Cisco Systems, Inc. $CSCO Shares Bought by State of New Jersey Common Pension Fund D

State of New Jersey Common Pension Fund D grew its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 3.7% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 1,392,301 shares of the network equipment provider’s stock after buying an additional 49,556 shares during the quarter. State of New Jersey Common Pension Fund D’s holdings in Cisco Systems were worth $95,261,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank purchased a new stake in Cisco Systems in the 2nd quarter worth approximately $3,816,825,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its holdings in Cisco Systems by 413.3% during the second 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 buying an additional 18,030,441 shares in the last quarter. Franklin Resources Inc. boosted its holdings in 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 worth $2,833,261,000 after buying an additional 12,904,969 shares in the last quarter. Laurel Wealth Advisors LLC increased its holdings in 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 valued at $472,479,000 after buying an additional 6,711,004 shares in the last quarter. Finally, Vanguard Group Inc. raised its position in shares of Cisco Systems by 1.3% in the second quarter. Vanguard Group Inc. now owns 393,989,568 shares of the network equipment provider’s stock worth $27,334,996,000 after acquiring an additional 5,039,714 shares during the period. 73.33% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

CSCO has been the topic of several research analyst reports. Barclays raised their price objective on Cisco Systems from $71.00 to $76.00 and gave the company an “equal weight” rating in a report on Thursday, November 13th. Wells Fargo & Company upped their price objective on shares of Cisco Systems from $83.00 to $95.00 and gave the stock an “overweight” rating in a research report on Thursday, November 13th. Erste Group Bank upgraded shares of Cisco Systems from a “hold” rating to a “buy” rating in a research report on Monday, November 10th. Evercore upped their price target on shares of Cisco Systems from $100.00 to $175.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 3rd. Finally, Citigroup raised their price target on shares of Cisco Systems from $85.00 to $90.00 and gave the company a “buy” rating in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, seventeen have issued a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $97.19.

Cisco Systems Stock Up 2.5%

Shares of NASDAQ CSCO opened at $76.85 on Friday. The stock has a market cap of $303.64 billion, a PE ratio of 26.97, a P/E/G ratio of 2.90 and a beta of 0.87. The company has a current ratio of 0.96, a quick ratio of 0.83 and a debt-to-equity ratio of 0.45. Cisco Systems, Inc. has a 12-month low of $52.11 and a 12-month high of $88.18. The company has a 50-day moving average of $77.83 and a 200 day moving average of $73.10.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, February 11th. The network equipment provider reported $1.04 earnings per share for the quarter, topping the consensus estimate of $1.02 by $0.02. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.The business had revenue of $15.35 billion for the quarter, compared to analysts’ expectations of $15.11 billion. During the same period in the previous year, the firm posted $0.94 EPS. The business’s revenue for the quarter was up 9.7% compared to the same quarter last year. As a group, sell-side analysts predict that Cisco Systems, Inc. will post 3.04 EPS for the current fiscal year.

Cisco Systems Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be paid a $0.42 dividend. This is a boost from Cisco Systems’s previous quarterly dividend of $0.41. The ex-dividend date of this dividend is Thursday, April 2nd. This represents a $1.68 dividend on an annualized basis and a dividend yield of 2.2%. Cisco Systems’s dividend payout ratio is 58.95%.

Insider Buying and Selling at Cisco Systems

In other news, SVP Maria Victoria Wong sold 9,801 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $76.38, for a total transaction of $748,600.38. Following the transaction, the senior vice president owned 33,026 shares of the company’s stock, valued at approximately $2,522,525.88. The trade was a 22.89% 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 Cisco Systems stock in a transaction dated Thursday, December 18th. The stock was sold at an average price of $77.13, for a total transaction of $1,039,789.53. Following the transaction, the director directly owned 61,630 shares in the company, valued at $4,753,521.90. This trade represents a 17.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 507,122 shares of company stock worth $39,545,816. Corporate insiders own 0.01% of the company’s stock.

Key Cisco Systems News

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

• Positive Sentiment: Cisco unveiled the Silicon One G300 switching chip designed for large AI cluster buildouts, positioning the company to compete in a multi‑hundred‑billion dollar AI infrastructure market — a clear long‑term growth catalyst. Silicon One G300 announcement
• Positive Sentiment: Q2 results beat both EPS and revenue expectations and management highlighted strong AI/customer orders (notably ~$2.1B of AI infrastructure orders), supporting revenue momentum and the firm’s raised FY guidance. That underpins upside if Cisco converts AI demand into sustained margin expansion. Zacks coverage
• Positive Sentiment: Multiple sell‑side firms raised price targets and reiterated buy/outperform views (examples: CICC raised its target to $96; UBS, Citi, BNP/Exane and others increased targets), which can support further upside via analyst-driven flows and ETF reweighting. CICC price target update
• Neutral Sentiment: Free cash flow fell year‑over‑year but remains positive with healthy margins; analysts note strong FCF long term despite higher capex for AI initiatives — this reduces downside risk but flags near‑term investment drag. TalkMarkets FCF piece
• Neutral Sentiment: MarketBeat and other bullish pieces argue for large long‑term upside (price‑target extrapolations to $150–$182), but these are speculative scenarios that rely on sustained AI share gains and margin recovery. MarketBeat long-term thesis
• Negative Sentiment: Investors punished Cisco after management disclosed gross‑margin pressure driven by a global memory shortage and higher component costs; that margin miss triggered a sharp selloff and created near‑term volatility risk for CSCO. CNBC margin story
• Negative Sentiment: Despite upbeat revenue/guidance, some analysts and market commentary viewed Cisco’s margin outlook and guidance as mixed, prompting sector weakness and headline risk that could keep short‑term selling pressure elevated. MarketWatch on market impact
• Neutral Sentiment: Reported short‑interest data in the feed is inconsistent/zero and appears not to be a meaningful new factor for intraday moves. (Days‑to‑cover figures show no material change.)

Cisco Systems Company 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.