E. Ohman J or Asset Management AB Makes New Investment in Cisco Systems, Inc. $CSCO

E. Ohman J or Asset Management AB purchased a new stake in shares of Cisco Systems, Inc. (NASDAQ:CSCO) in the 4th quarter, HoldingsChannel reports. The fund purchased 140,248 shares of the network equipment provider’s stock, valued at approximately $10,803,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Bill Few Associates Inc. raised its stake in shares of Cisco Systems by 3.8% during the 4th quarter. Bill Few Associates Inc. now owns 61,959 shares of the network equipment provider’s stock worth $4,773,000 after acquiring an additional 2,286 shares in the last quarter. First Heartland Consultants Inc. boosted its stake in Cisco Systems by 2.0% in the fourth quarter. First Heartland Consultants Inc. now owns 12,667 shares of the network equipment provider’s stock valued at $976,000 after acquiring an additional 251 shares in the last quarter. Capital Asset Advisory Services LLC grew its holdings in Cisco Systems by 1.5% in the fourth quarter. Capital Asset Advisory Services LLC now owns 70,135 shares of the network equipment provider’s stock worth $5,276,000 after purchasing an additional 1,037 shares during the last quarter. Clear Trail Advisors LLC acquired a new position in shares of Cisco Systems during the fourth quarter worth $799,000. Finally, Community Trust & Investment Co. lifted its holdings in shares of Cisco Systems by 4.6% during the 4th quarter. Community Trust & Investment Co. now owns 6,558 shares of the network equipment provider’s stock valued at $505,000 after purchasing an additional 290 shares during the last quarter. Hedge funds and other institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Performance

Shares of NASDAQ CSCO opened at $78.81 on Tuesday. The company has a market capitalization of $311.27 billion, a PE ratio of 27.65, a price-to-earnings-growth ratio of 2.93 and a beta of 0.87. The company has a debt-to-equity ratio of 0.45, a quick ratio of 0.85 and a current ratio of 0.96. The company’s fifty day moving average price is $78.48 and its 200 day moving average price is $74.96. Cisco Systems, Inc. has a 1 year low of $52.11 and a 1 year high of $88.18.

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

Cisco Systems Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, April 22nd. Shareholders of record on Thursday, April 2nd will be given a dividend of $0.42 per share. 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%. The ex-dividend date is Thursday, April 2nd. Cisco Systems’s dividend payout ratio (DPR) is currently 57.54%.

Insider Buying and Selling

In other news, EVP Deborah L. Stahlkopf sold 7,981 shares of the business’s stock in a transaction that occurred on Tuesday, March 17th. The stock was sold at an average price of $79.50, for a total value of $634,489.50. Following the completion of the sale, the executive vice president directly owned 187,097 shares in the company, valued at $14,874,211.50. The trade was a 4.09% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Oliver Tuszik sold 3,132 shares of the company’s stock in a transaction that occurred on Wednesday, March 18th. The stock was sold at an average price of $79.74, for a total value of $249,745.68. Following the transaction, the executive vice president directly owned 188,613 shares of the company’s stock, valued at approximately $15,040,000.62. The trade was a 1.63% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 46,431 shares of company stock valued at $3,574,820 in the last 90 days. Corporate insiders own 0.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on CSCO. Evercore upgraded Cisco Systems from an “in-line” rating to an “outperform” rating and boosted their target price for the stock from $80.00 to $100.00 in a research note on Monday, January 26th. JPMorgan Chase & Co. increased their price target on Cisco Systems from $90.00 to $95.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. UBS Group boosted their price target on Cisco Systems from $90.00 to $95.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Argus upgraded shares of Cisco Systems to a “strong-buy” rating in a report on Friday, February 13th. Finally, Morgan Stanley increased their price objective on shares of Cisco Systems from $82.00 to $91.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Three equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $89.55.

Key Stories Impacting Cisco Systems

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

• Positive Sentiment: Cisco unveiled new AI‑agent security tools and expanded Zero Trust capabilities aimed at enabling safe deployment of agentic AI — a clear product catalyst that can drive incremental security revenue and ease a major barrier to enterprise AI adoption. Cisco Reimagines Security for the Agentic Workforce
• Positive Sentiment: Media coverage highlights Cisco’s new security services for controlling AI agents — reinforcing investor perception that Cisco is positioned to monetize AI security needs. Cisco launches security services to protect the world from AI agents and each other
• Positive Sentiment: RSA Conference AI/security news helped lift the cybersecurity group, producing a sectorwide rally that supported CSCO shares as investors rotated into security names. Cybersecurity Stocks Rally Amid AI News At RSA Conference
• Neutral Sentiment: Analyst/coverage pieces note Cisco is attracting attention for valuation and longer‑term momentum, framing CSCO as near or below some estimates of fair value — useful context but not an immediate earnings catalyst. A Look At Cisco (CSCO) Valuation As Shares Trade Below Estimated Fair Value
• Neutral Sentiment: Zacks and other outlets flagged investor interest and reiterated that Cisco is pushing a new security portfolio to reignite growth — the strategy improves visibility but notes recent revenue softness and competitive pressures. Cisco Bets on New Portfolio to Reignite Security Growth: What’s Ahead?
• Neutral Sentiment: Reported short‑interest data shows effectively zero days to cover — likely a data artifact rather than a real short squeeze signal; treat as informational, not a driver.
• Negative Sentiment: An executive sale (~$250k) was reported, which can be read negatively by some investors even though the size is modest relative to the company’s market cap. Insider Selling: Cisco Systems (NASDAQ:CSCO) EVP Sells $249,745.68 in Stock

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.