KLP Kapitalforvaltning AS Sells 15,500 Shares of Cisco Systems, Inc. $CSCO

KLP Kapitalforvaltning AS lessened its stake in Cisco Systems, Inc. (NASDAQ:CSCO) by 0.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,798,415 shares of the network equipment provider’s stock after selling 15,500 shares during the quarter. Cisco Systems comprises about 0.5% of KLP Kapitalforvaltning AS’s investment portfolio, making the stock its 23rd largest holding. KLP Kapitalforvaltning AS’s holdings in Cisco Systems were worth $138,532,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Marquette Asset Management LLC bought a new stake in Cisco Systems in the third quarter valued at about $25,000. Board of the Pension Protection Fund bought a new stake in Cisco Systems in the fourth quarter valued at about $31,000. Lowe Wealth Advisors LLC increased its holdings in Cisco Systems by 96.2% in the third quarter. Lowe Wealth Advisors LLC now owns 408 shares of the network equipment provider’s stock valued at $28,000 after purchasing an additional 200 shares during the last quarter. Cedar Mountain Advisors LLC grew its stake in Cisco Systems by 115.7% in the third quarter. Cedar Mountain Advisors LLC now owns 468 shares of the network equipment provider’s stock valued at $32,000 after acquiring an additional 251 shares during the period. Finally, Holos Integrated Wealth LLC acquired a new position in Cisco Systems in the fourth quarter valued at about $41,000. Institutional investors own 73.33% of the company’s stock.

Cisco Systems Stock Up 2.3%

NASDAQ:CSCO opened at $89.70 on Wednesday. The company has a current ratio of 0.96, a quick ratio of 0.85 and a debt-to-equity ratio of 0.45. The stock has a market cap of $354.31 billion, a price-to-earnings ratio of 31.47, a PEG ratio of 3.31 and a beta of 0.83. The stock has a 50-day moving average price of $79.95 and a two-hundred day moving average price of $77.07. Cisco Systems, Inc. has a 1 year low of $54.58 and a 1 year high of $89.80.

Cisco Systems (NASDAQ:CSCO) last posted its quarterly earnings data 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. The company had revenue of $15.35 billion during the quarter, compared to analysts’ expectations of $15.11 billion. Cisco Systems had a return on equity of 27.88% and a net margin of 19.22%.Cisco Systems’s revenue for the quarter was up 9.7% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.94 earnings per share. As a group, equities analysts expect that Cisco Systems, Inc. will post 3.4 earnings per share for the current year.

Cisco Systems Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 22nd. Stockholders 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 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Thursday, April 2nd. Cisco Systems’s payout ratio is currently 58.95%.

Analyst Ratings Changes

A number of research analysts have issued reports on the company. BNP Paribas Exane boosted their target price on Cisco Systems from $86.00 to $87.00 and gave the company an “outperform” rating in a research note on Thursday, February 12th. Argus raised Cisco Systems to a “strong-buy” rating in a research note on Friday, February 13th. Evercore raised Cisco Systems from an “in-line” rating to an “outperform” rating and boosted their target price for the company from $80.00 to $100.00 in a research note on Monday, January 26th. Truist Financial assumed coverage on Cisco Systems in a research note on Tuesday, March 31st. They issued a “buy” rating and a $94.00 target price for the company. Finally, CICC Research boosted their target price on Cisco Systems from $84.00 to $96.00 and gave the company an “outperform” rating in a research note on Friday, February 13th. Three research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $89.81.

More Cisco Systems News

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

• Positive Sentiment: Cisco is being framed as a momentum/value hybrid — articles point to accelerating revenue, AI networking/security product positioning and improving deal flow that make it attractive to momentum investors. Cisco Systems (CSCO) is a Great Momentum Stock: Should You Buy? Cisco Systems (CSCO) is a Great Momentum Stock: Should You Buy?
• Positive Sentiment: Zacks flags Cisco as among stocks that could beat upcoming earnings estimates based on its Earnings ESP and improving fundamentals — a potential catalyst for upside if results surprise. These 2 Computer and Technology Stocks Could Beat Earnings
• Positive Sentiment: Industry write-ups rank Cisco among top AI/data-center plays (treated as a value AI play by some funds) thanks to its pivot toward AI-native networking and security — supports longer-term revenue and margin upside expectations. Is Cisco Systems (CSCO) One of the Best AI Data Center Stocks to Buy Right Now?
• Positive Sentiment: Research roundup coverage highlights Cisco alongside Broadcom and others for AI-driven growth, expanding product portfolios and robust revenue trends — positive analyst attention that can support multiple upward revisions. Top Research Reports for Broadcom, JPMorgan & Cisco
• Neutral Sentiment: Zacks analyst blog mentions Cisco in a broader note on sector names (AI momentum, cloud demand) but also flags margin pressure and macro risks — supportive context but mixed near-term implications. The Zacks Analyst Blog Broadcom, JPMorgan, Cisco, Preformed Line Products and CompX The Zacks Analyst Blog Broadcom, JPMorgan, Cisco…
• Neutral Sentiment: Coverage examining aggregate Wall Street recommendations concludes analysts are generally optimistic on Cisco — useful for sentiment but not a guaranteed price catalyst absent earnings or guidance beats. Is Cisco (CSCO) a Buy as Wall Street Analysts Look Optimistic? Is Cisco (CSCO) a Buy as Wall Street Analysts Look Optimistic?
• Neutral Sentiment: General market coverage (Dow moves) mentioned Cisco among movers; this is more context for intraday action than a company-specific fundamental shift. Stock Market Today: Dow Dips As Trump Says This On Iran; This Stock Clears Entry (Live Coverage)
• Negative Sentiment: Former Cisco CEO John Chambers warned that the AI bubble is harder to navigate than prior tech cycles — a cautionary note that could temper investor enthusiasm if macro or valuation risks re-emerge. Cisco’s John Chambers lived through the dot-com crash. He says the AI bubble is harder to navigate

Insider Activity at Cisco Systems

In other news, SVP Maria Victoria Wong sold 2,179 shares of the company’s stock in a transaction dated Tuesday, February 24th. The stock was sold at an average price of $77.74, for a total transaction of $169,395.46. Following the completion of the transaction, the senior vice president directly owned 28,807 shares of the company’s stock, valued at $2,239,456.18. This represents a 7.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Jeetendra I. Patel sold 11,248 shares of the company’s stock in a transaction dated Friday, February 13th. The stock was sold at an average price of $76.00, for a total value of $854,848.00. Following the transaction, the insider directly owned 262,776 shares of the company’s stock, valued at $19,970,976. This represents a 4.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 46,431 shares of company stock valued at $3,574,820 over the last ninety days. Company insiders own 0.01% of the company’s 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.