninety days. Corporate insiders own 0.01% of the company’s stock.

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.