Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. Sells 4,602 Shares of Cisco Systems, Inc. $CSCO

Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. lessened its holdings in Cisco Systems, Inc. (NASDAQ:CSCO) by 54.7% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,804 shares of the network equipment provider’s stock after selling 4,602 shares during the quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.’s holdings in Cisco Systems were worth $295,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its holdings in Cisco Systems by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 398,943,293 shares of the network equipment provider’s stock valued at $30,730,602,000 after purchasing an additional 4,049,893 shares during the period. State Street Corp grew its position in shares of Cisco Systems by 0.5% in the 4th quarter. State Street Corp now owns 195,521,161 shares of the network equipment provider’s stock valued at $15,060,995,000 after buying an additional 1,057,962 shares during the last quarter. Morgan Stanley grew its position in shares of Cisco Systems by 0.3% in the 4th quarter. Morgan Stanley now owns 75,326,258 shares of the network equipment provider’s stock valued at $5,802,382,000 after buying an additional 206,352 shares during the last quarter. Invesco Ltd. raised its position in shares of Cisco Systems by 11.6% during the fourth quarter. Invesco Ltd. now owns 59,836,782 shares of the network equipment provider’s stock worth $4,609,227,000 after acquiring an additional 6,224,062 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of Cisco Systems in the fourth quarter worth approximately $4,473,272,000. 73.33% of the stock is owned by institutional investors.

Cisco Systems Price Performance

Shares of NASDAQ CSCO opened at $113.82 on Thursday. The firm has a market capitalization of $448.61 billion, a P/E ratio of 36.95, a P/E/G ratio of 2.85 and a beta of 1.02. The firm’s 50-day moving average price is $114.06 and its 200-day moving average price is $91.59. The company has a current ratio of 0.92, a quick ratio of 0.81 and a debt-to-equity ratio of 0.40. Cisco Systems, Inc. has a 1-year low of $65.75 and a 1-year high of $130.37.

Cisco Systems (NASDAQ:CSCO) last issued its earnings results on Wednesday, May 13th. The network equipment provider reported $1.06 EPS for the quarter, beating 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 company had revenue of $15.84 billion during the quarter, compared to the consensus estimate of $15.56 billion. During the same period last year, the business posted $0.96 EPS. The firm’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. Equities research analysts anticipate that Cisco Systems, Inc. will post 3.54 earnings per share for the current fiscal year.

Cisco Systems Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, July 22nd. Investors of record on Monday, July 6th will be issued a $0.42 dividend. This represents a $1.68 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Monday, July 6th. Cisco Systems’s dividend payout ratio (DPR) is currently 54.55%.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the stock. New Street Research boosted their price target on shares of Cisco Systems from $82.00 to $122.00 and gave the stock a “neutral” rating in a research report on Thursday, May 14th. CICC Research boosted their target price on shares of Cisco Systems from $96.00 to $125.00 and gave the company an “outperform” rating in a report on Monday, May 18th. JPMorgan Chase & Co. upped their price target on shares of Cisco Systems from $95.00 to $96.00 in a research report on Monday, May 11th. Weiss Ratings raised Cisco Systems from a “buy (b-)” rating to a “buy (b)” rating in a research report on Friday, May 29th. Finally, Truist Financial started coverage on Cisco Systems in a research report on Tuesday, March 31st. They set a “buy” rating and a $94.00 target price on the stock. Three equities research analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating and six have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $123.14.

Trending Headlines about Cisco Systems

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

• Positive Sentiment: Cisco raised its fiscal 2026 revenue and earnings guidance, which signals management is seeing better-than-expected demand and profitability ahead. Cisco Systems (CSCO) Raised Guidance, Is The Stock Fully Valued?
• Positive Sentiment: The company is deepening its AI strategy, including a partnership with Rafay Systems, and is reshaping its business around silicon, optics, security, and AI—areas that investors may see as higher-growth and more durable. Cisco Systems (CSCO) Raised Guidance, Is The Stock Fully Valued?
• Positive Sentiment: Investor interest in Cisco has increased, with multiple articles noting the stock is attracting attention, which can support momentum in the shares. Why the Market Dipped But Cisco Systems (CSCO) Gained Today
• Neutral Sentiment: A new U.S. Army enterprise IT modernization agreement involving Cisco and World Wide Technology highlights continued public-sector relevance, but the direct financial impact to Cisco was not detailed. Dell Stock’s Secret: It Gets Paid Before It Pays Its Bills

Insiders Place Their Bets

In other Cisco Systems news, CEO Charles Robbins sold 21,400 shares of the business’s stock in a transaction on Friday, May 22nd. The shares were sold at an average price of $120.03, for a total transaction of $2,568,642.00. Following the completion of the sale, the chief executive officer owned 637,085 shares in the company, valued at approximately $76,469,312.55. The trade was a 3.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Thimaya K. Subaiya sold 7,127 shares of the firm’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $119.91, for a total transaction of $854,598.57. Following the completion of the transaction, the executive vice president directly owned 140,857 shares in the company, valued at $16,890,162.87. This trade represents a 4.82% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 47,650 shares of company stock worth $5,668,823 in the last quarter. 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.