Cisco Systems, Inc. $CSCO Stock Holdings Lessened by Handelsbanken Fonder AB

Handelsbanken Fonder AB cut its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 3.7% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 2,453,299 shares of the network equipment provider’s stock after selling 93,041 shares during the period. Cisco Systems comprises approximately 0.8% of Handelsbanken Fonder AB’s holdings, making the stock its 17th biggest position. Handelsbanken Fonder AB owned 0.06% of Cisco Systems worth $288,165,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. City Holding Co. increased its holdings in shares of Cisco Systems by 50.5% in the 2nd quarter. City Holding Co. now owns 52,435 shares of the network equipment provider’s stock worth $6,159,000 after acquiring an additional 17,583 shares during the period. Charles Schwab Trust Co raised its holdings in shares of Cisco Systems by 127.8% during the second quarter. Charles Schwab Trust Co now owns 10,439 shares of the network equipment provider’s stock valued at $1,226,000 after buying an additional 5,857 shares during the last quarter. BFI Infinity Ltd. acquired a new position in shares of Cisco Systems during the second quarter worth approximately $725,000. Spinnaker Investment Group LLC increased its position in Cisco Systems by 9.8% in the 2nd quarter. Spinnaker Investment Group LLC now owns 5,099 shares of the network equipment provider’s stock valued at $599,000 after acquiring an additional 456 shares during the period. Finally, Fulcrum Equity Management acquired a new stake in Cisco Systems in the 2nd quarter valued at approximately $270,000. 73.33% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Cisco Systems

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

• Positive Sentiment: AI and networking demand are the key upside drivers. Analysts expect Cisco’s results to reflect strong demand for AI-related networking infrastructure, building on the company’s recent revenue growth and earnings beat. Investors will focus on whether orders, backlog and guidance support further gains. Cisco Q4 Earnings Preview: What Investors Should Expect
• Positive Sentiment: Analysts have been raising price targets. The favorable analyst activity ahead of earnings provides additional support for CSCO, which has been trading above both its 50-day and 200-day moving averages. Cisco Systems Is In a Trading Range Ahead of Earnings
• Neutral Sentiment: Earnings are the immediate catalyst. Cisco is among the week’s major reporting companies, making its results, forward guidance and AI-related commentary especially important for the stock. Options activity indicates investors expect CSCO to remain in a relatively defined trading range before the report. Option Volatility and Earnings Report for Aug. 10–14
• Negative Sentiment: Execution and valuation risks remain. Higher memory costs, Splunk’s cloud transition, intense competition and the possibility that AI growth is already priced into CSCO could pressure the shares if results or guidance disappoint. Should Buy, Sell or Hold Cisco Stock Before Q4 Earnings?

Cisco Systems Trading Up 0.9%

NASDAQ:CSCO opened at $122.57 on Tuesday. The stock has a fifty day simple moving average of $117.77 and a 200 day simple moving average of $98.05. The firm has a market capitalization of $483.10 billion, a price-to-earnings ratio of 39.80, a price-to-earnings-growth ratio of 2.74 and a beta of 1.02. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37. The company has a quick ratio of 0.81, a current ratio of 0.92 and a debt-to-equity ratio of 0.40.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data on Wednesday, May 13th. The network equipment provider reported $1.06 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.03 by $0.03. Cisco Systems had a return on equity of 28.44% and a net margin of 20.14%.The firm had revenue of $15.84 billion for the quarter, compared to the consensus estimate of $15.56 billion. During the same quarter in the previous year, the company earned $0.96 EPS. The business’s revenue for the quarter 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. Sell-side analysts forecast that Cisco Systems, Inc. will post 3.54 earnings per share for the current year.

Cisco Systems Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, July 22nd. Investors of record on Monday, July 6th were given a $0.42 dividend. This represents a $1.68 annualized dividend and a dividend yield of 1.4%. The ex-dividend date was Monday, July 6th. Cisco Systems’s dividend payout ratio is 54.55%.

Insider Transactions at Cisco Systems

In other news, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $119.91, for a total value of $854,598.57. Following the completion of the sale, the executive vice president owned 140,857 shares of the company’s stock, valued at $16,890,162.87. This trade represents a 4.82% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Oliver Tuszik sold 2,761 shares of the company’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 completion of the transaction, the executive vice president owned 180,877 shares in the company, valued at $20,730,312.97. This represents a 1.50% 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 have sold 47,650 shares of company stock worth $5,668,823. 0.01% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research analysts have recently issued reports on CSCO shares. JPMorgan Chase & Co. increased their price target on Cisco Systems from $95.00 to $96.00 in a research note on Monday, May 11th. Evercore upped their price objective on shares of Cisco Systems from $110.00 to $150.00 and gave the stock an “outperform” rating in a report on Thursday, May 14th. Wells Fargo & Company increased their target price on shares of Cisco Systems from $95.00 to $130.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Citic Securities raised their target price on shares of Cisco Systems from $90.00 to $130.00 in a research note on Friday, May 15th. Finally, Weiss Ratings upgraded shares of Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 29th. Two 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’s stock. Based on data from MarketBeat.com, Cisco Systems presently has a consensus rating of “Moderate Buy” and a consensus target price of $123.14.

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.