Robeco Institutional Asset Management B.V. Grows Holdings in Cisco Systems, Inc. $CSCO

Robeco Institutional Asset Management B.V. raised its position in shares of Cisco Systems, Inc. (NASDAQ:CSCO) by 2.8% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 5,710,819 shares of the network equipment provider’s stock after purchasing an additional 156,534 shares during the quarter. Cisco Systems accounts for about 0.6% of Robeco Institutional Asset Management B.V.’s investment portfolio, making the stock its 27th largest position. Robeco Institutional Asset Management B.V. owned approximately 0.14% of Cisco Systems worth $390,734,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of CSCO. Norges Bank purchased a new stake in Cisco Systems in the 2nd quarter worth $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its stake in Cisco Systems by 413.3% in the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 22,393,371 shares of the network equipment provider’s stock worth $1,553,645,000 after purchasing an additional 18,030,441 shares during the period. Kingstone Capital Partners Texas LLC bought a new stake in shares of Cisco Systems during the second quarter valued at approximately $904,542,000. Franklin Resources Inc. raised its position in shares of Cisco Systems by 46.2% during the second quarter. Franklin Resources Inc. now owns 40,836,858 shares of the network equipment provider’s stock valued at $2,833,261,000 after buying an additional 12,904,969 shares during the last quarter. Finally, Laurel Wealth Advisors LLC lifted its holdings in shares of Cisco Systems by 6,778.2% in the second quarter. Laurel Wealth Advisors LLC now owns 6,810,012 shares of the network equipment provider’s stock worth $472,479,000 after buying an additional 6,711,004 shares in the last quarter. 73.33% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on the stock. Barclays lifted their price target on shares of Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a report on Thursday, November 13th. Morgan Stanley lifted their target price on Cisco Systems from $82.00 to $91.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Weiss Ratings reissued a “buy (b)” rating on shares of Cisco Systems in a research note on Thursday, October 30th. Piper Sandler lifted their price objective on Cisco Systems from $70.00 to $86.00 and gave the stock a “neutral” rating in a research note on Thursday, November 13th. Finally, Wells Fargo & Company increased their target price on Cisco Systems from $83.00 to $95.00 and gave the company an “overweight” rating in a research report on Thursday, November 13th. Sixteen analysts have rated the stock with a Buy rating and nine have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $85.23.

Cisco Systems Trading Down 0.6%

Shares of NASDAQ CSCO opened at $75.58 on Tuesday. Cisco Systems, Inc. has a 1-year low of $52.11 and a 1-year high of $80.82. The company has a debt-to-equity ratio of 0.46, a current ratio of 0.93 and a quick ratio of 0.83. The business’s 50 day moving average is $76.24 and its two-hundred day moving average is $71.20. The stock has a market capitalization of $298.62 billion, a P/E ratio of 28.41, a PEG ratio of 2.88 and a beta of 0.87.

Cisco Systems (NASDAQ:CSCO) last announced its earnings results on Wednesday, November 12th. The network equipment provider reported $1.00 EPS for the quarter, topping analysts’ consensus estimates of $0.98 by $0.02. Cisco Systems had a return on equity of 27.29% and a net margin of 18.38%.The firm had revenue of $14.88 billion during the quarter, compared to analysts’ expectations of $14.77 billion. During the same quarter in the previous year, the business earned $0.91 EPS. The company’s quarterly revenue was up 7.5% on a year-over-year basis. Cisco Systems has set its FY 2026 guidance at 4.080-4.140 EPS and its Q2 2026 guidance at 1.010-1.030 EPS. As a group, research analysts expect that Cisco Systems, Inc. will post 3.04 EPS for the current year.

Cisco Systems Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, January 21st. Stockholders of record on Friday, January 2nd will be paid a $0.41 dividend. The ex-dividend date of this dividend is Friday, January 2nd. This represents a $1.64 annualized dividend and a dividend yield of 2.2%. Cisco Systems’s dividend payout ratio is currently 61.65%.

Insider Transactions at Cisco Systems

In related news, EVP Thimaya K. Subaiya sold 1,745 shares of Cisco Systems stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $79.46, for a total transaction of $138,657.70. Following the completion of the transaction, the executive vice president directly owned 176,319 shares of the company’s stock, valued at approximately $14,010,307.74. The trade was a 0.98% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Kristina M. Johnson sold 13,481 shares of the company’s stock in a transaction dated Thursday, December 18th. The shares were sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the transaction, the director 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. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 1,044,865 shares of company stock worth $81,397,635. 0.01% of the stock is currently owned by insiders.

Cisco Systems 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.